Madden Advisory Services, Inc.

Q1 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$253,855
Net value change ($000)
+5,200 (2.1%)
New positions
7
Sold out positions
4
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VFH 1,434 198.1%
IBDU 1,353 115.6%
IBDT 1,094 39.1%
IBDV 1,001 NEW
IBDS 905 15.3%
VOX 811 88.3%
FQAL 617 25.2%
VIS 551 22.9%
VCSH 540 11.7%
QQQ 539 13.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHB -3,148 -17.2%
VGT -1,481 -9.1%
VHT -758 -11.6%
VIG -745 -19.5%
IHI -636 -25.4%
SCHX -599 -8.4%
SCHG -471 -8.0%
VOO -407 -2.0%
VTV -369 -2.8%
IVV -296 -26.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type