Medallion Wealth Advisors, LLCETFConcentrated trader

CIK: 0002131139 | FARMINGTON, CT

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	1234	$317.3M	2026-08-14	SEC ↗
Q1 2026	13F-HR	12534	$306.3M	2026-04-24	SEC ↗
Q4 2025	13F-HR	12123	$297.6M	2026-04-24	SEC ↗
Q3 2025	13F-HR	11458	$281.7M	2026-04-24	SEC ↗
Q2 2025	13F-HR	11042	$258.8M	2026-04-24	SEC ↗
Q1 2025	13F-HR	10741	$220.2M	2026-04-24	SEC ↗
Q4 2024	13F-HR	9606	$201.6M	2026-04-24	SEC ↗