Medallion Wealth Advisors, LLC: 13F holdings
CIK 21311392026Q2
| Positions | 1,220 |
|---|
| Reported value | $317.1m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 1,220 (+99 vs prior quarter) |
|---|
| Reported value | $317.1m (+3.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JMBS JANUS DETROIT STR TR | 321,613 | $16.3m | 5.1% |
| SCHX SCHWAB STRATEGIC TR | 325,905 | $9.6m | 3.0% |
| NVDA NVIDIA CORPORATION | 45,125 | $9.0m | 2.8% |
| IVV ISHARES TR | 8,772 | $6.6m | 2.1% |
| FTCS FIRST TR EXCHANGE-TRADED FD | 8,597 | $5.7m | 1.8% |
| SPYM SPDR SERIES TRUST | 62,178 | $5.7m | 1.8% |
| AMZN AMAZON COM INC | 21,029 | $5.0m | 1.6% |
| VTI VANGUARD INDEX FDS | 13,490 | $5.0m | 1.6% |
| VFQY VANGUARD WELLINGTON FD | 28,760 | $4.9m | 1.5% |
| JQUA J P MORGAN EXCHANGE TRADED F | 98,709 | $4.6m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2131139")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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