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Medallion Wealth Advisors - Q3 2026 13F Filings

ME

Medallion Wealth Advisors, LLC

CIK: 0002131139
Address: Connecticut Farmington 2 Bridgewater Road Suite 201
$329.06 M
Portfolio Value
1228
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/13/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. JAAA Janus Henderson Aaa Clo Etf
+$20.57 M
2. QQQ Invesco Qqq Trust Series I
+$5.76 M
3. JCPB Jpmorgan Core Plus Bond Etf
+$5.1 M
4. MSFT Microsoft Corporation
+$4.47 M
5. FUSI American Century Multisector Floating Income Etf
+$3.78 M

Top Sells

Q3 2026
1. FTNT Fortinet
−$17.21 M
2. JMBS Janus Henderson Mortgage-Backed Securities Etf
−$13.25 M
3. ISRG Intuitive Surgical
−$9.15 M
4. JQUA Jpmorgan Us Quality Factor Etf
−$6.07 M
5. BBEU Jpmorgan Betabuilders Europe Etf
−$4.89 M

Asset Allocation

Stocks/ETFs
+3.25%
$327.13 M 99.41%
Options
+100.00%
$20,874 0.01%
Debt
+1.02%
$6,652 0.00%
Other
+353.48%
$1.9 M 0.58%

Sector Allocation (Stocks)

Medallion Wealth Advisors Q3 2026 Filing Summary

Medallion Wealth Advisors, LLC filed its 13F report for Q3 2026 on November 13, 2026. The portfolio totaled 329.06 M reflecting a +3.72% change from the prior quarter, spanning 1,228 assets. The top 10 holdings comprised 25.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 84 new positions and 77 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Medallion Wealth Advisors’s Q3 2026 Filing

Medallion Wealth Advisors submitted their Form 13F-HR for the Q3 2026 period on 11/13/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Medallion Wealth Advisors reported a managed portfolio value of 329.06 M, consisting of 1,228 individual positions.

This page displays the raw filing documents. To see which stocks Medallion Wealth Advisors bought or sold during Q3 2026, please visit Medallion Wealth Advisors's Portfolio Analysis page.