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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  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JHMM JOHN HANCOCK EXCHANGE TRADED 6,325.0 $425K 0.14% -208.0 -3.2% $67.13 +9.7%
42 XLV SELECT SECTOR SPDR TR 2,829.0 $415K 0.14% -3K -55.1% $146.56 +3.8%
43 DON WISDOMTREE TR 7,827.0 $411K 0.13% -277.0 -3.4% $52.54 +6.4%
44 ARKQ ARK ETF TR 3,615.0 $407K 0.13% -24.0 -0.7% $112.46 +12.4%
45 VOE VANGUARD INDEX FDS 2,162.0 $399K 0.13% -216.0 -9.1% $184.54 +6.8%
46 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,366.0 $395K 0.13% -1K -11.3% $47.16 +3.2%
47 INDB INDEPENDENT BK CORP MASS Financial Services 5,134.0 $386K 0.13% -599.0 -10.4% $75.21 +10.3%
48 ANET ARISTA NETWORKS INC Technology 3,139.0 $385K 0.13% -16.0 -0.5% $122.78 +32.1%
49 J P MORGAN EXCHANGE TRADED F 7,565.0 $383K 0.12% -23K -75.1% $50.61
50 VOT VANGUARD INDEX FDS 1,457.0 $378K 0.12% -119.0 -7.5% $259.16 +15.9%
51 PFFD GLOBAL X FDS 20,046.0 $369K 0.12% -1K -5.1% $18.40 +1.8%
52 SPAB SPDR SERIES TRUST 14,329.0 $367K 0.12% -6K -30.4% $25.62 -0.7%
53 BIL SPDR SERIES TRUST 3,888.0 $356K 0.12% -2K -38.4% $91.64 -0.1%
54 BMO BANK MONTREAL MEDIUM Financial Services 2,554.0 $346K 0.11% -145.0 -5.4% $135.34 +28.1%
55 RTX RTX CORPORATION Industrials 1,785.0 $344K 0.11% -106.0 -5.6% $192.90 -3.4%
56 TRV TRAVELERS COMPANIES INC Financial Services 1,173.0 $342K 0.11% -138.0 -10.5% $291.68 +8.7%
57 CSB VICTORY PORTFOLIOS II 5,415.0 $334K 0.11% -147.0 -2.6% $61.75 +4.3%
58 SPHQ INVESCO EXCHANGE TRADED FD T 4,382.0 $329K 0.11% -232.0 -5.0% $75.19 +15.6%
59 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 511.0 $315K 0.10% -13.0 -2.5% $616.16 +11.5%
60 FYT FIRST TR EXCHANGE-TRADED ALP 4,684.0 $289K 0.10% -462.0 -9.0% $61.79 +9.8%
Page 3 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%