Data as of Q4 2025 (Dec 31, 2025)

Mader & Shannon Wealth Management, Inc.

โ€ขCIK: 1535862โ€ขFiling: Q4 2025

**Mader & Shannon Wealth Management, Inc.** manages $204M across a concentrated portfolio of 23 positions. The strategy exhibits significant allocations to commodity and fixed-income exposure, highlighted by top holdings in IAU* ($29.5M) and GQ9 ($29.5M). Further notable positions include SHY ($27.8M) and VRP ($21.2M), indicating a tactical tilt toward inflation hedges and defensive income streams. This structure suggests a disciplined, asset-diversified approach within a defined mandate.

Total AUM
$204.0M
QoQ Performance
+0.0%
Positions
19
Top 10 Concentration
79.1%
Latest Filing
Q4 2025

Top Holdings Allocation

IAU*
GQ9
SHY
VRP
PGX
GDX
IAU*14.5%
GQ914.5%
SHY13.6%
VRP10.4%
PGX7.1%
GDX5.7%
MLM3.6%
TMO3.5%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other88.2%
Healthcare6.0%
Energy3.1%
Consumer2.7%

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023