Madden Advisory Services, Inc.

CIK 0001542284 • 6 13F filings • May 6, 2025 – Aug 4, 2026

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Filer information

Filed by: Madden Advisory Services, Inc., CEO
Address: 5200 Belfort Road, Suite 410, Jacksonville, FL, 32256
Phone: 904-296-1127
AUM: $248.7M

AUM over time

$278.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryFinancialsOther

Holdings by filing

Portfolio value: $248.7M100 positionsView on SEC.gov

			% of Portfolio
ALPS ETF TR	SECTR DIV DOGS	$896K	0.4%Prev: 0.3%	14,812 SH	Increased-44 SH
APPLE INC	COM	$1.3M	0.5%Prev: 0.5%	4,662 SH	Increased-42 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$842K	0.3%Prev: 0.3%	20,500 SH	Increased-195 SH
FIDELITY COVINGTON TRUST	QLTY FCTOR ETF	$2.5M	1.0%Prev: 0.9%	32,439 SH	Increased+2,642 SH
FIRST TR EXCHANGE TRADED FD	CONSUMR STAPLE	$310K	0.1%Prev: 0.2%	5,114 SH	Decreased-1,442 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$737K	0.3%Prev: 0.3%	12,298 SH	Increased+489 SH
INVENTRUST PPTYS CORP	COM NEW	$231K	0.1%Prev: 0.1%	8,173 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.4M	0.6%Prev: 0.5%	7,185 SH	Increased+320 SH
INVESCO QQQ TR	UNIT SER 1	$3.9M	1.6%Prev: 1.1%	6,359 SH	Increased+1,684 SH
ISHARES GOLD TR	ISHARES NEW	$7.3M	2.9%Prev: 2.7%	89,771 SH	Increased-4,397 SH
ISHARES SILVER TR	ISHARES	$339K	0.1%Prev: 0.2%	5,265 SH	Decreased-4,312 SH
ISHARES TR	0-5 YR TIPS ETF	$3.4M	1.4%Prev: 1.3%	33,217 SH	Increased+527 SH
ISHARES TR	0-5YR HI YL CP	$5.1M	2.0%Prev: 1.9%	118,110 SH	Increased+2,324 SH
ISHARES TR	CORE HIGH DV ETF	$1.7M	0.7%Prev: 0.7%	14,035 SH	Decreased+96 SH
ISHARES TR	CORE MSCI EAFE	$512K	0.2%Prev: 0.2%	5,725 SH	Decreased-992 SH
ISHARES TR	CORE S&P MCP ETF	$1.6M	0.6%Prev: 0.6%	23,945 SH	Decreased-340 SH
ISHARES TR	CORE S&P SCP ETF	$3.8M	1.5%Prev: 1.5%	31,867 SH	Increased+269 SH
ISHARES TR	CORE S&P TTL STK	$736K	0.3%Prev: 0.3%	4,952 SH	Decreased-113 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.4%Prev: 0.4%	1,608 SH	Increased-22 SH
ISHARES TR	CORE US AGGBD ET	$663K	0.3%Prev: 0.3%	6,642 SH	Decreased-256 SH
ISHARES TR	EAFE GRWTH ETF	$570K	0.2%Prev: 0.1%	5,000 SH	Increased+1,749 SH
ISHARES TR	EAFE VALUE ETF	$1.1M	0.5%Prev: 0.4%	15,740 SH	Increased+489 SH
ISHARES TR	IBDS DEC28 ETF	$2.8M	1.1%Prev: 0.8%	109,881 SH	Increased+31,883 SH
ISHARES TR	IBONDS 2026 TERM	$656K	0.3%Prev: 0.3%	28,425 SH	Increased+476 SH
ISHARES TR	IBONDS 2027 TERM	$245K	0.1%Prev: 0.1%	10,990 SH	Increased+1,775 SH
ISHARES TR	IBONDS 26 TRM TS	$589K	0.2%Prev: 0.2%	25,767 SH	Decreased-323 SH
ISHARES TR	IBONDS 27 ETF	$5.9M	2.4%Prev: 1.8%	242,827 SH	Increased+48,587 SH
ISHARES TR	IBONDS 27 TRM TS	$231K	0.1%Prev: 0.1%	10,279 SH	Increased+62 SH
ISHARES TR	IBONDS DEC 29	$1.2M	0.5%Prev: 0.4%	49,993 SH	Increased+5,100 SH
ISHARES TR	IBONDS DEC2026	$7.7M	3.1%Prev: 2.8%	316,590 SH	Increased+24,066 SH
ISHARES TR	IBOXX HI YD ETF	$303K	0.1%Prev: 0.1%	3,752 SH	Increased+113 SH
ISHARES TR	MSCI EAFE ETF	$10.1M	4.1%Prev: 3.8%	104,903 SH	Increased+1,128 SH
ISHARES TR	MSCI EMG MKT ETF	$738K	0.3%Prev: 0.3%	13,485 SH	Increased+1,054 SH
ISHARES TR	MSCI INTL QUALTY	$545K	0.2%Prev: 0.2%	11,996 SH	Increased
