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Portfolio (Quarterly) Guide ↗

Mader & Shannon Wealth Management, Inc.

· CIK 0001535862
13F Portfolio $214M AUM 21 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 New 14 Added 5 Reduced 4 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 2,492.0 $282K 0.13% +60.0 +2.5% $113.26 -6.5%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.0%
Energy 22.4%
Industrials 12.0%
Healthcare 8.3%
Basic Materials 7.1%
Consumer Cyclical 4.7%
Technology 0.3%
Consumer Defensive 0.3%