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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 17,230.0 $568K 0.38% +8K +92.5% $32.95 +51.7%
62 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 4,190.0 $557K 0.37% $132.90 +39.4%
63 VXF VANGUARD EXTENDED MARKET ETF 2,630.0 $541K 0.36% -182.0 -6.5% $205.80 +14.0%
64 META META PLATFORMS INC CL A Communication Services 943.0 $540K 0.36% +46.0 +5.1% $572.13 +7.0%
65 GLD SPDR GOLD SHARES Financial Services 1,250.0 $538K 0.36% -178.0 -12.5% $430.29 -3.8%
66 VTEB VANGUARD TAX-EXEMPT BOND ETF 10,650.0 $531K 0.35% $49.89 +0.4%
67 MKL MARKEL GROUP INC COM Financial Services 276.0 $528K 0.35% $1914.07 -2.9%
68 ISHARES HIGH YIELD MUNI ACTIVE ETF 10,955.0 $526K 0.35% -292.0 -2.6% $47.98
69 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,738.0 $525K 0.35% -630.0 -18.7% $191.92 +8.2%
70 SHLD GLOBAL X DEFENSE TECH ETF 7,125.0 $505K 0.34% +4K +123.9% $70.84 -6.6%
71 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 5,446.0 $499K 0.33% +1K +24.1% $91.64 -0.0%
72 LPLA LPL FINL HLDGS INC COM Financial Services 1,644.0 $495K 0.33% $300.83 -6.1%
73 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 9,356.0 $486K 0.32% NEW $51.93 +0.7%
74 MA MASTERCARD INCORPORATED CL A Financial Services 962.0 $481K 0.32% -8.0 -0.8% $499.66 -1.3%
75 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 5,795.0 $467K 0.31% $80.61 +12.0%
76 IAU ISHARES GOLD TRUST Financial Services 5,221.0 $460K 0.31% +2K +68.7% $88.16 -3.8%
77 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 13,302.0 $452K 0.30% $33.97 +11.5%
78 CTAP SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF 15,603.0 $418K 0.28% NEW $26.78 +14.6%
79 APH AMPHENOL CORP CL A Technology 3,228.0 $408K 0.27% +32.0 +1.0% $126.35 +10.5%
80 IWV ISHARES RUSSELL 3000 ETF 1,096.0 $406K 0.27% $370.68 +14.8%
Page 4 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%