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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $298M AUM 12,123 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1119 New
Page 11 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VFH VANGUARD WORLD FD 2,065.0 $276K 0.09% NEW $133.49 -0.6%
202 TOTALENERGIES SE 4,212.0 $275K 0.09% NEW $65.37
203 C CITIGROUP INC Financial Services 2,357.0 $275K 0.09% NEW $116.66 +24.3%
204 QQQM INVESCO EXCH TRADED FD TR II 1,085.0 $274K 0.09% NEW $252.92 +16.2%
205 EZM WISDOMTREE TR 4,036.0 $270K 0.09% NEW $66.80 +11.6%
206 FNDE SCHWAB STRATEGIC TR 7,452.0 $269K 0.09% NEW $36.06 +11.6%
207 FSK FS KKR CAP CORP Financial Services 17,915.0 $265K 0.09% NEW $14.81 -30.9%
208 PECO PHILLIPS EDISON & CO INC Real Estate 7,377.0 $262K 0.09% NEW $35.57 +17.5%
209 VXF VANGUARD INDEX FDS 1,226.0 $256K 0.09% NEW $209.12 +14.2%
210 DFAR DIMENSIONAL ETF TRUST 11,115.0 $255K 0.09% NEW $22.90 +14.9%
211 QCOM QUALCOMM INC Technology 1,487.0 $254K 0.09% NEW $171.09 +19.3%
212 INTC INTEL CORP Technology 6,890.0 $254K 0.09% NEW $36.90 +258.5%
213 CLS CELESTICA INC Technology 846.0 $250K 0.08% NEW $295.66 +18.8%
214 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 711.0 $249K 0.08% NEW $350.55 +12.7%
215 GIS GENERAL MLS INC Consumer Defensive 5,350.0 $249K 0.08% NEW $46.50 -26.0%
216 EFAV ISHARES TR 2,813.0 $243K 0.08% NEW $86.25 +0.8%
217 ISHARES TR 5,297.0 $241K 0.08% NEW $45.45
218 PBI PITNEY BOWES INC Industrials 22,700.0 $240K 0.08% NEW $10.57 +61.3%
219 WM WASTE MGMT INC DEL Industrials 1,085.0 $238K 0.08% NEW $219.71 -2.9%
220 GEV GE VERNOVA INC Utilities 364.0 $238K 0.08% NEW $654.18 +58.2%
Page 11 of 56  ·  1,119 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
Technology 26.2%
Industrials 17.6%
Financial Services 16.9%
Consumer Cyclical 11.3%
Healthcare 7.0%
Consumer Defensive 6.5%
Communication Services 6.4%
Energy 3.6%
Real Estate 1.7%
Utilities 1.6%