AI Portfolio Summary
In 2026 Q1, Madden Advisory Services, Inc. maintained a portfolio of 112 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 2.8%. The fund also reduced its exposure to VANGUARD SPECIALIZED by 17.7%.
Total Positions
112
Quarter
2026 Q1
Top Holding
VOO (7.7%)
Top 10 Concentration
42.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 112
| 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 | 7.69% | 8.02% |
#1
Prev: #1
|
5.6 | 893 | 2.8% |
P
S
|
32,689 | $19,533,482 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 5.96% | 7.35% |
#2
Prev: #2
|
4.4 | -94,048 | -13.5% |
P
S
|
602,540 | $15,123,761 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 5.85% | 6.57% |
#3
Prev: #3
|
3.8 | -383 | -1.8% |
P
S
|
21,282 | $14,848,648 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 4.99% | 5.24% |
#4
Prev: #4
|
3.0 | -3,693 | -5.4% |
P
S
|
64,536 | $12,661,991 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFA
ISHARES TR
|
ETF | 4.01% | 4.05% |
#5
Prev: #5
|
2.6 | -118 | -0.1% |
P
S
|
104,785 | $10,177,732 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 3.15% | 3.08% |
#6
Prev: #6
|
1.8 | 13,562 | 4.3% |
P
S
|
330,152 | $8,002,889 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 3.05% | 2.93% |
#7
Prev: #7
|
1.7 | -1,940 | -2.2% |
P
S
|
87,831 | $7,743,181 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IBDS
ISHARES TR
|
Bond/Debt | 2.68% | 2.37% |
#8
2
Prev: #10
|
3.1 | 37,740 | 15.5% |
P
S
|
280,567 | $6,800,944 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 2.58% | 2.88% |
#9
1
Prev: #8
|
1.5 | -10,213 | -3.8% |
P
S
|
255,571 | $6,552,849 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 2.28% | 2.63% |
#10
1
Prev: #9
|
1.4 | -1,493 | -6.6% |
P
S
|
21,211 | $5,776,521 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 2.25% | 2.27% |
#11
1
Prev: #12
|
1.4 | -736 | -1.0% |
P
S
|
74,180 | $5,720,041 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 2.21% | 2.09% |
#12
1
Prev: #13
|
1.4 | 7,882 | 4.6% |
P
S
|
181,066 | $5,605,793 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.12% | 2.35% |
#13
2
Prev: #11
|
1.3 | 5,322 | 3.0% |
P
S
|
184,679 | $5,379,712 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 2.06% | 1.92% |
#14
2
Prev: #16
|
2.8 | 22,207 | 10.7% |
P
S
|
230,339 | $5,224,094 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 2.03% | 2.09% |
#15
1
Prev: #14
|
1.3 | -1,680 | -6.8% |
P
S
|
22,949 | $5,154,065 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.02% | 1.85% |
#16
2
Prev: #18
|
2.8 | 7,150 | 12.4% |
P
S
|
64,847 | $5,140,394 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SHYG
ISHARES TR
|
ETF | 2.01% | 2.04% |
#17
2
Prev: #15
|
1.3 | 2,680 | 2.3% |
P
S
|
120,790 | $5,110,644 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.77% | 1.92% |
#18
1
Prev: #17
|
1.2 | -108 | -1.5% |
P
S
|
6,897 | $4,485,121 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.75% | 1.57% |
#19
Prev: #19
|
3.2 | 1,343 | 21.1% |
P
S
|
7,702 | $4,445,227 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJR
ISHARES TR
|
ETF | 1.57% | 1.54% |
#20
Prev: #20
|
1.1 | 221 | 0.7% |
P
S
|
32,088 | $3,988,904 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IBDT
ISHARES TR
|
ETF | 1.53% | 1.12% |
#21
6
Prev: #27
|
3.1 | 43,737 | 39.8% |
P
S
|
153,618 | $3,891,144 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 1.42% | 1.45% |
#22
Prev: #22
|
2.6 | 833 | 9.1% |
P
S
|
10,015 | $3,595,770 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
STIP
ISHARES TR
|
ETF | 1.37% | 1.37% |
#23
1
Prev: #24
|
1.0 | 300 | 0.9% |
P
S
|
33,517 | $3,466,655 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.29% | 1.38% |
#24
1
Prev: #23
|
1.0 | -27 | -0.3% |
P
S
|
10,239 | $3,284,774 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.21% | 1.54% |
#25
4
Prev: #21
|
1.0 | -3,082 | -17.7% |
P
S
|
14,340 | $3,084,036 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FQAL
FIDELITY COVING...
