13F HOLDINGS REPORT
Mader & Shannon Wealth Management, Inc.
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001535862-25-000005
Total Value
$183.6M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287457 | 443,597 | $36.8M | 20.02% |
| 2 | SPDR GOLD TR | GLD | 81,711 | $24.9M | 13.57% |
| 3 | ISHARES GOLD TR | IAU | 399,009 | $24.9M | 13.55% |
| 4 | ISHARES TR | 46436E718 | 188,087 | $18.9M | 10.32% |
| 5 | ISHARES TR | 464288679 | 91,621 | $10.1M | 5.51% |
| 6 | CDW CORP | CDW | 43,857 | $7.8M | 4.27% |
| 7 | VANECK ETF TRUST | 92189F106 | 148,887 | $7.8M | 4.22% |
| 8 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 142,019 | $6.3M | 3.42% |
| 9 | MARTIN MARIETTA MATLS INC | 573284106 | 11,369 | $6.2M | 3.40% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 14,453 | $5.9M | 3.19% |
| 11 | AMAZON COM INC | AMZN | 23,316 | $5.1M | 2.79% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 14,706 | $4.6M | 2.50% |
| 13 | FIRST SOLAR INC | FSLR | 19,859 | $3.3M | 1.79% |
| 14 | ISHARES TR | 464288752 | 34,955 | $3.3M | 1.77% |
| 15 | D R HORTON INC | 23331A109 | 22,627 | $2.9M | 1.59% |
| 16 | HF SINCLAIR CORP | DINO | 67,557 | $2.8M | 1.51% |
| 17 | MARATHON PETE CORP | MARA | 16,568 | $2.8M | 1.50% |
| 18 | VALERO ENERGY CORP | VLO | 18,109 | $2.4M | 1.33% |
| 19 | PHILLIPS 66 | PSX | 20,313 | $2.4M | 1.32% |
| 20 | FREEPORT-MCMORAN INC | FCX | 53,723 | $2.3M | 1.27% |
| 21 | SELECT SECTOR SPDR TR | 81369Y100 | 21,763 | $1.9M | 1.04% |
| 22 | WALMART INC | WMT | 2,412 | $235,845 | 0.13% |