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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 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLJP FRANKLIN TEMPLETON ETF TR 460.0 $17K 0.01% NEW $36.18 +9.6%
22 DAX GLOBAL X FDS 321.0 $14K 0.00% NEW $42.16 +6.3%
23 RCAT RED CAT HLDGS INC Technology 1,000.0 $13K 0.00% NEW $13.09 -22.2%
24 VSNT VERSANT MEDIA GROUP INC Industrials 309.0 $11K 0.00% NEW $37.01 +4.1%
25 PAAA PGIM ETF TR 200.0 $10K 0.00% NEW $51.18 +0.5%
26 D DOMINION ENERGY INC Utilities 165.0 $10K 0.00% NEW $61.82 +10.7%
27 SHLD GLOBAL X FDS 120.0 $9K 0.00% NEW $70.84 -14.5%
28 FLIN FRANKLIN TEMPLETON ETF TR 250.0 $8K 0.00% NEW $33.22 +6.4%
29 FLGR FRANKLIN TEMPLETON ETF TR 250.0 $8K 0.00% NEW $31.28 +5.8%
30 UEC URANIUM ENERGY CORP Energy 500.0 $7K 0.00% NEW $13.50 -16.0%
31 MCO MOODYS CORP Financial Services 15.0 $7K 0.00% NEW $436.27 +1.8%
32 DFAW DIMENSIONAL ETF TRUST 75.0 $6K 0.00% NEW $73.79 +10.8%
33 WAT WATERS CORP Healthcare 17.0 $5K 0.00% NEW $297.82 +20.3%
34 HOG HARLEY DAVIDSON INC Consumer Cyclical 245.0 $5K 0.00% NEW $20.22 +26.5%
35 AGH AUREUS GREENWAY HLDGS INC Consumer Cyclical 1,450.0 $5K 0.00% NEW $3.39 +49.2%
36 WU WESTERN UN CO Financial Services 550.0 $5K 0.00% NEW $8.73 -18.8%
37 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 40.0 $4K 0.00% NEW $110.05 -13.4%
38 AVAV AEROVIRONMENT INC Industrials 23.0 $4K 0.00% NEW $183.04 -18.6%
39 IDEQ LAZARD ACTIVE ETF TR 120.0 $4K 0.00% NEW $31.75 +9.6%
40 SGOV ISHARES TR 33.0 $3K 0.00% NEW $100.67 -0.1%
Page 2 of 3  ·  45 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%