Madden Advisory Services, Inc. holds a focused book of 101 stocks worth $214.6M as of Q1 2025 (disclosed May 6, 2025, a ~36-day 13F lag). This quarter they opened Ishares Msci Eafe Growth ETF and trimmed Schwab US Broad Market ETF. Their largest long position is Schwab US Broad Market ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Madden Advisory Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Madden Advisory Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $316.3B |
| MORGAN STANLEY | 78 / 80 | $286.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $210.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $126.6B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $93.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78 / 80 | $92.3B |
| LPL Financial LLC | 78 / 80 | $80.7B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $78.3B |
Ranked by how many of Madden Advisory Services, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $16.8M | 778.5K | 7.8% | ▼−0.4% Reduced · −3K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $15.8M | 30.8K | 7.4% | ▲+0.5% Added · +147 sh | |
| 3 | Vanguard Index FDS VALUE ETF | $12.8M | 73.9K | 6.0% | ▼−1.8% Reduced · −1K sh | |
| 4 | Vanguard World FD INF TECH ETF | $12.3M | 22.7K | 5.7% | ▼−2.6% Reduced · −620 sh | |
| 5 | Ishares TR IBONDS DEC25 ETF | $7.7M | 306.9K | 3.6% | ▲+3.4% Added · +10K sh | |
| 6 | Ishares TR MSCI EAFE ETF | $7.3M | 88.9K | 3.4% | ▲+0.8% Added · +663 sh | |
| 7 | Schwab Strategic TR US LRG CAP ETF | $6.2M | 278.9K | 2.9% | ▲+0.8% Added · +2K sh | |
| 8 | Vanguard World FD HEALTH CAR ETF | $6.0M | 22.5K | 2.8% | ▼−1.3% Reduced · −286 sh | |
| 9 | Vanguard World FD CONSUM STP ETF | $5.9M | 27.0K | 2.8% | ▼−1.8% Reduced · −502 sh | |
| 10 | Ishares Gold TR ISHARES NEW | $5.7M | 96.5K | 2.7% | ▼−1.3% Reduced · −1K sh | |
| 11 | Ishares TR IBONDS DEC2026 | $5.5M | 226.1K | 2.6% | ▲+16% Added · +30K sh | |
| 12 | Microsoft Corp COM | $5.3M | 14.2K | 2.5% | ▲+0.5% Added · +64 sh | |
| 13 | Vanguard Star FDS VG TL INTL STK F | $4.7M | 75.8K | 2.2% | ▼−0.3% Reduced · −243 sh | |
| 14 | Ishares TR 0-5YR HI YL CP | $4.4M | 104.1K | 2.1% | ▲+1.7% Added · +2K sh | |
| 15 | SPDR S&P 500 ETF TR TR UNIT | $4.2M | 7.4K | 1.9% | ▼−1.1% Reduced · −87 sh | |
| 16 | Vanguard Specialized Funds DIV APP ETF | $4.1M | 21.3K | 1.9% | ▼−0.1% Reduced · −28 sh | |
| 17 | Schwab Strategic TR US LCAP GR ETF | $4.1M | 161.8K | 1.9% | ▼−1.5% Reduced · −2K sh | |
| 18 | Schwab Strategic TR US MID-CAP ETF | $4.0M | 152.9K | 1.9% | ▲+0.7% Added · +1K sh | |
| 19 | Schwab Strategic TR US DIVIDEND EQ | $3.2M | 112.9K | 1.5% | ▲+0.5% Added · +585 sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $3.1M | 11.4K | 1.5% | ▼−0.9% Reduced · −103 sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $3.1M | 29.7K | 1.4% | ▲+1.1% Added · +324 sh | |
