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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%

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. <br><br> 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. <br><br> 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
$253Million
  as of May 11, 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 tr1,001,140
ishares tr438,173
ishares tr410,702
vanguard world fd379,131
ishares tr268,167
ishares tr248,243
johnson & johnson227,519
New stocks bought by Madden Advisory Services, Inc.

Additions

Ticker% Inc.
vanguard world fd229
ishares tr139
ishares tr121
ishares tr116
vanguard world fd102
vanguard bd index fds97.25
ishares tr55.94
ishares tr52.02
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%
Others96.8
Utilities2.1

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%
UNALLOCATED96.8
MID-CAP2.2

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%
Others96.8
RUSSELL 20002.2
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.

$253.85MTotal Value
112Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Madden Advisory Services, Inc., last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.74%34,982
$1.87M
0.74%
decreased 13.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.58%19,897
$1.48M
0.58%
increased 26.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.34%7,797
$868.3K
0.34%
increased 55.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.13%4,086
$325.1K
0.13%
increased 8.9 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Madden Advisory Services, Inc.'s holding in Alps Etf Tr over time
0.33%12,920
$840.3K
0.33%
decreased 12.77 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
2.01%120,790
$5.11M
2.01%
increased 2.27 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.22%11,996
$554.6K
0.22%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Madden Advisory Services, Inc.'s holding in Vaneck Etf Trust over time
1.17%116,364
$2.96M
1.17%
decreased 1.57 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Madden Advisory Services, Inc.'s holding in Vaneck Etf Trust over time
0.41%2,680
$1.03M
0.41%
increased 16.62 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Madden Advisory Services, Inc.'s holding in Vaneck Etf Trust over time
0.1%2,754
$266.3K
0.1%
decreased 14.23 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
3.15%330,152
$8.00M
3.15%
increased 4.28 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
2.68%280,567
$6.80M
2.68%
increased 15.54 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
1.53%153,618
$3.89M
1.53%
increased 39.8 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.16%16,928
$394.8K
0.16%
increased 6.28 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.15%3,902
$385.2K
0.15%
decreased 0.43 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.13%3,433
$336.1K
0.13%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.11%1,064
$271.6K
0.11%
decreased 3.88 percentreduced