Portfolio (Quarterly) Guide ↗

Magnolia Wealth Management, LLC

· CIK 0001908732

13F Portfolio $191M AUM 17 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 3 New 5 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AMZN	AMAZON COM INC	Consumer Cyclical	1,544	$356K	0.21%	SOLD

Sector Allocation

Technology 45.0%

Financial Services 17.7%

Industrials 15.0%

Utilities 6.9%

Communication Services 6.5%

Healthcare 4.7%

Consumer Defensive 4.2%