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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 13 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LIN LINDE PLC Basic Materials 425.0 $211K 0.07% +21.0 +5.2% $495.60 +3.4%
242 MPC MARATHON PETE CORP Energy 852.0 $208K 0.07% $244.18 +1.8%
243 VCRB VANGUARD MALVERN FDS 2,677.0 $207K 0.07% +251.0 +10.3% $77.38 -0.4%
244 SCHW SCHWAB CHARLES CORP Financial Services 2,203.0 $207K 0.07% $94.01 -0.9%
245 OUSA ALPS ETF TR 3,715.0 $207K 0.07% $55.67 +3.4%
246 V VISA INC Financial Services 681.0 $206K 0.07% +21.0 +3.2% $302.24 +8.1%
247 MOAT VANECK ETF TRUST 2,121.0 $205K 0.07% -654.0 -23.6% $96.75 +4.5%
248 TD TORONTO DOMINION BK ONT Financial Services 2,197.0 $205K 0.07% $93.31 +28.1%
249 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,500.0 $204K 0.07% $136.09 -7.0%
250 DFEV DIMENSIONAL ETF TRUST 5,685.0 $203K 0.07% +348.0 +6.5% $35.78 +18.2%
251 SCIO FIRST TR EXCHANGE-TRADED FD 9,850.0 $203K 0.07% +2K +25.5% $20.64 +0.3%
252 MMM 3M CO Industrials 1,387.0 $201K 0.07% $145.23 +11.4%
253 VPU VANGUARD WORLD FD 1,005.0 $199K 0.07% $198.14 -0.9%
254 GIS GENERAL MILLS INC Consumer Defensive 5,350.0 $199K 0.07% $37.22 -7.5%
255 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 676.0 $198K 0.07% -35.0 -4.9% $292.75 +35.0%
256 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 578.0 $195K 0.06% +25.0 +4.5% $337.95 +29.1%
257 WEA WESTERN ASSET PREMIER BD FD Financial Services 18,413.0 $195K 0.06% $10.58 -0.5%
258 QCOM QUALCOMM INC Technology 1,487.0 $191K 0.06% $128.77 +58.5%
259 NOBL PROSHARES TR 1,795.0 $190K 0.06% $106.01 -48.0%
260 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 654.0 $190K 0.06% +127.0 +24.1% $290.49 -2.8%
Page 13 of 57  ·  1,121 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%