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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 3 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNLA JANUS DETROIT STR TR 35,284.0 $1.7M 0.58% NEW $49.14 -0.3%
42 GOOGL ALPHABET INC Communication Services 5,456.0 $1.7M 0.57% NEW $313.02 +10.6%
43 SCHM SCHWAB STRATEGIC TR 55,789.0 $1.7M 0.56% NEW $30.07 +18.8%
44 FNDF SCHWAB STRATEGIC TR 36,991.0 $1.7M 0.56% NEW $45.21 +16.4%
45 AKRE PROFESIONALLY MANAGED PORTFO 25,144.0 $1.6M 0.55% NEW $65.51 -19.5%
46 CSX CSX CORP Industrials 45,284.0 $1.6M 0.55% NEW $36.25 +27.3%
47 RDVY FIRST TR EXCHANGE TRADED FD 22,836.0 $1.6M 0.53% NEW $69.47 +13.1%
48 UNP UNION PAC CORP Industrials 6,799.0 $1.6M 0.53% NEW $231.32 +11.8%
49 SPMO INVESCO EXCH TRADED FD TR II 13,003.0 $1.6M 0.52% NEW $119.32 +29.3%
50 CGDV CAPITAL GROUP DIVIDEND VALUE 35,448.0 $1.5M 0.52% NEW $43.64 +10.8%
51 J P MORGAN EXCHANGE TRADED F 30,436.0 $1.5M 0.52% NEW $50.59
52 STT STATE STR CORP Financial Services 11,787.0 $1.5M 0.51% NEW $129.01 +34.7%
53 GOOG ALPHABET INC Communication Services 4,782.0 $1.5M 0.50% NEW $313.83 +10.3%
54 JNJ JOHNSON & JOHNSON Healthcare 6,981.0 $1.4M 0.48% NEW $206.95 +15.5%
55 J P MORGAN EXCHANGE TRADED F 22,554.0 $1.4M 0.48% NEW $63.18
56 VNQ VANGUARD INDEX FDS 15,941.0 $1.4M 0.47% NEW $88.49 +10.6%
57 AVGO BROADCOM INC Technology 3,964.0 $1.4M 0.46% NEW $346.10 +9.8%
58 JGLO J P MORGAN EXCHANGE TRADED F 19,256.0 $1.3M 0.44% NEW $67.67 +3.3%
59 JPIE J P MORGAN EXCHANGE TRADED F 27,125.0 $1.3M 0.42% NEW $46.29 -0.8%
60 VB VANGUARD INDEX FDS 4,854.0 $1.3M 0.42% NEW $258.07 +14.3%
Page 3 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%