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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 43 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 USXF ISHARES TR 107.0 $6K 0.00% $55.20 +21.9%
842 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 75.0 $6K 0.00% $78.03 -19.9%
843 LFUS LITTELFUSE INC Technology 17.0 $6K 0.00% $343.24 +34.8%
844 NTES NETEASE COM INC Technology 52.0 $6K 0.00% $111.94 +5.5%
845 CRPT FIRST TR EXCHNG TRADED FD VI 500.0 $6K 0.00% -902.0 -64.3% $11.64 +2.7%
846 EML EASTERN CO Industrials 284.0 $6K 0.00% $20.24 +15.5%
847 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 92.0 $6K 0.00% $62.42 +2.0%
848 EPR PPTYS 253.0 $6K 0.00% +3.0 +1.2% $22.65
849 MCHP MICROCHIP TECHNOLOGY INC. Technology 88.0 $6K 0.00% $64.61 +40.3%
850 TROW PRICE T ROWE GROUP INC Financial Services 63.0 $6K 0.00% $90.14 +17.1%
851 ARCC ARES CAPITAL CORP Financial Services 312.0 $6K 0.00% $18.02 -0.0%
852 MCHI ISHARES TR 100.0 $6K 0.00% $56.18 -8.3%
853 WEN WENDYS CO Consumer Cyclical 800.0 $6K 0.00% $6.95 +16.4%
854 DFAW DIMENSIONAL ETF TRUST 75.0 $6K 0.00% NEW $73.79 +10.7%
855 JLL JONES LANG LASALLE INC Real Estate 18.0 $5K 0.00% $304.33 -0.9%
856 PBR PETROLEO BRASILEIRO S A Energy 263.0 $5K 0.00% $20.75 -21.3%
857 CBRE CBRE GROUP INC Real Estate 40.0 $5K 0.00% -4.0 -9.1% $135.45 -0.3%
858 SOFI SOFI TECHNOLOGIES INC Financial Services 339.0 $5K 0.00% $15.88 +10.0%
859 SMH VANECK ETF TRUST 14.0 $5K 0.00% $383.43 +59.7%
860 SIRI SIRIUSXM HOLDINGS INC Communication Services 230.0 $5K 0.00% $23.08 +22.2%
Page 43 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%