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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO COM Financial Services 3,300.0 $971K 0.65% +364.0 +12.4% $294.16 +4.1%
42 MUB ISHARES NATIONAL MUNI BOND ETF 8,937.0 $949K 0.63% +5K +121.8% $106.15 +0.5%
43 IWD ISHARES RUSSELL 1000 VALUE ETF 4,302.0 $919K 0.61% $213.67 +11.5%
44 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 25,238.0 $914K 0.61% +13K +104.6% $36.22 +18.8%
45 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 26,236.0 $888K 0.59% $33.86 +19.4%
46 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 12,449.0 $883K 0.59% -2K -15.9% $70.91 +15.2%
47 AMZN AMAZON COM INC COM Consumer Cyclical 4,195.0 $874K 0.58% +330.0 +8.5% $208.27 +26.4%
48 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 22,599.0 $865K 0.58% -1K -5.7% $38.26 +7.7%
49 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 8,018.0 $807K 0.54% -4K -32.5% $100.66 -0.0%
50 BKAG BNY MELLON CORE BOND ETF 18,934.0 $799K 0.53% -8K -30.1% $42.20 -0.9%
51 MBB ISHARES MBS ETF 7,654.0 $727K 0.48% +4K +134.9% $94.95 -0.7%
52 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 28,300.0 $725K 0.48% -4K -11.7% $25.62 -0.8%
53 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $718K 0.48% $718140.00
54 VBR VANGUARD SMALL CAP VALUE ETF 2,938.0 $638K 0.42% -79.0 -2.6% $217.24 +8.2%
55 INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 25,583.0 $612K 0.41% +13K +96.6% $23.91 +0.4%
56 JSI JANUS HENDERSON SECURITIZED INCOME ETF 11,858.0 $611K 0.41% -6K -34.4% $51.55 -0.1%
57 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 7,857.0 $601K 0.40% +2K +24.8% $76.54 +15.3%
58 PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 25,871.0 $595K 0.40% NEW $22.98 +0.5%
59 NFLX NETFLIX INC. COM Communication Services 6,117.0 $588K 0.39% +900.0 +17.2% $96.15 -8.6%
60 USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF 12,450.0 $585K 0.39% $46.99 +0.3%
Page 3 of 7  ·  134 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%