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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPACE EXPLORATION TECHN CORP CLASS A COM STK 1,699.0 $290K 0.16% NEW $170.86
122 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 6,094.0 $281K 0.15% +2K +35.3% $46.15 -1.5%
123 DELL DELL TECHNOLOGIES INC CL C Technology 648.0 $280K 0.15% NEW $431.46 +6.0%
124 ASML ASML HLDG NV N Y REGISTRY SHS Technology 137.0 $273K 0.15% NEW $1989.44 -14.7%
125 GS GOLDMAN SACHS GROUP INC COM Financial Services 267.0 $270K 0.15% NEW $1011.37 +1.4%
126 CSCO CISCO SYS INC COM Technology 2,274.0 $267K 0.15% NEW $117.46 -5.9%
127 JBBB JANUS HENDERSON B-BBB CLO ETF 5,621.0 $266K 0.15% +747.0 +15.3% $47.35 +0.0%
128 MO ALTRIA GROUP INC COM Consumer Defensive 3,580.0 $258K 0.14% +102.0 +2.9% $71.95 -4.8%
129 EXXONMOBIL HOLDINGS CORP COM SHS 1,880.0 $257K 0.14% NEW $136.72
130 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 5,066.0 $256K 0.14% NEW $50.63 +0.0%
131 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 2,746.0 $256K 0.14% -175.0 -6.0% $93.25 +3.7%
132 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 4,863.0 $255K 0.14% -4K -48.0% $52.34 -0.7%
133 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 3,742.0 $253K 0.14% $67.56 -2.2%
134 SYSB ISHARES SYSTEMATIC BOND ETF 2,817.0 $250K 0.14% NEW $88.72 -1.7%
135 CLOA ISHARES AAA CLO ACTIVE ETF 4,753.0 $247K 0.14% NEW $51.91 +0.1%
136 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,687.0 $246K 0.14% +313.0 +13.2% $91.68 -2.0%
137 IBM INTERNATIONAL BUSINESS MACHS COM Technology 848.0 $238K 0.13% +16.0 +1.9% $281.07 -16.8%
138 TJX TJX COS INC NEW COM Consumer Cyclical 1,571.0 $238K 0.13% +298.0 +23.4% $151.50 -11.6%
139 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 22,299.0 $238K 0.13% $10.66 +8.4%
140 ABBV ABBVIE INC COM Healthcare 940.0 $237K 0.13% NEW $251.64 +1.9%
Page 7 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%