Medallion Wealth Advisors, LLC

All 13F Filings

Location
Farmington, CT
CIK
0002131139
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000142050626000742 Q1 2026 1,121 306,253,079 13F-HR 4/24/2026 Medallion Wealth Advisors, LLC
000142050626000740 Q4 2025 1,119 297,602,952 13F-HR 4/24/2026 Medallion Wealth Advisors, LLC
000142050626000738 Q3 2025 1,104 281,651,797 13F-HR 4/24/2026 Medallion Wealth Advisors, LLC
000142050626000736 Q2 2025 1,097 258,813,560 13F-HR 4/24/2026 Medallion Wealth Advisors, LLC
000142050626000734 Q1 2025 1,075 220,178,430 13F-HR 4/24/2026 Medallion Wealth Advisors, LLC
000142050626000732 Q4 2024 1,022 201,641,360 13F-HR 4/24/2026 Medallion Wealth Advisors, LLC