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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 40 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WES WESTERN MIDSTREAM PARTNERS L Energy 212.0 $9K 0.00% $41.17 +5.7%
782 OMF ONEMAIN HLDGS INC Financial Services 163.0 $9K 0.00% $53.49 +9.5%
783 EFV ISHARES TR 116.0 $9K 0.00% $74.35 +1.8%
784 CLH CLEAN HARBORS INC Industrials 30.0 $9K 0.00% $286.73 +4.2%
785 SHLD GLOBAL X FDS 120.0 $9K 0.00% NEW $70.84 -16.9%
786 JCPI J P MORGAN EXCHANGE TRADED F 174.0 $8K 0.00% $48.38 -0.9%
787 MAGS LISTED FDS TR 145.0 $8K 0.00% -1K -87.3% $57.94 +8.2%
788 HOOD ROBINHOOD MKTS INC Financial Services 120.0 $8K 0.00% +74.0 +160.9% $69.30 +40.2%
789 FLIN FRANKLIN TEMPLETON ETF TR 250.0 $8K 0.00% NEW $33.22 +7.4%
790 TECK TECK RESOURCES LTD Basic Materials 160.0 $8K 0.00% $51.75 +11.5%
791 PBT PERMIAN BASIN RTY TR Energy 384.0 $8K 0.00% $21.52 +15.3%
792 IGIB ISHARES TR 155.0 $8K 0.00% $53.22 -0.1%
793 CRBG COREBRIDGE FINL INC Financial Services 344.0 $8K 0.00% $23.86 +17.3%
794 SAIC SCIENCE APPLICATIONS INTL CO Technology 86.0 $8K 0.00% $94.92 +14.3%
795 XPH SPDR SERIES TRUST 150.0 $8K 0.00% $54.09 +19.1%
796 GLIN VANECK ETF TRUST 200.0 $8K 0.00% $40.55 +15.0%
797 VTRS VIATRIS INC Healthcare 598.0 $8K 0.00% $13.51 +16.6%
798 SMCI SUPER MICRO COMPUTER INC Technology 350.0 $8K 0.00% -200.0 -36.4% $22.77 +42.5%
799 TGT TARGET CORP Consumer Defensive 65.0 $8K 0.00% $121.20 +16.5%
800 MTG MGIC INVT CORP WIS Financial Services 300.0 $8K 0.00% $26.25 +3.0%
Page 40 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%