Medallion Wealth Advisors, LLC
All 13F Filings
- Location
- Farmington, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 306,253
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 1,121 | 306,253 | 13F-HR | Medallion Wealth Advisors, LLC |
| Q4 2025 | 4/24/2026 | 1,119 | 297,603 | 13F-HR | Medallion Wealth Advisors, LLC |
| Q3 2025 | 4/24/2026 | 1,104 | 281,652 | 13F-HR | Medallion Wealth Advisors, LLC |
| Q2 2025 | 4/24/2026 | 1,097 | 258,814 | 13F-HR | Medallion Wealth Advisors, LLC |
| Q1 2025 | 4/24/2026 | 1,075 | 220,178 | 13F-HR | Medallion Wealth Advisors, LLC |
| Q4 2024 | 4/24/2026 | 1,022 | 201,641 | 13F-HR | Medallion Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.3 K | 44.8% | 5.378 K | 0 | 5.378 K |
| ETFs | 168.7 K | 55.1% | 3.248 K | 0 | 3.248 K |
| Debt | 253 | 0.1% | 2 | 0 | 2 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
306,253
Holdings
1121
QoQ value change ($000)
8,650
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.