Mader & Shannon Wealth Management, Inc.
KANSAS CITY, MO · CIK 1535862 · 13F filing filed 2026-07-07
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
$214.1m
reported value
-0.9% vs Q1 2026
21positions
78.5%in top 10
1 new
17 added
3 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ISHARES TR SGOV | $33.9m15.82% | Added +1.2k |
| ISHARES GOLD TR IAU | $25.2m11.79% | Added +1.2k |
| SPDR GOLD TR GLD | $25.0m11.68% | Reduced -292 |
| ISHARES TR SHY | $20.7m9.67% | Added +670 |
| INVESCO EXCH TRADED FD TR II VRP | $17.6m8.22% | Added +829 |
| KNIGHT-SWIFT TRANSN HLDGS IN KNX | $13.4m6.24% | Added +2.8k |
| THERMO FISHER SCIENTIFIC INC TMO | $9.3m4.32% | Added +259 |
| ISHARES TR SHV | $8.5m3.96% | Reduced -537 |
| MARTIN MARIETTA MATLS INC MLM | $7.9m3.68% | Added +263 |
| VANECK ETF TRUST GDX | $6.7m3.15% | Reduced -1.4k |
| FIRST SOLAR INC FSLR | $5.6m2.60% | Added +684 |
| ISHARES TR IEO | $5.3m2.48% | Added +1.7k |
| D R HORTON INC DHI | $5.3m2.47% | Added +1.1k |
| VALERO ENERGY CORP VLO | $5.3m2.46% | Added +254 |
| HF SINCLAIR CORP DINO | $5.2m2.43% | Added +895 |
| ISHARES TR ITB | $5.1m2.38% | Added +1.6k |
| SELECT SECTOR SPDR TR XLB | $4.8m2.22% | Added +3.0k |
| MARATHON PETE CORP MPC | $4.7m2.20% | Added +327 |
| PHILLIPS 66 PSX | $4.2m1.97% | Added +488 |
| APPLIED MATLS INC AMAT | $310.9k0.15% | New |
| WALMART INC WMT | $282.2k0.13% | Added +24 |