Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139

13F Portfolio $306M AUM 12,534 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 45 New 204 Added 206 Reduced 43 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	SCHQ	SCHWAB STRATEGIC TR	—	1	$32.0	—	SOLD
42	CTSO	CYTOSORBENTS CORP	Healthcare	45	$29.0	—	SOLD
43	CRVO	CERVOMED INC	Healthcare	2	$16.0	—	SOLD

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Sector Allocation

Technology 26.9%

Industrials 18.3%

Financial Services 15.8%

Consumer Cyclical 10.3%

Healthcare 7.5%

Consumer Defensive 6.9%

Communication Services 4.9%

Energy 4.7%

Utilities 1.9%

Real Estate 1.6%