Medallion Wealth Advisors, LLC
Medallion Wealth Advisors, LLC reported 1,220 positions worth $317.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: JMBS (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JMBS | SH | $16.3M | 5.12% | 321,613 | — | — | |
| ▸ 2 | SCHX | SH | $9.6M | 3.02% | 325,905 | — | — | |
| ▸ 3 | NVDA | SH | $9.0M | 2.85% | 45,125 | — | — | |
| ▸ 4 | IVV | SH | $6.6M | 2.08% | 8,772 | — | — | |
| ▸ 5 | FTCS | SH | $5.7M | 1.81% | 8,597 | — | — | |
| ▸ 6 | SPTM | SH | $5.7M | 1.78% | 62,178 | — | — | |
| ▸ 7 | AMZN | SH | $5.0M | 1.58% | 21,029 | — | — | |
| ▸ 8 | VTI | SH | $5.0M | 1.57% | 13,490 | — | — | |
| ▸ 9 | VFQY | SH | $4.9M | 1.54% | 28,760 | — | — | |
| ▸ 10 | JQUA | SH | $4.6M | 1.46% | 98,709 | — | — |
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Frequently Asked Questions
What stocks does Medallion Wealth Advisors, LLC hold as of Q2 2026?
Medallion Wealth Advisors, LLC reported 1220 positions worth $317.3M in its Q2 2026 13F filing. Largest positions: JMBS (5.1%), SCHX (3.0%), NVDA (2.8%), IVV (2.1%) and FTCS (1.8%).
What did Medallion Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Medallion Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.