Mader & Shannon Wealth Management, Inc.
Annual return '25
+24.7%
SPY '25
+17.7%
Alpha
+7.0ptsvs SPY
Invested
$216.1M
Holdings
20
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SGOV
ISHARES TR
Held since at least Q1 2024
15.6%
02
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
13.6%
03
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
13.6%
04
$SHY
ISHARES TR
Held since at least Q1 2024
9.6%
05
$VRP
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
8.0%
06
$KNX
KNIGHT-SWIFT TRANSN HLDGS IN
Held since at least Q1 2024
4.5%
07
$TMO
THERMO FISHER SCIENTIFIC INC
Held since at least Q1 2024
4.1%
08
$SHV
ISHARES TR
Held since at least Q1 2024
3.9%
09
$GDX
VANECK ETF TRUST
Held since at least Q1 2024
3.9%
10
$MLM
MARTIN MARIETTA MATLS INC
Held since at least Q1 2024
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:50 UTC.