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Portfolio (Quarterly) Guide ↗

Magnolia Private Wealth, LLC

· CIK 0002055130
13F Portfolio $150M AUM 134 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 50 Added 35 Reduced 9 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 3,552.0 $359K 0.24% +960.0 +37.0% $101.14 -0.1%
42 GEV GE VERNOVA INC COM Utilities 368.0 $321K 0.21% +7.0 +1.9% $872.31 +22.7%
43 MTBA SIMPLIFY MBS ETF 6,402.0 $317K 0.21% +176.0 +2.8% $49.46 -0.9%
44 CAT CATERPILLAR INC COM Industrials 428.0 $303K 0.20% +5.0 +1.2% $708.46 +28.2%
45 V VISA INC COM CL A Financial Services 991.0 $300K 0.20% +33.0 +3.4% $302.24 +8.0%
46 IJH ISHARES CORE S&P MID-CAP ETF 4,400.0 $297K 0.20% +500.0 +12.8% $67.53 +10.5%
47 JNJ JOHNSON & JOHNSON COM Healthcare 1,210.0 $296K 0.20% +73.0 +6.4% $244.44 -5.8%
48 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,659.0 $294K 0.20% +1K +17.9% $38.42 +11.9%
49 LLY ELI LILLY & CO COM Healthcare 256.0 $235K 0.16% +40.0 +18.5% $919.80 +16.0%
50 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4,504.0 $208K 0.14% +79.0 +1.8% $46.19 -0.4%
Page 3 of 3  ·  50 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 36.6%
Financial Services 30.3%
Communication Services 12.7%
Consumer Cyclical 8.6%
Healthcare 3.0%
Consumer Defensive 2.9%
Industrials 2.9%
Energy 1.8%
Utilities 1.2%