Madden Advisory Services, Inc.
Long book
$253.9M
Q1 2026
Positions
108
Top-10 weight
42%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsMadden Advisory Services, Inc. is a wealth-management firm allocating client money, specialised in financials (82% of the long book), running a $253.9M US long book across 108 positions.
The portfolio is moderately concentrated (top 10 ≈ 42% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, SCHWAB US BROAD MARKET ETF, VANGUARD INFO TECH ETF, VANGUARD VALUE ETF, ISHARES MSCI EAFE ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.2%
Q2 2024
+6.2%
Q3 2024
-0.2%
Q4 2024
-1.3%
Q1 2025
+7.9%
Q2 2025
+6.4%
Q3 2025
+2.4%
Q4 2025
-1.0%
Q1 2026
+10.4%
Sector allocation
Technology 70%
Financials 16%
Healthcare 15%
Long book by quarter
What does Madden Advisory own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 4.3K | $1.1M | 0.4% | -8.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 108 | $253.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 105 | $248.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 107 | $258.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 100 | $234.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 101 | $214.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 99 | $215.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 100 | $218.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 7, 2024 | 93 | $196.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 92 | $189.8M | canonical | SEC ↗ |