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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 17 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 O REALTY INCOME CORP Real Estate 2,200.0 $124K 0.04% NEW $56.36 +9.7%
322 LMBS FIRST TR EXCHANGE-TRADED FD 2,475.0 $124K 0.04% NEW $49.99 -0.1%
323 QQQ INVESCO QQQ TR Financial Services 201.0 $123K 0.04% NEW $614.31 +16.4%
324 EA SERIES TRUST 4,117.0 $123K 0.04% NEW $29.95
325 TYL TYLER TECHNOLOGIES INC Technology 269.0 $122K 0.04% NEW $453.96 -36.5%
326 HYMB SPDR SERIES TRUST 4,892.0 $122K 0.04% NEW $24.94 +1.7%
327 GD GENERAL DYNAMICS CORP Industrials 361.0 $122K 0.04% NEW $336.66 +3.5%
328 GRPM INVESCO EXCHANGE TRADED FD T 1,000.0 $120K 0.04% NEW $120.01 +6.5%
329 STZ CONSTELLATION BRANDS INC Consumer Defensive 867.0 $120K 0.04% NEW $137.91 +4.6%
330 HRL HORMEL FOODS CORP Consumer Defensive 5,000.0 $118K 0.04% NEW $23.70 +6.6%
331 ENB ENBRIDGE INC Energy 2,461.0 $118K 0.04% NEW $47.84 +15.4%
332 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 2,988.0 $117K 0.04% NEW $39.21 +2.4%
333 EMLP FIRST TR EXCHANGE-TRADED FD 3,083.0 $117K 0.04% NEW $37.87 +15.2%
334 IYW ISHARES TR 584.0 $117K 0.04% NEW $199.68 +22.0%
335 USPX FRANKLIN TEMPLETON ETF TR 1,945.0 $116K 0.04% NEW $59.78 +7.9%
336 DE DEERE & CO Industrials 243.0 $113K 0.04% NEW $465.58 +30.4%
337 SPYI NEOS ETF TRUST 2,136.0 $112K 0.04% NEW $52.50 -0.2%
338 BOXX EA SERIES TRUST 966.0 $111K 0.04% NEW $115.10 +1.7%
339 SPGI S&P GLOBAL INC Financial Services 211.0 $111K 0.04% NEW $524.55 -23.8%
340 QQQI NEOS ETF TRUST 2,050.0 $110K 0.04% NEW $53.86 +2.7%
Page 17 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%