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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 19 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KEY KEYCORP Financial Services 4,837.0 $97K 0.03% $20.05 +15.7%
362 VIGI VANGUARD WHITEHALL FDS 1,096.0 $97K 0.03% +145.0 +15.2% $88.46 +4.9%
363 WMB WILLIAMS COS INC Energy 1,330.0 $97K 0.03% $72.78 +4.0%
364 PDI PIMCO DYNAMIC INCOME FD Financial Services 5,639.0 $96K 0.03% +201.0 +3.7% $17.11 -4.4%
365 ZS ZSCALER INC Technology 687.0 $96K 0.03% -615.0 -47.2% $140.29 -9.0%
366 TLT ISHARES TR 1,086.0 $94K 0.03% -363.0 -25.1% $86.69 +0.8%
367 BIDU BAIDU INC Communication Services 827.0 $92K 0.03% -217.0 -20.8% $111.42 -3.4%
368 AGG ISHARES TR 927.0 $92K 0.03% +161.0 +21.0% $99.27 -0.1%
369 VBK VANGUARD INDEX FDS 304.0 $92K 0.03% $302.25 +17.3%
370 PKW INVESCO EXCHANGE TRADED FD T 700.0 $92K 0.03% -100.0 -12.5% $131.25 +7.1%
371 ACM AECOM Industrials 1,081.0 $92K 0.03% +214.0 +24.7% $84.79 -17.8%
372 HUBB HUBBELL INC Industrials 185.0 $91K 0.03% -163.0 -46.8% $491.31 +4.9%
373 QQQI NEOS ETF TRUST 1,827.0 $91K 0.03% -223.0 -10.9% $49.67 +10.3%
374 CBT CABOT CORP Basic Materials 1,200.0 $90K 0.03% $75.31 +21.4%
375 SPGI S&P GLOBAL INC Financial Services 211.0 $90K 0.03% $427.42 -5.5%
376 SJNK SPDR SERIES TRUST 3,592.0 $90K 0.03% $24.98 +0.1%
377 HYG ISHARES TR 1,122.0 $89K 0.03% +8.0 +0.7% $79.54 +0.5%
378 DIS DISNEY WALT CO Communication Services 922.0 $89K 0.03% -20.0 -2.1% $96.49 +6.0%
379 NUE NUCOR CORP Basic Materials 524.0 $89K 0.03% $169.10 +41.9%
380 RWO SPDR INDEX SHS FDS 1,932.0 $88K 0.03% -13.0 -0.7% $45.77 +8.2%
Page 19 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%