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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 4 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHD SCHWAB STRATEGIC TR 45,415.0 $1.2M 0.42% NEW $27.43 +16.7%
62 ITW ILLINOIS TOOL WKS INC Industrials 4,744.0 $1.2M 0.39% NEW $246.30 +6.2%
63 FNDX SCHWAB STRATEGIC TR 42,591.0 $1.2M 0.39% NEW $27.21 +13.9%
64 VEA VANGUARD TAX-MANAGED FDS 18,462.0 $1.2M 0.39% NEW $62.47 +12.3%
65 VIG VANGUARD SPECIALIZED FUNDS 5,112.0 $1.1M 0.38% NEW $219.80 +6.6%
66 CANADIAN PACIFIC KANSAS CITY 15,063.0 $1.1M 0.37% NEW $73.63
67 IMTM ISHARES TR 22,763.0 $1.1M 0.37% NEW $47.97 +9.8%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 3,594.0 $1.1M 0.36% NEW $296.33 -10.6%
69 JMBS JANUS DETROIT STR TR 22,461.0 $1.0M 0.34% NEW $45.69 -1.4%
70 GWW WW GRAINGER INC Industrials 1,000.0 $1.0M 0.34% NEW $1009.05 +30.9%
71 PG PROCTER AND GAMBLE CO Consumer Defensive 7,017.0 $1.0M 0.34% NEW $143.30 +5.3%
72 DFSV DIMENSIONAL ETF TRUST 30,179.0 $993K 0.33% NEW $32.89 +15.7%
73 XLV SELECT SECTOR SPDR TR 6,305.0 $976K 0.33% NEW $154.80 -1.7%
74 ARKW ARK ETF TR 6,556.0 $969K 0.33% NEW $147.74 -4.8%
75 CSCO CISCO SYS INC Technology 12,544.0 $966K 0.33% NEW $77.03 +57.3%
76 BND VANGUARD BD INDEX FDS 12,844.0 $951K 0.32% NEW $74.07 -1.1%
77 VWO VANGUARD INTL EQUITY INDEX F 17,516.0 $942K 0.32% NEW $53.77 +10.4%
78 SPDW SPDR INDEX SHS FDS 21,102.0 $937K 0.32% NEW $44.41 +11.7%
79 WMT WALMART INC Consumer Defensive 8,295.0 $924K 0.31% NEW $111.42 +7.2%
80 WAB WABTEC Industrials 4,150.0 $886K 0.30% NEW $213.47 +26.6%
Page 4 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%