Latest Madden Advisory Services, Inc. Stock Portfolio

$253Million– No. of Holdings #106

Madden Advisory Services, Inc. Performance:

2026 Q1: -1.37%YTD: -1.37%2025: 15.07%

Performance for 2026 Q1 is -1.37%, and YTD is -1.37%, and 2025 is 15.07%.

About Madden Advisory Services, Inc. and 13F Hedge Fund Stock Holdings

Madden Advisory Services, Inc. is a hedge fund based in Jacksonville, FL. On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Madden Advisory Services, Inc. reported an equity portfolio of $253.9 Millions as of 31 Mar, 2026.

The top stock holdings of Madden Advisory Services, Inc. are VB, FNDA, VAW. The fund has invested 7.7% of it's portfolio in VANGUARD INDEX FDS and 6% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off MICROSOFT CORP (MSFT), SPDR SERIES TRUST (BIL) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), WELLTOWER INC (WELL) and SCHWAB STRATEGIC TR (FNDA). Madden Advisory Services, Inc. opened new stock positions in ISHARES TR (DMXF), VANGUARD WORLD FD (VAW) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ISHARES TR (DMXF) and VANGUARD BD INDEX FDS (BIV).

Madden Advisory Services, Inc. Equity Portfolio Value

Last Reported on: 11 May, 2026

Madden Advisory Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Madden Advisory Services, Inc. made a return of -1.37% in the last quarter. In trailing 12 months, it's portfolio return was 15.62%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,001,140
ishares tr	438,173
ishares tr	410,702
vanguard world fd	379,131
ishares tr	268,167
ishares tr	248,243
johnson & johnson	227,519

New stocks bought by Madden Advisory Services, Inc.

Additions

Ticker	% Inc.
vanguard world fd	229
ishares tr	139
ishares tr	121
ishares tr	116
vanguard world fd	102
vanguard bd index fds	97.25
ishares tr	55.94
ishares tr	52.02

Additions to existing portfolio by Madden Advisory Services, Inc.

Reductions

Ticker	% Reduced
ishares tr	-23.38
welltower inc	-21.57
schwab strategic tr	-19.35
vanguard specialized funds	-17.69
vaneck etf trust	-14.23
schwab strategic tr	-13.73
ishares tr	-13.6
schwab strategic tr	-13.5

Madden Advisory Services, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-217,059
spdr series trust	-253,913
select sector spdr tr	-225,728
microsoft corp	-262,835

Madden Advisory Services, Inc. got rid off the above stocks

Sector Distribution

Madden Advisory Services, Inc. has about 96.8% of it's holdings in Others sector.

Others
Utilities

Sector	%
Others	96.8
Utilities	2.1

Market Cap. Distribution

Madden Advisory Services, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MID-CAP

Category	%
UNALLOCATED	96.8
MID-CAP	2.2

Stocks belong to which Index?

About 2.2% of the stocks held by Madden Advisory Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Others
RUSSELL 2000

Index	%
Others	96.8
RUSSELL 2000	2.2

Top 5 Winners (%)		%
FNDA	schwab strategic tr	11.0 %
AMPS	ishares tr	10.8 %
GLD	spdr gold tr	8.6 %
IAU	ishares gold tr	8.5 %
SGOL	etfs gold tr	8.4 %

Top 5 Winners ($)		$
IAU	ishares gold tr	0.6 M
VB	vanguard index fds	0.3 M
FNDA	schwab strategic tr	0.3 M
VAW	vanguard world fd	0.3 M
VAW	vanguard world fd	0.2 M

Top 5 Losers (%)		%
PRU	prudential finl inc	-13.4 %
AAXJ	ishares tr	-13.2 %
FNDA	schwab strategic tr	-10.6 %
VB	vanguard index fds	-10.4 %
IJR	ishares tr	-9.1 %

Top 5 Losers ($)		$
VAW	vanguard world fd	-1.2 M
VB	vanguard index fds	-1.0 M
FNDA	schwab strategic tr	-0.7 M
FNDA	schwab strategic tr	-0.6 M
VAW	vanguard world fd	-0.3 M

Madden Advisory Services, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Madden Advisory Services, Inc.

Madden Advisory Services, Inc. has 106 stocks in it's portfolio. About 40.9% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Madden Advisory Services, Inc. last quarter.

Last Reported on: 11 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.43	4,259	1,080,770	reduced	-8.64

AAXJ	ishares tr	0.74	34,982	1,866,290	reduced	-13.09

AAXJ	ishares tr	0.58	19,897	1,479,350	added	26.41

AAXJ	ishares tr	0.34	7,797	868,338	added	55.94

AAXJ	ishares tr	0.13	4,086	325,091	added	8.9

ACES	alps etf tr	0.33	12,920	840,250	reduced	-12.77

ACWF	ishares tr	2.01	120,790	5,110,640	added	2.27

ACWF	ishares tr	0.22	11,996	554,575	unchanged	0.00

AFK	vaneck etf trust	1.17	116,364	2,964,960	reduced	-1.57

AFK	vaneck etf trust	0.41	2,680	1,027,540	added	16.62

AFK	vaneck etf trust	0.10	2,754	266,308	reduced	-14.23

AGT	ishares tr	3.15	330,152	8,002,890	added	4.28

AMPS	ishares tr	1.37	33,517	3,466,660	added	0.9

AMPS	ishares tr	0.65	12,126	1,645,740	reduced	-13.6

BGRN	ishares tr	2.68	280,567	6,800,940	added	15.54

BGRN	ishares tr	1.53	153,618	3,891,140	added	39.8

BIL	spdr series trust	0.16	16,928	394,772	added	6.28

BIL	spdr series trust	0.15	3,902	385,205	reduced	-0.43

BIL	spdr series trust	0.13	3,433	336,125	unchanged	0.00

BIL	spdr series trust	0.11	1,064	271,618	reduced	-3.88