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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $306M AUM 12,534 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 204 Added 206 Reduced 43 Exited
Page 7 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CGGO CAPITAL GROUP GBL GROWTH EQT 1,833.0 $61K 0.02% -4K -67.4% $33.37 +22.5%
122 WBS WEBSTER FINL CORP Financial Services 881.0 $61K 0.02% -90.0 -9.3% $69.42 +9.7%
123 XLY SELECT SECTOR SPDR TR 550.0 $60K 0.02% -135.0 -19.7% $109.63 +3.8%
124 FDL FIRST TR EXCHANGE-TRADED FD 1,179.0 $60K 0.02% -25.0 -2.1% $50.81 -2.5%
125 USB US BANCORP Financial Services 1,146.0 $60K 0.02% -1K -55.1% $52.03 +15.4%
126 XLC SELECT SECTOR SPDR TR 530.0 $59K 0.02% -38.0 -6.7% $110.71 -3.1%
127 CEF SPROTT ASSET MANAGEMENT LP Financial Services 1,166.0 $56K 0.02% -225.0 -16.2% $47.72 -13.4%
128 VT VANGUARD INTL EQUITY INDEX F 396.0 $55K 0.02% -195.0 -33.0% $138.32 +11.6%
129 FV FIRST TR EXCHANGE TRADED FD 900.0 $54K 0.02% -1K -55.3% $60.44 +19.8%
130 AOK ISHARES TR 1,337.0 $53K 0.02% -49.0 -3.5% $39.89 +3.3%
131 SPTI SPDR SERIES TRUST 1,780.0 $51K 0.02% -75.0 -4.0% $28.66 -1.3%
132 FORTINET INC 605.0 $49K 0.02% -129.0 -17.6% $81.72
133 WFC WELLS FARGO & CO Financial Services 590.0 $47K 0.01% -79.0 -11.8% $79.61 +5.3%
134 DFAX DIMENSIONAL ETF TRUST 1,382.0 $47K 0.01% -238.0 -14.7% $33.97 +7.5%
135 SCYB SCHWAB STRATEGIC TR 1,734.0 $45K 0.01% -154.0 -8.2% $25.99 +0.6%
136 GM GENERAL MTRS CO Consumer Cyclical 602.0 $45K 0.01% -51.0 -7.8% $74.56 +5.9%
137 CLX CLOROX CO DEL Consumer Defensive 396.0 $41K 0.01% -29.0 -6.8% $103.62 -10.6%
138 CGUS CAPITAL GROUP CORE EQUITY ET 1,062.0 $41K 0.01% -25.0 -2.3% $38.42 +13.3%
139 TYL TYLER TECHNOLOGIES INC Technology 119.0 $41K 0.01% -150.0 -55.8% $342.38 -18.5%
140 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 514.0 $37K 0.01% -119.0 -18.8% $71.19 -10.5%
Page 7 of 11  ·  206 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 26.4%
Industrials 18.0%
Financial Services 15.5%
Consumer Cyclical 10.2%
Healthcare 7.3%
Consumer Defensive 6.8%
Communication Services 6.2%
Energy 4.8%
Utilities 1.8%
Real Estate 1.6%