Madden Advisory Services, Inc.

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CIK 1542284

13F portfolio (2026-Q1)

$254M

Positions

108

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

108

Top 5

28.5%

Top 10

42.2%

Effective N

36.2

HHI

0.028

This quarter

7 new · 0 exit →

By sector

Unclassified99.0%

Information Technology0.4%

Real Estate0.4%

Financials0.1%

Health Care0.1%

By market cap

Unknown99.0%

Mega (>$200B)0.5%

Large ($10–200B)0.4%

Mid ($2–10B)0.1%

By region

Other99.0%

North America1.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	98.99%	103
Technology Hardware & Equipment	0.43%	1
Equity Real Estate Investment Trusts (REITs)	0.39%	2
Insurance	0.10%	1
Pharmaceuticals & Biotechnology	0.09%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	7.69%
2	SCHB	SCHWAB STRATEGIC TR	Unclassified	5.96%
3	VGT	VANGUARD WORLD FD	Unclassified	5.85%
4	VTV	VANGUARD INDEX FDS	Unclassified	4.99%
5	EFA	ISHARES TR	Unclassified	4.01%
6	IBDR	ISHARES TR	Unclassified	3.15%
7	IAU	ISHARES GOLD TR	Unclassified	3.05%
8	IBDS	ISHARES TR	Unclassified	2.68%
9	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	2.58%
10	VHT	VANGUARD WORLD FD	Unclassified	2.28%

5/108 names classified · sector 1.0% of weight · industry 1.0% · mkt cap 1.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Real EstateWELL, VNO, MPT, ELME, UE · other

Information TechnologyMSFT, AAPL, EMR, INTC, IBM · other

Communication ServicesBCE, VZ, T, DIS, META · other

IndustrialsCSX, UNP, CAT, TWIN, FISV · other

EnergyXOM, CVX, PTEN, COP, HAL · other

Health CareJNJ, NVS, OPK, MRK, MDT · other

FinancialsPRU, JPM, BRK.B, RY, BAC · other

Consumer StaplesPEP, MO, KHC, PM, MDLZ · other

Consumer DiscretionaryAMZN, MCD, XHR, TGT, F · other

MaterialsPG, VMC, KMB, CL, CLX · other

UtilitiesSO, ED, ET, KMI, MGEE · other

UnclassifiedSCHB, VGT, VOO, TIP, POWERSHARES QQQ TRUST · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 1.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 1% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (5 classified)Madden Advisory Services, Inc. centroid (Large Growth)

Information TechnologyReal EstateFinancialsHealth Care

Style box summary for Madden Advisory Services, Inc.: centroid Large Growth. Heaviest cells: Large Growth 0.7%, Small Growth 0.1%, Mid Value 0.1%.

