Mader & Shannon Wealth Management, Inc. Portfolio Stock Holdings

Mader & Shannon Wealth Management, Inc. disclosed 20 stock positions valued at approximately $216.1 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 March 31, 2026 and was filed on April 13, 2026.

Report Period
March 31, 2026
No. of Stocks
20
Portfolio Value
$216.1M
Holdings by Sector
Mader & Shannon Wealth Management, Inc. Portfolio Holdings in Q1 2026

20 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRSGOVOther15.62%335,197+317,927+1840.92%$33,740,930
ISHARES GOLD TRIAUOther13.58%332,931-72,434-17.87%$29,351,197
SPDR GOLD TRGLDOther13.58%68,178-14,781-17.82%$29,336,312
ISHARES TRSHYOther9.61%251,457-84,188-25.08%$20,762,804
INVESCO EXCH TRADED FD TR IIVRPOther8.02%722,589-134,240-15.67%$17,327,684
KNIGHT-SWIFT TRANSN HLDGS INKNXIndustrials4.50%168,719+25,786+18.04%$9,714,840
THERMO FISHER SCIENTIFIC INCTMOHealthcare4.14%18,200+3,507+23.87%$8,945,846
ISHARES TRSHVOther3.95%77,279+48,804+171.39%$8,530,829
VANECK ETF TRUSTGDXOther3.85%90,648-62,164-40.68%$8,318,767
MARTIN MARIETTA MATLS INCMLMBasic Materials3.65%13,402+1,801+15.52%$7,889,489
ISHARES TRIEOOther2.70%46,648+46,648+100.00%$5,826,335
VALERO ENERGY CORPVLOEnergy2.28%19,968+1,750+9.61%$4,933,693
HF SINCLAIR CORPDINOEnergy2.13%73,713+5,471+8.02%$4,598,954
SELECT SECTOR SPDR TRXLBOther2.10%90,724+68,041+299.96%$4,533,478
FIRST SOLAR INCFSLRTechnology2.09%22,897+2,241+10.85%$4,516,662
PHILLIPS 66PSXEnergy2.06%24,429+3,768+18.24%$4,450,475
MARATHON PETE CORPMPCEnergy2.04%18,084+1,325+7.91%$4,415,751
D R HORTON INCDHIConsumer Cyclical1.99%31,356+7,806+33.15%$4,302,670
ISHARES TRITBOther1.98%47,168+10,586+28.94%$4,271,062
WALMART INCWMTConsumer Defensive0.14%2,468+36+1.48%$306,723