Madden Advisory Services, Inc.

RIA/Wealth

Madden Advisory Services, Inc. is a RIA/Wealth based in Jacksonville, FL led by Michael Louis Ellis, reporting $258.5M in AUM as of Q3 2025 with 91% ETF concentration and minimal technology exposure.

CEOMichael Louis Ellis

Portfolio Value: $246.4M
Positions: 105
Top Holding: VOO at 8.05%
Last Reported: Q3 2025

Address5200 Belfort Road, Suite 410, Jacksonville, FL, 32256, United States

Top Holdings

Largest long holdings in Madden Advisory Services, Inc.'s portfolio (46.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$19.8M	8.05%	+$572.6K Bought	— 32.4K shares	Q3 2016 Held for 9y 2m
2 Schwab U.S. Broad Market SCHB	ETF ETF	$18.8M	7.65%	-$645.6K Sold	— 732.9K shares	≤ Q2 2013 Held for 12y 5m+
3 Vanguard Information Technology VGT	ETF ETF	$16.8M	6.80%	+$85.1K Bought	— 22.4K shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard Value VTV	ETF ETF	$13.4M	5.45%	-$339.8K Sold	— 72.0K shares	Q1 2014 Held for 11y 8m
5 iShares MSCI EAFE EFA	ETF ETF	$9.7M	3.93%	+$1.2M Bought	— 103.8K shares	Q3 2013 Held for 12y 2m
6 iShares iBonds Dec 2025 Term Corporate IBDQ	ETF ETF	$8.3M	3.38%	-$31.1K Sold	— 330.8K shares	Q3 2021 Held for 4y 2m
7 Microsoft MSFT	Software - Infrastructure Technology	$7.3M	2.97%	-$29.0K Sold	0.00% 14.1K shares	Q4 2022 Held for 2y 11m
8 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$7.1M	2.90%	-$194.4K Sold	— 271.0K shares	≤ Q2 2013 Held for 12y 5m+
9 IAU iShares Gold Trust IAU	Unknown Unknown	$6.9M	2.78%	-$117.7K Sold	— 94.2K shares	Q4 2022 Held for 2y 11m
10 Vanguard Health Care VHT	ETF ETF	$5.9M	2.41%	+$27.0K Bought	— 22.9K shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Madden Advisory Services, Inc.'s latest filing

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Market Value

$246.4M

Prior: $234.7M

Q/Q Change

+5.0%

+$11.7M

Net Flows % of MV

+2.06%

Turnover Ratio

4.18%

New Purchases

4 stocks

$1.0M

Added To

42 stocks

+$11.1M

Sold Out Of

3 stocks

$2.8M

Reduced Holdings

49 stocks

-$4.0M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Long-Term Corporate Bond VCLT	New	0 → 4.4K +$345.2K
2 Schwab Long-Term U.S. Treasury SCHQ	New	0 → 7.4K +$240.2K
3 iShares iBonds Dec 2027 Term Treasury IBTH	New	0 → 10.2K +$230.1K
4 iShares iBonds 2027 Term High Yield and Income IBHG	New	0 → 9.2K +$207.2K
5 Vanguard Communication Services VOX	+71.69%	1.6K → 2.8K +$216.3K

Decreased Positions

Position	Shares Δ	Change
1 PIMCO Investment Grade Corporate Bond Index CORP	Sold	22.3K → 0 −$2.2M
2 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	Sold	8.2K → 0 −$413.6K
3 McDonald's MCD	Sold	767.0 → 0 −$224.0K
4 iShares iBonds Dec 2027 Term Corporate ETF IBDS	-100.0%	148.0K → - −-
5 iShares iBonds Dec 2026 Term Corporate ETF IBDR	-100.0%	264.2K → - −-