Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Financials ETF
VFH
|
+$1.59M |
| 2 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$1.37M |
| 3 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$1.11M |
| 4 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$1.01M |
| 5 |
Vanguard Communication Services ETF
VOX
|
+$927K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.47M |
| 2 |
Vanguard Morningstar Value ETF
VTV
|
+$739K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$687K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$453K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$427K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.43% |
| 2 | Real Estate | 0.39% |
| 3 | Financials | 0.1% |
| 4 | Healthcare | 0.09% |
Similar funds
Madden Advisory Services's Q1 2026 Portfolio in Review
As of Q1 2026, Madden Advisory Services held 112 positions worth $254M, up 2.1% from $249M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Madden Advisory Services deployed $8.54M of net new capital in Q1 2026, opening 7 new positions and adding to 50 existing holdings. Its largest new stake was iShares iBonds Dec 2030 Term Corporate ETF: 45,735 shares worth $1M.
By sector, the portfolio is most concentrated in Technology at 0.43% of assets, down from 0.62% a quarter earlier, followed by Real Estate and Financials.
On the sell side, the largest reduction was Schwab US Broad Market ETF, an estimated $2.47M trimmed.
- Madden Advisory Services's largest Q1 2026 buy was iShares iBonds Dec 2030 Term Corporate ETF: 45,735 shares worth $1M.
- Madden Advisory Services added most to Vanguard Financials ETF in Q1 2026, an estimated $1.59M increase.
- Madden Advisory Services's biggest Q1 2026 reduction was Schwab US Broad Market ETF, cutting an estimated $2.47M.
- Madden Advisory Services fully exited Microsoft in Q1 2026, selling an estimated $263K.
- Madden Advisory Services's ten largest holdings make up 42% of its $254M portfolio in Q1 2026.
- Madden Advisory Services opened 7 new positions and closed 4 in Q1 2026.
- Madden Advisory Services's portfolio value rose 2.1% quarter-over-quarter to $254M.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.