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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 14 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ANNALY CAPITAL MANAGEMENT IN 7,572.0 $169K 0.06% NEW $22.36
262 CWB SPDR SERIES TRUST 1,894.0 $169K 0.06% NEW $89.20 +21.3%
263 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,500.0 $168K 0.06% NEW $67.39 +10.9%
264 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 553.0 $168K 0.06% NEW $303.89 +43.6%
265 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,111.0 $168K 0.06% NEW $53.95 +2.9%
266 JEPI J P MORGAN EXCHANGE TRADED F 2,900.0 $166K 0.06% NEW $57.24 -2.5%
267 AMD ADVANCED MICRO DEVICES INC Technology 774.0 $166K 0.06% NEW $214.16 +142.7%
268 IAT ISHARES TR 2,980.0 $164K 0.06% NEW $55.15 +10.7%
269 SCHV SCHWAB STRATEGIC TR 5,527.0 $164K 0.06% NEW $29.61 +16.4%
270 SCIO FIRST TR EXCHANGE-TRADED FD 7,850.0 $163K 0.06% NEW $20.80 -0.5%
271 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,183.0 $163K 0.06% NEW $137.80 -4.7%
272 UCON FIRST TR EXCHNG TRADED FD VI 6,450.0 $162K 0.06% NEW $25.17 -1.1%
273 IHDG WISDOMTREE TR 3,284.0 $160K 0.05% NEW $48.66 +7.6%
274 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 4,810.0 $159K 0.05% NEW $33.02 -6.3%
275 JSI JANUS DETROIT STR TR 3,000.0 $156K 0.05% NEW $52.06 -1.5%
276 MA MASTERCARD INCORPORATED Financial Services 273.0 $156K 0.05% NEW $570.88 -14.5%
277 HUBB HUBBELL INC Industrials 348.0 $155K 0.05% NEW $445.23 +14.5%
278 USMV ISHARES TR 1,628.0 $153K 0.05% NEW $94.17 +0.4%
279 SDY SPDR SERIES TRUST 1,091.0 $152K 0.05% NEW $139.16 +7.8%
280 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 13,435.0 $151K 0.05% NEW $11.27 -4.1%
Page 14 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%