MADDEN ADVISORY SERVICES, INC.

Filed: 10/24/2025ACC: 0001172661-25-004425

📋 What this filing means

MADDEN ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $258.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

107

Positions

$258.22M

Total AUM (reported)

4.38M

Total Shares

Allocation by class

S&P 500 ETF SHS$19.85M7.7%

US BRD MKT ETF$18.84M7.3%

INF TECH ETF$16.75M6.5%

VALUE ETF$13.43M5.2%

MSCI EAFE ETF$9.69M3.8%

COM$9.67M3.7%

IBONDS DEC25 ETF$8.33M3.2%

Portfolio Concentration

Top 3$55.44M21.5%

4–10$59.87M23.2%

11–25$69.90M27.1%

Rest$73.00M28.3%

Top 3 weight

21.5%

Top 10 weight

44.7%

Voting Authority Distribution

Total shares with voting rights: 4.38M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.38M

% of voting shares100.0%

Investment Discretion (by position count)

Sole107

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings107

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares32.41K

TypeSH

Market value$19.85M

7.69%

Sole

0.00

Shared

0.00

None

32.41K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares732.88K

TypeSH

Market value$18.84M

7.30%

Sole

0.00

Shared

0.00

None

732.88K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares22.44K

TypeSH

Market value$16.75M

6.49%

Sole

0.00

Shared

0.00

None

22.44K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares71.99K

TypeSH

Market value$13.43M

5.20%

Sole

0.00

Shared

0.00

None

71.99K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares103.78K

TypeSH

Market value$9.69M

3.75%

Sole

0.00

Shared

0.00

None

103.78K

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares330.85K

TypePRN

Market value$8.33M

3.23%

Sole

0.00

Shared

0.00

None

330.85K

MICROSOFT CORP

SOLE

COM

Shares14.13K

TypeSH

Market value$7.32M

2.83%

Sole

0.00

Shared

0.00

None

14.13K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares270.95K

TypeSH

Market value$7.14M

2.76%

Sole

0.00

Shared

0.00

None

270.95K

ISHARES TR

SOLE

IBONDS DEC2026

Shares292.52K

TypePRN

Market value$7.11M

2.75%

Sole

0.00

Shared

0.00

None

292.52K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares94.17K

TypeSH

Market value$6.85M

2.65%

Sole

0.00

Shared

0.00

None

94.17K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares22.89K

TypeSH

Market value$5.94M

2.30%

Sole

0.00

Shared

0.00

None

22.89K

VANGUARD WORLD FD

SOLE

CONSUM STP ETF

Shares26.92K

TypeSH

Market value$5.75M

2.23%

Sole

0.00

Shared

0.00

None

26.92K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares76.01K

TypeSH

Market value$5.58M

2.16%

Sole

0.00

Shared

0.00

None

76.01K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares174.26K

TypeSH

Market value$5.56M

2.15%

Sole

0.00

Shared

0.00

None

174.26K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares115.79K

TypeSH

Market value$5.01M

1.94%

Sole

0.00

Shared

0.00

None

115.79K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares169.06K

TypeSH

Market value$5.01M

1.94%

Sole

0.00

Shared

0.00

None

169.06K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares7.20K

TypeSH

Market value$4.80M

1.86%

Sole

0.00

Shared

0.00

None

7.20K

ISHARES TR

SOLE

IBONDS 27 ETF

Shares194.24K

TypePRN

Market value$4.73M

1.83%

Sole

0.00

Shared

0.00

None

194.24K

SCHWAB STRATEGIC TR

SOLE

5 10YR CORP BD

Shares204.31K

TypeSH

Market value$4.72M

1.83%

Sole

0.00

Shared

0.00

None

204.31K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares55.41K

TypeSH

Market value$4.43M

1.72%

Sole

0.00

Shared

0.00

None

55.41K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares19.13K

TypeSH

Market value$4.13M

1.60%

Sole

0.00

Shared

0.00

None

19.13K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares31.60K

TypeSH

Market value$3.75M

1.45%

Sole

0.00

Shared

0.00

None

31.60K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares11.20K

TypeSH

Market value$3.67M

1.42%

Sole

0.00

Shared

0.00

None

11.20K

VANGUARD WORLD FD

SOLE

CONSUM DIS ETF

Shares8.66K

TypeSH

Market value$3.43M

1.33%

Sole

0.00

Shared

0.00

None

8.66K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares32.69K

TypeSH

Market value$3.38M

1.31%

Sole

0.00

Shared

0.00

None

32.69K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	32.41K	SH	$19.85M 7.69%	32.41K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	732.88K	SH	$18.84M 7.30%	732.88K
VANGUARD WORLD FDSOLE	INF TECH ETF	22.44K	SH	$16.75M 6.49%	22.44K
VANGUARD INDEX FDSSOLE	VALUE ETF	71.99K	SH	$13.43M 5.20%	71.99K
ISHARES TRSOLE	MSCI EAFE ETF	103.78K	SH	$9.69M 3.75%	103.78K
ISHARES TRSOLE	IBONDS DEC25 ETF	330.85K	PRN	$8.33M 3.23%	330.85K
MICROSOFT CORPSOLE	COM	14.13K	SH	$7.32M 2.83%	14.13K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	270.95K	SH	$7.14M 2.76%	270.95K
ISHARES TRSOLE	IBONDS DEC2026	292.52K	PRN	$7.11M 2.75%	292.52K
ISHARES GOLD TRSOLE	ISHARES NEW	94.17K	SH	$6.85M 2.65%	94.17K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	22.89K	SH	$5.94M 2.30%	22.89K
VANGUARD WORLD FDSOLE	CONSUM STP ETF	26.92K	SH	$5.75M 2.23%	26.92K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	76.01K	SH	$5.58M 2.16%	76.01K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	174.26K	SH	$5.56M 2.15%	174.26K
ISHARES TRSOLE	0-5YR HI YL CP	115.79K	SH	$5.01M 1.94%	115.79K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	169.06K	SH	$5.01M 1.94%	169.06K
SPDR S&P 500 ETF TRSOLE	TR UNIT	7.20K	SH	$4.80M 1.86%	7.20K
ISHARES TRSOLE	IBONDS 27 ETF	194.24K	PRN	$4.73M 1.83%	194.24K
SCHWAB STRATEGIC TRSOLE	5 10YR CORP BD	204.31K	SH	$4.72M 1.83%	204.31K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	55.41K	SH	$4.43M 1.72%	55.41K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	19.13K	SH	$4.13M 1.60%	19.13K
ISHARES TRSOLE	CORE S&P SCP ETF	31.60K	SH	$3.75M 1.45%	31.60K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	11.20K	SH	$3.67M 1.42%	11.20K
VANGUARD WORLD FDSOLE	CONSUM DIS ETF	8.66K	SH	$3.43M 1.33%	8.66K
ISHARES TRSOLE	0-5 YR TIPS ETF	32.69K	SH	$3.38M 1.31%	32.69K

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