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BRET GUILLAUME

Mader & Shannon Wealth Management, Inc.

Assets Managed
$214.068M
Holdings
21
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
-0.92%(2Q avg: 2.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mader & Shannon Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Mader & Shannon Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 214.068M in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by BRET GUILLAUME, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 0.36%
15.82%
$33.863M
336,373 shares@ $100.68 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 0.37%
11.79%
$25.23M
334,134 shares@ $75.51 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -0.42%
11.69%
$25.008M
67,886 shares@ $368.39 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 0.27%
9.68%
$20.702M
252,127 shares@ $82.12 avg price
VRP
Invesco Variable Rate Prefer
Recent Activity
Increased 0.12%
8.22%
$17.586M
723,418 shares@ $24.32 avg price
KNX
Knight-swift Transportation
Recent Activity
Increased 1.68%
6.24%
$13.358M
171,537 shares@ $77.87 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Increased 1.43%
4.33%
$9.255M
18,459 shares@ $501.36 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -0.69%
3.96%
$8.468M
76,742 shares@ $110.36 avg price
MLM
Martin Marietta Materials
Recent Activity
Increased 1.97%
3.69%
$7.881M
13,665 shares@ $576.7 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -1.55%
3.15%
$6.733M
89,239 shares@ $75.46 avg price

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