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ERIC THORSON CHEYNE

Medallion Wealth Advisors, Llc

Assets Managed
$306.253M
Holdings
1121
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
2.91%(2Q avg: 4.29%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Medallion Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1121 positions.

Assets under management

The assets under management (AUM) of Medallion Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 306.253M in assets, with a quarterly growth rate of 2.91% and a 2-quarter average growth rate of 4.29%. The portfolio is managed by ERIC THORSON CHEYNE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 5.02%
5.56%
$17.019M
337,876 shares@ $50.38 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.37%
2.79%
$8.531M
26,591 shares@ $320.81 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 32.24%
2.68%
$8.205M
47,045 shares@ $174.41 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 15.06%
2.65%
$8.103M
316,014 shares@ $25.65 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.4%
2.07%
$6.314M
30,316 shares@ $208.27 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.34%
1.74%
$5.318M
8,139 shares@ $653.38 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 4.54%
1.54%
$4.713M
15,770 shares@ $298.87 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 5.68%
1.54%
$4.709M
59,565 shares@ $79.06 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.54%
1.44%
$4.391M
93,271 shares@ $47.08 avg price
AAPL
Apple Inc
Recent Activity
Increased 7.68%
1.44%
$4.386M
17,281 shares@ $253.79 avg price

1-10 of 1121