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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PCAR PACCAR INC Industrials 23.0 $3K 0.00% NEW $115.52 +1.1%
42 ADI ANALOG DEVICES INC Technology 8.0 $3K 0.00% NEW $318.12 +28.0%
43 CRUX COLUMBIA ETF TR I 74.0 $2K 0.00% NEW $30.05 -0.7%
44 BUZZ VANECK ETF TRUST 5.0 $144.0 NEW $28.80 +26.9%
45 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 45.0 $86.0 NEW $1.91 -9.0%
Page 3 of 3  ·  45 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%