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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  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARKW ARK ETF TR 6,381.0 $770K 0.25% -175.0 -2.7% $120.62 +16.7%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 732.0 $729K 0.24% -58.0 -7.3% $996.43 -3.9%
23 FRDM EA SERIES TRUST 13,299.0 $727K 0.24% -116.0 -0.9% $54.65 +30.7%
24 SDSI AMERICAN CENTY ETF TR 14,150.0 $726K 0.24% -2K -13.0% $51.29 -0.0%
25 DFAU DIMENSIONAL ETF TRUST 15,602.0 $704K 0.23% -1K -6.9% $45.12 +12.6%
26 BRLN BLACKROCK ETF TRUST II 13,810.0 $701K 0.23% -2K -11.2% $50.75 +0.1%
27 SPHD INVESCO EXCH TRADED FD TR II 13,367.0 $663K 0.22% -318.0 -2.3% $49.61 +2.1%
28 SRLN SSGA ACTIVE ETF TR 15,650.0 $628K 0.20% -140.0 -0.9% $40.14 +0.3%
29 SPMD SPDR SERIES TRUST 10,511.0 $622K 0.20% -68.0 -0.6% $59.21 +11.4%
30 RCS PIMCO STRATEGIC INCOME FD Financial Services 111,352.0 $597K 0.20% -1K -1.2% $5.36 -0.7%
31 GLD SPDR GOLD TR Financial Services 1,364.0 $587K 0.19% -175.0 -11.4% $430.29 -12.3%
32 ABBV ABBVIE INC Healthcare 2,546.0 $554K 0.18% -87.0 -3.3% $217.52 +7.9%
33 FPE FIRST TR EXCH TRADED FD III 31,016.0 $551K 0.18% -1K -4.5% $17.75 +1.2%
34 SCHD SCHWAB STRATEGIC TR 17,046.0 $523K 0.17% -28K -62.5% $30.68 +4.4%
35 GE GE AEROSPACE Industrials 1,829.0 $519K 0.17% -69.0 -3.6% $283.91 +25.6%
36 IJR ISHARES TR 4,140.0 $516K 0.17% -48.0 -1.1% $124.59 +14.6%
37 FTCS FIRST TR EXCHANGE-TRADED FD 5,046.0 $468K 0.15% -186.0 -3.6% $92.76 +0.6%
38 ICF ISHARES TR 7,309.0 $452K 0.15% -123.0 -1.7% $61.89 +10.8%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 8,933.0 $448K 0.15% -744.0 -7.7% $50.20 -6.9%
40 GTO INVESCO ACTIVELY MANAGED EXC 9,487.0 $444K 0.14% -280.0 -2.9% $46.84 -0.2%
Page 2 of 11  ·  206 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%