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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 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JBBB JANUS DETROIT STR TR 27,747.0 $1.3M 0.42% +12K +71.7% $46.61 +1.5%
42 FNDX SCHWAB STRATEGIC TR 45,548.0 $1.3M 0.41% +3K +6.9% $27.85 +11.2%
43 JMBS JANUS DETROIT STR TR 26,912.0 $1.2M 0.40% +4K +19.8% $45.18 -0.3%
44 IMTM ISHARES TR 24,495.0 $1.2M 0.38% +2K +7.6% $48.02 +9.7%
45 T AT&T INC Communication Services 38,164.0 $1.1M 0.36% +3K +7.6% $28.99 -21.3%
46 CSCO CISCO SYS INC Technology 13,952.0 $1.1M 0.35% +1K +11.2% $77.59 +56.1%
47 DFSV DIMENSIONAL ETF TRUST 30,396.0 $1.1M 0.35% +217.0 +0.7% $35.04 +8.6%
48 PG PROCTER & GAMBLE CO Consumer Defensive 7,257.0 $1.0M 0.34% +240.0 +3.4% $144.44 +4.4%
49 SPDW SPDR INDEX SHS FDS 22,853.0 $1.0M 0.34% +2K +8.3% $45.65 +8.7%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 4,029.0 $976K 0.32% +435.0 +12.1% $242.34 +9.3%
51 FTCB FIRST TR EXCHANGE-TRADED FD 42,550.0 $892K 0.29% +23K +112.9% $20.96 -0.4%
52 KO COCA COLA CO Consumer Defensive 11,703.0 $890K 0.29% +133.0 +1.1% $76.05 +5.6%
53 TXN TEXAS INSTRS INC Technology 4,224.0 $820K 0.27% +283.0 +7.2% $194.14 +56.8%
54 VBR VANGUARD INDEX FDS 3,738.0 $812K 0.27% +319.0 +9.3% $217.26 +9.8%
55 HD HOME DEPOT INC Consumer Cyclical 2,431.0 $799K 0.26% +140.0 +6.1% $328.86 -1.3%
56 FNDA SCHWAB STRATEGIC TR 22,556.0 $731K 0.24% +2K +8.0% $32.43 +13.5%
57 UNH UNITEDHEALTH GROUP INC Healthcare 2,579.0 $698K 0.23% +241.0 +10.3% $270.60 +51.2%
58 XLE SELECT SECTOR SPDR TR 11,380.0 $697K 0.23% +3K +33.6% $61.26 -11.1%
59 JSI JANUS DETROIT STR TR 13,035.0 $672K 0.22% +10K +334.5% $51.55 -0.5%
60 CAT CATERPILLAR INC Industrials 937.0 $663K 0.22% +65.0 +7.5% $707.88 +39.0%
Page 3 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%