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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
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO & CO Financial Services 4,940.0 $408K 0.23% -5K -50.9% $82.64 +4.9%
22 SO SOUTHERN CO Utilities 4,237.0 $406K 0.23% -4K -45.8% $95.71 -7.8%
23 SCHA SCHWAB STRATEGIC TR 10,726.0 $388K 0.22% -753.0 -6.6% $36.13 -5.2%
24 CWB SPDR SERIES TRUST 3,280.0 $354K 0.20% -100.0 -3.0% $107.82 -5.0%
25 RDVY FIRST TR EXCHANGE TRADED FD 4,185.0 $339K 0.19% -100.0 -2.3% $81.06 +1.2%
26 CRWD CROWDSTRIKE HLDGS INC Technology 437.0 $333K 0.19% -200.0 -31.4% $190.78 +14.5%
27 XOM EXXON MOBIL CORP Energy 2,363.0 $323K 0.18% -923.0 -28.1% $136.72 +14.6%
28 DES WISDOMTREE TR 7,262.0 $295K 0.17% -2K -18.9% $40.68 -0.6%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 1,051.0 $291K 0.16% -48.0 -4.4% $276.81 -14.9%
30 UBER UBER TECHNOLOGIES INC Technology 3,803.0 $274K 0.15% -2K -31.8% $72.16 +9.2%
31 CG CARLYLE GROUP INC Financial Services 6,000.0 $253K 0.14% -1K -14.3% $42.11 +16.6%
32 PTRB PGIM ETF TR 6,083.0 $252K 0.14% -7K -54.3% $41.46 -1.3%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 517.0 $247K 0.14% -98.0 -15.9% $477.57 -12.6%
34 PEP PEPSICO INC Consumer Defensive 1,611.0 $218K 0.12% -63.0 -3.8% $135.40 +4.2%
35 BAC BANK OF AMER CORP Financial Services 3,597.0 $205K 0.11% -678.0 -15.9% $56.98 +9.4%
Page 2 of 2  ·  35 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 41.6%
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%