Mader & Shannon Wealth Management, Inc.
KANSAS CITY, MO · CIK 1535862 · 13F filing filed 2023-08-08
SEC-registered investment adviser since 2007 · corporation
- Assets managed$269.4m
- Staff10 · 9 in investment roles
- Main clients (by assets)High net worth individuals 67%, Individuals 23%, Pension plans 6%
- Form ADV · 2026-08-17SEC adviser record
- Kindwealth
- Others nearbyKansas City, MO
$161.9m
reported value
+6.8% vs Q1 2023
17positions
78.1%in top 10
1 new
16 added
0 reduced
0 sold out
vs Q1 2023
Holdings, Q2 2023
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ISHARES GOLD TR IAU | $20.9m12.92% | Added +20.6k |
| SPDR GOLD TR GLD | $20.9m12.91% | Added +4.4k |
| ISHARES TR SHYG | $18.8m11.62% | Added +12.6k |
| SPDR SER TR SJNK | $11.1m6.82% | Added +62.9k |
| SPDR S&P 500 ETF TR SPY | $10.9m6.73% | Added +977 |
| ISHARES TR ACWX | $10.5m6.49% | Added +7.9k |
| INVESCO EXCHANGE TRADED FD T RSP | $10.1m6.26% | Added +2.7k |
| CDW CORP CDW | $8.0m4.96% | Added +1.7k |
| KNIGHT-SWIFT TRANSN HLDGS IN KNX | $7.9m4.90% | Added +5.2k |
| VANECK ETF TRUST GDX | $7.2m4.45% | Added +14.1k |
| THERMO FISHER SCIENTIFIC INC TMO | $7.0m4.31% | Added +600 |
| UNITEDHEALTH GROUP INC UNH | $6.8m4.20% | Added +689 |
| D R HORTON INC DHI | $5.2m3.20% | Added +660 |
| DOLLAR GEN CORP NEW DG | $4.9m3.02% | Added +1.2k |
| MARTIN MARIETTA MATLS INC MLM | $4.4m2.69% | Added +129 |
| ISHARES TR IBONDS 23 TRM TS | $4.2m2.56% | New |
| SELECT SECTOR SPDR TR XLF | $3.2m1.95% | Added +1.3k |