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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 51 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 VCIT VANGUARD SCOTTSDALE FDS — 22.0 $2K 0.00% NEW — $83.73 -5.8%
1002 MUB ISHARES TR — 17.0 $2K 0.00% NEW — $107.12 -5.6%
1003 VGLT VANGUARD SCOTTSDALE FDS — 32.0 $2K 0.00% NEW — $55.81 -8.7%
1004 RYN RAYONIER INC Real Estate 82.0 $2K 0.00% NEW — $21.65 -12.8%
1005 BBEU J P MORGAN EXCHANGE TRADED F — 24.0 $2K 0.00% NEW — $73.33 +5.4%
1006 RDOG ALPS ETF TR — 49.0 $2K 0.00% NEW — $35.53 +7.7%
1007 SLGN SILGAN HLDGS INC Consumer Cyclical 43.0 $2K 0.00% NEW — $40.37 -11.1%
1008 ITT ITT INC Industrials 10.0 $2K 0.00% NEW — $173.50 +18.9%
1009 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 40.0 $2K 0.00% NEW — $43.30 +34.3%
1010 SBRA SABRA HEALTH CARE REIT INC Real Estate 89.0 $2K 0.00% NEW — $18.96 +4.7%
1011 ESRT EMPIRE ST RLTY TR INC Real Estate 250.0 $2K 0.00% NEW — $6.52 -37.0%
1012 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 33.0 $2K 0.00% NEW — $48.94 +2.0%
1013 GSEU GOLDMAN SACHS ETF TR — 35.0 $2K 0.00% NEW — $45.69 +6.8%
1014 GEM GOLDMAN SACHS ETF TR — 38.0 $2K 0.00% NEW — $41.63 +24.9%
1015 VMBS VANGUARD SCOTTSDALE FDS — 33.0 $2K 0.00% NEW — $47.39 -5.4%
1016 VTHR VANGUARD SCOTTSDALE FDS — 5.0 $2K 0.00% NEW — $312.60 +8.5%
1017 SHYG ISHARES TR — 36.0 $2K 0.00% NEW — $42.86 -3.2%
1018 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 97.0 $2K 0.00% NEW — $15.84 +19.9%
1019 AVNS AVANOS MED INC Healthcare 136.0 $2K 0.00% NEW — $11.24 +122.4%
1020 THNQ EXCHANGE TRADED CONCEPTS TRU — 24.0 $2K 0.00% NEW — $63.50 +54.5%
Page 51 of 56  ·  1,119 positions

① 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 26.7%
Industrials 17.9%
Financial Services 17.2%
Consumer Cyclical 11.5%
Healthcare 7.1%
Consumer Defensive 6.6%
Communication Services 4.9%
Energy 3.5%
Real Estate 1.8%
Utilities 1.6%