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Portfolio (Quarterly) Guide ↗

Three Magnolias Financial Advisors, LLC

· CIK 0002056795
13F Portfolio $179M AUM 112 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 18 Added 35 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLDM WORLD GOLD TR Financial Services 21,843.0 $1.7M 0.97% NEW $79.42 +11.1%
2 CNEQ THE ALGER ETF TRUST 18,771.0 $775K 0.43% NEW $41.27 -3.9%
3 DRAM ROUNDHILL ETF TRUST 4,700.0 $347K 0.19% NEW $73.85 -24.4%
4 ALAI THE ALGER ETF TRUST 7,505.0 $343K 0.19% NEW $45.64 -1.9%
5 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 12,720.0 $330K 0.18% NEW $25.95 +32.2%
6 NEBIUS GROUP N.V. 1,100.0 $304K 0.17% NEW $276.17
7 ESE ESCO TECHNOLOGIES INC Technology 680.0 $238K 0.13% NEW $350.04 -20.9%
8 ARKB ARK 21SHARES BITCOIN ETF Financial Services 11,942.0 $232K 0.13% NEW $19.46 +32.2%
9 IYW ISHARES TR 875.0 $221K 0.12% NEW $252.23 -0.4%
10 SCHM SCHWAB STRATEGIC TR 5,705.0 $210K 0.12% NEW $36.87 -3.5%
11 VV VANGUARD INDEX FDS 610.0 $210K 0.12% NEW $343.91 +3.1%
12 QBTS D-WAVE QUANTUM INC Technology 8,700.0 $209K 0.12% NEW $23.99 -29.1%
13 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 100.0 $208K 0.12% NEW $2080.79 +5.4%
14 PGR PROGRESSIVE CORP Financial Services 945.0 $206K 0.12% NEW $218.45 +0.1%
15 IWP ISHARES TR 1,400.0 $205K 0.11% NEW $146.41 -3.8%
16 TMQ TRILOGY METALS INC NEW Basic Materials 18,000.0 $63K 0.04% NEW $3.51 +3.1%

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 41.6%
Financial Services 24.6%
Consumer Cyclical 10.1%
Consumer Defensive 6.0%
Healthcare 5.5%
Industrials 4.3%
Utilities 3.4%
Communication Services 1.7%
Basic Materials 1.2%
Real Estate 1.0%