Institutional Fund
Madden Advisory Services, Inc.
Jacksonville, FLCIK 15422845 filings on record
Portfolio Value
$253.85M
Q1 2026
Holdings
108
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+2.1%
from $248.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.7%
- Schwab Strategic Tr6.0%
- Vanguard World Fd5.8%
- Vanguard Index Fds5.0%
- Ishares Tr4.0%
- Ishares Tr3.2%
- Other68.3%
Portfolio Holdings
108 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 32.7K | $19.53M | 7.7% | +893 | Added |
| 2 | Schwab Strategic Tr | 602.5K | $15.12M | 6.0% | −94.0K | Reduced |
| 3 | Vanguard World Fd | 21.3K | $14.85M | 5.8% | −383 | Reduced |
| 4 | Vanguard Index Fds | 64.5K | $12.66M | 5.0% | −3.7K | Reduced |
| 5 | Ishares Tr | 104.8K | $10.18M | 4.0% | −118 | Reduced |
| 6 | Ishares Tr | 330.2K | $8.00M | 3.2% | +13.6K | Added |
| 7 | Ishares Gold Tr | 87.8K | $7.74M | 3.1% | −1.9K | Reduced |
| 8 | Ishares Tr | 280.6K | $6.80M | 2.7% | +37.7K | Added |
| 9 | Schwab Strategic Tr | 255.6K | $6.55M | 2.6% | −10.2K | Reduced |
| 10 | Vanguard World Fd | 21.2K | $5.78M | 2.3% | −1.5K | Reduced |
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