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| Mader & Shannon Wealth Management Inc
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|---|---|
| CRD # | 123741 |
| SEC # | 801-67482 |
| CIK # | 0001535862 |
| AUM | 269.4 M (2026-02-23) |
| Employees | 10 (90% Investors, 10% Brokers) |
| Phone | 816-751-0585 |
| Address | 4717 Grand Ave Kansas City, MO 64112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001535862 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 25.2 | ||
| SPDR Gold Trust | 25.0 | ||
| Swift Transportation Co | 13.4 | ||
| Thermo Fisher Scientific Inc | 9.3 | ||
| Martin Marietta Materials Inc | 7.9 | ||
| First Solar Inc | 5.6 | ||
| Horton D R Inc /DE/ | 5.3 | ||
| Valero Energy Corp/Tx | 5.3 | ||
| HF Sinclair Corp | 5.2 | ||
| Marathon Petroleum Corp | 4.7 | ||
| Phillips 66 | 4.2 | ||
| Applied Materials Inc /DE | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 61.7 |
| (b) Individuals (high net worth individuals) | 84 | 180.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 16.2 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 12 | 7.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 863 | 269.4 |
| By Discretionary | ||
| Discretionary | 863 | 269.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 863 | 269.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 269.4 | |
| Total | 863 | 269.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001535862] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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