Mader & Shannon Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$240,831
Net value change ($000)
+26,763 (12.5%)
New positions
5
Sold out positions
0
Turnover %
21.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TIP 27,348 NEW
FLOT 13,813 NEW
VCSH 9,487 NEW
TMO 3,419 36.9%
IEO 1,505 28.3%
IAU 1,420 5.6%
GLD 1,406 5.6%
GDX 1,368 20.3%
AAPL 230 NEW
AMZN 215 NEW
Top Reduces (Value $000, Stocks/ETFs)
SGOV -15,387 -45.4%
SHY -3,015 -14.6%
SHV -2,881 -34.0%
KNX -2,341 -17.5%
DINO -1,818 -35.0%
VLO -1,806 -34.3%
FSLR -1,311 -23.6%
MPC -1,244 -26.4%
MLM -1,200 -15.2%
PSX -851 -20.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type