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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JBBB JANUS HENDERSON B-BBB CLO ETF 4,874.0 $227K 0.15% -1K -21.3% $46.61 +2.0%
122 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 3,742.0 $222K 0.15% $59.22 +10.3%
123 VUG VANGUARD GROWTH ETF 495.0 $216K 0.14% $436.79 -79.8%
124 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 549.0 $215K 0.14% NEW $391.76 +118.8%
125 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 4,504.0 $208K 0.14% +79.0 +1.8% $46.19 -0.4%
126 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 6,805.0 $205K 0.14% NEW $30.15 +3.4%
127 SHEL SHELL PLC SPON ADS Energy 2,202.0 $205K 0.14% NEW $93.00 -8.2%
128 VWO VANGUARD FTSE EMERGING MARKETS ETF 3,764.0 $203K 0.14% -403.0 -9.7% $54.05 +11.3%
129 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 4,386.0 $203K 0.14% NEW $46.36 +8.7%
130 TJX TJX COS INC NEW COM Consumer Cyclical 1,273.0 $203K 0.14% NEW $159.70 -0.5%
131 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,374.0 $202K 0.14% NEW $85.23 +6.0%
132 IBM INTERNATIONAL BUSINESS MACHS COM Technology 832.0 $202K 0.13% NEW $242.25 +3.3%
133 NTSX WISDOMTREE U.S. EFFICIENT CORE FUND 3,839.0 $200K 0.13% -331.0 -7.9% $52.15 +13.1%
134 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 22,299.0 $175K 0.12% $7.86 +46.8%
Page 7 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%