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Medallion Wealth Advisors - Q2 2026 13F Filings

ME

Medallion Wealth Advisors, LLC

CIK: 0002131139
Address: Connecticut Farmington 2 Bridgewater Road Suite 201
$317.26 M
Portfolio Value
1219
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. JMBS Janus Henderson Mortgage-Backed Securities Etf
+$14.89 M
2. JQUA Jpmorgan Us Quality Factor Etf
+$3.85 M
3. MCHP Microchip Technology Incorporated
+$3.16 M
4. BBEU Jpmorgan Betabuilders Europe Etf
+$2.97 M
5. JPRE Jpmorgan Realty Income Etf
+$2.44 M

Top Sells

Q2 2026
1. JAAA Janus Henderson Aaa Clo Etf
−$14.5 M
2. VTI Vanguard Total Stock Market Etf
−$4.85 M
3. JCPB Jpmorgan Core Plus Bond Etf
−$4.36 M
4. SPMO Invesco S&P 500 Momentum Etf
−$3.89 M
5. JPM Jpmorgan Chase & Co
−$3.03 M

Asset Allocation

Stocks/ETFs
+3.67%
$316.83 M 99.87%
Options
$0 0.00%
Debt
+14.92%
$6,585 0.00%
Other
-33.43%
$419,929 0.13%

Sector Allocation (Stocks)

Medallion Wealth Advisors Q2 2026 Filing Summary

Medallion Wealth Advisors, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 317.26 M reflecting a +3.59% change from the prior quarter, spanning 1,219 assets. The top 10 holdings comprised 22.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 191 new positions and 94 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Medallion Wealth Advisors’s Q2 2026 Filing

Medallion Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Medallion Wealth Advisors reported a managed portfolio value of 317.26 M, consisting of 1,234 individual positions.

This page displays the raw filing documents. To see which stocks Medallion Wealth Advisors bought or sold during Q2 2026, please visit Medallion Wealth Advisors's Portfolio Analysis page.