Mader & Shannon Wealth Management
Latest statistics and disclosures from Mader & Shannon Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, IAU, GLD, SHY, VRP, and represent 60.40% of Mader & Shannon Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$32M), IEO (+$5.8M), SHV (+$5.4M), XLB, TMO, KNX, DHI, MLM, ITB, PSX.
- Started 1 new stock position in IEO.
- Reduced shares in these 9 stocks: PGX (-$14M), CDW (-$7.1M), SHY (-$7.0M), IAU (-$6.4M), GLD (-$6.4M), GDX (-$5.7M), AMZN (-$5.2M), , VRP.
- Sold out of its positions in AMZN, CDW, PGX, UNH.
- Mader & Shannon Wealth Management was a net seller of stock by $-5.4M.
- Mader & Shannon Wealth Management has $216M in assets under management (AUM), dropping by 5.90%.
- Central Index Key (CIK): 0001535862
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Portfolio Holdings for Mader & Shannon Wealth Management
Mader & Shannon Wealth Management holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 15.6 | $34M | +1840% | 335k | 100.66 |
|
| Ishares Gold Tr Ishares New (IAU) | 13.6 | $29M | -17% | 333k | 88.16 |
|
| Spdr Gold Tr Gold Shs (GLD) | 13.6 | $29M | -17% | 68k | 430.29 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 9.6 | $21M | -25% | 252k | 82.57 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 8.0 | $17M | -15% | 723k | 23.98 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 4.5 | $9.7M | +18% | 169k | 57.58 |
|
| Thermo Fisher Scientific (TMO) | 4.1 | $8.9M | +23% | 18k | 491.53 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 3.9 | $8.5M | +171% | 77k | 110.39 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 3.8 | $8.3M | -40% | 91k | 91.77 |
|
| Martin Marietta Materials (MLM) | 3.7 | $7.9M | +15% | 13k | 588.68 |
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 2.7 | $5.8M | NEW | 47k | 124.90 |
|
| Valero Energy Corporation (VLO) | 2.3 | $4.9M | +9% | 20k | 247.08 |
|
| Hf Sinclair Corp (DINO) | 2.1 | $4.6M | +8% | 74k | 62.39 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 2.1 | $4.5M | +299% | 91k | 49.97 |
|
| First Solar (FSLR) | 2.1 | $4.5M | +10% | 23k | 197.26 |
|
| Phillips 66 (PSX) | 2.1 | $4.5M | +18% | 24k | 182.18 |
|
| Marathon Petroleum Corp (MPC) | 2.0 | $4.4M | +7% | 18k | 244.18 |
|
| D.R. Horton (DHI) | 2.0 | $4.3M | +33% | 31k | 137.22 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 2.0 | $4.3M | +28% | 47k | 90.55 |
|
| Wal-Mart Stores (WMT) | 0.1 | $307k | 2.5k | 124.28 |
|
Past Filings by Mader & Shannon Wealth Management
SEC 13F filings are viewable for Mader & Shannon Wealth Management going back to 2014
- Mader & Shannon Wealth Management 2026 Q1 filed April 13, 2026
- Mader & Shannon Wealth Management 2025 Q4 filed Jan. 29, 2026
- Mader & Shannon Wealth Management 2025 Q3 filed Nov. 12, 2025
- Mader & Shannon Wealth Management 2025 Q2 filed July 31, 2025
- Mader & Shannon Wealth Management 2025 Q1 filed May 5, 2025
- Mader & Shannon Wealth Management 2024 Q4 filed Feb. 3, 2025
- Mader & Shannon Wealth Management 2024 Q3 filed Nov. 12, 2024
- Mader & Shannon Wealth Management 2024 Q2 filed Aug. 1, 2024
- Mader & Shannon Wealth Management 2024 Q1 filed May 13, 2024
- Mader & Shannon Wealth Management 2023 Q4 filed Jan. 24, 2024
- Mader & Shannon Wealth Management 2023 Q3 filed Nov. 7, 2023
- Mader & Shannon Wealth Management 2023 Q2 filed Aug. 8, 2023
- Mader & Shannon Wealth Management 2023 Q1 filed May 10, 2023
- Mader & Shannon Wealth Management 2022 Q4 filed Jan. 24, 2023
- Mader & Shannon Wealth Management 2022 Q3 filed Oct. 27, 2022
- Mader & Shannon Wealth Management 2022 Q2 filed July 26, 2022