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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 22 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DBEF DBX ETF TR 1,346.0 $66K 0.02% $49.40 +9.3%
422 AJG GALLAGHER ARTHUR J & CO Financial Services 307.0 $66K 0.02% +40.0 +15.0% $216.58 +1.9%
423 MDT MEDTRONIC PLC Healthcare 767.0 $66K 0.02% -266.0 -25.8% $86.65 -7.5%
424 VYMI VANGUARD WHITEHALL FDS 700.0 $66K 0.02% $94.24 +3.6%
425 TT TRANE TECHNOLOGIES PLC Industrials 157.0 $65K 0.02% $416.75 +15.9%
426 IWB ISHARES TR 181.0 $65K 0.02% $356.56 +12.6%
427 SRE SEMPRA Utilities 656.0 $64K 0.02% +4.0 +0.6% $97.19 -4.6%
428 GWRE GUIDEWIRE SOFTWARE INC Technology 421.0 $63K 0.02% +77.0 +22.4% $149.56 -26.2%
429 CR CRANE COMPANY Industrials 368.0 $63K 0.02% +221.0 +150.3% $171.00 +25.1%
430 AFL AFLAC INC Financial Services 573.0 $63K 0.02% $109.71 +7.3%
431 TECH BIO-TECHNE CORP Healthcare 1,200.0 $63K 0.02% $52.26 +12.7%
432 VTIP VANGUARD MALVERN FDS 1,242.0 $62K 0.02% +41.0 +3.4% $49.95 +0.3%
433 VWOB VANGUARD WHITEHALL FDS 938.0 $62K 0.02% +32.0 +3.5% $65.69 +2.4%
434 CTVA CORTEVA INC Basic Materials 736.0 $62K 0.02% $83.71 -4.3%
435 ING ING GROEP N.V. Financial Services 2,365.0 $62K 0.02% $26.05 +19.2%
436 FTEC FIDELITY COVINGTON TRUST 295.0 $61K 0.02% $208.05 +32.2%
437 CGGO CAPITAL GROUP GBL GROWTH EQT 1,833.0 $61K 0.02% -4K -67.4% $33.37 +23.0%
438 WBS WEBSTER FINL CORP Financial Services 881.0 $61K 0.02% -90.0 -9.3% $69.42 +9.3%
439 IWS ISHARES TR 416.0 $61K 0.02% $145.74 +12.0%
440 DFCF DIMENSIONAL ETF TRUST 1,432.0 $60K 0.02% +10.0 +0.7% $42.19 +0.2%
Page 22 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%