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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 19 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MDT MEDTRONIC PLC Healthcare 1,033.0 $99K 0.03% NEW $96.06 -16.0%
362 SBUX STARBUCKS CORP Consumer Cyclical 1,174.0 $99K 0.03% NEW $84.19 +24.2%
363 NOW SERVICENOW INC Technology 635.0 $97K 0.03% NEW $153.19 -38.5%
364 PDI PIMCO DYNAMIC INCOME FD Financial Services 5,438.0 $96K 0.03% NEW $17.71 -7.6%
365 ARKB ARK 21SHARES BITCOIN ETF Financial Services 3,222.0 $94K 0.03% NEW $29.04 -32.1%
366 ET ENERGY TRANSFER L P Energy 5,672.0 $94K 0.03% NEW $16.49 +14.8%
367 VBK VANGUARD INDEX FDS 304.0 $92K 0.03% NEW $302.11 +17.4%
368 SJNK SPDR SERIES TRUST 3,590.0 $91K 0.03% NEW $25.32 -1.3%
369 ADP AUTOMATIC DATA PROCESSING IN Industrials 353.0 $91K 0.03% NEW $257.23 -13.9%
370 UDIV FRANKLIN TEMPLETON ETF TR 1,700.0 $90K 0.03% NEW $53.15 +11.4%
371 HYG ISHARES TR 1,114.0 $90K 0.03% NEW $80.44 -0.7%
372 IXN ISHARES TR 853.0 $90K 0.03% NEW $104.95 +31.7%
373 TXT TEXTRON INC Industrials 1,005.0 $88K 0.03% NEW $87.17 -0.1%
374 RWO SPDR INDEX SHS FDS 1,945.0 $88K 0.03% NEW $45.02 +10.0%
375 VIGI VANGUARD WHITEHALL FDS 951.0 $87K 0.03% NEW $91.45 +1.5%
376 IRIDIUM COMMUNICATIONS INC 5,000.0 $87K 0.03% NEW $17.38
377 IBB ISHARES TR 510.0 $86K 0.03% NEW $168.77 +8.2%
378 NUE NUCOR CORP Basic Materials 524.0 $85K 0.03% NEW $163.11 +47.1%
379 VSS VANGUARD INTL EQUITY INDEX F 585.0 $84K 0.03% NEW $143.35 +6.9%
380 VT VANGUARD INTL EQUITY INDEX F 591.0 $83K 0.03% NEW $141.06 +9.3%
Page 19 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%