Mader & Shannon Wealth Management, Inc. - Portfolio overview
Mader & Shannon Wealth Management, Inc. has 24 reported holdings in this dataset, with the latest filing dated 2026-04-13.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Energy and Industrials.
Largest reported holdings by portfolio allocation
- SGOV - ISHARES TR, 13.61%
- IAU - ISHARES GOLD TR, 11.84%
- GLD - SPDR GOLD TR, 11.83%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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