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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BSV VANGUARD BD INDEX FDS 963.0 $76K 0.03% +10.0 +1.1% $78.43 -0.9%
142 FBND FIDELITY MERRIMACK STR TR 1,610.0 $73K 0.02% +165.0 +11.4% $45.62 -0.2%
143 AVUV AMERICAN CENTY ETF TR 650.0 $72K 0.02% +10.0 +1.6% $110.47 +10.8%
144 VCSH VANGUARD SCOTTSDALE FDS 904.0 $72K 0.02% +695.0 +332.5% $79.26 -0.5%
145 DAL DELTA AIR LINES INC Industrials 1,074.0 $71K 0.02% +53.0 +5.2% $66.48 +30.4%
146 CGDG CAPITAL GROUP DIVIDEND GROWE 1,884.0 $68K 0.02% +68.0 +3.7% $35.90 +3.9%
147 AJG GALLAGHER ARTHUR J & CO Financial Services 307.0 $66K 0.02% +40.0 +15.0% $216.58 -0.4%
148 SRE SEMPRA Utilities 656.0 $64K 0.02% +4.0 +0.6% $97.19 -5.0%
149 GWRE GUIDEWIRE SOFTWARE INC Technology 421.0 $63K 0.02% +77.0 +22.4% $149.56 -26.7%
150 CR CRANE COMPANY Industrials 368.0 $63K 0.02% +221.0 +150.3% $171.00 +24.5%
151 VTIP VANGUARD MALVERN FDS 1,242.0 $62K 0.02% +41.0 +3.4% $49.95 +0.3%
152 VWOB VANGUARD WHITEHALL FDS 938.0 $62K 0.02% +32.0 +3.5% $65.69 +2.1%
153 DFCF DIMENSIONAL ETF TRUST 1,432.0 $60K 0.02% +10.0 +0.7% $42.19 -0.3%
154 IGHG PROSHARES TR 766.0 $59K 0.02% +7.0 +0.9% $77.62 +1.0%
155 SPYD SPDR SERIES TRUST 1,197.0 $54K 0.02% +12.0 +1.0% $45.53 +4.6%
156 TMUS T-MOBILE US INC Communication Services 250.0 $53K 0.02% +44.0 +21.4% $210.03 -12.1%
157 EMBJ EMBRAER S.A. Industrials 873.0 $52K 0.02% +284.0 +48.2% $59.34 +2.9%
158 DFSD DIMENSIONAL ETF TRUST 1,076.0 $52K 0.02% +370.0 +52.4% $47.89 -0.6%
159 SWK STANLEY BLACK & DECKER INC Industrials 720.0 $51K 0.02% +5.0 +0.7% $71.08 +17.9%
160 NVS NOVARTIS AG Healthcare 323.0 $49K 0.02% +58.0 +21.9% $152.76 +0.4%
Page 8 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%