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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 56 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 MSOS ADVISORSHARES TR 46.0 $163.0 $3.54 +27.0%
1102 J P MORGAN EXCHANGE TRADED F 3.0 $161.0 $53.67
1103 ASIX ADVANSIX INC Basic Materials 6.0 $146.0 $24.33 -20.5%
1104 BUZZ VANECK ETF TRUST 5.0 $144.0 NEW $28.80 +26.9%
1105 LCID LUCID GROUP INC Consumer Cyclical 15.0 $143.0 $9.53 -45.6%
1106 CC CHEMOURS CO Basic Materials 6.0 $132.0 $22.00 -9.3%
1107 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 100.0 $132.0 $1.32 -0.8%
1108 WAR ETF SER SOLUTIONS 5.0 $120.0 $24.00 +34.5%
1109 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 45.0 $86.0 NEW $1.91 -9.0%
1110 VVX V2X INC Industrials 1.0 $69.0 $69.00 +18.8%
1111 ONL ORION PROPERTIES INC Real Estate 30.0 $64.0 $2.13 +35.5%
1112 ITERUM THERAPEUTICS PLC 1,680.0 $50.0 $0.03
1113 VALARIS LTD 3.0 $48.0 $16.00
1114 BONK INC 15.0 $39.0 $2.60
1115 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 2.0 $22.0 $11.00 -26.6%
1116 GRAN TIERRA ENERGY INC 2.0 $18.0 $9.00
1117 PRQR PROQR THRAPEUTICS N V Healthcare 10.0 $16.0 $1.60 +18.1%
1118 IQ IQIYI INC Communication Services 10.0 $14.0 $1.40 -25.7%
1119 GENIUS GROUP LTD 34.0 $11.0 $0.32
1120 WORKHORSE GROUP INC 1.0 $3.0 $3.00
Page 56 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%