Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Medallion Wealth Advisors

Latest statistics and disclosures from Medallion Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, VTI, NVDA, SCHX, AMZN, and represent 15.73% of Medallion Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA, PYLD, SCHX, JPIE, JAAA, JPEF, FDVV, AVDE, BINC, JBBB.
Started 45 new stock positions in DAX, EXPE, MCO, JMST, VGSH, AVAV, BTG, D, REVS, GRMN.
Reduced shares in these 10 stocks: JPST, GSY, SCHD, XLV, XLRE, JQUA, BF.B, BIL, SPAB, SPYM.
Sold out of its positions in CPLS, PRNT, ACR, ARKB, ARW, BBY, CRC, CRVO, CRWV, CTSO.
Medallion Wealth Advisors was a net buyer of stock by $13M.
Medallion Wealth Advisors has $306M in assets under management (AUM), dropping by 2.94%.
Central Index Key (CIK): 0002131139

Tip: Access up to 7 years of quarterly data

Positions held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Medallion Wealth Advisors

Medallion Wealth Advisors holds 1121 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Medallion Wealth Advisors has 1121 total positions. Only the first 250 positions are shown.

Sign up to view all of the Medallion Wealth Advisors March 31, 2026 positions
Download the Medallion Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	5.6	$17M	+5%	338k	50.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$8.5M		27k	320.81	View chart
NVIDIA Corporation (NVDA)	2.7	$8.2M	+32%	47k	174.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.6	$8.1M	+15%	316k	25.64	View chart
Amazon (AMZN)	2.1	$6.3M		30k	208.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$5.3M	+6%	8.1k	654.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$4.7M	+4%	16k	298.86	View chart
Spdr Series Trust State Street Spd (SPTM)	1.5	$4.7M	+5%	60k	79.06	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.4	$4.4M	+4%	93k	47.08	View chart
Apple (AAPL)	1.4	$4.4M	+7%	17k	253.79	View chart
Vanguard Wellington Us Quality (VFQY)	1.3	$4.1M	+5%	28k	149.25	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$3.8M	+16%	74k	51.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$3.8M	+3%	98k	38.95	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$3.8M	+2%	60k	62.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$3.6M	+3%	6.0k	597.55	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	1.1	$3.5M	+14%	47k	74.25	View chart
Microsoft Corporation (MSFT)	1.1	$3.5M	+11%	9.4k	370.17	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.1	$3.3M	+22%	60k	55.22	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.1	$3.2M	+77%	123k	26.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$3.0M	+4%	121k	25.10	View chart
Ametek (AME)	1.0	$3.0M		14k	214.36	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.8M	+4%	9.5k	294.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$2.5M	-2%	13k	196.19	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.8	$2.5M	-4%	37k	67.59	View chart
First Tr Exchange-traded SHS (FVD)	0.8	$2.5M		54k	47.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$2.5M	+3%	33k	77.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.5M		5.6k	439.29	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.5M		15k	169.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$2.4M	+5%	81k	29.32	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$2.2M	+78%	48k	46.07	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.7	$2.2M	+5%	55k	39.73	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.7	$2.1M	+13%	54k	39.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$2.1M	+2%	62k	33.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$2.1M	-2%	14k	148.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$2.0M	+4%	38k	52.77	View chart
Johnson & Johnson (JNJ)	0.6	$2.0M	+14%	8.0k	244.44	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$1.9M	-6%	25k	76.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$1.9M	+7%	14k	134.04	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$1.9M	+20%	28k	68.28	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.9M	+3%	38k	48.94	View chart
CSX Corporation (CSX)	0.6	$1.8M		45k	41.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$1.8M	+21%	43k	42.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.8M		6.5k	278.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.8M	+4%	58k	30.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.7M	-3%	2.6k	650.42	View chart
Union Pacific Corporation (UNP)	0.5	$1.6M		6.8k	242.64	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.5	$1.6M	-5%	33k	48.86	View chart
Brown Forman Corp CL B (BF.B)	0.5	$1.6M	-15%	60k	26.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.6M		5.5k	287.55	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$1.5M	+5%	14k	112.00	View chart
