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Michael L. Ellis

Madden Advisory Services, Inc.

Assets Managed
$253.855M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
2.1%(2Q avg: -0.8%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Madden Advisory Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Madden Advisory Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 253.855M in assets, with a quarterly growth rate of 2.1% and a 2-quarter average growth rate of -0.8%. The portfolio is managed by Michael L. Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.81%
7.7%
$19.533M
32,689 shares@ $597.56 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -13.5%
5.96%
$15.124M
602,540 shares@ $25.11 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -1.76%
5.85%
$14.849M
21,282 shares@ $697.71 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -5.41%
4.99%
$12.662M
64,536 shares@ $196.21 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.11%
4.01%
$10.178M
104,785 shares@ $97.13 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Increased 4.29%
3.16%
$8.003M
330,152 shares@ $24.25 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -2.16%
3.06%
$7.743M
87,831 shares@ $88.17 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 15.55%
2.68%
$6.801M
280,567 shares@ $24.24 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -3.84%
2.59%
$6.553M
255,571 shares@ $25.65 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Decreased -6.57%
2.28%
$5.777M
21,211 shares@ $272.34 avg price

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