Filed: 5/11/2026ACC: 0001172661-26-001651
📋 What this filing means
MADDEN ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $253.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$253.85M
Total AUM (reported)
4.38M
Total Shares
Allocation by class
S&P 500 ETF SHS$19.53M7.7%
US BRD MKT ETF$15.12M6.0%
INF TECH ETF$14.85M5.8%
VALUE ETF$12.66M5.0%
MSCI EAFE ETF$10.18M4.0%
IBONDS DEC2026$8.00M3.2%
ISHARES NEW$7.74M3.1%
Portfolio Concentration
Top 3$49.51M19.5%
4–10$57.72M22.7%
11–25$67.58M26.6%
Rest$79.06M31.1%
Top 3 weight
19.5%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 4.38M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.38M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings108
Rows:
VANGUARD INDEX FDS
SOLEShares32.69K
TypeSH
Market value$19.53M
7.69%
Sole
0.00
Shared
0.00
None
32.69K
SCHWAB STRATEGIC TR
SOLEShares602.54K
TypeSH
Market value$15.12M
5.96%
Sole
0.00
Shared
0.00
None
602.54K
VANGUARD WORLD FD
SOLEShares21.28K
TypeSH
Market value$14.85M
5.85%
Sole
0.00
Shared
0.00
None
21.28K
VANGUARD INDEX FDS
SOLEShares64.54K
TypeSH
Market value$12.66M
4.99%
Sole
0.00
Shared
0.00
None
64.54K
ISHARES TR
SOLEShares104.78K
TypeSH
Market value$10.18M
4.01%
Sole
0.00
Shared
0.00
None
104.78K
ISHARES TR
SOLEShares330.15K
TypeSH
Market value$8.00M
3.15%
Sole
0.00
Shared
0.00
None
330.15K
ISHARES GOLD TR
SOLEShares87.83K
TypeSH
Market value$7.74M
3.05%
Sole
0.00
Shared
0.00
None
87.83K
ISHARES TR
SOLEShares280.57K
TypeSH
Market value$6.80M
2.68%
Sole
0.00
Shared
0.00
None
280.57K
SCHWAB STRATEGIC TR
SOLEShares255.57K
TypeSH
Market value$6.55M
2.58%
Sole
0.00
Shared
0.00
None
255.57K
VANGUARD WORLD FD
SOLEShares21.21K
TypeSH
Market value$5.78M
2.28%
Sole
0.00
Shared
0.00
None
21.21K
VANGUARD STAR FDS
SOLEShares74.18K
TypeSH
Market value$5.72M
2.25%
Sole
0.00
Shared
0.00
None
74.18K
SCHWAB STRATEGIC TR
SOLEShares181.07K
TypeSH
Market value$5.61M
2.21%
Sole
0.00
Shared
0.00
None
181.07K
SCHWAB STRATEGIC TR
SOLEShares184.68K
TypeSH
Market value$5.38M
2.12%
Sole
0.00
Shared
0.00
None
184.68K
SCHWAB STRATEGIC TR
SOLEShares230.34K
TypeSH
Market value$5.22M
2.06%
Sole
0.00
Shared
0.00
None
230.34K
VANGUARD WORLD FD
SOLEShares22.95K
TypeSH
Market value$5.15M
2.03%
Sole
0.00
Shared
0.00
None
22.95K
VANGUARD SCOTTSDALE FDS
SOLEShares64.85K
TypeSH
Market value$5.14M
2.02%
Sole
0.00
Shared
0.00
None
64.85K
ISHARES TR
SOLEShares120.79K
TypeSH
Market value$5.11M
2.01%
Sole
0.00
Shared
0.00
None
120.79K
STATE STR SPDR S&P 500 ETF T
SOLEShares6.90K
TypeSH
Market value$4.49M
1.77%
Sole
0.00
Shared
0.00
None
6.90K
INVESCO QQQ TR
SOLEShares7.70K
TypeSH
Market value$4.45M
1.75%
Sole
0.00
Shared
0.00
None
7.70K
ISHARES TR
SOLEShares32.09K
TypeSH
Market value$3.99M
1.57%
Sole
0.00
Shared
0.00
None
32.09K
ISHARES TR
SOLEShares153.62K
TypeSH
Market value$3.89M
1.53%
Sole
0.00
Shared
0.00
None
153.62K
VANGUARD WORLD FD
SOLEShares10.02K
TypeSH