State Street Corporation (STT)	0.5	$1.5M		12k	126.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.5M	+7%	17k	87.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.4M		4.9k	289.50	View chart
Broadcom (AVGO)	0.4	$1.3M	+8%	4.3k	309.51	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.4	$1.3M	+4%	20k	65.25	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.4	$1.3M		25k	52.85	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.4	$1.3M	+71%	28k	46.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$1.3M	+6%	46k	27.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.3M		4.8k	261.92	View chart
Illinois Tool Works (ITW)	0.4	$1.2M		4.7k	260.30	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$1.2M	+19%	27k	45.18	View chart
Canadian Pacific Kansas City (CP)	0.4	$1.2M		15k	78.67	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$1.2M	+7%	25k	48.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M		18k	62.23	View chart
At&t (T)	0.4	$1.1M	+7%	38k	28.99	View chart
W.W. Grainger (GWW)	0.4	$1.1M		1.0k	1090.81	View chart
Cisco Systems (CSCO)	0.4	$1.1M	+11%	14k	77.59	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$1.1M	-46%	22k	50.12	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$1.1M		30k	35.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M	-3%	4.9k	215.06	View chart
Procter & Gamble Company (PG)	0.3	$1.0M	+3%	7.3k	144.43	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$1.0M	+8%	23k	45.65	View chart
Wabtec Corporation (WAB)	0.3	$1.0M		4.1k	250.00	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$1.0M	-25%	17k	61.32	View chart
Wal-Mart Stores (WMT)	0.3	$1.0M		8.3k	124.28	View chart
Ubiquiti (UI)	0.3	$964k		1.2k	790.29	View chart
International Business Machines (IBM)	0.3	$961k	+12%	4.0k	238.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$931k		17k	54.05	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$892k	+112%	43k	20.96	View chart
Coca-Cola Company (KO)	0.3	$890k		12k	76.05	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$868k		14k	62.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$845k	-10%	12k	73.64	View chart
Texas Instruments Incorporated (TXN)	0.3	$820k	+7%	4.2k	194.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$812k	+9%	3.7k	217.25	View chart
Home Depot (HD)	0.3	$800k	+6%	2.4k	328.88	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.3	$796k	-9%	20k	40.54	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.3	$786k	NEW	11k	71.81	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$770k		23k	34.05	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.3	$770k	-2%	6.4k	120.60	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$731k	+7%	23k	32.41	View chart
Costco Wholesale Corporation (COST)	0.2	$729k	-7%	732.00	996.43	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$727k		13k	54.65	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.2	$726k	-13%	14k	51.29	View chart
Carrier Global Corporation (CARR)	0.2	$720k		13k	56.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$704k	-6%	16k	45.12	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	0.2	$701k	-11%	14k	50.74	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$699k	+33%	11k	61.43	View chart
UnitedHealth (UNH)	0.2	$698k	+10%	2.6k	270.67	View chart
Simpson Manufacturing (SSD)	0.2	$687k		4.0k	171.62	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.2	$672k	+334%	13k	51.55	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$663k	-2%	13k	49.61	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$655k		10k	62.81	View chart
Caterpillar (CAT)	0.2	$647k	+7%	937.00	690.44	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$636k		11k	60.50	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$628k		16k	40.14	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$612k		6.4k	95.73	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$603k	+7%	7.3k	82.43	View chart
Booking Holdings (BKNG)	0.2	$602k		143.00	4210.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$601k	+11332%	7.1k	84.84	View chart
Ea Series Trust Astoria Us Equal (ROE)	0.2	$601k		17k	35.43	View chart
PIMCO Strategic Global Government Fund (RCS)	0.2	$597k		111k	5.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$587k	-11%	1.4k	430.25	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$585k	+7%	27k	21.46	View chart
Chevron Corporation (CVX)	0.2	$581k	+24%	2.8k	206.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$571k	+7%	16k	35.00	View chart
Merck & Co (MRK)	0.2	$567k	+19%	4.7k	120.29	View chart
Abbvie (ABBV)	0.2	$554k	-3%	2.5k	217.50	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$551k	-4%	31k	17.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$532k	+89%	5.8k	92.28	View chart
