Mader & Shannon Wealth Management, Inc. Portfolio Stock Holdings

Mader & Shannon Wealth Management, Inc. disclosed 21 stock positions valued at approximately $214.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES GOLD TR, and SPDR GOLD TR. The filing reflects positions held as of June 30, 2026 and was filed on July 7, 2026.

Report Period
June 30, 2026
No. of Stocks
21
Portfolio Value
$214.1M
Holdings by Sector
Mader & Shannon Wealth Management, Inc. Portfolio Holdings in Q2 2026

21 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRSGOVOther15.82%336,373+1,176+0.35%$33,862,670
ISHARES GOLD TRIAUOther11.79%334,134+1,203+0.36%$25,230,458
SPDR GOLD TRGLDOther11.68%67,886-292-0.43%$25,007,845
ISHARES TRSHYOther9.67%252,127+670+0.27%$20,702,148
INVESCO EXCH TRADED FD TR IIVRPOther8.22%723,418+829+0.11%$17,586,292
KNIGHT-SWIFT TRANSN HLDGS INKNXIndustrials6.24%171,537+2,818+1.67%$13,357,586
THERMO FISHER SCIENTIFIC INCTMOHealthcare4.32%18,459+259+1.42%$9,254,604
ISHARES TRSHVOther3.96%76,742-537-0.69%$8,468,480
MARTIN MARIETTA MATLS INCMLMBasic Materials3.68%13,665+263+1.96%$7,880,605
VANECK ETF TRUSTGDXOther3.15%89,239-1,409-1.55%$6,733,083
FIRST SOLAR INCFSLRTechnology2.60%23,581+684+2.99%$5,564,173
ISHARES TRIEOOther2.48%48,339+1,691+3.63%$5,309,072
D R HORTON INCDHIConsumer Cyclical2.47%32,406+1,050+3.35%$5,278,289
VALERO ENERGY CORPVLOEnergy2.46%20,222+254+1.27%$5,266,618
HF SINCLAIR CORPDINOEnergy2.43%74,608+895+1.21%$5,196,447
ISHARES TRITBOther2.38%48,770+1,602+3.40%$5,095,490
SELECT SECTOR SPDR TRXLBOther2.22%93,676+2,952+3.25%$4,761,551
MARATHON PETE CORPMPCEnergy2.20%18,411+327+1.81%$4,707,140
PHILLIPS 66PSXEnergy1.97%24,917+488+2.00%$4,212,219
APPLIED MATLS INCAMATTechnology0.15%430+430+100.00%$310,890
WALMART INCWMTConsumer Defensive0.13%2,492+24+0.97%$282,244