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Portfolio (Quarterly) Guide ↗

Medallion Wealth Advisors, LLC

· CIK 0002131139
13F Portfolio $306M AUM 12,534 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 204 Added 206 Reduced 43 Exited
Page 46 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 KT KT CORP Communication Services 202.0 $4K 0.00% $21.45 -16.6%
902 QTEC FIRST TR EXCHANGE-TRADED FD 20.0 $4K 0.00% $216.00 +47.5%
903 FIS FIDELITY NATL INFORMATION SV Technology 92.0 $4K 0.00% $46.91 -17.7%
904 DWM WISDOMTREE TR 61.0 $4K 0.00% $69.89 +5.1%
905 OKE ONEOK INC NEW Energy 47.0 $4K 0.00% $90.38 -4.0%
906 RBLX ROBLOX CORP Technology 75.0 $4K 0.00% -15.0 -16.7% $56.56 -14.3%
907 CERS CERUS CORP Healthcare 2,319.0 $4K 0.00% $1.82 +43.9%
908 PPTA PERPETUA RESOURCES CORP Basic Materials 150.0 $4K 0.00% $28.12 -23.5%
909 AVAV AEROVIRONMENT INC Industrials 23.0 $4K 0.00% NEW $183.04 -19.9%
910 CRSP CRISPR THERAPEUTICS AG Healthcare 88.0 $4K 0.00% $47.57 +15.6%
911 FXG FIRST TR EXCHANGE-TRADED FD 65.0 $4K 0.00% $63.72 -1.4%
912 GPN GLOBAL PMTS INC Industrials 61.0 $4K 0.00% $67.30 -0.9%
913 AMAT APPLIED MATLS INC Technology 12.0 $4K 0.00% -38.0 -76.0% $341.75 +72.0%
914 RBBN RIBBON COMMUNICATIONS INC Communication Services 1,920.0 $4K 0.00% $2.12 +12.0%
915 LITHIUM ARGENTINA AG 600.0 $4K 0.00% $6.68
916 AEP AMERICAN ELEC PWR CO INC Utilities 30.0 $4K 0.00% $131.07 +2.2%
917 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 352.0 $4K 0.00% $11.15 +18.4%
918 REZI RESIDEO TECHNOLOGIES INC Industrials 116.0 $4K 0.00% $33.71 -4.9%
919 VST VISTRA CORP Utilities 26.0 $4K 0.00% $150.35 +9.5%
920 OWL BLUE OWL CAPITAL INC Financial Services 428.0 $4K 0.00% $9.13 -5.0%
Page 46 of 57  ·  1,121 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 26.4%
Industrials 18.0%
Financial Services 15.5%
Consumer Cyclical 10.2%
Healthcare 7.3%
Consumer Defensive 6.8%
Communication Services 6.2%
Energy 4.8%
Utilities 1.8%
Real Estate 1.6%