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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 18 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DFNM DIMENSIONAL ETF TRUST 2,283.0 $110K 0.04% NEW $48.18 +0.2%
342 RDVI FIRST TR EXCHANGE-TRADED FD 4,169.0 $109K 0.04% NEW $26.24 +9.9%
343 FLQL FRANKLIN TEMPLETON ETF TR 1,561.0 $108K 0.04% NEW $69.33 +11.1%
344 SYY SYSCO CORP Consumer Defensive 1,460.0 $108K 0.04% NEW $73.69 +9.0%
345 PKW INVESCO EXCHANGE TRADED FD T 800.0 $107K 0.04% NEW $134.32 +4.6%
346 DIS DISNEY WALT CO Communication Services 942.0 $107K 0.04% NEW $113.83 -10.4%
347 SYK STRYKER CORPORATION Healthcare 305.0 $107K 0.04% NEW $351.47 -10.1%
348 CALF PACER FDS TR 2,413.0 $107K 0.04% NEW $44.37 +12.6%
349 IJJ ISHARES TR 811.0 $107K 0.04% NEW $131.59 +10.8%
350 IYF ISHARES TR 825.0 $106K 0.04% NEW $128.93 -0.3%
351 CPLS AB ACTIVE ETFS INC 2,982.0 $106K 0.04% NEW $35.53 -0.8%
352 EATON VANCE TAX-MANAGED BUY- 7,375.0 $106K 0.04% NEW $14.36
353 DHI D R HORTON INC Consumer Cyclical 730.0 $105K 0.04% NEW $144.03 +15.9%
354 HRB BLOCK H & R INC Consumer Cyclical 2,400.0 $105K 0.04% NEW $43.58 -16.0%
355 ISRG INTUITIVE SURGICAL INC Healthcare 182.0 $103K 0.04% NEW $566.36 -29.0%
356 SPSM SPDR SERIES TRUST 2,159.0 $101K 0.03% NEW $46.86 +20.0%
357 FLDR FIDELITY MERRIMACK STR TR 2,000.0 $100K 0.03% NEW $50.23 +0.0%
358 KEY KEYCORP Financial Services 4,835.0 $100K 0.03% NEW $20.64 +12.5%
359 DNL WISDOMTREE TR 2,420.0 $100K 0.03% NEW $41.22 +9.4%
360 FMB FIRST TR EXCH TRADED FD III 1,941.0 $99K 0.03% NEW $51.13 +0.6%
Page 18 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%