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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 5,759.0 $300K 0.20% NEW $52.06 +1.7%
102 V VISA INC COM CL A Financial Services 991.0 $300K 0.20% +33.0 +3.4% $302.24 +8.0%
103 IJH ISHARES CORE S&P MID-CAP ETF 4,400.0 $297K 0.20% +500.0 +12.8% $67.53 +10.5%
104 JNJ JOHNSON & JOHNSON COM Healthcare 1,210.0 $296K 0.20% +73.0 +6.4% $244.44 -5.8%
105 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,659.0 $294K 0.20% +1K +17.9% $38.42 +11.9%
106 XOM EXXON MOBIL CORP COM Energy 1,652.0 $280K 0.19% NEW $169.66 -8.7%
107 MAN ACTIVE TREND ENHANCED ETF 10,822.0 $280K 0.19% NEW $25.87
108 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 4,617.0 $273K 0.18% NEW $59.03 +11.9%
109 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1,380.0 $265K 0.18% NEW $191.81 +12.5%
110 IVE ISHARES S&P 500 VALUE ETF 1,231.0 $260K 0.17% NEW $211.15 +7.9%
111 IVW ISHARES S&P 500 GROWTH ETF 2,295.0 $260K 0.17% NEW $113.11 +22.3%
112 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 2,921.0 $252K 0.17% -176.0 -5.7% $86.36 +7.4%
113 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 3,462.0 $248K 0.17% NEW $71.61 +2.2%
114 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,629.0 $238K 0.16% NEW $146.28 -6.6%
115 CSHP ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF 2,371.0 $236K 0.16% NEW $99.48 +0.1%
116 LLY ELI LILLY & CO COM Healthcare 256.0 $235K 0.16% +40.0 +18.5% $919.80 +15.8%
117 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 3,795.0 $232K 0.15% -915.0 -19.4% $61.26 -5.5%
118 LRCX LAM RESEARCH CORP COM NEW Technology 1,082.0 $231K 0.15% NEW $213.66 +51.0%
119 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 2,310.0 $230K 0.15% -9K -79.8% $99.44 -0.1%
120 MO ALTRIA GROUP INC COM Consumer Defensive 3,478.0 $230K 0.15% -345.0 -9.0% $65.99 +9.7%
Page 6 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%