Latest Mader & Shannon Wealth Management, Inc. Stock Portfolio

Mader & Shannon Wealth Management, Inc. Performance:

2026 Q1: 7.39%YTD: 7.39%2025: 18.85%

Performance for 2026 Q1 is 7.39%, and YTD is 7.39%, and 2025 is 18.85%.

About Mader & Shannon Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

Mader & Shannon Wealth Management, Inc. is a hedge fund based in Kansas City, MO. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mader & Shannon Wealth Management, Inc. reported an equity portfolio of $216.1 Millions as of 31 Mar, 2026.

The top stock holdings of Mader & Shannon Wealth Management, Inc. are DMXF, IAU, GLD. The fund has invested 15.6% of it's portfolio in ISHARES TR and 13.6% of portfolio in ISHARES GOLD TR.

The fund managers got completely rid off CDW CORP (CDW), AMAZON COM INC (AMZN) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), ISHARES TR (IJR) and ISHARES GOLD TR (IAU). Mader & Shannon Wealth Management, Inc. opened new stock positions in ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AAXJ).

Mader & Shannon Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Mader & Shannon Wealth Management, Inc. made a return of 7.39% in the last quarter. In trailing 12 months, it's portfolio return was 21.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	5,826,340

New stocks bought by Mader & Shannon Wealth Management, Inc.

Additions

Ticker	% Inc.
ishares tr	1,840
select sector spdr tr	299
ishares tr	171
d r horton inc	33.15
ishares tr	28.94
thermo fisher scientific inc	23.87
phillips 66	18.24
knight-swift transn hldgs in	18.04

Additions to existing portfolio by Mader & Shannon Wealth Management, Inc.

Reductions

Ticker	% Reduced
vaneck etf trust	-40.68
ishares tr	-25.08
ishares gold tr	-17.87
spdr gold tr	-17.82
invesco exch traded fd tr ii	-15.67

Mader & Shannon Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch traded fd tr ii	-14,448,500
cdw corp	-7,111,060
amazon com inc	-5,199,420
unitedhealth group inc	-5,162,620

Mader & Shannon Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Mader & Shannon Wealth Management, Inc. has about 72.8% of it's holdings in Others sector.

Sector	%
Others	72.8
Energy	9.3
Industrials	4.9
Healthcare	4.5
Basic Materials	4
Technology	2.3
Consumer Cyclical	2.2

Market Cap. Distribution

Mader & Shannon Wealth Management, Inc. has about 22.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72.8
LARGE-CAP	22.2
MID-CAP	4.9

Stocks belong to which Index?

About 20% of the stocks held by Mader & Shannon Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	80
S&P 500	20

Top 5 Winners (%)		%
VLO	valero energy corp	42.3 %
KNX	knight-swift transn hldgs in	40.8 %
PSX	phillips 66	30.5 %
MPC	marathon pete corp	25.5 %
WMT	walmart inc	20.4 %

Top 5 Winners ($)		$
IAU	ishares gold tr	5.7 M
GLD	spdr gold tr	5.7 M
KNX	knight-swift transn hldgs in	2.8 M
AFK	vaneck etf trust	1.9 M
VLO	valero energy corp	1.5 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-33.1 %
DHI	d r horton inc	-17.1 %
AAXJ	ishares tr	-14.1 %
FSLR	first solar inc	-10.1 %
MLM	martin marietta matls inc	-6.2 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-2.2 M
DHI	d r horton inc	-0.9 M
AAXJ	ishares tr	-0.7 M
MLM	martin marietta matls inc	-0.5 M
FSLR	first solar inc	-0.5 M

Mader & Shannon Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mader & Shannon Wealth Management, Inc.

Mader & Shannon Wealth Management, Inc. has 19 stocks in it's portfolio. About 75.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Mader & Shannon Wealth Management, Inc. last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	3.95	77,279	8,530,830	added	171

AAXJ	ishares tr	2.70	46,648	5,826,340	new

AAXJ	ishares tr	1.98	47,168	4,271,060	added	28.94

AFK	vaneck etf trust	3.85	90,648	8,318,770	reduced	-40.68

AMZN	amazon com inc	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	8.02	722,589	17,327,700	reduced	-15.67

CDW	cdw corp	0.00	0.00	0.00	sold off	-100

CGW	invesco exch traded fd tr ii	0.00	0.00	0.00	sold off	-100

DHI	d r horton inc	1.99	31,356	4,302,670	added	33.15

DINO	hf sinclair corp	2.13	73,713	4,598,950	added	8.02

DMXF	ishares tr	15.62	335,197	33,740,900	added	1,840

FSLR	first solar inc	2.09	22,897	4,516,660	added	10.85

GLD	spdr gold tr	13.58	68,178	29,336,300	reduced	-17.82

IAU	ishares gold tr	13.58	332,931	29,351,200	reduced	-17.87

IJR	ishares tr	9.61	251,457	20,762,800	reduced	-25.08

KNX	knight-swift transn hldgs in	4.50	168,719	9,714,840	added	18.04

MLM	martin marietta matls inc	3.65	13,402	7,889,490	added	15.52

MPC	marathon pete corp	2.04	18,084	4,415,750	added	7.91

PSX	phillips 66	2.06	24,429	4,450,480	added	18.24

TMO	thermo fisher scientific inc	4.14	18,200	8,945,850	added	23.87