1y return+15.2%S&P 500 +20.9%
3y return+35.5%S&P 500 +68.5%
5y return+35.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $163 against $232 in the S&P 500.2
Mader & Shannon Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $33.9M | 15.8% | |
| IAUIshares Gold Tr | $25.2M | 11.8% | |
| GLDSpdr Gold Tr | $25.0M | 11.7% | |
| SHYIshares Tr | $20.7M | 9.7% | |
| VRPInvesco Exch Traded Fd Tr II | $17.6M | 8.2% | |
| KNXKnight-swift Transn Hldgs In | $13.4M | 6.2% | +1.7% |
| TMOThermo Fisher Scientific Inc | $9.3M | 4.3% | +1.4% |
| SHVIshares Tr | $8.5M | 4.0% | |
| MLMMartin Marietta Matls Inc | $7.9M | 3.7% | +2.0% |
| GDXVaneck Etf Trust | $6.7M | 3.1% | −1.6% |
| FSLRFirst Solar Inc | $5.6M | 2.6% | +3.0% |
| IEOIshares Tr | $5.3M | 2.5% | +3.6% |
| DHID R Horton Inc | $5.3M | 2.5% | +3.3% |
| VLOValero Energy Corp | $5.3M | 2.5% | +1.3% |
| DINOHf Sinclair Corp | $5.2M | 2.4% | +1.2% |
| ITBIshares Tr | $5.1M | 2.4% | +3.4% |
| XLBSelect Sector Spdr Tr | $4.8M | 2.2% | +3.3% |
| MPCMarathon Pete Corp | $4.7M | 2.2% | +1.8% |
| PSXPhillips 66 | $4.2M | 2.0% | +2.0% |
| AMATApplied Matls Inc | $311K | 0.1% | New |
| WMTWalmart Inc | $282K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DHID R Horton Inc | June 30, 2020 | +193.8% | $5.3M |
| MLMMartin Marietta Matls Inc | June 30, 2020 | +179.2% | $7.9M |
| GDXVaneck Etf Trust | December 31, 2022 | +163.3% | $6.7M |
| IAUIshares Gold Tr | June 30, 2021 | +124.0% | $25.2M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $25.0M |
| VLOValero Energy Corp | December 31, 2024 | +112.4% | $5.3M |
| DINOHf Sinclair Corp | December 31, 2024 | +98.7% | $5.2M |
| KNXKnight-swift Transn Hldgs In | June 30, 2020 | +86.7% | $13.4M |
| MPCMarathon Pete Corp | September 30, 2024 | +56.9% | $4.7M |
| PSXPhillips 66 | December 31, 2024 | +48.4% | $4.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.8% | +14.8% |
| March 31, 2026 | +3.0% | −4.6% |
| December 31, 2025 | +4.0% | +2.4% |
| September 30, 2025 | +9.6% | +7.8% |
| June 30, 2025 | +3.0% | +10.5% |
| March 31, 2025 | +5.6% | −4.6% |
| December 31, 2024 | −5.7% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | −0.3% | +4.0% |
| March 31, 2024 | +3.8% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | −0.5% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −7.9% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mader & Shannon Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1535862&type=13F-HR&dateb=&owner=include&count=40CIK 1535862
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1535862/000153586226000005/Filed July 7, 2026 · accession 0001535862-26-000005