Arkolith/Funds/Mader & Shannon Wealth Management, Inc.

Mader & Shannon Wealth Management, Inc.

CIK 1535862Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Mader & Shannon Wealth Management, Inc. holds a focused book of 21 stocks worth $214.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Applied Materials Inc and trimmed SPDR Gold Shares. Their largest long position is Ishares 0-3 Month Treasury B at 16% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
17
existing
Trimmed
3
reduced
Sold out
0
exited

Concentration

Top-heavy: focused book

Top 5 holdings
57%
Top 10 holdings
79%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

52% mapped to company sectors

ETF / fund or unclassified
48%
Financials
23%
Industrials
11%
Information Technology
7%
Energy
7%
Materials
4%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

21 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MTH TREASURY
$33.9M336.4K
15.8%
+0.3%
Added · +1K sh
2Ishares Gold TR
ISHARES NEW
$25.2M334.1K
11.8%
+0.4%
Added · +1K sh
3SPDR Gold TR
GOLD SHS
$25.0M67.9K
11.7%
−0.4%
Reduced · −292 sh
4Ishares TR
1 3 YR TREAS BD
$20.7M252.1K
9.7%
+0.3%
Added · +670 sh
5Invesco Exch Traded FD TR II
VAR RATE PFD
$17.6M723.4K
8.2%
+0.1%
Added · +829 sh
6Knight-Swift Transn Hldgs In
CL A
$13.4M171.5K
6.2%
+1.7%
Added · +3K sh
7Thermo Fisher Scientific Inc
COM
$9.3M18.5K
4.3%
+1.4%
Added · +259 sh
8Ishares TR
TRUST ISHARE 0-1
$8.5M76.7K
4.0%
−0.7%
Reduced · −537 sh
9Martin Marietta Matls Inc
COM
$7.9M13.7K
3.7%
+2.0%
Added · +263 sh
10Vaneck ETF Trust
GOLD MINERS ETF
$6.7M89.2K
3.1%
−1.6%
Reduced · −1K sh
11First Solar Inc
COM
$5.6M23.6K
2.6%
+3.0%
Added · +684 sh
12Ishares TR
US OIL GS EX ETF
$5.3M48.3K
2.5%
+3.6%
Added · +2K sh
13D R Horton Inc
COM
$5.3M32.4K
2.5%
+3.3%
Added · +1K sh
14Valero Energy Corp
COM
$5.3M20.2K
2.5%
+1.3%
Added · +254 sh
15HF Sinclair Corp
COM
$5.2M74.6K
2.4%
+1.2%
Added · +895 sh
16Ishares TR
US HOME CONS ETF
$5.1M48.8K
2.4%
+3.4%
Added · +2K sh
17Select Sector SPDR TR
ST STR MATER ETF
$4.8M93.7K
2.2%
+3.3%
Added · +3K sh
18Marathon Pete Corp
COM
$4.7M18.4K
2.2%
+1.8%
Added · +327 sh
19Phillips 66
COM
$4.2M24.9K
2.0%
+2.0%
Added · +488 sh
20Applied Matls Inc
COM
$311K430
0.1%
New
New position
21Walmart Inc
COM
$282K2.5K
0.1%
+1.0%
Added · +24 sh
Showing all 21 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 202621$214.1M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202620$216.1M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202623$204.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202523$204.0M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202522$183.6M13F-HR
Q1 2025Mar 31, 2025May 5, 202521$175.3M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202521$161.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202415$172.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.