Medallion Wealth Advisors, LLC - Portfolio Stock Holdings
Medallion Wealth Advisors, LLC disclosed 1295 stock positions in a recent SEC 13F filing. $328,560,794 of stock holdings were filed, with the largest holdings including JAAA, NVDA, and SCHX. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $516,929,147 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1295Est. Stock Holding Value:
$328,560,794Top Stock Holdings By Sector
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Portfolio Stock Holdings - Medallion Wealth Advisors, LLC
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Portfolio Options Holdings - Medallion Wealth Advisors, LLC
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