Market value$3.60M
1.42%
Sole
0.00
Shared
0.00
None
10.02K
ISHARES TR
SOLEShares33.52K
TypeSH
Market value$3.47M
1.37%
Sole
0.00
Shared
0.00
None
33.52K
VANGUARD INDEX FDS
SOLEShares10.24K
TypeSH
Market value$3.28M
1.29%
Sole
0.00
Shared
0.00
None
10.24K
VANGUARD SPECIALIZED FUNDS
SOLEShares14.34K
TypeSH
Market value$3.08M
1.21%
Sole
0.00
Shared
0.00
None
14.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 32.69K | SH | $19.53M 7.69% | 0.00 | 0.00 | 32.69K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 602.54K | SH | $15.12M 5.96% | 0.00 | 0.00 | 602.54K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 21.28K | SH | $14.85M 5.85% | 0.00 | 0.00 | 21.28K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 64.54K | SH | $12.66M 4.99% | 0.00 | 0.00 | 64.54K |
ISHARES TRSOLE | MSCI EAFE ETF | 104.78K | SH | $10.18M 4.01% | 0.00 | 0.00 | 104.78K |
ISHARES TRSOLE | IBONDS DEC2026 | 330.15K | SH | $8.00M 3.15% | 0.00 | 0.00 | 330.15K |
ISHARES GOLD TRSOLE | ISHARES NEW | 87.83K | SH | $7.74M 3.05% | 0.00 | 0.00 | 87.83K |
ISHARES TRSOLE | IBONDS 27 ETF | 280.57K | SH | $6.80M 2.68% | 0.00 | 0.00 | 280.57K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 255.57K | SH | $6.55M 2.58% | 0.00 | 0.00 | 255.57K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 21.21K | SH | $5.78M 2.28% | 0.00 | 0.00 | 21.21K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 74.18K | SH | $5.72M 2.25% | 0.00 | 0.00 | 74.18K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 181.07K | SH | $5.61M 2.21% | 0.00 | 0.00 | 181.07K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 184.68K | SH | $5.38M 2.12% | 0.00 | 0.00 | 184.68K |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 230.34K | SH | $5.22M 2.06% | 0.00 | 0.00 | 230.34K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 22.95K | SH | $5.15M 2.03% | 0.00 | 0.00 | 22.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 64.85K | SH | $5.14M 2.02% | 0.00 | 0.00 | 64.85K |
ISHARES TRSOLE | 0-5YR HI YL CP | 120.79K | SH | $5.11M 2.01% | 0.00 | 0.00 | 120.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.90K | SH | $4.49M 1.77% | 0.00 | 0.00 | 6.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.70K | SH | $4.45M 1.75% | 0.00 | 0.00 | 7.70K |
ISHARES TRSOLE | CORE S&P SCP ETF | 32.09K | SH | $3.99M 1.57% | 0.00 | 0.00 | 32.09K |
ISHARES TRSOLE | IBDS DEC28 ETF | 153.62K | SH | $3.89M 1.53% | 0.00 | 0.00 | 153.62K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 10.02K | SH | $3.60M 1.42% | 0.00 | 0.00 | 10.02K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 33.52K | SH | $3.47M 1.37% | 0.00 | 0.00 | 33.52K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.24K | SH | $3.28M 1.29% | 0.00 | 0.00 | 10.24K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 14.34K | SH | $3.08M 1.21% | 0.00 | 0.00 | 14.34K |
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