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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 54 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ALGN ALIGN TECHNOLOGY INC Healthcare 6.0 $1K $171.50 -1.8%
1062 ED CONSOLIDATED EDISON INC Utilities 9.0 $1K $113.22 -3.9%
1063 NKTR NEKTAR THERAPEUTICS Healthcare 13.0 $935.0 $71.92 -7.3%
1064 GCOR GOLDMAN SACHS ETF TR 22.0 $909.0 $41.32 -0.7%
1065 SHY ISHARES TR 11.0 $908.0 $82.55 -0.7%
1066 DG DOLLAR GEN CORP Consumer Defensive 7.0 $877.0 $125.29 -8.5%
1067 DFIS DIMENSIONAL ETF TRUST 25.0 $842.0 $33.68 +4.1%
1068 IYE ISHARES TR 13.0 $842.0 $64.77 -10.7%
1069 PBW INVESCO EXCHANGE TRADED FD T 26.0 $822.0 $31.62 +23.1%
1070 DWX SPDR INDEX SHS FDS 18.0 $821.0 $45.61 -0.1%
1071 EXP EAGLE MATLS INC Basic Materials 4.0 $758.0 $189.50 +16.7%
1072 COMT ISHARES U S ETF TR 22.0 $744.0 $33.82 -8.8%
1073 AI C3 AI INC Technology 83.0 $699.0 -66.0 -44.3% $8.42 +14.9%
1074 PRGO PERRIGO CO PLC Healthcare 63.0 $677.0 -1.0 -1.6% $10.75 -11.7%
1075 FTGC FIRST TR EXCHANGE TRAD FD VI 23.0 $667.0 $29.00 -6.2%
1076 TDC TERADATA CORP DEL Technology 24.0 $616.0 $25.67 +21.4%
1077 BBAX J P MORGAN EXCHANGE TRADED F 9.0 $535.0 $59.44 +0.5%
1078 SPRU SPRUCE POWER HOLDING CORP Energy 125.0 $513.0 $4.10 -33.7%
1079 CORE LABORATORIES INC 30.0 $504.0 $16.80
1080 GEMD GOLDMAN SACHS ETF TR 12.0 $497.0 $41.42 +2.4%
Page 54 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%