Madden Advisory Services, Inc.

Q2 2026 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$278,876
Net value change ($000)
+25,021 (9.9%)
New positions
2
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VGT 5,468 36.8%
VTV 2,194 17.3%
SCHB 2,130 14.1%
VUG 1,378 74.6%
SCHM 1,093 19.5%
QQQ 1,079 24.3%
VOO 961 4.9%
SCHG 824 15.3%
EFA 786 7.7%
SCHX 700 10.7%
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,056 -13.6%
IHI -215 -11.5%
SCHI -130 -2.5%
SGOL -125 -14.3%
IBDR -118 -1.5%
TIP -113 -6.4%
CEF -111 -16.9%
GLD -110 -14.7%
HYG -68 -20.9%
IBDS -63 -0.9%
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