account_balance
Investment manager · 13F filer · SEC CIK 2131139
Medallion Wealth Advisors, LLC
Reported value$329Mas of Sep 30, 2026
Positions1,227 83 new, 75 sold out
Top 10 weight25.1%JAAA alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JAAAJanus Detroit STR Tr
6.8%Added +1219%
NVDANVIDIA Corp
3.2%
SCHXSchwab Strategic Tr
3.1%Added +6%
IVViShares Tr
2.0%
SPTMSPDR Series Trust
1.9%Added +8%
QQQInvesco QQQ Tr
1.8%Added +51887%
VTIVanguard Index FDS
1.7%Added +8%
AMZNAmazon.com Inc
1.6%
JCPBJ P Morgan Exchange Traded F
1.6%Added +28074%
VFQYVanguard Wellington Fd
1.5%Added +3%
MSFTMicrosoft Corp
1.4%Added +3665%
AAPLApple Inc.
1.4%Trimmed −4%
JAAAJanus Detroit STR Tr
6.8%Added +1219%
NVDANVIDIA Corp
3.2%
SCHXSchwab Strategic Tr
3.1%+6%
IVViShares Tr
2.0%
SPTM1.9%
QQQInvesco QQQ Tr
1.8%
VTIVanguard Index FDS
1.7%
AMZNAmazon.com Inc
1.6%
JCPBJ P Morgan Exchange Traded F
1.6%
VFQY1.5%
MSFT1.4%AAPL1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JAAA Janus Detroit STR Tr 6.8% Added +1219%
NVDA NVIDIA Corp 3.2% HeldSCHX Schwab Strategic Tr 3.1% Added +6%
IVV iShares Tr 2.0% Held
SPTM SPDR Series Trust 1.9% Added +8%
QQQ Invesco QQQ Tr 1.8% Added +51887%
VTI Vanguard Index FDS 1.7% Added +8%
AMZN Amazon.com Inc 1.6% HeldJCPB J P Morgan Exchange Traded F 1.6% Added +28074%
VFQY Vanguard Wellington Fd 1.5% Added +3%
MSFT Microsoft Corp 1.4% Added +3665%AAPL Apple Inc. 1.4% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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