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Latest Madden Advisory Services, Inc. Stock Portfolio

Madden Advisory Services, Inc. Performance:
2025 Q4: 0.55%YTD: 12.78%2024: -10.96%
Performance for 2025 Q4 is 0.55%, and YTD is 12.78%, and 2024 is -10.96%.

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

Madden Advisory Services, Inc. is a hedge fund based in Jacksonville, FL. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Madden Advisory Services, Inc. reported an equity portfolio of $248.7 Millions as of 31 Dec, 2025.

The top stock holdings of Madden Advisory Services, Inc. are VB, FNDA, VAW. The fund has invested 8% of it's portfolio in VANGUARD INDEX FDS and 7.3% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ISHARES TR (BGRN) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), ISHARES SILVER TR (SLV) and FIRST TR EXCHANGE TRADED FD (CARZ). Madden Advisory Services, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AAXJ).

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

Our best estimate is that Madden Advisory Services, Inc. made a return of 0.55% in the last quarter. In trailing 12 months, it's portfolio return was 12.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schwab strategic tr214,524
New stocks bought by Madden Advisory Services, Inc.

Additions

Ticker% Inc.
vanguard world fd143
select sector spdr tr99.89
select sector spdr tr95.83
select sector spdr tr88.03
vanguard world fd71.77
ishares tr53.8
ishares tr40.88
select sector spdr tr37.3
Additions to existing portfolio by Madden Advisory Services, Inc.

Reductions

Ticker% Reduced
microsoft corp-96.16
ishares silver tr-45.02
first tr exchange traded fd-22.00
select sector spdr tr-19.13
ishares tr-19.02
ishares tr-14.77
ishares tr-14.11
ishares tr-10.95
Madden Advisory Services, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-8,334,040
ishares tr-400,382
ishares tr-339,821
Madden Advisory Services, Inc. got rid off the above stocks

Sector Distribution

Madden Advisory Services, Inc. has about 96.6% of it's holdings in Others sector.

Sector%
Others96.6
Utilities2.2

Market Cap. Distribution

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

Category%
UNALLOCATED96.6
SMALL-CAP2.3

Stocks belong to which Index?

About 3.5% of the stocks held by Madden Advisory Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.6
RUSSELL 20002.3
S&P 5001.2
Top 5 Winners (%)%
SLV
ishares silver tr
40.3 %
CEF
sprott asset management lp
23.8 %
SGOL
etfs gold tr
11.6 %
GLD
spdr gold tr
11.5 %
IAU
ishares gold tr
11.3 %
Top 5 Winners ($)$
IAU
ishares gold tr
0.8 M
VAW
vanguard world fd
0.6 M
VB
vanguard index fds
0.5 M
FNDA
schwab strategic tr
0.4 M
VB
vanguard index fds
0.3 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-44.4 %
XLB
select sector spdr tr
-43.2 %
XLB
select sector spdr tr
-41.8 %
BIL
spdr series trust
-7.0 %
XLB
select sector spdr tr
-4.1 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-1.3 M
XLB
select sector spdr tr
-1.2 M
XLB
select sector spdr tr
-0.5 M
MSFT
microsoft corp
-0.2 M
FNDA
schwab strategic tr
-0.1 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 103 stocks in it's portfolio. About 44.3% of the portfolio is in top 10 stocks. XLB 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 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions