Medallion Wealth Advisors, LLC

That combination gives the filing a split personality. On one side, the ETF sleeve is doing most of the portfolio construction work: JAAA, VTI, SCHX, IVV, VV, SPTM, JCPB, BINC, DFAI, COWZ, VOO, and a long list of Vanguard, Schwab, Dimensional, SPDR, and JPMorgan funds create broad exposures rather than a narrow discretionary bet. On the other side, NVDA is large enough to matter. At 2.68%, it is bigger than Amazon, Apple, Microsoft, JPMorgan, Exxon, or Johnson & Johnson in this report, making it the clearest single-stock technology tilt inside an otherwise diversified advisory-style book.

The quarter-over-quarter changes sharpen that read. Medallion increased NVDA shares by 32.2%, lifting the position by roughly $1.57M in reported value, while PYLD shares rose 77.4% and SCHX shares rose 15.1%. It also increased JAAA shares by 5.0% and added new positions in JPIE and JNJ. The trims tell a different story: ARKK shares fell 4.6%, VTI was slightly reduced, VUG was nudged lower, and Brown-Forman was cut 15.5%; the firm also exited GSY and AKRE.