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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 5 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 T AT&T INC Communication Services 35,467.0 $881K 0.30% NEW $24.84 -8.2%
82 SDSI AMERICAN CENTY ETF TR 16,270.0 $839K 0.28% NEW $51.58 -0.6%
83 DFAT DIMENSIONAL ETF TRUST 13,953.0 $831K 0.28% NEW $59.54 +14.7%
84 KO COCA COLA CO Consumer Defensive 11,570.0 $809K 0.27% NEW $69.91 +14.9%
85 FTGS FIRST TR EXCHANGE-TRADED FD 22,803.0 $806K 0.27% NEW $35.35 +3.2%
86 BRLN BLACKROCK ETF TRUST II 15,560.0 $803K 0.27% NEW $51.63 -1.6%
87 LVHI LEGG MASON ETF INVT 21,716.0 $800K 0.27% NEW $36.82 +10.3%
88 HD HOME DEPOT INC Consumer Cyclical 2,291.0 $788K 0.27% NEW $344.03 -5.7%
89 DFAU DIMENSIONAL ETF TRUST 16,764.0 $785K 0.26% NEW $46.80 +8.6%
90 UNH UNITEDHEALTH GROUP INC Healthcare 2,338.0 $772K 0.26% NEW $330.08 +24.0%
91 JBBB JANUS DETROIT STR TR 16,161.0 $771K 0.26% NEW $47.70 -0.8%
92 BKNG BOOKING HOLDINGS INC Consumer Cyclical 143.0 $766K 0.26% NEW $5357.27 -96.8%
93 CIBR FIRST TR EXCHANGE TRADED FD 10,453.0 $747K 0.25% NEW $71.48 +17.8%
94 VBR VANGUARD INDEX FDS 3,419.0 $724K 0.24% NEW $211.79 +12.6%
95 FRDM EA SERIES TRUST 13,415.0 $688K 0.23% NEW $51.27 +39.3%
96 TXN TEXAS INSTRS INC Technology 3,941.0 $684K 0.23% NEW $173.49 +75.4%
97 COST COSTCO WHSL CORP NEW Consumer Defensive 790.0 $681K 0.23% NEW $862.34 +11.1%
98 CARR CARRIER GLOBAL CORPORATION Industrials 12,837.0 $678K 0.23% NEW $52.84 +33.9%
99 UI UBIQUITI INC Technology 1,220.0 $675K 0.23% NEW $553.35 +1.7%
100 FNDA SCHWAB STRATEGIC TR 20,893.0 $658K 0.22% NEW $31.51 +16.8%
Page 5 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%