Data as of Q4 2025 (Dec 31, 2025)

Madden Advisory Services, Inc.

โ€ขCIK: 1542284โ€ขFiling: Q4 2025

Madden Advisory Services, Inc. manages $249M across a diversified portfolio of 105 positions. The fund exhibits a clear tilt toward broad market exposure, evidenced by top holdings including VOO ($19.9M) and SCHB ($18.3M). Significant allocations are also directed toward technology and sector-specific plays, notably VGT ($16.3M) and VTV ($13.0M). This structure suggests a core strategy focused on capturing growth across major US equity indices while maintaining tactical exposure to international and specialized assets.

Total AUM
$248.7M
QoQ Performance
+4.5%
Positions
31
Top 10 Concentration
45.1%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
SCHB
VGT
VTV
VOO8.0%
SCHB7.3%
VGT6.6%
VTV5.2%
EFA4.1%
IBDR3.1%
IAU*2.9%
SCHX2.9%

๐Ÿ“ˆ Biggest Buys

IBDR
ISHARES TR
NEW
3.1% of portfolio
IBDS
ISHARES TR
NEW
2.4% of portfolio
NDQ
INVESCO QQQ TR
+36.0%
1.6% of portfolio
XLK
SELECT SECTOR SPDR TR
+99.9%
0.7% of portfolio
IBDT
ISHARES TR
+40.9%
1.1% of portfolio

๐Ÿ“‰ Biggest Sells

MSFT
MICROSOFT CORP
-96.2%
0.1% of portfolio
SCHB
SCHWAB STRATEGIC TR
-5.0%
7.3% of portfolio
VTV
VANGUARD INDEX FDS
-5.2%
5.2% of portfolio
VGT
VANGUARD WORLD FD
-3.4%
6.6% of portfolio
VDC
VANGUARD WORLD FD
-8.5%
2.1% of portfolio

Sector Breakdown

Other88.9%
ETF10.4%
Technology0.6%
Financial0.1%

๐Ÿšช Exited Positionssold since Q3 2025

โ€”
ISHARES TR
SOLD
$400.4K
โ€”
ISHARES TR
SOLD
$339.8K

Changes from Q3 2025

NEW3 new positions
โ†‘48 increased
โ†“47 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023