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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 35 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ARKX ARK ETF TR 578.0 $17K 0.01% $29.35 +9.0%
682 NEWSMAX INC 3,230.0 $17K 0.01% $5.22
683 EQT EQT CORP Energy 263.0 $17K 0.01% -49.0 -15.7% $63.64 -19.2%
684 FLJP FRANKLIN TEMPLETON ETF TR 460.0 $17K 0.01% NEW $36.18 +11.0%
685 TMFC RBB FD INC 250.0 $16K 0.01% $65.97 +12.6%
686 YUMC YUM CHINA HLDGS INC Consumer Cyclical 336.0 $16K 0.01% $48.78 -17.5%
687 DLTR DOLLAR TREE INC Consumer Defensive 149.0 $16K 0.01% $109.51 +8.8%
688 HDV ISHARES TR 120.0 $16K 0.01% $135.72 -79.7%
689 QQEW FIRST TR EXCHANGE-TRADED FD 128.0 $16K 0.01% $126.84 +21.9%
690 LKQ LKQ CORP Consumer Cyclical 550.0 $16K 0.01% $29.37 -9.1%
691 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,073.0 $16K 0.01% +43.0 +4.2% $15.05 -3.7%
692 ETN EATON CORP PLC Industrials 45.0 $16K 0.01% $357.67 +18.7%
693 MTUM ISHARES TR 67.0 $16K 0.01% $239.99 +40.3%
694 ESGU ISHARES TR 112.0 $16K 0.01% $141.42 +14.0%
695 GH GUARDANT HEALTH INC Healthcare 169.0 $16K 0.01% -56.0 -24.9% $92.37 +56.8%
696 DINO HF SINCLAIR CORP Energy 250.0 $16K 0.01% $62.39 +7.0%
697 CDNS CADENCE DESIGN SYSTEM INC Technology 56.0 $16K 0.01% -197.0 -77.9% $277.88 +32.8%
698 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 1,390.0 $15K 0.01% $11.02 -4.1%
699 EMB ISHARES TR 163.0 $15K 0.01% -39.0 -19.3% $93.93 +2.9%
700 AOM ISHARES TR 324.0 $15K 0.01% $47.24 +5.3%
Page 35 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%