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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 46 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 KT KT CORP Communication Services 202.0 $4K 0.00% — — $21.45 -8.2%
902 QTEC FIRST TR EXCHANGE-TRADED FD — 20.0 $4K 0.00% — — $216.00 +53.1%
903 FIS FIDELITY NATL INFORMATION SV Technology 92.0 $4K 0.00% — — $46.91 -24.5%
904 DWM WISDOMTREE TR — 61.0 $4K 0.00% — — $69.89 +6.5%
905 OKE ONEOK INC NEW Energy 47.0 $4K 0.00% — — $90.38 -1.9%
906 RBLX ROBLOX CORP Technology 75.0 $4K 0.00% -15.0 -16.7% $56.56 -17.9%
907 CERS CERUS CORP Healthcare 2,319.0 $4K 0.00% — — $1.82 +43.9%
908 PPTA PERPETUA RESOURCES CORP Basic Materials 150.0 $4K 0.00% — — $28.12 -16.5%
909 AVAV AEROVIRONMENT INC Industrials 23.0 $4K 0.00% NEW — $183.04 -16.9%
910 CRSP CRISPR THERAPEUTICS AG Healthcare 88.0 $4K 0.00% — — $47.57 +14.0%
911 FXG FIRST TR EXCHANGE-TRADED FD — 65.0 $4K 0.00% — — $63.72 -8.2%
912 GPN GLOBAL PMTS INC Industrials 61.0 $4K 0.00% — — $67.30 +28.5%
913 AMAT APPLIED MATLS INC Technology 12.0 $4K 0.00% -38.0 -76.0% $341.75 +41.9%
914 RBBN RIBBON COMMUNICATIONS INC Communication Services 1,920.0 $4K 0.00% — — $2.12 -15.1%
915 — LITHIUM ARGENTINA AG — 600.0 $4K 0.00% — — $6.68 —
916 AEP AMERICAN ELEC PWR CO INC Utilities 30.0 $4K 0.00% — — $131.07 -9.7%
917 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 352.0 $4K 0.00% — — $11.15 +6.9%
918 REZI RESIDEO TECHNOLOGIES INC Industrials 116.0 $4K 0.00% — — $33.71 -45.8%
919 VST VISTRA CORP Utilities 26.0 $4K 0.00% — — $150.35 -7.9%
920 OWL BLUE OWL CAPITAL INC Financial Services 428.0 $4K 0.00% — — $9.13 +2.1%
Page 46 of 57  ·  1,121 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%