Otis Worldwide Corp (OTIS)	0.2	$531k		6.9k	77.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$523k	-62%	17k	30.68	View chart
Ge Aerospace Com New (GE)	0.2	$519k	-3%	1.8k	283.77	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$518k		6.3k	82.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$515k		4.1k	124.29	View chart
Tesla Motors (TSLA)	0.2	$514k	+17%	1.4k	371.76	View chart
Lam Research Corp Com New (LRCX)	0.2	$511k		2.4k	213.66	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$500k	+8%	11k	46.61	View chart
Pfizer (PFE)	0.2	$500k	+8%	18k	28.08	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.2	$498k		57k	8.78	View chart
Pepsi (PEP)	0.2	$497k	+17%	3.2k	155.29	View chart
Meta Platforms Cl A (META)	0.2	$497k	+3%	869.00	572.14	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$492k		7.6k	64.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$468k	-3%	5.0k	92.76	View chart
Bank of America Corporation (BAC)	0.2	$466k		9.6k	48.75	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$462k		2.0k	236.35	View chart
Oracle Corporation (ORCL)	0.1	$455k	+7%	3.1k	147.11	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$453k		35k	13.10	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$452k		7.3k	61.89	View chart
Ford Motor Company (F)	0.1	$451k	+7%	39k	11.54	View chart
Verizon Communications (VZ)	0.1	$448k	-7%	8.9k	50.20	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$444k	-2%	9.5k	46.83	View chart
Corning Incorporated (GLW)	0.1	$444k		3.3k	135.97	View chart
Amgen (AMGN)	0.1	$440k	+13%	1.3k	351.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$439k		917.00	479.20	View chart
Norfolk Southern (NSC)	0.1	$431k		1.5k	287.00	View chart
Honeywell International (HON)	0.1	$425k	+27%	1.9k	226.05	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$425k	-3%	6.3k	67.12	View chart
Hershey Company (HSY)	0.1	$416k		2.0k	207.89	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$415k	-55%	2.8k	146.59	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$415k	+8144%	11k	38.98	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$411k	-3%	7.8k	52.54	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$407k		3.6k	112.45	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$398k	-9%	2.2k	183.88	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$395k	-11%	8.4k	47.16	View chart
Independent Bank (INDB)	0.1	$386k	-10%	5.1k	75.21	View chart
Arista Networks Com Shs (ANET)	0.1	$385k		3.1k	122.78	View chart
Totalenergies Se Act (TTE)	0.1	$383k		4.2k	91.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$383k	-75%	7.6k	50.61	View chart
Palantir Technologies Cl A (PLTR)	0.1	$380k	+58%	2.6k	146.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$376k		4.3k	86.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$374k		3.3k	114.98	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$374k	-7%	1.5k	256.44	View chart
Motorola Solutions Com New (MSI)	0.1	$372k		857.00	433.97	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$369k	-5%	20k	18.40	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$367k	-30%	14k	25.62	View chart
Ssga Active Tr State Street Loo (OBND)	0.1	$361k		14k	25.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$361k	+5%	12k	29.08	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$355k	-38%	3.9k	91.18	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$354k	+2%	3.2k	112.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$352k	+17%	505.00	697.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$352k		4.8k	73.14	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$348k		13k	26.42	View chart
Emerson Electric (EMR)	0.1	$348k		2.7k	131.02	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$346k	-5%	2.6k	135.34	View chart
Raytheon Technologies Corp (RTX)	0.1	$344k	-5%	1.8k	192.90	View chart
Travelers Companies (TRV)	0.1	$342k	-10%	1.2k	291.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$337k		1.8k	191.92	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$334k	-2%	5.4k	61.75	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$330k	-5%	4.4k	75.19	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$322k	NEW	2.9k	110.78	View chart
Ge Vernova (GEV)	0.1	$318k		364.00	872.90	View chart
Eli Lilly & Co. (LLY)	0.1	$315k	+20%	343.00	919.67	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$315k	-2%	511.00	616.76	View chart
Vanguard World Health Car Etf (VHT)	0.1	$312k		1.1k	272.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$309k	+10%	7.7k	40.19	View chart
Electronic Arts (EA)	0.1	$305k		1.5k	203.87	View chart
Philip Morris International (PM)	0.1	$303k		1.8k	165.34	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$303k	+6%	7.9k	38.27	View chart
