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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,738.0 $525K 0.35% -630.0 -18.7% $191.92 +8.2%
22 MA MASTERCARD INCORPORATED CL A Financial Services 962.0 $481K 0.32% -8.0 -0.8% $499.66 -1.3%
23 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 3,349.0 $370K 0.25% -352.0 -9.5% $110.47 +9.8%
24 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 10,276.0 $333K 0.22% -417.0 -3.9% $32.43 +11.7%
25 GE GE AEROSPACE COM NEW Industrials 1,167.0 $331K 0.22% -21.0 -1.8% $283.77 +10.8%
26 BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 22,219.0 $310K 0.21% -3K -11.5% $13.96 -15.2%
27 VGSH VANGUARD SHORT-TERM TREASURY ETF 5,240.0 $307K 0.20% -5K -50.5% $58.54 -0.4%
28 MRK MERCK & CO INC COM Healthcare 2,525.0 $304K 0.20% -127.0 -4.8% $120.29 -0.4%
29 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 2,921.0 $252K 0.17% -176.0 -5.7% $86.36 +7.4%
30 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 3,795.0 $232K 0.15% -915.0 -19.4% $61.26 -5.5%
31 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 2,310.0 $230K 0.15% -9K -79.8% $99.44 -0.1%
32 MO ALTRIA GROUP INC COM Consumer Defensive 3,478.0 $230K 0.15% -345.0 -9.0% $65.99 +9.7%
33 JBBB JANUS HENDERSON B-BBB CLO ETF 4,874.0 $227K 0.15% -1K -21.3% $46.61 +2.0%
34 VWO VANGUARD FTSE EMERGING MARKETS ETF 3,764.0 $203K 0.14% -403.0 -9.7% $54.05 +11.4%
35 NTSX WISDOMTREE U.S. EFFICIENT CORE FUND 3,839.0 $200K 0.13% -331.0 -7.9% $52.15 +13.1%
Page 2 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%