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Akre Focus Etf shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 25k 52.85
2025-12-31 $1.6M 25k 65.51

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Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Wellington Us Quality (VFQY)
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View all positions for Medallion Wealth Advisors

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
Financial Engines Advisors L.L.C
AlTi Global
Franklin Resources
LPL Financial
Advisor Group Holdings
Brown Advisory Holdings Incorporated
Bank of America Corporation
Raymond James Financial
Cambridge Investment Research Advisors
Chemistry Wealth Management
Montis Financial
Mesirow Financial Investment Management International Equity
Ascension Capital Advisors
CI Private Wealth

View all funds holding Akre Focus Etf