ISHARES TR	RUS 1000 ETF	$372K	0.1%Prev: 0.2%	996 SH	Decreased-234 SH
ISHARES TR	RUS MDCP VAL ETF	$213K	0.1%Prev: 0.1%	1,508 SH	Increased
ISHARES TR	RUS MID CAP ETF	$353K	0.1%Prev: 0.1%	3,668 SH	Increased+264 SH
ISHARES TR	RUSSELL 2000 ETF	$467K	0.2%Prev: 0.2%	1,897 SH	Decreased-118 SH
ISHARES TR	S&P MC 400VL ETF	$242K	0.1%Prev: 0.1%	1,839 SH	Decreased-189 SH
ISHARES TR	TIPS BD ETF	$1.5M	0.6%Prev: 0.6%	13,885 SH	Increased+500 SH
ISHARES TR	U.S. MED DVC ETF	$2.5M	1.0%Prev: 1.1%	40,252 SH	Decreased-4,951 SH
ISHARES TR	U.S. TECH ETF	$339K	0.1%Prev: 0.2%	1,699 SH	Decreased-279 SH
ISHARES TR	U.S. UTILITS ETF	$446K	0.2%Prev: 0.2%	4,115 SH	Decreased-31 SH
MICROSOFT CORP	COM	$263K	0.1%Prev: 2.8%	543 SH	Decreased-13,589 SH
PRUDENTIAL FINL INC	COM	$283K	0.1%Prev: 0.1%	2,504 SH	Increased
SCHWAB STRATEGIC TR	5 10YR CORP BD	$4.8M	1.9%Prev: 1.8%	208,132 SH	Increased+3,818 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.5%Prev: 0.5%	38,969 SH	Decreased-724 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$901K	0.4%Prev: 0.3%	35,921 SH	Increased+3,957 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	0.5%Prev: 0.4%	49,208 SH	Increased-596 SH
SCHWAB STRATEGIC TR	LONG TERM US	$237K	0.1%Prev: 0.1%	7,473 SH	Decreased+40 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$689K	0.3%Prev: 0.3%	28,273 SH	Increased+1,483 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$18.3M	7.3%Prev: 7.3%	696,588 SH	Decreased-36,294 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.0M	1.2%Prev: 1.2%	108,705 SH	Decreased-869 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.9M	2.4%Prev: 2.2%	179,357 SH	Increased+5,099 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$215K	0.1%	7,245 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.2M	2.9%Prev: 2.8%	265,784 SH	Increased-5,168 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.2M	2.1%Prev: 1.9%	173,184 SH	Increased+4,124 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.3M	0.9%Prev: 0.9%	108,467 SH	Decreased+1,941 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$734K	0.3%Prev: 0.3%	25,760 SH	Increased-10 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$217K	0.1%Prev: 0.1%	8,194 SH	Decreased-436 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$2.8M	1.1%	28,765 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$226K	0.1%	1,458 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.1M	0.5%	7,280 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$266K	0.1%	6,589 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.8M	0.7%	12,255 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$640K	0.3%	14,990 SH	New
SPDR GOLD TR	GOLD SHS	$690K	0.3%Prev: 0.2%	1,741 SH	Increased-3 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$380K	0.2%Prev: 0.1%	8,548 SH	Increased-113 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.8M	1.9%Prev: 1.9%	7,005 SH	Decreased-198 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$220K	0.1%Prev: 0.1%	364 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$1.7M	0.7%	26,999 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$623K	0.3%Prev: 0.2%	13,611 SH	Increased-1,244 SH
