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Portfolio (Quarterly) Guide ↗

Magnolia Private Wealth, LLC

· CIK 0002055130
13F Portfolio $143M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 3,097.0 $263K 0.18% NEW $84.88 +9.3%
102 IJH ISHARES CORE S&P MID-CAP ETF 3,900.0 $257K 0.18% NEW $66.00 +13.1%
103 IAU ISHARES GOLD TRUST Financial Services 3,095.0 $251K 0.18% NEW $81.17 +4.5%
104 PAAA PGIM AAA CLO ETF 4,767.0 $244K 0.17% NEW $51.26 +0.4%
105 CAT CATERPILLAR INC COM Industrials 423.0 $242K 0.17% NEW $572.87 +58.6%
106 VUG VANGUARD GROWTH ETF 495.0 $241K 0.17% NEW $487.86 -81.9%
107 DFAR DIMENSIONAL US REAL ESTATE ETF 10,540.0 $241K 0.17% NEW $22.90 +14.7%
108 GEV GE VERNOVA INC COM Utilities 361.0 $236K 0.17% NEW $653.12 +63.9%
109 JNJ JOHNSON & JOHNSON COM Healthcare 1,137.0 $235K 0.16% NEW $206.95 +11.2%
110 LLY ELI LILLY & CO COM Healthcare 216.0 $232K 0.16% NEW $1074.71 -0.9%
111 NTSX WISDOMTREE U.S. EFFICIENT CORE FUND 4,170.0 $229K 0.16% NEW $54.81 +7.6%
112 GS GOLDMAN SACHS GROUP INC COM Financial Services 260.0 $229K 0.16% NEW $879.00 +13.1%
113 VWO VANGUARD FTSE EMERGING MARKETS ETF 4,167.0 $224K 0.16% NEW $53.76 +12.0%
114 MO ALTRIA GROUP INC COM Consumer Defensive 3,823.0 $220K 0.15% NEW $57.66 +25.5%
115 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 3,742.0 $217K 0.15% NEW $57.91 +13.0%
116 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 4,710.0 $211K 0.15% NEW $44.71 +29.4%
117 SHLD GLOBAL X DEFENSE TECH ETF 3,182.0 $206K 0.14% NEW $64.79 +2.1%
118 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4,425.0 $206K 0.14% NEW $46.54 -1.1%
119 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 22,298.0 $107K 0.07% NEW $4.80 +141.5%
120 KTTA PASITHEA THERAPEUTICS CORP COM NEW Healthcare 33,333.0 $43K 0.03% NEW $1.29 -47.3%
Page 6 of 6  ·  120 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 39.7%
Financial Services 27.5%
Communication Services 14.1%
Consumer Cyclical 9.5%
Healthcare 3.1%
Industrials 2.8%
Consumer Defensive 2.3%
Utilities 0.9%