Madden Advisory Services, Inc.
โขCIK: 1542284โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other88.9%
ETF10.4%
Technology0.6%
Financial0.1%
๐ช Exited Positionssold since Q3 2025
โ
ISHARES TR
SOLD
$400.4K
โ
ISHARES TR
SOLD
$339.8K
Changes from Q3 2025
NEW3 new positions
โ48 increased
โ47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023