Mader & Shannon Wealth Management, Inc. has released its quarterly 13F-HR report, indicating a total of $240.83 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various sectors.

The report showcases Mader & Shannon's investments in major companies including Amazon, Apple, and Applied Materials, among others. The firm holds a total of 26 different securities, reflecting a diverse investment portfolio.

Background

Mader & Shannon Wealth Management, Inc. is a wealth management firm based in Kansas City, Missouri. The company is registered with the SEC under the Central Index Key (CIK) 0001535862. It operates under the 13F filing requirements, which mandate institutional investment managers to report their holdings on a quarterly basis.

What the Filing Says

The filing, dated November 2, 2026, shows that Mader & Shannon's total reported value of holdings is $240,830,904. The report includes a summary of the firm’s investment positions, with a total of 26 entries listed.

Impact

This filing may affect clients and stakeholders of Mader & Shannon Wealth Management as it provides transparency regarding their investment strategies. Additionally, it highlights the competitive landscape of wealth management firms, which are increasingly managing substantial portfolios in a dynamic market.

What's Next

The filing does not say what happens next.