VANECK ETF TRUST	IG FLOATING RATE	$3.0M	1.2%Prev: 1.2%	118,220 SH	Increased+854 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$333K	0.1%Prev: 0.1%	3,211 SH	Increased-17 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$828K	0.3%Prev: 0.3%	2,298 SH	Increased-68 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$318K	0.1%Prev: 0.1%	4,037 SH	Increased+328 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	0.4%Prev: 0.3%	14,420 SH	Increased+2,554 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.0M	0.8%Prev: 0.7%	4,161 SH	Increased+542 SH
VANGUARD INDEX FDS	MID CAP ETF	$989K	0.4%Prev: 0.4%	3,409 SH	Decreased-99 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.4%Prev: 0.4%	12,567 SH	Decreased-19 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.9M	8.0%Prev: 7.7%	31,796 SH	Increased-610 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	0.6%Prev: 0.6%	6,009 SH	Increased+42 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.4M	1.4%Prev: 1.4%	10,266 SH	Decreased-929 SH
VANGUARD INDEX FDS	VALUE ETF	$13.0M	5.2%Prev: 5.2%	68,229 SH	Decreased-3,765 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	0.5%Prev: 0.5%	22,644 SH	Increased+244 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$353K	0.1%Prev: 0.1%	4,650 SH	Increased+204 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.6M	1.9%Prev: 1.7%	57,697 SH	Increased+2,286 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$789K	0.3%Prev: 0.3%	2,555 SH	Increased-8 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.8M	1.5%Prev: 1.6%	17,422 SH	Decreased-1,705 SH
VANGUARD STAR FDS	VG TL INTL STK F	$5.7M	2.3%Prev: 2.2%	74,916 SH	Increased-1,091 SH
VANGUARD WORLD FD	COMM SRVC ETF	$918K	0.4%Prev: 0.2%	4,739 SH	Increased+1,980 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$3.6M	1.5%Prev: 1.3%	9,182 SH	Increased+520 SH
VANGUARD WORLD FD	CONSUM STP ETF	$5.2M	2.1%Prev: 2.2%	24,629 SH	Decreased-2,294 SH
VANGUARD WORLD FD	FINANCIALS ETF	$724K	0.3%Prev: 0.1%	5,425 SH	Increased+3,196 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$6.5M	2.6%Prev: 2.3%	22,704 SH	Increased-183 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$2.4M	1.0%Prev: 0.8%	8,047 SH	Increased+686 SH
VANGUARD WORLD FD	INF TECH ETF	$16.3M	6.6%Prev: 6.5%	21,665 SH	Decreased-773 SH
VANGUARD WORLD FD	MATERIALS ETF	$328K	0.1%Prev: 0.1%	1,582 SH	Decreased-52 SH
VANGUARD WORLD FD	UTILITIES ETF	$2.6M	1.0%Prev: 1.0%	14,000 SH	Decreased+165 SH
WELLTOWER INC	COM	$902K	0.4%Prev: 0.3%	4,858 SH	Increased-132 SH

Sold (vs prior filing)

ISHARES TR — $400K
ISHARES TR — $340K
ISHARES TR — $8.3M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $266K
SELECT SECTOR SPDR TR — $1.6M
SELECT SECTOR SPDR TR — $899K
SELECT SECTOR SPDR TR — $251K
SELECT SECTOR SPDR TR — $695K
SELECT SECTOR SPDR TR — $1.7M
SPDR SERIES TRUST — $216K
SPDR SERIES TRUST — $301K
SPDR SERIES TRUST — $362K
SPDR SERIES TRUST — $359K
SPDR SERIES TRUST — $439K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001172661-26-000626	$248.7M	View
Oct 24, 2025	Q3 2025	13F-HR	0001172661-25-004425	$258.2M	View
Aug 4, 2026	Q2 2026