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Portfolio (Quarterly) Guide ↗

Three Magnolias Financial Advisors, LLC

· CIK 0002056795
13F Portfolio $157M AUM 103 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 27 Added 25 Reduced 10 Exited
Page 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTEC FIDELITY COVINGTON TRUST 3,200.0 $666K 0.42% $208.05 +32.8%
42 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,900.0 $656K 0.42% $345.15 -9.6%
43 CSCO CISCO SYS INC Technology 8,369.0 $648K 0.41% +700.0 +9.1% $77.41 +55.6%
44 META META PLATFORMS INC Communication Services 1,050.0 $601K 0.38% $572.16 +6.7%
45 AVGO BROADCOM INC Technology 1,915.0 $593K 0.38% +10.0 +0.5% $309.52 +33.8%
46 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,000.0 $581K 0.37% $290.49 -0.4%
47 QTUM ETF SER SOLUTIONS 5,281.0 $567K 0.36% +942.0 +21.7% $107.30 +43.0%
48 XOM EXXON MOBIL CORP Energy 3,286.0 $558K 0.35% -232.0 -6.6% $169.66 -8.7%
49 WMT WALMART INC Consumer Defensive 4,466.0 $555K 0.35% -1K -19.8% $124.28 -3.2%
50 PTRB PGIM ETF TR 13,298.0 $552K 0.35% -1K -8.1% $41.51 -0.4%
51 XLG INVESCO EXCHANGE TRADED FD T 9,950.0 $543K 0.34% $54.55 +16.5%
52 CL COLGATE PALMOLIVE CO Consumer Defensive 6,111.0 $521K 0.33% +495.0 +8.8% $85.23 +6.3%
53 VOO VANGUARD INDEX FDS 821.0 $491K 0.31% +103.0 +14.3% $597.56 +14.7%
54 PFE PFIZER INC Healthcare 16,416.0 $464K 0.29% +707.0 +4.5% $28.27 -8.4%
55 D DOMINION ENERGY INC Utilities 7,280.0 $451K 0.29% $61.95 +9.2%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 451.0 $449K 0.29% $996.43 +3.2%
57 MCD MCDONALDS CORP Consumer Cyclical 1,403.0 $436K 0.28% $310.79 -9.2%
58 CAT CATERPILLAR INC Industrials 600.0 $425K 0.27% $708.46 +24.2%
59 UBER UBER TECHNOLOGIES INC Technology 5,578.0 $401K 0.26% -300.0 -5.1% $71.93 -0.2%
60 COP CONOCOPHILLIPS Energy 2,849.0 $376K 0.24% $132.00 -8.7%
Page 3 of 6  ·  103 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 39.1%
Financial Services 18.6%
Consumer Cyclical 11.3%
Consumer Defensive 6.2%
Healthcare 5.7%
Communication Services 5.7%
Utilities 4.7%
Industrials 3.8%
Energy 2.8%
Basic Materials 1.1%