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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 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JAAA JANUS HENDERSON AAA CLO ETF 127,114.0 $6.4M 4.27% -39K -23.3% $50.37 +0.7%
2 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 161,470.0 $4.5M 3.00% -19K -10.7% $27.85 +11.0%
3 AVGE AVANTIS ALL EQUITY MARKETS ETF 35,390.0 $3.1M 2.08% -2K -5.2% $88.02 +12.3%
4 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 77,486.0 $3.0M 2.01% -951.0 -1.2% $38.96 +7.6%
5 RSST RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF 85,740.0 $2.4M 1.62% -9K -9.8% $28.28 +19.4%
6 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 40,093.0 $2.0M 1.31% -750.0 -1.8% $48.93 +10.9%
7 IVV ISHARES CORE S&P 500 ETF 2,485.0 $1.6M 1.08% -952.0 -27.7% $653.21 +15.3%
8 ISHARES MSCI INTL QUALITY FACTOR ETF 30,754.0 $1.4M 0.95% -2K -7.5% $46.23
9 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 9,870.0 $1.4M 0.94% -717.0 -6.8% $142.43 +15.1%
10 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 18,635.0 $973K 0.65% -625.0 -3.2% $52.19 +0.1%
11 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 12,449.0 $883K 0.59% -2K -15.9% $70.91 +15.2%
12 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 22,599.0 $865K 0.58% -1K -5.7% $38.26 +7.7%
13 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 8,018.0 $807K 0.54% -4K -32.5% $100.66 -0.0%
14 BKAG BNY MELLON CORE BOND ETF 18,934.0 $799K 0.53% -8K -30.1% $42.20 -0.9%
15 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 28,300.0 $725K 0.48% -4K -11.7% $25.62 -0.7%
16 VBR VANGUARD SMALL CAP VALUE ETF 2,938.0 $638K 0.42% -79.0 -2.6% $217.24 +8.2%
17 JSI JANUS HENDERSON SECURITIZED INCOME ETF 11,858.0 $611K 0.41% -6K -34.4% $51.55 -0.0%
18 VXF VANGUARD EXTENDED MARKET ETF 2,630.0 $541K 0.36% -182.0 -6.5% $205.80 +13.8%
19 GLD SPDR GOLD SHARES Financial Services 1,250.0 $538K 0.36% -178.0 -12.5% $430.29 -3.9%
20 ISHARES HIGH YIELD MUNI ACTIVE ETF 10,955.0 $526K 0.35% -292.0 -2.6% $47.98
Page 1 of 2  ·  35 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%