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Portfolio (Quarterly) Guide ↗

Magnolia Private Wealth, LLC

· CIK 0002055130
13F Portfolio $182M AUM 153 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 60 Added 42 Reduced 14 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 57,695.0 $1.4M 0.74% +32K +123.0% $23.52 -3.7%
22 IVW ISHARES S&P 500 GROWTH ETF 9,636.0 $1.3M 0.73% +7K +319.9% $137.53 +1.8%
23 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 29,056.0 $1.3M 0.69% +4K +15.1% $43.11 +1.7%
24 BLUEROCK PVT REAL ESTATE FD COM 95,768.0 $1.2M 0.68% +13K +16.0% $13.01
25 AMZN AMAZON COM INC COM Consumer Cyclical 5,170.0 $1.2M 0.68% +975.0 +23.2% $238.34 +11.8%
26 IWF ISHARES RUSSELL 1000 GROWTH ETF 9,492.0 $1.2M 0.65% +7K +300.0% $124.17 -1.1%
27 IVE ISHARES S&P 500 VALUE ETF 5,085.0 $1.2M 0.63% +4K +313.1% $227.06 +4.5%
28 JPM JPMORGAN CHASE & CO COM Financial Services 3,388.0 $1.1M 0.61% +88.0 +2.7% $327.33 +9.3%
29 MUB ISHARES NATIONAL MUNI BOND ETF 9,695.0 $1.0M 0.57% +758.0 +8.5% $107.62 -2.2%
30 INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 40,454.0 $981K 0.54% +15K +58.1% $24.25 -2.3%
31 SHLD GLOBAL X DEFENSE TECH ETF 12,547.0 $749K 0.41% +5K +76.1% $59.71 +10.9%
32 META META PLATFORMS INC CL A Communication Services 1,037.0 $584K 0.32% +94.0 +10.0% $563.29 +2.6%
33 APH AMPHENOL CORP CL A Technology 3,281.0 $579K 0.32% +53.0 +1.6% $176.32 -10.5%
34 AVGO BROADCOM INC COM Technology 1,526.0 $576K 0.32% +326.0 +27.2% $377.75 -2.4%
35 MAN ACTIVE TREND ENHANCED ETF 18,954.0 $570K 0.31% +8K +75.1% $30.09
36 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,158.0 $553K 0.30% +61.0 +5.6% $477.57 -12.6%
37 MA MASTERCARD INCORPORATED CL A Financial Services 1,013.0 $520K 0.29% +51.0 +5.3% $513.60 +15.9%
38 CAT CATERPILLAR INC COM Industrials 466.0 $496K 0.27% +38.0 +8.9% $1064.90 -24.9%
39 IAU ISHARES GOLD TRUST Financial Services 6,544.0 $494K 0.27% +1K +25.3% $75.51 +11.0%
40 LRCX LAM RESEARCH CORP COM NEW Technology 1,110.0 $481K 0.26% +28.0 +2.6% $433.33 -30.3%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.2%
Financial Services 24.6%
Consumer Cyclical 15.7%
Communication Services 7.2%
Healthcare 3.6%
Consumer Defensive 3.2%
Industrials 3.1%
Utilities 1.3%