Mader & Shannon Wealth Management, Inc.
All 13F Filings
- Location
- Kansas City, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 216,075
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 20 | 216,075 | 13F-HR | Mader & Shannon Wealth Management, Inc. |
| Q4 2025 | 1/29/2026 | 23 | 204,031 | 13F-HR | Mader & Shannon Wealth Management, Inc. |
| Q3 2025 | 11/12/2025 | 23 | 204,031 | 13F-HR | Mader & Shannon Wealth Management, Inc. |
| Q2 2025 | 7/31/2025 | 22 | 183,593 | 13F-HR | Mader & Shannon Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.08 K | 25.0% | 0 | 90.41 K | -90.41 K |
| ETFs | 162 K | 75.0% | 102.5 K | 0 | 102.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
216,075
Holdings
20
QoQ value change ($000)
12,044
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.