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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 2 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXUS VANGUARD STAR FDS 32,502.0 $2.5M 0.82% +1K +3.6% $77.11 +9.5%
22 SCHG SCHWAB STRATEGIC TR 80,524.0 $2.3M 0.77% +4K +5.7% $29.13 +13.4%
23 JPIE J P MORGAN EXCHANGE TRADED F 48,410.0 $2.2M 0.73% +21K +78.5% $46.07 -0.3%
24 TOTL SSGA ACTIVE ETF TR 54,854.0 $2.2M 0.71% +3K +5.8% $39.73 -1.3%
25 SDVY FIRST TR EXCHANGE TRADED FD 53,638.0 $2.1M 0.69% +6K +13.2% $39.43 +7.1%
26 DFAE DIMENSIONAL ETF TRUST 62,424.0 $2.1M 0.69% +2K +2.8% $33.86 +16.7%
27 DFIV DIMENSIONAL ETF TRUST 38,203.0 $2.0M 0.66% +2K +4.3% $52.78 +2.3%
28 JNJ JOHNSON & JOHNSON Healthcare 8,014.0 $2.0M 0.64% +1K +14.8% $244.46 -2.2%
29 XLK SELECT SECTOR SPDR TR 14,246.0 $1.9M 0.62% +1K +7.8% $132.91 +38.6%
30 RDVY FIRST TR EXCHANGE TRADED FD 27,621.0 $1.9M 0.62% +5K +20.9% $68.28 +15.1%
31 VO VANGUARD INDEX FDS 6,543.0 $1.9M 0.61% +88.0 +1.4% $287.29 -72.2%
32 FNDF SCHWAB STRATEGIC TR 38,289.0 $1.9M 0.61% +1K +3.5% $48.93 +7.6%
33 CGDV CAPITAL GROUP DIVIDEND VALUE 43,061.0 $1.8M 0.60% +8K +21.5% $42.54 +13.6%
34 SCHM SCHWAB STRATEGIC TR 58,263.0 $1.8M 0.59% +2K +4.4% $30.96 +15.4%
35 GOOGL ALPHABET INC Communication Services 5,500.0 $1.6M 0.52% +44.0 +0.8% $287.58 +20.3%
36 SPMO INVESCO EXCH TRADED FD TR II 13,711.0 $1.5M 0.50% +708.0 +5.4% $112.11 +37.7%
37 VNQ VANGUARD INDEX FDS 17,118.0 $1.5M 0.50% +1K +7.4% $88.70 +10.3%
38 GOOG ALPHABET INC Communication Services 4,873.0 $1.4M 0.46% +91.0 +1.9% $286.89 +20.6%
39 AVGO BROADCOM INC Technology 4,302.0 $1.3M 0.43% +338.0 +8.5% $309.51 +22.8%
40 JGLO J P MORGAN EXCHANGE TRADED F 20,155.0 $1.3M 0.43% +899.0 +4.7% $65.27 +7.1%
Page 2 of 11  ·  204 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%