| 22 | Ishares TR 0-5 YR TIPS ETF | $3.1M | 29.7K | 1.4% | ▲+1.2% Added · +342 sh | |
| 23 | Schwab Strategic TR 5 10YR CORP BD | $2.9M | 127.8K | 1.3% | ▲+36% Added · +34K sh | |
| 24 | Vaneck ETF Trust IG FLOATING RATE | $2.8M | 110.0K | 1.3% | ▼−3.5% Reduced · −4K sh | |
| 25 | Ishares TR U.S. MED DVC ETF | $2.7M | 45.5K | 1.3% | ▼−1.1% Reduced · −498 sh | |
| 26 | Vanguard World FD CONSUM DIS ETF | $2.7M | 8.3K | 1.3% | ▲+1.3% Added · +105 sh | |
| 27 | Ishares TR IBONDS 27 ETF | $2.6M | 106.2K | 1.2% | ▲+9.6% Added · +9K sh | |
| 28 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.5M | 31.3K | 1.2% | ▲+4.9% Added · +1K sh | |
| 29 | Vanguard World FD UTILITIES ETF | $2.3M | 13.3K | 1.1% | ▲+2.5% Added · +324 sh | |
| 30 | Schwab Strategic TR US REIT ETF | $2.2M | 102.2K | 1.0% | ▲+1.4% Added · +1K sh | |
| 31 | Pimco ETF TR INV GRD CRP BD | $2.1M | 22.0K | 1.0% | ▲+0.2% Added · +40 sh | |
| 32 | Ishares TR CORE HIGH DV ETF | $1.7M | 14.2K | 0.8% | ▼−0.3% Reduced · −47 sh | |
| 33 | Vanguard World FD INDUSTRIAL ETF | $1.7M | 6.8K | 0.8% | ▼−1.4% Reduced · −95 sh | |
| 34 | Fidelity Covington Trust QLTY FCTOR ETF | $1.7M | 26.0K | 0.8% | ▲+0.3% Added · +83 sh | |
| 35 | Ishares TR CORE S&P MCP ETF | $1.5M | 25.4K | 0.7% | ▼−0.3% Reduced · −73 sh | |
| 36 | Invesco QQQ TR UNIT SER 1 | $1.4M | 2.9K | 0.6% | ▲+2.5% Added · +72 sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $1.3M | 5.9K | 0.6% | ▼−1.0% Reduced · −60 sh | |
| 38 | Select Sector SPDR TR SBI CONS DISCR | $1.3M | 6.5K | 0.6% | ▼−5.4% Reduced · −373 sh | |
| 39 | Select Sector SPDR TR TECHNOLOGY | $1.3M | 6.2K | 0.6% | ▲+0.7% Added · +46 sh | |
| 40 | Ishares TR TIPS BD ETF | $1.3M | 11.5K | 0.6% | ▲+0.8% Added · +86 sh | |
| 41 | Vanguard Index FDS GROWTH ETF | $1.2M | 3.3K | 0.6% | ▲+8.4% Added · +257 sh | |
| 42 | Vanguard Index FDS REAL ESTATE ETF | $1.2M | 13.3K | 0.6% | ▲+0.6% Added · +83 sh | |
| 43 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.2M | 6.7K | 0.5% | ▲+339% Added · +5K sh | |
| 44 | Ishares TR CORE MSCI EAFE | $1.2M | 15.4K | 0.5% | ▼−0.4% Reduced · −58 sh | |
| 45 | Schwab Strategic TR EMRG MKTEQ ETF | $1.1M | 41.0K | 0.5% | ▼−1.0% Reduced · −415 sh | |
| 46 | Apple Inc COM | $1.1M | 4.9K | 0.5% | ▲+0.1% Added · +7 sh | |
| 47 | Schwab Strategic TR INTL EQTY ETF | $993K | 50.2K | 0.5% | ▼−0.2% Reduced · −120 sh | |
| 48 | Ishares TR IBDS DEC28 ETF | $938K | 37.1K | 0.4% | ▲+120% Added · +20K sh | |
| 49 | Ishares TR CORE S&P500 ETF | $918K | 1.6K | 0.4% | ▲+4.5% Added · +70 sh | |
| 50 | Select Sector SPDR TR INDL | $918K | 7.0K | 0.4% | ▼−14% Reduced · −1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1542284/holdings"
Use Arkolith to show Madden Advisory Services, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.