Classified: 1.0% of book weight (5/108 names) · unclassified 99.0%: VOO, SCHB, VGT, VTV, EFA, IBDR, IAU, IBDS, SCHX, VHT +93 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 108 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	32,689	$20M	7.7%	ADD 3%
2	SCHBSCHWAB STRATEGIC TR	602,540	$15M	6.0%	TRIM −14%
3	VGTVANGUARD WORLD FD	21,282	$15M	5.8%	HOLD
4	VTVVANGUARD INDEX FDS	64,536	$13M	5.0%	TRIM −5%
5	EFAISHARES TR	104,785	$10M	4.0%	HOLD
6	IBDRISHARES TR	330,152	$8M	3.2%	ADD 4%
7	IAUISHARES GOLD TR	87,831	$8M	3.1%	TRIM −2%
8	IBDSISHARES TR	280,567	$7M	2.7%	ADD 16%
9	SCHXSCHWAB U.S. LARGE-CAP ETF	255,571	$7M	2.6%	TRIM −4%
10	VHTVANGUARD WORLD FD	21,211	$6M	2.3%	TRIM −7%
11	VXUSVANGUARD STAR FDS	74,180	$6M	2.3%	HOLD
12	SCHMSCHWAB STRATEGIC TR	181,066	$6M	2.2%	ADD 5%
13	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	184,679	$5M	2.1%	ADD 3%
14	SCHISCHWAB STRATEGIC TR	230,339	$5M	2.1%	ADD 11%
15	VDCVANGUARD WORLD FD	22,949	$5M	2.0%	TRIM −7%
16	VCSHVANGUARD SCOTTSDALE FDS	64,847	$5M	2.0%	ADD 12%
17	SHYGISHARES TR	120,790	$5M	2.0%	ADD 2%
18	SPYSTATE STR SPDR S&P 500 ETF T	6,897	$4M	1.8%	HOLD
19	QQQINVESCO QQQ TR	7,702	$4M	1.8%	ADD 21%
20	IJRISHARES TR	32,088	$4M	1.6%	HOLD
21	IBDTISHARES TR	153,618	$4M	1.5%	ADD 40%
22	VCRVANGUARD WORLD FD	10,015	$4M	1.4%	ADD 9%
23	STIPISHARES TR	33,517	$3M	1.4%	HOLD
24	VTIVANGUARD INDEX FDS	10,239	$3M	1.3%	HOLD
25	VIGVANGUARD SPECIALIZED FUNDS	14,340	$3M	1.2%	TRIM −18%
26	FQALFIDELITY COVINGTON TRUST	42,270	$3M	1.2%	ADD 30%
27	VPUVANGUARD WORLD FD	15,272	$3M	1.2%	ADD 9%
28	FLTRVANECK ETF TRUST	116,364	$3M	1.2%	HOLD
29	VISVANGUARD WORLD FD	9,453	$3M	1.2%	ADD 17%
30	SCHDSCHWAB STRATEGIC TR	93,781	$3M	1.1%	TRIM −14%
31	IBDUISHARES TR	108,450	$3M	1.0%	ADD 117%
32	SCHHSCHWAB STRATEGIC TR	108,467	$2M	0.9%	HOLD
33	VFHVANGUARD WORLD FD	17,863	$2M	0.9%	ADD 229%
34	IHIISHARES TR	34,982	$2M	0.7%	TRIM −13%
35	VUGVANGUARD INDEX FDS	4,227	$2M	0.7%	HOLD
36	TIPISHARES TR	16,055	$2M	0.7%	ADD 16%
37	VOXVANGUARD WORLD FD	9,614	$2M	0.7%	ADD 103%
38	HDVISHARES TR	12,126	$2M	0.6%	TRIM −14%
39	XLKSELECT SECTOR SPDR TR	12,154	$2M	0.6%	HOLD
40	IJHISHARES TR	23,389	$2M	0.6%	TRIM −2%
41	VBVANGUARD INDEX FDS	5,763	$2M	0.6%	TRIM −4%
42	EFVISHARES TR	19,897	$1M	0.6%	ADD 26%
43	XLYSELECT SECTOR SPDR TR	13,294	$1M	0.6%	ADD 2%
44	XLPSELECT SECTOR SPDR TR	16,573	$1M	0.5%	ADD 5%
45	RSPINVESCO EXCHANGE TRADED FD T	6,871	$1M	0.5%	TRIM −4%
46	SCHESCHWAB STRATEGIC TR	39,010	$1M	0.5%	HOLD
47	VWOVANGUARD INTL EQUITY INDEX F	23,617	$1M	0.5%	ADD 4%
48	SCHFSCHWAB STRATEGIC TR	46,663	$1M	0.5%	TRIM −5%
49	BNDVANGUARD BD INDEX FDS	15,420	$1M	0.4%	ADD 7%
50	XLISELECT SECTOR SPDR TR	6,944	$1M	0.4%	TRIM −5%
51	SCHRSCHWAB STRATEGIC TR	44,469	$1M	0.4%	ADD 24%
52	AAPLAPPLE INC	4,259	$1M	0.4%	TRIM −9%
53	VNQVANGUARD INDEX FDS	11,828	$1M	0.4%	TRIM −6%
54	SMHVANECK ETF TRUST	2,680	$1M	0.4%	ADD 17%
55	IBDVISHARES TR	45,735	$1M	0.4%	NEW
56	VOVANGUARD INDEX FDS	3,425	$983,538	0.4%	HOLD
57	IBHFISHARES TR	41,203	$945,609	0.4%	ADD 45%
58	IBTGISHARES TR	39,171	$897,604	0.4%	ADD 52%
59	SGOLETFS GOLD TR	19,608	$874,909	0.3%	TRIM −4%
60	EFGISHARES TR	7,797	$868,338	0.3%	ADD 56%
61	EEMISHARES TR	15,212	$863,867	0.3%	ADD 13%
62	SDOGALPS ETF TR	12,920	$840,250	0.3%	TRIM −13%
63	SCHOSCHWAB SHORT-TERM US TREASURY ETF	34,167	$829,244	0.3%	ADD 21%
