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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 34 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DOW DOW INC Basic Materials 762.0 $18K 0.01% NEW $23.38 +25.7%
662 XLB SELECT SECTOR SPDR TR 391.0 $18K 0.01% NEW $45.42 +12.6%
663 IBDS ISHARES TR 730.0 $18K 0.01% NEW $24.28 -0.4%
664 PPT PUTNAM PREMIER INCOME TR Financial Services 5,000.0 $18K 0.01% NEW $3.54 -3.4%
665 DOCS DOXIMITY INC Healthcare 399.0 $18K 0.01% NEW $44.28 -53.0%
666 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 64.0 $18K 0.01% NEW $275.39 +260.7%
667 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 350.0 $17K 0.01% NEW $48.58 +78.4%
668 ICLN ISHARES TR 1,030.0 $17K 0.01% NEW $16.43 +24.7%
669 MTUM ISHARES TR 67.0 $17K 0.01% NEW $250.31 +31.2%
670 ARKX ARK ETF TR 578.0 $17K 0.01% NEW $28.98 +11.1%
671 EQT EQT CORP Energy 312.0 $17K 0.01% NEW $53.60 -4.0%
672 ESGU ISHARES TR 112.0 $17K 0.01% NEW $148.98 +7.8%
673 VCSH VANGUARD SCOTTSDALE FDS 209.0 $17K 0.01% NEW $79.78 -1.0%
674 LKQ LKQ CORP Consumer Cyclical 550.0 $17K 0.01% NEW $30.20 -13.1%
675 PPG PPG INDS INC Basic Materials 161.0 $16K 0.01% NEW $102.46 +18.1%
676 CDW CDW CORP Technology 121.0 $16K 0.01% NEW $136.20 -4.4%
677 VFMO VANGUARD WELLINGTON FD 86.0 $16K 0.01% NEW $191.26 +25.2%
678 JOBY JOBY AVIATION INC Industrials 1,225.0 $16K 0.01% NEW $13.20 -29.7%
679 SMCI SUPER MICRO COMPUTER INC Technology 550.0 $16K 0.01% NEW $29.27 +10.9%
680 YUMC YUM CHINA HLDGS INC Consumer Cyclical 336.0 $16K 0.01% NEW $47.74 -14.2%
Page 34 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%