StockDriftsStockDriftsTop 50 Medallion Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMBS | JANUS DETROIT STR TR | 5.12% | 321.6K | $16.3M | +1095.05%(+294.70K) | $45.29(-1.88%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.02% | 325.9K | $9.6M | +3.13%(+9.89K) | $24.06(+27.34%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.85% | 45.1K | $9.0M | -4.08%(-1.92K) | $140.83(+59.88%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.08% | 8.8K | $6.6M | +7.78%(+633) | $582.86(+33.83%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.81% | 8.6K | $5.7M | +70.37%(+3.55K) | $90.62(+11.46%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 1.79% | 62.2K | $5.7M | +4.39%(+2.61K) | $72.86(+29.41%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.58% | 21.0K | $5.0M | -30.63%(-9.29K) | $203.50(+29.07%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.57% | 13.5K | $5.0M | -49.27%(-13.10K) | $288.84(+32.89%) | 2026-06-30 | |
| VFQY | VANGUARD WELLINGTON FD | 1.54% | 28.8K | $4.9M | +4.68%(+1.29K) | $143.35(+25.12%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 1.46% | 98.7K | $4.6M | +486.65%(+81.88K) | $64.78(+16.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.30% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.99% |
Medallion Wealth Advisors LLC reports $317.26M in US-listed equity holdings across 1,220 positions in its most recent 13F filing. Its largest disclosed positions are JMBS (5.1%), SCHX (3.0%) and NVDA (2.9%). The top 20 holdings account for 34.67% of reported assets. Its disclosed equity book has returned +17.30% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Medallion Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2131139). View Medallion Wealth Advisors LLC’s 13F filings on SEC