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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 17 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BLDX IMPAX FUNDS SERIES TRUST I 4,829.0 $124K 0.04% NEW $25.65 +1.2%
322 LMBS FIRST TR EXCHANGE-TRADED FD 2,475.0 $123K 0.04% $49.81 +0.3%
323 UBER UBER TECHNOLOGIES INC Technology 1,699.0 $122K 0.04% +97.0 +6.0% $71.93 +2.9%
324 DE DEERE & CO Industrials 216.0 $122K 0.04% -27.0 -11.1% $563.30 +8.1%
325 SPIB SPDR SERIES TRUST 3,619.0 $121K 0.04% -3K -42.7% $33.54 -0.2%
326 HYMB SPDR SERIES TRUST 4,892.0 $121K 0.04% $24.80 +2.2%
327 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 2,988.0 $121K 0.04% $40.47 +1.7%
328 DFNM DIMENSIONAL ETF TRUST 2,503.0 $120K 0.04% +220.0 +9.6% $47.92 +0.7%
329 NOW SERVICENOW INC Technology 1,147.0 $120K 0.04% +512.0 +80.6% $104.55 -9.8%
330 BOXX EA SERIES TRUST 1,031.0 $120K 0.04% +65.0 +6.7% $116.29 +0.7%
331 QQQ INVESCO QQQ TR Financial Services 206.0 $119K 0.04% +5.0 +2.5% $577.18 +22.8%
332 EA SERIES TRUST 4,117.0 $118K 0.04% $28.78
333 GRPM INVESCO EXCHANGE TRADED FD T 1,000.0 $118K 0.04% $118.23 +8.3%
334 SYK STRYKER CORPORATION Healthcare 350.0 $115K 0.04% +45.0 +14.8% $328.59 -3.8%
335 ET ENERGY TRANSFER L P Energy 5,922.0 $114K 0.04% +250.0 +4.4% $19.30 -1.9%
336 VLO VALERO ENERGY CORP Energy 461.0 $114K 0.04% -6.0 -1.3% $247.08 -2.6%
337 HRL HORMEL FOODS CORP Consumer Defensive 5,000.0 $113K 0.04% $22.65 +13.3%
338 USPX FRANKLIN TEMPLETON ETF TR 1,945.0 $111K 0.04% $56.87 +12.9%
339 CALF PACER FDS TR 2,413.0 $108K 0.04% $44.87 +11.2%
340 IJJ ISHARES TR 811.0 $107K 0.04% $132.50 +10.0%
Page 17 of 57  ·  1,121 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%