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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 15 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TIP ISHARES TR 1,376.0 $151K 0.05% NEW $109.91 -0.9%
282 HSIC HENRY SCHEIN INC Healthcare 2,000.0 $151K 0.05% NEW $75.58 +6.0%
283 NEAR ISHARES U S ETF TR 2,913.0 $149K 0.05% NEW $51.11 -1.0%
284 SO SOUTHERN CO Utilities 1,703.0 $149K 0.05% NEW $87.20 +8.9%
285 SCHK SCHWAB STRATEGIC TR 4,525.0 $148K 0.05% NEW $32.80 +8.2%
286 TORTOISE CAPITAL SERIES TRUS 16,372.0 $148K 0.05% NEW $9.04
287 DUHP DIMENSIONAL ETF TRUST 3,875.0 $147K 0.05% NEW $38.04 +6.9%
288 VOX VANGUARD WORLD FD 750.0 $145K 0.05% NEW $193.63 -5.6%
289 DFSI DIMENSIONAL ETF TRUST 3,385.0 $145K 0.05% NEW $42.85 +4.1%
290 LMT LOCKHEED MARTIN CORP Industrials 298.0 $144K 0.05% NEW $483.67 +4.1%
291 ES EVERSOURCE ENERGY Utilities 2,127.0 $143K 0.05% NEW $67.30 +5.5%
292 SPHB INVESCO EXCH TRADED FD TR II 1,216.0 $142K 0.05% NEW $116.97 +28.6%
293 XLI SELECT SECTOR SPDR TR 906.0 $141K 0.05% NEW $155.39 +14.6%
294 MPC MARATHON PETE CORP Energy 852.0 $139K 0.05% NEW $162.63 +52.8%
295 IFRA ISHARES TR 2,628.0 $138K 0.05% NEW $52.62 +18.3%
296 GNR SPDR INDEX SHS FDS 2,223.0 $138K 0.05% NEW $62.14 +9.6%
297 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 1,566.0 $137K 0.05% NEW $87.42 -24.3%
298 IWR ISHARES TR 1,420.0 $137K 0.05% NEW $96.27 +12.0%
299 BIDU BAIDU INC Communication Services 1,044.0 $136K 0.05% NEW $130.66 -15.7%
300 J P MORGAN EXCHANGE TRADED F 1,100.0 $136K 0.05% NEW $123.95
Page 15 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%