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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  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 4,071.0 $669K 0.37% -6K -58.8% $164.26 +2.6%
22 MBB ISHARES MBS ETF 7,010.0 $663K 0.36% -644.0 -8.4% $94.52 -1.4%
23 VBR VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF 2,357.0 $573K 0.31% -581.0 -19.8% $242.99 +1.6%
24 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 22,200.0 $567K 0.31% -6K -21.6% $25.52 -1.6%
25 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 5,765.0 $526K 0.29% -30.0 -0.5% $91.21 +3.1%
26 MKL MARKEL GROUP INC COM Financial Services 268.0 $523K 0.29% -8.0 -2.9% $1953.01 -6.9%
27 JSI JANUS HENDERSON SECURITIZED INCOME ETF 9,439.0 $483K 0.27% -2K -20.4% $51.21 -0.2%
28 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,243.0 $477K 0.26% -495.0 -18.1% $212.77 +3.7%
29 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 494.0 $477K 0.26% -55.0 -10.0% $965.00 -14.0%
30 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,444.0 $466K 0.26% -2K -41.7% $190.52 -2.5%
31 NFLX NETFLIX INC. COM Communication Services 5,896.0 $421K 0.23% -221.0 -3.6% $71.40 +14.5%
32 VXF VANGUARD EXTENDED MARKET ETF 1,641.0 $404K 0.22% -989.0 -37.6% $246.21 -1.6%
33 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 4,733.0 $388K 0.21% -8K -62.0% $81.94 +2.4%
34 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 3,048.0 $380K 0.21% -301.0 -9.0% $124.76 +0.6%
35 GE GE AEROSPACE COM NEW Industrials 989.0 $370K 0.20% -178.0 -15.2% $373.73 -8.3%
36 ACWI ISHARES MSCI ACWI ETF 2,182.0 $343K 0.19% -549.0 -20.1% $156.97 +2.6%
37 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 8,951.0 $341K 0.19% -1K -12.9% $38.06 -1.9%
38 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 3,227.0 $327K 0.18% -325.0 -9.2% $101.31 -0.5%
39 USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF 6,756.0 $307K 0.17% -6K -45.7% $45.50 +4.1%
40 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 2,746.0 $256K 0.14% -175.0 -6.0% $93.25 +4.0%
Page 2 of 3  ·  42 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%