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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 8,296.0 $368K 0.20% $44.36 +2.3%
102 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 11,963.0 $366K 0.20% +5K +75.8% $30.61 +2.5%
103 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 4,951.0 $353K 0.19% $71.25 +2.3%
104 AMD ADVANCED MICRO DEVICES INC COM Technology 594.0 $345K 0.19% NEW $580.91 -19.0%
105 MRK MERCK & CO INC COM Healthcare 2,685.0 $345K 0.19% +160.0 +6.3% $128.50 +15.0%
106 ACWI ISHARES MSCI ACWI ETF 2,182.0 $343K 0.19% -549.0 -20.1% $156.97 +2.4%
107 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 8,951.0 $341K 0.19% -1K -12.9% $38.06 -2.6%
108 IJH ISHARES CORE S&P MID-CAP ETF 4,400.0 $339K 0.19% $77.11 -2.3%
109 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 8,072.0 $338K 0.18% +245.0 +3.1% $41.82 +5.6%
110 ECC EAGLE POINT CR CO COM Financial Services 90,542.0 $337K 0.18% +3K +3.8% $3.72 +7.0%
111 WDC WESTERN DIGITAL CORP COM Technology 518.0 $331K 0.18% NEW $638.72 -29.5%
112 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 3,227.0 $327K 0.18% -325.0 -9.2% $101.31 -0.6%
113 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 8,862.0 $324K 0.18% NEW $36.60
114 MU MICRON TECHNOLOGY INC COM Technology 280.0 $323K 0.18% NEW $1154.29 -16.9%
115 JNJ JOHNSON & JOHNSON COM Healthcare 1,272.0 $323K 0.18% +62.0 +5.1% $253.97 +4.7%
116 MTBA SIMPLIFY MBS ETF 6,488.0 $318K 0.17% +86.0 +1.3% $49.07 -1.4%
117 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 6,172.0 $312K 0.17% NEW $50.58 -0.1%
118 USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF 6,756.0 $307K 0.17% -6K -45.7% $45.50 +5.3%
119 BILD NOMURA GLOBAL LISTED INFRASTRUCTURE ETF 10,207.0 $301K 0.17% $29.53 +0.2%
120 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 6,209.0 $301K 0.17% NEW $48.43 -1.8%
Page 6 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%