AI Portfolio Summary
In 2025 Q4, Madden Advisory Services, Inc. maintained a portfolio of 108 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 1.1%. Conversely, Madden Advisory Services, Inc. completely exited their position in ISHARES TR.
Total Positions
108
Quarter
2025 Q4
Top Holding
VOO (8.0%)
Top 10 Concentration
45.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 108
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 8.02% | 7.69% |
#1
Prev: #1
|
3.2 | -610 | -1.9% |
P
S
|
31,796 | $19,940,071 | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 7.35% | 7.30% |
#2
Prev: #2
|
3.0 | -36,294 | -5.0% |
P
S
|
696,588 | $18,271,514 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 6.57% | 6.49% |
#3
Prev: #3
|
2.6 | -773 | -3.4% |
P
S
|
21,665 | $16,330,323 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 5.24% | 5.20% |
#4
Prev: #4
|
2.1 | -3,765 | -5.2% |
P
S
|
68,229 | $13,031,047 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 4.05% | 3.75% |
#5
Prev: #5
|
3.6 | 1,128 | 1.1% |
P
S
|
104,903 | $10,073,800 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 3.08% | 2.75% |
#6
3
Prev: #9
|
3.3 | 24,066 | 8.2% |
P
S
|
316,590 | $7,670,976 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR
|
ETF | 2.93% | 2.65% |
#7
3
Prev: #10
|
1.2 | -4,397 | -4.7% |
P
S
|
89,771 | $7,286,712 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 2.88% | 2.76% |
#8
Prev: #8
|
1.2 | -5,168 | -1.9% |
P
S
|
265,784 | $7,152,234 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 2.63% | 2.30% |
#9
2
Prev: #11
|
1.1 | -183 | -0.8% |
P
S
|
22,704 | $6,535,409 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDS
ISHARES TR
|
Bond/Debt | 2.37% | 1.83% |
#10
8
Prev: #18
|
3.0 | 48,587 | 25.0% |
P
S
|
242,827 | $5,895,840 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.35% | 2.15% |
#11
3
Prev: #14
|
2.9 | 5,099 | 2.9% |
P
S
|
179,357 | $5,850,625 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 2.27% | 2.16% |
#12
1
Prev: #13
|
0.9 | -1,091 | -1.4% |
P
S
|
74,916 | $5,651,663 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 2.09% | 1.94% |
#13
3
Prev: #16
|
2.8 | 4,124 | 2.4% |
P
S
|
173,184 | $5,207,649 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 2.09% | 2.23% |
#14
2
Prev: #12
|
0.9 | -2,294 | -8.5% |
P
S
|
24,629 | $5,202,550 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHYG
ISHARES TR
|
ETF | 2.04% | 1.94% |
#15
Prev: #15
|
2.8 | 2,324 | 2.0% |
P
S
|
118,110 | $5,063,382 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 1.92% | 1.83% |
#16
3
Prev: #19
|
2.8 | 3,818 | 1.9% |
P
S
|
208,132 | $4,780,801 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.92% | 1.86% |
#17
Prev: #17
|
0.8 | -198 | -2.7% |
P
S
|
7,005 | $4,776,562 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.85% | 1.72% |
#18
2
Prev: #20
|
2.8 | 2,286 | 4.1% |
P
S
|
57,697 | $4,600,192 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.57% | 1.09% |
#19
9
Prev: #28
|
2.7 | 1,684 | 36.0% |
P
S
|
6,359 | $3,906,139 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 1.54% | 1.45% |
#20
2
Prev: #22
|
2.6 | 269 | 0.9% |
P
S
|
31,867 | $3,829,722 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.54% | 1.60% |
#21
Prev: #21
|
0.6 | -1,705 | -8.9% |
P
S
|
17,422 | $3,829,084 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 1.45% | 1.33% |
#22
2
Prev: #24
|
2.6 | 520 | 6.0% |
P
S
|
9,182 | $3,617,021 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.38% | 1.42% |
#23
Prev: #23
|
0.6 | -929 | -8.3% |
P
S
|
10,266 | $3,441,882 | 2016 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
ISHARES TR
|
ETF | 1.37% | 1.31% |
#24
1
Prev: #25
|
2.6 | 527 | 1.6% |
P
S
|
33,217 | $3,401,080 | 2011 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 1.21% | 1.16% |
#25
1
Prev: #26
|
2.5 | 854 | 0.7% |
P
S
|
118,220 | $3,012,236 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDQ
ISHARES TR
|
Bond/Debt | 0.00% | 3.23% |
Sold All 😨
(Was: #6) |
0.3 | -330,847 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBHE
ISHARES TR
|
Bond/Debt | 0.00% | 0.16% |
Sold All 😨
(Was: #81) |
0.3 | -17,243 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBTF
ISHARES TR
|
Bond/Debt | 0.00% | 0.13% |
Sold All 😨
(Was: #88) |
0.3 | -14,544 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 108 holdings