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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 6 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAT CATERPILLAR INC Industrials 937.0 $663K 0.22% +65.0 +7.5% $707.88 +39.0%
102 SPHD INVESCO EXCH TRADED FD TR II 13,367.0 $663K 0.22% -318.0 -2.3% $49.61 +2.1%
103 CIBR FIRST TR EXCHANGE-TRADED FD 10,428.0 $654K 0.21% $62.72 +34.3%
104 SRLN SSGA ACTIVE ETF TR 15,650.0 $628K 0.20% -140.0 -0.9% $40.14 +0.3%
105 SPMD SPDR SERIES TRUST 10,511.0 $622K 0.20% -68.0 -0.6% $59.21 +11.4%
106 JNK SPDR SERIES TRUST 6,396.0 $612K 0.20% +94.0 +1.5% $95.72 +0.6%
107 VGK VANGUARD INTL EQUITY INDEX F 7,316.0 $603K 0.20% +488.0 +7.2% $82.43 +5.7%
108 BKNG BOOKING HOLDINGS INC Consumer Cyclical 143.0 $602K 0.20% $4212.38 -96.0%
109 AVDE AMERICAN CENTY ETF TR 7,088.0 $601K 0.20% +7K +10000.0% $84.84 +4.7%
110 ROE EA SERIES TRUST 16,964.0 $601K 0.20% +232.0 +1.4% $35.43 +18.4%
111 RCS PIMCO STRATEGIC INCOME FD Financial Services 111,352.0 $597K 0.20% -1K -1.2% $5.36 -0.7%
112 GLD SPDR GOLD TR Financial Services 1,364.0 $587K 0.19% -175.0 -11.4% $430.29 -12.3%
113 SCHH SCHWAB STRATEGIC TR 27,270.0 $586K 0.19% +2K +7.2% $21.49 +11.6%
114 CVX CHEVRON CORPORATION Energy 2,809.0 $581K 0.19% +553.0 +24.5% $206.85 -14.9%
115 MRK MERCK & CO INC Healthcare 4,715.0 $567K 0.18% +766.0 +19.4% $120.29 -0.6%
116 ABBV ABBVIE INC Healthcare 2,546.0 $554K 0.18% -87.0 -3.3% $217.52 +7.9%
117 FPE FIRST TR EXCH TRADED FD III 31,016.0 $551K 0.18% -1K -4.5% $17.75 +1.2%
118 SCHE SCHWAB STRATEGIC TR 16,309.0 $537K 0.17% +1K +7.6% $32.95 +9.5%
119 BOND PIMCO ETF TR 5,759.0 $532K 0.17% +3K +89.6% $92.29 -0.4%
120 OTIS OTIS WORLDWIDE CORP Industrials 6,886.0 $531K 0.17% $77.08 -6.9%
Page 6 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%