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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 53 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ESGE ISHARES INC 28.0 $1K $45.46 +17.9%
1042 ESML ISHARES TR 27.0 $1K $47.04 +14.8%
1043 QS QUANTUMSCAPE CORP Consumer Cyclical 199.0 $1K -814.0 -80.4% $6.38 +16.3%
1044 GSSC GOLDMAN SACHS ETF TR 17.0 $1K $74.53 +19.3%
1045 DFLV DIMENSIONAL ETF TRUST 35.0 $1K $35.71 +10.4%
1046 ROKU ROKU INC Communication Services 13.0 $1K $94.62 +42.7%
1047 KD KYNDRYL HLDGS INC Technology 91.0 $1K -31.0 -25.4% $13.12 -15.2%
1048 FIGS FIGS INC Consumer Cyclical 80.0 $1K $14.78 -25.3%
1049 LBRT LIBERTY ENERGY INC Energy 41.0 $1K $28.80 -6.1%
1050 MAIN MAIN STR CAP CORP Financial Services 22.0 $1K $53.68 -6.8%
1051 BSX BOSTON SCIENTIFIC CORP Healthcare 18.0 $1K -24.0 -57.1% $62.78 -27.4%
1052 RIG TRANSOCEAN LTD Energy 170.0 $1K $6.63 -20.2%
1053 GSJY GOLDMAN SACHS ETF TR 23.0 $1K $48.65 +7.7%
1054 IIPR INNOVATIVE INDL PPTYS INC Real Estate 22.0 $1K $50.18 +20.9%
1055 APPS DIGITAL TURBINE INC Technology 383.0 $1K -81.0 -17.5% $2.88 +221.5%
1056 HLN HALEON PLC Healthcare 110.0 $1K $10.01 -10.6%
1057 EIX EDISON INTL Utilities 15.0 $1K $73.20 -0.4%
1058 UPWK UPWORK INC Industrials 99.0 $1K $10.96 -25.1%
1059 FVRR FIVERR INTL LTD Communication Services 106.0 $1K $10.02 +1.3%
1060 PATH UIPATH INC Technology 93.0 $1K $11.11 -8.5%
Page 53 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%