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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 52 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 RGTI RIGETTI COMPUTING INC Technology 120.0 $2K 0.00% — — $14.04 +18.6%
1022 SLGN SILGAN HLDGS INC Consumer Cyclical 43.0 $2K 0.00% — — $38.79 -7.4%
1023 DDOG DATADOG INC Technology 14.0 $2K 0.00% — — $118.07 +127.1%
1024 GEM GOLDMAN SACHS ETF TR — 38.0 $2K 0.00% — — $43.21 +20.3%
1025 NRDY NERDY INC Technology 1,967.0 $2K 0.00% — — $0.82 +962.5%
1026 GSEU GOLDMAN SACHS ETF TR — 35.0 $2K 0.00% — — $45.20 +8.0%
1027 — CRH PLC — 15.0 $2K 0.00% — — $105.13 —
1028 VMBS VANGUARD SCOTTSDALE FDS — 33.0 $2K 0.00% — — $47.33 -5.3%
1029 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 33.0 $2K 0.00% — — $46.42 +7.6%
1030 SHYG ISHARES TR — 36.0 $2K — — — $42.31 -1.9%
1031 GGZ GABELLI GLOBAL SMALL & MID C Financial Services 100.0 $2K — — — $15.02 +2.7%
1032 HLF HERBALIFE LTD Consumer Defensive 100.0 $1K — -15.0 -13.0% $14.72 -14.7%
1033 AESI ATLAS ENERGY SOLUTIONS INC Energy 111.0 $1K — — — $13.12 -4.9%
1034 THNQ EXCHANGE TRADED CONCEPTS TRU — 24.0 $1K — — — $59.00 +66.2%
1035 ACA ARCOSA INC Industrials 13.0 $1K — — — $106.15 +38.1%
1036 BBCA J P MORGAN EXCHANGE TRADED F — 14.0 $1K — — — $94.00 +9.0%
1037 ESRT EMPIRE ST RLTY TR INC Real Estate 250.0 $1K — — — $5.20 -21.0%
1038 STCE SCHWAB STRATEGIC TR — 25.0 $1K — — — $52.00 +35.2%
1039 TRN TRINITY INDS INC Industrials 40.0 $1K — — — $32.17 -13.3%
1040 HST HOST HOTELS & RESORTS INC Real Estate 67.0 $1K — — — $19.16 +17.0%
Page 52 of 57  ·  1,121 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 26.9%
Industrials 18.3%
Financial Services 15.8%
Consumer Cyclical 10.3%
Healthcare 7.5%
Consumer Defensive 6.9%
Communication Services 4.9%
Energy 4.7%
Utilities 1.9%
Real Estate 1.6%