Mader & Shannon Wealth Management, Inc.

CIK: 1535862SEC EDGAR →

Portfolio Value

$93.7B

Holdings

21

As of

Q2 2026

New Positions

1

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES GOLD TR

334,134$25.2B
26.93%
2

ISHARES TR

252,127$20.7B
22.10%
3

INVESCO EXCH TRADED FD TR II

723,418$17.6B
18.77%
4

KNIGHT-SWIFT TRANSN HLDGS IN

171,537$13.4B
14.26%
5

VANECK ETF TRUST

89,239$6.7B
7.19%
6

HF SINCLAIR CORP

74,608$5.2B
5.55%
7

SELECT SECTOR SPDR TR

93,676$4.8B
5.08%
8

ISHARES TR

336,373$33.9M
0.04%
9

SPDR GOLD TR

67,886$25.0M
0.03%
10

THERMO FISHER SCIENTIFIC INC

18,459$9.3M
0.01%

Quarterly Changes

Top Buys

ITB↑ Increased
$4.3B
IAU*↑ Increased
$4.1B
KNX↑ Increased
$3.6B
DINO↑ Increased
$597.5M
VRP↑ Increased
$258.6M

Top Sells

GDX↓ Decreased
$1.6B
GQ9↓ Decreased
$4.3M
SHV↓ Decreased
$62K

New Positions (1)

$311K · 430 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services7$49.8B53.2%
Unknown3$25.3B27.0%
Industrials1$13.4B14.3%
Energy4$5.2B5.6%
Healthcare1$9.3M0.0%
Basic Materials1$7.9M0.0%
Technology2$5.9M0.0%
Consumer Cyclical1$5.3M0.0%
Consumer Defensive1$282K0.0%