SEC 13F Intelligence

Managers / Q2 2026

Mader & Shannon Wealth Management, Inc.

CIK 0001535862 · 4717 GRAND AVENUE, SUITE 800, KANSAS CITY, MO, 64112 · 8167510575

Reported Value
$214M
Q2 2026
Positions
21
Filings on Record
31
2019–present window
Filed
Jul 7, 2026
original filing

Summary

Mader & Shannon Wealth Management, Inc. reported $214M in U.S.-listed holdings across 21 positions for Q2 2026.

Its largest position, Ishares Tr, represents 15.8% of the portfolio.

Compared with Q1 2026, the fund opened 1 new position and exited 0.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+78.5%
share of reported value
Largest Position
+15.8%
Ishares Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $123MQ4 ’18Q1 ’19: $112MQ3 ’19: $126.3BQ1 ’20: $113MQ2 ’20: $123MQ2 ’20Q3 ’20: $128MQ4 ’20: $151MQ1 ’21: $171MQ2 ’21: $194MQ2 ’21Q3 ’21: $157MQ4 ’21: $181MQ1 ’22: $184MQ2 ’22: $167MQ2 ’22Q3 ’22: $92MQ4 ’22: $151MQ1 ’23: $152MQ2 ’23: $162MQ2 ’23Q3 ’23: $152MQ4 ’23: $176MQ1 ’24: $178MQ2 ’24: $166MQ2 ’24Q3 ’24: $172MQ4 ’24: $162MQ1 ’25: $175MQ2 ’25: $184MQ2 ’25Q3 ’25: $204MQ4 ’25: $204MQ1 ’26: $216MQ2 ’26: $214MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 71.4%Common Stock: 28.6%
  • ETP · 71.4% · $153M
  • Common Stock · 28.6% · $61M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMATAPPLIED MATLS INCNEW+430430+$310,890$310,890
ISHARES TRHELD+1.7K48.3K$517,263$5M
ISHARES TRHELD+1.6K48.8K+$824,428$5M
DHID R HORTON INCHELD+1.1K32.4K+$975,619$5M
XLBSELECT SECTOR SPDR TRHELD+3.0K93.7K+$228,073$5M
FSLRFIRST SOLAR INCHELD+68423.6K+$1M$6M
PSXPHILLIPS 66HELD+48824.9K$238,256$4M
MLMMARTIN MARIETTA MATLS INCHELD+26313.7K$8,884$8M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

17 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR0-3 MTH TREASURY · 1 3 YR TREAS BD · TRUST ISHARE 0-1 · US OIL GS EX ETF · US HOME CONS ETF34.31%$73M762.4K
2IAU*ISHARES GOLD TRhistory →ISHARES NEW11.79%$25M334.1K
3GQ9SPDR GOLD TRhistory →GOLD SHS11.68%$25M67.9K
4INVESCO EXCH TRADED FD TR IIVAR RATE PFD8.22%$18M723.4K
5KNXKNIGHT-SWIFT TRANSN HLDGS INhistory →CL A6.24%$13M171.5K
6TMOTHERMO FISHER SCIENTIFIC INChistory →COM4.32%$9M18.5K
7MLMMARTIN MARIETTA MATLS INChistory →COM3.68%$8M13.7K
8VANECK ETF TRUSTGOLD MINERS ETF3.15%$7M89.2K
9FSLRFIRST SOLAR INChistory →COM2.60%$6M23.6K
10DHID R HORTON INChistory →COM2.47%$5M32.4K
11VLOVALERO ENERGY CORPhistory →COM2.46%$5M20.2K
12DINOHF SINCLAIR CORPhistory →COM2.43%$5M74.6K
13XLBSELECT SECTOR SPDR TRhistory →ST STR MATER ETF2.22%$5M93.7K
14MPCMARATHON PETE CORPhistory →COM2.20%$5M18.4K
15PSXPHILLIPS 66history →COM1.97%$4M24.9K
16AMATAPPLIED MATLS INCCOM0.15%$310,890430
17WMTWALMART INCCOM0.13%$282,2442.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$214M21Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$216M20Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$204M23Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$204M23Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$184M22Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$175M21May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$162M21Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$172M15Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$166M12Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$178M11May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$176M11Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$152M12Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$162M17Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$152M16May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$151M16Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$92M12Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$167M21Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$184M23May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$181M21Jan 28, 202213F-HRchanges · EDGAR ↗
Q3 2021$157M21Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$194M26Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$171M25May 3, 202113F-HRchanges · EDGAR ↗
Q4 2020$151M25Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$128M20Nov 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$123M20Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$113M17May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019Under review19Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$126.3B20Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019Under review16Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$112M12Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$123M15Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.