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Mader & Shannon Wealth Management, Inc.
Mader & Shannon Wealth Management, Inc. is an independent wealth management and investment advisory firm headquartered in Kansas City, Missouri, United States. The firm was founded in 2011 and manages over $225 million in assets. As a boutique fiduciary-based firm, Mader & Shannon focuses on providing comprehensive financial planning and investment management services tailored to individuals, high net worth clients, pension and profit-sharing plans, and select business clients. With approximately 10 employees, the team offers highly personalized service with a client-first mentality.
Investment Strategy
Mader & Shannon Wealth Management adopts a disciplined wealth management and investment approach structured to meet the unique needs and objectives of each client. The firm acts as a fiduciary and leverages its independence to structure portfolios that focus on value, risk management, and client goals. Their strategies typically include broad diversification, regular portfolio monitoring, and adjustments tailored to risk tolerance. The firm manages discretionary accounts primarily for individuals and high net worth clients, with an emphasis on transparency, cost control, and long-term wealth preservation.
Latest 13F Filing Activity
Mader & Shannon Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 22 equity positions with a total 13F market value of $184M. The fund increased holdings in Ishares TR, Ishares TR, CDW Corp. among other positions. Mader & Shannon Wealth Management, Inc. reduced exposure to Ishares TR, SPDR Gold TR, Ishares Gold TR among others.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHY | ISHARES TR | 20.02% | $36.8M | 443,597 | $82.86 | $82.86 | +$36.8M |
G GLD | SPDR GOLD TR | 13.57% | $24.9M | 81,711 | $136.59 | $304.83 | -$5.9M |
I IAU | ISHARES GOLD TR | 13.55% | $24.9M | 399,009 | $34.48 | $62.36 | -$5.8M |
S SGOV | ISHARES TR | 10.32% | $18.9M | 188,087 | $100.45 | $100.69 | +$148.9K |
S SHV | ISHARES TR | 5.51% | $10.1M | 91,621 | $110.46 | $110.42 | +$98.0K |
Industry Allocation
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