Medallion Wealth Advisors, LLC - Portfolio Stock Holdings
Medallion Wealth Advisors, LLC disclosed 1308 stock positions in a recent SEC 13F filing. $328,291,741 of stock holdings were filed, with the largest holdings including FTNT, JMBS, and SCHX. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
1308Est. Stock Holding Value:
$328,291,741Top Stock Holdings By Sector
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Portfolio Stock Holdings - Medallion Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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