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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISHARES HIGH YIELD MUNI ACTIVE ETF 11,247.0 $548K 0.38% NEW $48.68
62 VTEB VANGUARD TAX-EXEMPT BOND ETF 10,650.0 $536K 0.37% NEW $50.29 -0.4%
63 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 6,298.0 $505K 0.35% NEW $80.22 +10.1%
64 NFLX NETFLIX INC. COM Communication Services 5,217.0 $489K 0.34% NEW $93.76 -6.5%
65 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 12,335.0 $476K 0.33% NEW $38.56 +11.8%
66 USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 12,463.0 $475K 0.33% NEW $38.15 +23.6%
67 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 6,000.0 $467K 0.33% NEW $77.88 -1.7%
68 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 5,795.0 $439K 0.31% NEW $75.77 +19.2%
69 UNLIMITED HFGM GLOBAL MACRO ETF 15,158.0 $437K 0.31% NEW $28.84
70 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 13,302.0 $435K 0.30% NEW $32.73 +15.7%
71 APH AMPHENOL CORP CL A Technology 3,196.0 $432K 0.30% NEW $135.14 +3.3%
72 MUB ISHARES NATIONAL MUNI BOND ETF 4,029.0 $432K 0.30% NEW $107.11 -0.4%
73 IWV ISHARES RUSSELL 3000 ETF 1,096.0 $424K 0.30% NEW $386.85 +10.0%
74 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4,389.0 $401K 0.28% NEW $91.38 +0.3%
75 ACWI ISHARES MSCI ACWI ETF 2,719.0 $385K 0.27% NEW $141.49 +11.6%
76 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 3,701.0 $377K 0.26% NEW $101.98 +19.0%
77 GE GE AEROSPACE COM NEW Industrials 1,188.0 $366K 0.26% NEW $308.03 +2.1%
78 AVGO BROADCOM INC COM Technology 1,050.0 $363K 0.25% NEW $346.10 +21.9%
79 BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 25,094.0 $361K 0.25% NEW $14.39 -17.7%
80 AGGH SIMPLIFY AGGREGATE BOND ETF 17,400.0 $360K 0.25% NEW $20.70 -2.5%
Page 4 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%