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Manager record

Medallion Wealth Advisors, LLC

Farmington, CT · CIK 2131139 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$317.26MReported 13F valueQ2 2026 · as filed
1,234Holdings listed
+3.6%vs prior quartervalue change includes market moves
7Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q4 2024 to Q2 2026Q4 2024: $201.6M$201.6MQ4 20249,606 holdingsQ1 2025: $220.2M$220.2MQ1 202510,741 holdingsQ2 2025: $258.8M$258.8MQ2 202511,042 holdingsQ3 2025: $281.7M$281.7MQ3 202511,458 holdingsQ4 2025: $297.6M$297.6MQ4 202512,123 holdingsQ1 2026: $306.3M$306.3MQ1 202612,534 holdingsQ2 2026: $317.3M$317.3MQ2 20261,234 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$317.26M · 1,234 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$306.25M · 12,534 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q4 2025

$297.60M · 12,123 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q3 2025

$281.65M · 11,458 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q2 2025

$258.81M · 11,042 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2025

$220.18M · 10,741 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q4 2024

$201.64M · 9,606 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology