Mader & Shannon Wealth Management, Inc.
CIK 1535862 · Holdings on Jun 30, 2026 · First reported Jul 7, 2026
Top ten holdings
Q2 2026- SGOV15.82%
- IAU11.79%
- GLD11.68%
- SHY9.67%
- VRP8.22%
- KNX6.24%
- TMO4.32%
- SHV3.96%
- MLM3.68%
- GDX3.15%
Share classes counted separately78.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDWeight decreased · -1.90 pp13.58% → 11.68%Shares -292 (-0.43%)
- IAUWeight decreased · -1.79 pp13.58% → 11.79%Shares +1.20K (+0.36%)
- KNXWeight increased · +1.74 pp4.50% → 6.24%Shares +2.82K (+1.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MTH TREASURY View history and evidence | $33.86M | 15.82% | 336.37K shares | 15.62% → 15.82%+0.20 pp +1.18K (+0.35%) | Added | ▾ |
| 02 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $25.23M | 11.79% | 334.13K shares | 13.58% → 11.79%-1.79 pp +1.20K (+0.36%) | Added | ▾ |
| 03 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $25.01M | 11.68% | 67.89K shares | 13.58% → 11.68%-1.90 pp -292 (-0.43%) | Reduced | ▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $20.70M | 9.67% | 252.13K shares | 9.61% → 9.67%+0.06 pp +670 (+0.27%) | Added | ▾ |
| 05 | VRPINVESCO VARIABLE RATE PREFERVAR RATE PFD View history and evidence | $17.59M | 8.22% | 723.42K shares | 8.02% → 8.22%+0.20 pp +829 (+0.11%) | Added | ▾ |
| 06 | KNXKNIGHT-SWIFT TRANSPORTATIONCL A View history and evidence | $13.36M | 6.24% | 171.54K shares | 4.50% → 6.24%+1.74 pp +2.82K (+1.67%) | Added | ▾ |
| 07 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $9.25M | 4.32% | 18.46K shares | 4.14% → 4.32%+0.18 pp +259 (+1.42%) | Added | ▾ |
| 08 | SHVISHARES 0-1 YEAR TREASURY BOTRUST ISHARE 0-1 View history and evidence | $8.47M | 3.96% | 76.74K shares | 3.95% → 3.96%+0.01 pp -537 (-0.69%) | Reduced | ▾ |
| 09 | MLMMARTIN MARIETTA MATERIALS View history and evidence | $7.88M | 3.68% | 13.66K shares | 3.65% → 3.68%+0.03 pp +263 (+1.96%) | Added | ▾ |
| 10 | GDXVANECK GOLD MINERS ETFGOLD MINERS ETF View history and evidence | $6.73M | 3.15% | 89.24K shares | 3.85% → 3.15%-0.70 pp -1.41K (-1.55%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1535862 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 214067904
}Take these holdings further.
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