Mader & Shannon Wealth Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Mader & Shannon Wealth Management, Inc. reported 11 stock positions worth $178.3 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 29.1% of the portfolio, followed by iShares 0-1 Year Treasury Bo (SHV, 17.2%) and SPDR Gold Shares (GLD, 13.1%). Compared with Q4 2023, it added to 3 and reduced 8. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +18%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001535862
- Portfolio Value
- $178.3M (Q1 2024)
- SEC Filing
- 0001535862-24-000002 ↗ filed May 13, 2024
Holdings Value
Holdings 11 stocks · $178.3M
| SGOV iShares 0-3 Month Treasury B | 29.07% | 514,631 | $51.8M | Add +17.5% |
| SHV iShares 0-1 Year Treasury Bo | 17.20% | 277,417 | $30.7M | Reduce -9.2% |
| GLD SPDR Gold Shares | 13.12% | 113,729 | $23.4M | Reduce -4.6% |
| IAU iShares Gold Trust | 13.07% | 554,683 | $23.3M | Reduce -5.0% |
| CDW CDW Corp. | 5.19% | 36,163 | $9.2M | Reduce -19.0% |
| TMO Thermo Fisher Scientific Inc. | 4.79% | 14,703 | $8.5M | Add +6.5% |
| KNX Knight-Swift Transportation | 4.33% | 140,376 | $7.7M | Reduce -4.8% |
| UNH Unitedhealth Group Inc. | 4.13% | 14,890 | $7.4M | Add +2.8% |
| GDX Vaneck Gold Miners ETF | 4.06% | 228,911 | $7.2M | Reduce -7.2% |
| MLM Martin Marietta Materials | 2.69% | 7,824 | $4.8M | Reduce -18.8% |
| DHI D.R. Horton Inc. | 2.35% | 25,434 | $4.2M | Reduce -41.4% |
Portfolio Sells Q4 2023 → Q1 2024
| SHV iShares 0-1 Year Treasury Bo | Reduce -9.2% | 17.20% | −1.95 |
| DHI D.R. Horton Inc. | Reduce -41.4% | 2.35% | −1.40 |
| CDW CDW Corp. | Reduce -19.0% | 5.19% | −0.59 |
| KNX Knight-Swift Transportation | Reduce -4.8% | 4.33% | −0.51 |
| GDX Vaneck Gold Miners ETF | Reduce -7.2% | 4.06% | −0.29 |
| MLM Martin Marietta Materials | Reduce -18.8% | 2.69% | −0.04 |
| IAU iShares Gold Trust | Reduce -5.0% | 13.07% | +0.10 |
| GLD SPDR Gold Shares | Reduce -4.6% | 13.12% | +0.16 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $214.1M | SGOV, IAU, GLD, SHY, VRP |
| Q1 2026 | 20 | $216.1M | SGOV, IAU, GLD, SHY, VRP |
| Q4 2025 | 23 | $204.0M | IAU, GLD, SHY, VRP, PGX |
| Q3 2025 | 23 | $204.0M | IAU, GLD, SHY, VRP, PGX |
| Q2 2025 | 22 | $183.6M | SHY, GLD, IAU, SGOV, SHV |
| Q1 2025 | 21 | $175.3M | GLD, IAU, SGOV, SHYG, GDX |
| Q4 2024 | 21 | $161.7M | GLD, IAU, SGOV, SHV, SHYG |
| Q3 2024 | 15 | $172.0M | GLD, IAU, SGOV, SHV, IGLB |
| Q2 2024 | 12 | $166.4M | SGOV, SHV, GLD, IAU, VCLT |
| Q1 2024 | 11 | $178.3M | SGOV, SHV, GLD, IAU, CDW |