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Livermore
Livermore
ZHEN

Madden Advisory Services, Inc.

SEC CIK
0001542284
Latest filing
Aug 4, 2026

The latest 13F from Madden Advisory Services, Inc. covers Q2 2026 (filed Aug 4, 2026): 110 long positions worth $278.9M. The top 10 holdings make up 42.7% of the portfolio, and the largest is Vanguard S&P 500 ETF at 7.3%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$442.8K
Added
37
Est. +$3.36M
Reduced
61
Est. −$4.42M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    7.3%$20.5M
  2. Vanguard Information Technology ETF92204A702
    7.3%$20.3M
  3. Schwab U.S. Broad Market ETF808524102
    6.2%$17.3M
  4. Vanguard Morningstar Value ETF922908744
    5.3%$14.9M
  5. iShares MSCI Eafe ETF464287465
    3.9%$11.0M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Growth ETF922908736
    +$1.04MAddedConverted for a 6-for-1 split
  2. Vanguard Morningstar Value ETF922908744
    +$791.7KAdded
  3. First Tr Exchange-Traded FD33734X176
    +$222.9KNew
  4. MSFTMicrosoft Corp
    +$219.9KNewHistory
  5. Schwab Strategic Tr808524862
    +$149.3KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Growth ETF922908736
    +0.43 pp0.7% → 1.2%
  2. Vanguard Morningstar Value ETF922908744
    +0.34 pp5.0% → 5.3%
  3. Schwab U.S. Mid-Cap ETF808524508
    +0.19 pp2.2% → 2.4%
  4. First Tr Exchange-Traded FD33734X176
    +0.08 pp0.0% → 0.1%
  5. MSFTMicrosoft Corp
    +0.08 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard S&P 500 ETF922908363
    −$1.96MReduced
  2. Schwab U.S. Large-Cap ETF808524201
    −$268.8KReduced
  3. Schwab U.S. Broad Market ETF808524102
    −$195.2KReduced
  4. Invesco QQQ Trust Series I46090E103
    −$148.0KReduced
  5. SPYSPDR S&P 500 ETF Trust
    −$128.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard S&P 500 ETF922908363
    −0.35 pp7.7% → 7.3%
  2. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    −0.33 pp3.2% → 2.8%
  3. iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9
    −0.26 pp2.7% → 2.4%
  4. Schwab Strategic Tr808524698
    −0.23 pp2.1% → 1.8%
  5. iShares U.S. Medical Devices ETF464288810
    −0.14 pp0.7% → 0.6%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$278.9M
+$25.0M (+9.9%) vs. prior quarter
Positions
110
+2 vs. prior quarter
Top 10 concentration
42.7%
Top 10 as share of value
Turnover
1.4%
Q2 2026, one quarter
Average holding period
19.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $278.9M (Q2 2026)

Q1 2021: $127.7MQ2 2021: $135.2MQ3 2021: $139.8MQ4 2021: $152.3MQ1 2022: $147.2MQ2 2022: $132.1MQ3 2022: $125.2MQ4 2022: $133.7MQ1 2023: $142.5MQ2 2023: $154.5MQ3 2023: $158.1MQ4 2023: $177.4MQ1 2024: $189.8MQ2 2024: $196.7MQ3 2024: $218.4MQ4 2024: $215.4MQ1 2025: $214.6MQ2 2025: $234.7MQ3 2025: $258.2MQ4 2025: $248.7MQ1 2026: $253.9MQ2 2026: $278.9M
Q1 2021Q2 2026
13F filings of Madden Advisory Services, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 2026110$278.9MVanguard S&P 500 ETFVanguard Information Technology ETFSchwab U.S. Broad Market ETFvs. Q1 2026SEC
Q1 2026May 11, 2026108$253.9MVanguard S&P 500 ETFSchwab U.S. Broad Market ETFVanguard Information Technology ETFvs. Q4 2025SEC
Q4 2025Feb 11, 2026105$248.7MVanguard S&P 500 ETFSchwab U.S. Broad Market ETFVanguard Information Technology ETFvs. Q3 2025SEC
Q3 2025Oct 24, 2025107$258.2MVanguard S&P 500 ETFSchwab U.S. Broad Market ETFVanguard Information Technology ETFvs. Q2 2025SEC
Q2 2025Jul 23, 2025100$234.7MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q1 2025SEC
Q1 2025May 6, 2025101$214.6MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q4 2024SEC
Q4 2024Feb 13, 202599$215.4MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q3 2024SEC
Q3 2024Oct 30, 2024100$218.4MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q2 2024SEC
Q2 2024Aug 7, 202493$196.7MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q1 2024SEC
Q1 2024May 3, 202492$189.8MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q4 2023SEC
Q4 2023Feb 12, 202490$177.4MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q3 2023SEC
Q3 2023Nov 13, 202381$158.1MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q2 2023SEC
Q2 2023Aug 7, 202382$154.5MSchwab U.S. Broad Market ETFVanguard Information Technology ETFVanguard S&P 500 ETFvs. Q1 2023SEC
Q1 2023Apr 25, 202380$142.5MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q4 2022SEC
Q4 2022Feb 14, 202377$133.7MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q3 2022SEC
Q3 2022Nov 9, 202277$125.2MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q2 2022SEC
Q2 2022Jul 29, 202279$132.1MSchwab U.S. Broad Market ETFVanguard S&P 500 ETFVanguard Information Technology ETFvs. Q1 2022SEC
Q1 2022May 2, 2022Amended73$147.2MSchwab U.S. Broad Market ETFVanguard Information Technology ETFVanguard S&P 500 ETFvs. Q4 2021SEC
Q4 2021Feb 8, 202274$152.3MSchwab U.S. Broad Market ETFVanguard Information Technology ETFVanguard S&P 500 ETFvs. Q3 2021SEC
Q3 2021Nov 12, 202174$139.8MSchwab U.S. Broad Market ETFVanguard Information Technology ETFVanguard S&P 500 ETFvs. Q2 2021SEC
Q2 2021Aug 10, 202169$135.2MSchwab U.S. Broad Market ETFVanguard Information Technology ETFVanguard S&P 500 ETFvs. Q1 2021SEC
Q1 2021May 4, 202168$127.7MSchwab U.S. Broad Market ETFVanguard Information Technology ETFVanguard S&P 500 ETF–SEC