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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $298M AUM 12,123 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1119 New
Page 9 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,498.0 $360K 0.12% NEW $102.89 -16.7%
162 AMGN AMGEN INC Healthcare 1,099.0 $360K 0.12% NEW $327.17 +8.1%
163 ARKF ARK ETF TR 7,392.0 $352K 0.12% NEW $47.63 -18.6%
164 EMR EMERSON ELEC CO Industrials 2,652.0 $352K 0.12% NEW $132.72 +6.5%
165 BMO BANK MONTREAL QUE Financial Services 2,699.0 $350K 0.12% NEW $129.79 +32.6%
166 RTX RTX CORPORATION Industrials 1,891.0 $347K 0.12% NEW $183.37 +1.5%
167 SPHQ INVESCO EXCHANGE TRADED FD T 4,614.0 $346K 0.12% NEW $75.05 +15.4%
168 XLF SELECT SECTOR SPDR TR 6,291.0 $345K 0.12% NEW $54.78 -1.7%
169 SPLV INVESCO EXCH TRADED FD TR II 4,816.0 $344K 0.12% NEW $71.42 +4.7%
170 CVX CHEVRON CORP NEW Energy 2,256.0 $344K 0.12% NEW $152.39 +12.7%
171 RSP INVESCO EXCHANGE TRADED FD T 1,757.0 $337K 0.11% NEW $191.56 +9.8%
172 SCHA SCHWAB STRATEGIC TR 11,762.0 $335K 0.11% NEW $28.48 +22.1%
173 LGOV FIRST TR EXCHANGE-TRADED FD 15,178.0 $331K 0.11% NEW $21.83 -1.0%
174 VHT VANGUARD WORLD FD 1,145.0 $330K 0.11% NEW $287.85 +0.4%
175 MSI MOTOROLA SOLUTIONS INC Technology 857.0 $329K 0.11% NEW $383.32 +5.0%
176 TMO THERMO FISHER SCIENTIFIC INC Healthcare 563.0 $326K 0.11% NEW $579.45 -15.2%
177 CSB VICTORY PORTFOLIOS II 5,562.0 $326K 0.11% NEW $58.61 +10.6%
178 VGT VANGUARD WORLD FD 428.0 $323K 0.11% NEW $753.78 -84.8%
179 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 524.0 $316K 0.11% NEW $602.71 +14.3%
180 FIXD FIRST TR EXCHNG TRADED FD VI 7,066.0 $313K 0.10% NEW $44.32 -1.1%
Page 9 of 56  ·  1,119 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 26.2%
Industrials 17.6%
Financial Services 16.9%
Consumer Cyclical 11.3%
Healthcare 7.0%
Consumer Defensive 6.5%
Communication Services 6.4%
Energy 3.6%
Real Estate 1.7%
Utilities 1.6%