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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $298M AUM 12,123 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1119 New
Page 47 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CME CME GROUP INC Financial Services 12.0 $3K 0.00% NEW — $273.08 -3.2%
922 KD KYNDRYL HLDGS INC Technology 122.0 $3K 0.00% NEW — $26.57 -56.3%
923 SE SEA LTD Consumer Cyclical 25.0 $3K 0.00% NEW — $127.56 -22.0%
924 VCR VANGUARD WORLD FD — 8.0 $3K 0.00% NEW — $393.88 -5.8%
925 IONQ IONQ INC Technology 70.0 $3K 0.00% NEW — $44.87 +1.4%
926 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 100.0 $3K 0.00% NEW — $31.21 +25.6%
927 PBR PETROLEO BRASILEIRO SA PETRO Energy 263.0 $3K 0.00% NEW — $11.85 +71.9%
928 IQDF FLEXSHARES TR — 102.0 $3K 0.00% NEW — $30.54 +14.8%
929 SPG SIMON PPTY GROUP INC NEW Real Estate 17.0 $3K 0.00% NEW — $182.76 +12.1%
930 GRAL GRAIL INC Healthcare 36.0 $3K 0.00% NEW — $85.61 +48.2%
931 PLD PROLOGIS INC. Real Estate 24.0 $3K 0.00% NEW — $127.67 +4.2%
932 SCHR SCHWAB STRATEGIC TR — 121.0 $3K 0.00% NEW — $25.08 -5.1%
933 FEZ SPDR INDEX SHS FDS — 47.0 $3K 0.00% NEW — $64.38 +6.6%
934 CHWY CHEWY INC Consumer Cyclical 90.0 $3K 0.00% NEW — $33.06 -44.7%
935 LINE LINEAGE INC Real Estate 84.0 $3K 0.00% NEW — $35.00 +3.3%
936 EQR EQUITY RESIDENTIAL Real Estate 46.0 $3K 0.00% NEW — $63.04 +1.0%
937 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 42.0 $3K 0.00% NEW — $68.81 -2.8%
938 SLVM SYLVAMO CORP Basic Materials 60.0 $3K 0.00% NEW — $48.15 -25.3%
939 IQDY FLEXSHARES TR — 77.0 $3K 0.00% NEW — $36.95 +15.9%
940 NIO NIO INC Consumer Cyclical 549.0 $3K 0.00% NEW — $5.10 -29.8%
Page 47 of 56  ·  1,119 positions

① 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 26.7%
Industrials 17.9%
Financial Services 17.2%
Consumer Cyclical 11.5%
Healthcare 7.1%
Consumer Defensive 6.6%
Communication Services 4.9%
Energy 3.5%
Real Estate 1.8%
Utilities 1.6%