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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 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNK SPDR SERIES TRUST — 6,396.0 $612K 0.20% +94.0 +1.5% $95.72 -2.2%
62 VGK VANGUARD INTL EQUITY INDEX F — 7,316.0 $603K 0.20% +488.0 +7.2% $82.43 +7.5%
63 AVDE AMERICAN CENTY ETF TR — 7,088.0 $601K 0.20% +7K +10000.0% $84.84 +8.2%
64 ROE EA SERIES TRUST — 16,964.0 $601K 0.20% +232.0 +1.4% $35.43 +21.7%
65 SCHH SCHWAB STRATEGIC TR — 27,270.0 $586K 0.19% +2K +7.2% $21.49 +3.8%
66 CVX CHEVRON CORPORATION Energy 2,809.0 $581K 0.19% +553.0 +24.5% $206.85 -1.2%
67 MRK MERCK & CO INC Healthcare 4,715.0 $567K 0.18% +766.0 +19.4% $120.29 +23.7%
68 SCHE SCHWAB STRATEGIC TR — 16,309.0 $537K 0.17% +1K +7.6% $32.95 +12.3%
69 BOND PIMCO ETF TR — 5,759.0 $532K 0.17% +3K +89.6% $92.29 -5.0%
70 TSLA TESLA INC Consumer Cyclical 1,382.0 $514K 0.17% +204.0 +17.3% $371.75 +0.1%
71 KORP AMERICAN CENTY ETF TR — 10,725.0 $500K 0.16% +800.0 +8.1% $46.61 -3.9%
72 PFE PFIZER INC Healthcare 17,792.0 $500K 0.16% +1K +8.2% $28.08 +2.1%
73 — EATON VANCE TAX-MANAGED GLOB — 56,719.0 $498K 0.16% +411.0 +0.7% $8.78 —
74 META META PLATFORMS INC Communication Services 869.0 $497K 0.16% +31.0 +3.7% $572.38 +31.3%
75 PEP PEPSICO INC Consumer Defensive 3,202.0 $497K 0.16% +474.0 +17.4% $155.27 -17.2%
76 ORCL ORACLE CORP Technology 3,091.0 $455K 0.15% +213.0 +7.4% $147.13 -6.8%
77 F FORD MTR CO Consumer Cyclical 39,054.0 $451K 0.15% +3K +7.7% $11.54 +10.1%
78 GLW CORNING INC Technology 3,263.0 $444K 0.14% +33.0 +1.0% $135.97 +15.3%
79 AMGN AMGEN INC Healthcare 1,250.0 $440K 0.14% +151.0 +13.7% $351.74 +17.9%
80 HON HONEYWELL INTL INC Industrials 1,881.0 $425K 0.14% +400.0 +27.0% $226.03 -6.0%
Page 4 of 11  ·  204 positions

① 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 26.9%
Industrials 18.3%
Financial Services 15.8%
Consumer Cyclical 10.3%
Healthcare 7.5%
Consumer Defensive 6.9%
Communication Services 4.9%
Energy 4.7%
Utilities 1.9%
Real Estate 1.6%