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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $298M AUM 12,123 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1119 New
Page 12 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CB CHUBB LIMITED Financial Services 760.0 $237K 0.08% NEW $312.12 +6.4%
222 JCI JOHNSON CTLS INTL PLC Industrials 1,955.0 $234K 0.08% NEW $119.75 +18.0%
223 ABT ABBOTT LABS Healthcare 1,865.0 $234K 0.08% NEW $125.29 -27.7%
224 V VISA INC Financial Services 660.0 $231K 0.08% NEW $350.71 -6.9%
225 VSGX VANGUARD WORLD FD 3,221.0 $231K 0.08% NEW $71.62 +12.9%
226 CMCSA COMCAST CORP NEW Communication Services 7,593.0 $227K 0.08% NEW $29.89 -23.7%
227 MCD MCDONALDS CORP Consumer Cyclical 733.0 $224K 0.07% NEW $305.90 -11.2%
228 MMM 3M CO Industrials 1,387.0 $222K 0.07% NEW $160.10 +1.1%
229 JGRO J P MORGAN EXCHANGE TRADED F 2,387.0 $222K 0.07% NEW $92.80 +2.5%
230 SCHW SCHWAB CHARLES CORP Financial Services 2,200.0 $220K 0.07% NEW $99.93 -6.8%
231 MO ALTRIA GROUP INC Consumer Defensive 3,792.0 $219K 0.07% NEW $57.65 +24.2%
232 NFLX NETFLIX INC Communication Services 2,330.0 $218K 0.07% NEW $93.76 -22.3%
233 QYLD GLOBAL X FDS 12,311.0 $218K 0.07% NEW $17.67 +1.6%
234 OUSA ALPS ETF TR 3,715.0 $214K 0.07% NEW $57.70 -0.3%
235 SPIB SPDR SERIES TRUST 6,319.0 $214K 0.07% NEW $33.81 -1.3%
236 SCHF SCHWAB STRATEGIC TR 8,810.0 $212K 0.07% NEW $24.04 +13.9%
237 MTB M & T BK CORP Financial Services 1,039.0 $209K 0.07% NEW $201.48 +14.8%
238 PSK SPDR SERIES TRUST 6,582.0 $209K 0.07% NEW $31.69 -3.7%
239 MKC MCCORMICK & CO INC Consumer Defensive 3,045.0 $207K 0.07% NEW $68.11 -30.4%
240 TD TORONTO DOMINION BK ONT Financial Services 2,201.0 $207K 0.07% NEW $94.20 +26.8%
Page 12 of 56  ·  1,119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Industrials 17.6%
Financial Services 16.9%
Consumer Cyclical 11.3%
Healthcare 7.0%
Consumer Defensive 6.5%
Communication Services 6.4%
Energy 3.6%
Real Estate 1.7%
Utilities 1.6%