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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 45 of 56  ·  1,119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CRC CALIFORNIA RES CORP Energy 100.0 $4K 0.00% NEW $44.71 +18.3%
882 DIVO AMPLIFY ETF TR 100.0 $4K 0.00% NEW $44.50 +3.3%
883 AGZ ISHARES TR 40.0 $4K 0.00% NEW $110.25 -1.1%
884 JOE ST JOE CO Real Estate 74.0 $4K 0.00% NEW $59.36 +11.7%
885 DXJ WISDOMTREE TR 30.0 $4K 0.00% NEW $146.10 +18.6%
886 EEMV ISHARES INC 68.0 $4K 0.00% NEW $64.04 +15.7%
887 LFUS LITTELFUSE INC Technology 17.0 $4K 0.00% NEW $255.24 +83.0%
888 GSK GSK PLC Healthcare 88.0 $4K 0.00% NEW $49.05 +6.2%
889 MNKD MANNKIND CORP Healthcare 750.0 $4K 0.00% NEW $5.67 -30.7%
890 SPXC SPX TECHNOLOGIES INC Industrials 21.0 $4K 0.00% NEW $200.05 +18.0%
891 VST VISTRA CORP Utilities 26.0 $4K 0.00% NEW $161.35 +3.7%
892 DWM WISDOMTREE TR 61.0 $4K 0.00% NEW $68.75 +7.0%
893 ICLR ICON PLC Healthcare 23.0 $4K 0.00% NEW $182.22 -21.7%
894 UFO PROCURE ETF TRUST II 108.0 $4K 0.00% NEW $38.79 +24.1%
895 DKNG DRAFTKINGS INC NEW Consumer Cyclical 121.0 $4K 0.00% NEW $34.46 -27.0%
896 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 197.0 $4K 0.00% NEW $21.05 -31.5%
897 DHR DANAHER CORPORATION Healthcare 18.0 $4K 0.00% NEW $230.00 -22.2%
898 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 352.0 $4K 0.00% NEW $11.63 +13.8%
899 REZI RESIDEO TECHNOLOGIES INC Industrials 116.0 $4K 0.00% NEW $35.12 -13.0%
900 ROK ROCKWELL AUTOMATION INC Industrials 10.0 $4K 0.00% NEW $406.10 +12.4%
Page 45 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%