Latest Madden Advisory Services, Inc. Stock Portfolio

$278Million | No. of Holdings #108

Madden Advisory Services, Inc. Performance

2026 Q2-15.36%
YTD-16.52%
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 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Madden Advisory Services, Inc. reported an equity portfolio of $278.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Madden Advisory Services, Inc. are VB, VAW, FNDA. The fund has invested 7.3% of it's portfolio in VANGUARD INDEX FDS and 7.3% of portfolio in VANGUARD WORLD FD. <br><br> They significantly reduced their stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). Madden Advisory Services, Inc. opened new stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (VAW) and ISHARES TR (AMPS).
Madden Advisory Services, Inc. Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$278Million
  as of Aug 04, 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 -15.36% in the last quarter. In trailing 12 months, it's portfolio return was -9.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange-traded fd222,868
microsoft corp219,885

New stocks bought by Madden Advisory Services, Inc.

Additions

Ticker% Inc.
vanguard index fds785
vanguard world fd698
ishares tr386
vanguard index fds278
schwab strategic tr30.43
ishares silver tr27.99
schwab strategic tr18.1
vanguard bd index fds10.17

Additions to existing portfolio by Madden Advisory Services, Inc.

Reductions

Ticker% Reduced
ishares tr-21.27
ishares tr-14.67
vanguard index fds-8.72
ishares tr-6.52
spdr series trust-6.02
ishares tr-5.56
select sector spdr tr-4.96
ishares tr-4.47

Madden Advisory Services, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Madden Advisory Services, Inc.

Sector Distribution

Madden Advisory Services, Inc. has about 96.9% of it's holdings in Others sector.

  • Others
  • Utilities
Sector%
Others96.9
Utilities1.9

Market Cap. Distribution

Madden Advisory Services, Inc. has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.9
MEGA-CAP2.5

Stocks belong to which Index?

About 3.1% of the stocks held by Madden Advisory Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others96.9
RUSSELL 20002
S&P 5001.1
Top 5 Winners (%)%
AFK
vaneck etf trust
69.8 %
BIL
spdr series trust
51.4 %
XLB
select sector spdr tr
42.3 %
IJR
ishares tr
39.0 %
QQQ
invesco qqq tr
27.2 %
Top 5 Winners ($)$
VB
vanguard index fds
2.8 M
FNDA
schwab strategic tr
2.3 M
VB
vanguard index fds
1.4 M
QQQ
invesco qqq tr
1.2 M
FNDA
schwab strategic tr
1.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
AMPS
ishares tr
-70.4 %
VB
vanguard index fds
-69.4 %
VB
vanguard index fds
-61.9 %
SLV
ishares silver tr
-19.6 %
Top 5 Losers ($)$
VAW
vanguard world fd
-55.3 M
VB
vanguard index fds
-7.3 M
AMPS
ishares tr
-3.9 M
VB
vanguard index fds
-1.7 M
IAU
ishares gold tr
-1.1 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 108 stocks in it's portfolio. About 42% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Madden Advisory Services, Inc. last quarter.

$278.88MTotal Value
110Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Madden Advisory Services, Inc., last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.59%33,420
$1.65M
0.59%
decreased 4.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.54%19,775
$1.51M
0.54%
decreased 0.61 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.35%7,747
$963.9K
0.35%
decreased 0.64 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.09%3,217
$257.3K
0.09%
decreased 21.27 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Madden Advisory Services, Inc.'s holding in Alps Etf Tr over time
0.31%12,706
$866.9K
0.31%
decreased 1.66 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
1.87%123,071
$5.22M
1.87%
increased 1.89 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
0.21%11,996
$594.4K
0.21%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Madden Advisory Services, Inc.'s holding in Vaneck Etf Trust over time
1.06%115,648
$2.96M
1.06%
decreased 0.62 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Madden Advisory Services, Inc.'s holding in Vaneck Etf Trust over time
0.61%2,586
$1.70M
0.61%
decreased 3.51 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Madden Advisory Services, Inc.'s holding in Vaneck Etf Trust over time
0.1%2,741
$285.1K
0.1%
decreased 0.47 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
2.83%325,410
$7.88M
2.83%
decreased 1.44 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
2.42%278,182
$6.74M
2.42%
decreased 0.85 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
Madden Advisory Services, Inc.'s holding in Ishares Tr over time
1.39%153,604
$3.88M
1.39%
decreased 0.01 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.16%3,861
$446.2K
0.16%
decreased 1.05 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.16%18,428
$432.0K
0.16%
increased 8.86 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.15%3,433
$408.5K
0.15%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Madden Advisory Services, Inc.'s holding in Spdr Series Trust over time
0.14%1,000
$390.6K
0.14%
decreased 6.02 percentreduced