McDonald's Corporation (MCD)	0.1	$291k	+27%	936.00	310.79	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.1	$289k	-8%	4.7k	61.79	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$289k	-2%	4.7k	61.64	View chart
Builders FirstSource (BLDR)	0.1	$288k		3.5k	82.33	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$288k	-7%	5.8k	49.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$287k	-2%	3.0k	97.13	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$286k	-12%	13k	21.57	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$286k		5.2k	54.55	View chart
Udr (UDR)	0.1	$285k		8.4k	33.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$281k	+9%	1.2k	237.62	View chart
Intel Corporation (INTC)	0.1	$280k	-7%	6.3k	44.13	View chart
Capital One Financial (COF)	0.1	$279k	-2%	1.5k	182.43	View chart
Lowe's Companies (LOW)	0.1	$278k		1.2k	236.28	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.1	$277k		7.3k	38.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$277k		563.00	491.52	View chart
Citigroup Com New (C)	0.1	$276k	+5%	2.5k	111.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$274k	-9%	4.1k	67.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$270k		632.00	426.40	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$267k		4.0k	67.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$264k	+4%	1.3k	205.83	View chart
Boeing Company (BA)	0.1	$263k		1.3k	199.03	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$263k		11k	23.66	View chart
Comcast Corp Cl A (CMCSA)	0.1	$263k	+20%	9.2k	28.71	View chart
BP Sponsored Adr (BP)	0.1	$259k		5.5k	47.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$258k	+243%	2.9k	88.16	View chart
Columbia Etf Tr I Resh Enhnc Vlu (REVS)	0.1	$258k	NEW	9.0k	28.62	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$257k		2.8k	91.37	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$256k	-16%	5.9k	43.58	View chart
Johnson Controls Internation SHS (JCI)	0.1	$256k		2.0k	130.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$255k	+16%	10k	24.75	View chart
Altria (MO)	0.1	$254k		3.8k	66.54	View chart
Pitney Bowes (PBI)	0.1	$251k		23k	11.05	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$251k	+2%	5.4k	46.23	View chart
Waste Management (WM)	0.1	$249k		1.1k	229.79	View chart
Chubb (CB)	0.1	$248k		760.00	326.00	View chart
Vanguard World Financials Etf (VFH)	0.1	$242k	-2%	2.0k	120.81	View chart
Celestica (CLS)	0.1	$238k		846.00	281.68	View chart
Netflix (NFLX)	0.1	$238k	+6%	2.5k	96.15	View chart
American Express Company (AXP)	0.1	$237k		785.00	302.48	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$236k	+2%	3.3k	71.73	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$236k	+60%	1.5k	162.46	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$235k	-15%	6.3k	37.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$229k	+22%	1.1k	213.67	View chart
Advanced Micro Devices (AMD)	0.1	$226k	+43%	1.1k	203.45	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$225k	+6%	1.4k	163.58	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$222k	+10%	2.6k	84.50	View chart
Enterprise Products Partners (EPD)	0.1	$220k		5.8k	37.84	View chart
Archer Daniels Midland Company (ADM)	0.1	$220k		3.0k	72.69	View chart
Gilead Sciences (GILD)	0.1	$220k	+46%	1.6k	139.37	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$215k		13k	17.15	View chart
M&T Bank Corporation (MTB)	0.1	$215k		1.0k	206.72	View chart
Duke Energy Corp Com New (DUK)	0.1	$211k		1.6k	130.94	View chart
Linde SHS (LIN)	0.1	$211k	+5%	425.00	495.77	View chart
Charles Schwab Corporation (SCHW)	0.1	$210k		2.2k	95.44	View chart
Marathon Petroleum Corp (MPC)	0.1	$208k		852.00	244.18	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$207k	+10%	2.7k	77.38	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$207k		3.7k	55.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$206k	-23%	2.1k	97.24	View chart
Visa Com Cl A (V)	0.1	$206k	+3%	681.00	302.24	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$205k		2.2k	93.31	View chart
American Water Works (AWK)	0.1	$204k		1.5k	136.09	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$203k	+6%	5.7k	35.79	View chart

Past Filings by Medallion Wealth Advisors

SEC 13F filings are viewable for Medallion Wealth Advisors going back to 2026

Medallion Wealth Advisors 2024 Q4 filed April 24, 2026
Medallion Wealth Advisors 2025 Q1 filed April 24, 2026
Medallion Wealth Advisors 2025 Q2 filed April 24, 2026
Medallion Wealth Advisors 2025 Q3 filed April 24, 2026
Medallion Wealth Advisors 2025 Q4 filed April 24, 2026
Medallion Wealth Advisors 2026 Q1 filed April 24, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z