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Home > Institutional Investor > Mader & Shannon Wealth Management, Inc. > Profile

Instuitional Investor - Mader & Shannon Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mader & Shannon Wealth Management, Inc.
Portfolio Value $216,074,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 335,197 $33,740,930 15.62%
2.
Ishares Trust
 IAU 332,931 $29,351,197 13.58%
3.
Spdr Gold Trust
 GLD 68,178 $29,336,312 13.58%
4.
Ishares Trust
 IEF 251,457 $20,762,804 9.61%
5.
Invesco Exch Traded Fd Tr Ii
 722,589 $17,327,684 8.02%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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