|
ETF | 1.21% | 0.99% |
#26
4
Prev: #30
|
3.0 | 9,831 | 30.3% |
P
S
|
42,270 | $3,068,766 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 1.19% | 1.04% |
#27
1
Prev: #28
|
2.5 | 1,272 | 9.1% |
P
S
|
15,272 | $3,026,038 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 1.17% | 1.21% |
#28
3
Prev: #25
|
1.0 | -1,856 | -1.6% |
P
S
|
116,364 | $2,964,963 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VIS
VANGUARD WORLD ...
|
ETF | 1.16% | 0.97% |
#29
2
Prev: #31
|
2.5 | 1,406 | 17.5% |
P
S
|
9,453 | $2,951,545 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.13% | 1.20% |
#30
4
Prev: #26
|
1.0 | -14,924 | -13.7% |
P
S
|
93,781 | $2,877,196 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IBDU
ISHARES TR
|
Bond/Debt | 0.99% | 0.47% |
#31
15
Prev: #46
|
3.4 | 58,457 | 116.9% |
P
S
|
108,450 | $2,522,547 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 0.92% | 0.91% |
#32
Prev: #32
|
1.4 | no change | no change |
P
S
|
108,467 | $2,330,960 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 0.85% | 0.29% |
#33
31
Prev: #64
|
3.3 | 12,438 | 229.3% |
P
S
|
17,863 | $2,157,991 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IHI
ISHARES TR
|
ETF | 0.74% | 1.01% |
#34
5
Prev: #29
|
0.8 | -5,270 | -13.1% |
P
S
|
34,982 | $1,866,287 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.73% | 0.82% |
#35
2
Prev: #33
|
0.8 | 66 | 1.6% |
P
S
|
4,227 | $1,846,166 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TIP
ISHARES TR
|
ETF | 0.70% | 0.61% |
#36
3
Prev: #39
|
2.3 | 2,170 | 15.6% |
P
S
|
16,055 | $1,771,783 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 0.68% | 0.37% |
#37
16
Prev: #53
|
3.3 | 4,875 | 102.9% |
P
S
|
9,614 | $1,728,950 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HDV
ISHARES TR
|
ETF | 0.65% | 0.69% |
#38
3
Prev: #35
|
0.8 | -1,909 | -13.6% |
P
S
|
12,126 | $1,645,741 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.64% | 0.71% |
#39
5
Prev: #34
|
0.8 | -101 | -0.8% |
P
S
|
12,154 | $1,615,203 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJH
ISHARES TR
|
ETF | 0.62% | 0.64% |
#40
4
Prev: #36
|
0.7 | -556 | -2.3% |
P
S
|
23,389 | $1,579,434 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.59% | 0.62% |
#41
3
Prev: #38
|
0.7 | -246 | -4.1% |
P
S
|
5,763 | $1,509,399 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFV
ISHARES TR
|
ETF | 0.58% | 0.45% |
#42
6
Prev: #48
|
2.7 | 4,157 | 26.4% |
P
S
|
19,897 | $1,479,352 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.57% | 0.63% |
#43
6
Prev: #37
|
0.7 | 279 | 2.1% |
P
S
|
13,294 | $1,448,773 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.54% | 0.49% |
#44
1
Prev: #43
|
2.2 | 823 | 5.2% |
P
S
|
16,573 | $1,358,655 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.52% | 0.55% |
#45
5
Prev: #40
|
0.7 | -314 | -4.4% |
P
S
|
6,871 | $1,318,777 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.51% | 0.51% |
#46
5
Prev: #41
|
0.7 | 41 | 0.1% |
P
S
|
39,010 | $1,285,380 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.50% | 0.49% |
#47
3
Prev: #44
|
0.7 | 973 | 4.3% |
P
S
|
23,617 | $1,276,499 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.45% | 0.48% |
#48
3
Prev: #45
|
0.7 | -2,545 | -5.2% |
P
S
|
46,663 | $1,154,899 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.45% | 0.43% |
#49
2
Prev: #51
|
2.2 | 1,000 | 6.9% |
P
S
|
15,420 | $1,135,529 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 0.44% | 0.45% |
#50
3
Prev: #47
|
0.7 | -336 | -4.6% |
P
S
|
6,944 | $1,122,974 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 112 holdings