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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2,243.0 $477K 0.26% -495.0 -18.1% $212.77 +3.7%
82 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 494.0 $477K 0.26% -55.0 -10.0% $965.00 -14.0%
83 LPLA LPL FINL HLDGS INC COM Financial Services 1,685.0 $475K 0.26% +41.0 +2.5% $281.68 +31.6%
84 IWV ISHARES RUSSELL 3000 ETF 1,096.0 $467K 0.26% $426.40 +2.6%
85 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,444.0 $466K 0.26% -2K -41.7% $190.52 -2.5%
86 GEV GE VERNOVA INC COM Utilities 396.0 $465K 0.26% +28.0 +7.6% $1174.86 -22.4%
87 GLD SPDR GOLD SHARES Financial Services 1,250.0 $460K 0.25% $368.38 +11.0%
88 CTAP SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF 16,938.0 $447K 0.25% +1K +8.6% $26.41 +8.5%
89 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,361.0 $427K 0.23% +62.0 +2.7% $180.91 +6.1%
90 NFLX NETFLIX INC. COM Communication Services 5,896.0 $421K 0.23% -221.0 -3.6% $71.40 +14.5%
91 VXF VANGUARD EXTENDED MARKET ETF 1,641.0 $404K 0.22% -989.0 -37.6% $246.21 -1.6%
92 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 4,733.0 $388K 0.21% -8K -62.0% $81.94 +2.4%
93 LLY ELI LILLY & CO COM Healthcare 321.0 $385K 0.21% +65.0 +25.4% $1199.47 -2.2%
94 V VISA INC COM CL A Financial Services 1,120.0 $384K 0.21% +129.0 +13.0% $343.09 +11.2%
95 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 3,048.0 $380K 0.21% -301.0 -9.0% $124.76 +0.6%
96 PAAA PGIM AAA CLO ETF 7,414.0 $380K 0.21% NEW $51.27 +0.5%
97 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 43,169.0 $378K 0.21% NEW $8.75 +37.4%
98 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,268.0 $375K 0.21% +4K +47.1% $33.29 +31.9%
99 RAAA RECKONER YIELD ENHANCED AAA CLO ETF 14,863.0 $374K 0.20% NEW $25.14 -0.3%
100 GE GE AEROSPACE COM NEW Industrials 989.0 $370K 0.20% -178.0 -15.2% $373.73 -8.3%
Page 5 of 8  ·  153 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%