64	IVVISHARES TR	1,232	$804,768	0.3%	TRIM −23%
65	WELLWELLTOWER INC	3,810	$753,275	0.3%	TRIM −22%
66	GLDSPDR GOLD TR	1,736	$746,983	0.3%	HOLD
67	FTSMFIRST TR EXCHANGE-TRADED FD	12,280	$734,098	0.3%	HOLD
68	AGGISHARES TR	7,296	$724,278	0.3%	ADD 10%
69	VONEVanguard Russell 1000 ETF	2,422	$714,651	0.3%	TRIM −5%
70	ITOTISHARES TR	4,886	$695,913	0.3%	HOLD
71	XLUSELECT SECTOR SPDR TR	14,599	$669,948	0.3%	TRIM −3%
72	CEFSPROTT ASSET MANAGEMENT LP	13,757	$656,484	0.3%	HOLD
73	BSVVANGUARD BD INDEX FDS	7,963	$624,380	0.2%	ADD 97%
74	SCHASCHWAB STRATEGIC TR	20,776	$604,165	0.2%	TRIM −19%
75	IEFAISHARES TR	6,555	$593,424	0.2%	ADD 14%
76	IQLTISHARES TR	11,996	$554,575	0.2%	HOLD
77	IBTHISHARES TR	24,663	$553,191	0.2%	ADD 140%
78	IBHGISHARES TR	24,321	$538,224	0.2%	ADD 121%
79	VAWVANGUARD WORLD FD	2,211	$498,227	0.2%	ADD 40%
80	IDUISHARES TR	4,110	$477,212	0.2%	HOLD
81	IBTIISHARES TR	19,664	$438,173	0.2%	NEW
82	IWMISHARES TR	1,737	$430,793	0.2%	TRIM −8%
83	IBHHISHARES TR	17,499	$410,702	0.2%	NEW
84	SPHYSPDR SERIES TRUST	16,928	$394,772	0.2%	ADD 6%
85	XHBSPDR SERIES TRUST	3,902	$385,205	0.2%	HOLD
86	VDEVANGUARD WORLD FD	2,191	$379,131	0.1%	NEW
87	VCLTVANGUARD SCOTTSDALE FDS	5,016	$374,796	0.1%	ADD 8%
88	SPDWSPDR INDEX SHS FDS	7,947	$362,781	0.1%	TRIM −7%
89	IWBISHARES TR	996	$355,134	0.1%	HOLD
90	SLVISHARES SILVER TR	5,194	$353,919	0.1%	HOLD
91	SPYGSPDR SERIES TRUST STATE STREET SPD	3,433	$336,125	0.1%	HOLD
92	IWRISHARES TR	3,456	$335,983	0.1%	TRIM −6%
93	HYGISHARES TR	4,086	$325,091	0.1%	ADD 9%
94	IYWISHARES TR	1,683	$305,330	0.1%	HOLD
95	FXGFIRST TR EXCHANGE TRADED FD	4,544	$289,544	0.1%	TRIM −11%
96	XNTKSPDR SERIES TRUST	1,064	$271,618	0.1%	TRIM −4%
97	IBTJISHARES TR	12,277	$268,167	0.1%	NEW
98	MOATVANECK ETF TRUST	2,754	$266,308	0.1%	TRIM −14%
99	SCHVSCHWAB STRATEGIC TR	8,399	$256,170	0.1%	ADD 16%
100	SCHQSCHWAB STRATEGIC TR	8,106	$254,781	0.1%	ADD 8%
101	IVTINVENTRUST PPTYS CORP	8,173	$248,950	0.1%	HOLD
102	IBHIISHARES TR	10,662	$248,243	0.1%	NEW
103	XLRESELECT SECTOR SPDR TR	6,039	$246,573	0.1%	TRIM −8%
104	PRUPRUDENTIAL FINL INC	2,524	$246,570	0.1%	HOLD
105	IJJISHARES TR	1,840	$243,800	0.1%	HOLD
106	JNJJOHNSON & JOHNSON	931	$227,519	0.1%	NEW
107	IWSISHARES TR	1,559	$227,209	0.1%	ADD 3%
108	MDYSPDR S&P MIDCAP 400 ETF TR	350	$215,866	0.1%	TRIM −4%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

31K

32K

33K

$20M

SCHBSCHWAB STRATEGIC TR

781K

779K

758K

733K

697K

603K

$15M

VGTVANGUARD WORLD FD

23K

22K

21K

$15M

VTVVANGUARD INDEX FDS

75K

74K

72K

68K

65K

$13M

EFAISHARES TR

88K

89K

91K

104K

105K

$10M

IBDRISHARES TR

196K

226K

264K

—

317K

330K

$8M

IAUISHARES GOLD TR

98K

97K

96K

94K

90K

88K

$8M

IBDSISHARES TR

97K

106K

148K

—

243K

281K

$7M

SCHXSCHWAB U.S. LARGE-CAP ETF

277K

279K

278K

271K

266K

256K

$7M

VHTVANGUARD WORLD FD

23K

21K

$6M

VXUSVANGUARD STAR FDS

76K

75K

74K

$6M

SCHMSCHWAB STRATEGIC TR

152K

153K

156K

169K

173K

181K

$6M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

164K

162K

170K

174K

179K

185K

$5M

SCHISCHWAB STRATEGIC TR

94K

128K

141K

204K

208K

230K

$5M

VDCVANGUARD WORLD FD

27K

25K

23K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Madden Advisory Services, Inc.