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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 34 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LANDBRIDGE COMPANY LLC 271.0 $19K 0.01% $69.05
662 ALK ALASKA AIR GROUP INC Industrials 500.0 $18K 0.01% NEW $36.78 +40.2%
663 STOT SSGA ACTIVE TR 390.0 $18K 0.01% $47.13 -0.3%
664 DFEM DIMENSIONAL ETF TRUST 531.0 $18K 0.01% -86.0 -13.9% $34.55 +15.7%
665 VPLS VANGUARD MALVERN FDS 236.0 $18K 0.01% -51.0 -17.8% $77.59 +0.2%
666 APP APPLOVIN CORP Technology 46.0 $18K 0.01% +6.0 +15.0% $398.00 +16.8%
667 DFAC DIMENSIONAL ETF TRUST 471.0 $18K 0.01% -76.0 -13.9% $38.86 +12.5%
668 AFLG FIRST TR EXCHNG TRADED FD VI 468.0 $18K 0.01% $38.59 +10.9%
669 ISTB ISHARES TR 369.0 $18K 0.01% +353.0 +2206.2% $48.46 -0.5%
670 PPT PUTNAM PREMIER INCOME TR Financial Services 5,000.0 $18K 0.01% $3.55 -3.7%
671 QTUM ETF SER SOLUTIONS 165.0 $18K 0.01% $107.30 +49.0%
672 XLB SELECT SECTOR SPDR TR 354.0 $18K 0.01% -37.0 -9.5% $50.01 +2.3%
673 IBDS ISHARES TR 730.0 $18K 0.01% $24.24 -0.2%
674 IGSB ISHARES TR 336.0 $18K 0.01% +206.0 +158.5% $52.56 -0.4%
675 SOLV SOLVENTUM CORP Healthcare 268.0 $18K 0.01% $65.30 +15.8%
676 FISV FISERV INC Technology 310.0 $17K 0.01% $55.80 -13.6%
677 PPG PPG INDS INC Basic Materials 161.0 $17K 0.01% $106.88 +13.2%
678 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 87.0 $17K 0.01% +6.0 +7.4% $197.51 +19.4%
679 STLA STELLANTIS N.V Consumer Cyclical 2,400.0 $17K 0.01% +1K +100.0% $7.09 -17.6%
680 SPOT SPOTIFY TECHNOLOGY S A Communication Services 35.0 $17K 0.01% +12.0 +52.2% $484.91 -6.2%
Page 34 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%