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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO & CO Financial Services 4,940.0 $408K 0.23% -5K -50.9% $82.64 +4.9%
62 SO SOUTHERN CO Utilities 4,237.0 $406K 0.23% -4K -45.8% $95.71 -7.8%
63 PFE PFIZER INC Healthcare 16,416.0 $399K 0.22% $24.30 +15.1%
64 V VISA INC Financial Services 1,147.0 $394K 0.22% $343.09 +11.2%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 2,150.0 $389K 0.22% $180.91 +6.1%
66 SCHA SCHWAB STRATEGIC TR 10,726.0 $388K 0.22% -753.0 -6.6% $36.13 -5.2%
67 DE DEERE & CO Industrials 607.0 $385K 0.21% $634.33 -0.6%
68 MCD MCDONALDS CORP Consumer Cyclical 1,403.0 $379K 0.21% $270.31 -2.0%
69 ABBV ABBVIE INC Healthcare 1,515.0 $375K 0.21% $247.39 +3.3%
70 MO ALTRIA GROUP INC Consumer Defensive 5,150.0 $371K 0.21% $71.95 -4.6%
71 HD HOME DEPOT INC Consumer Cyclical 1,036.0 $365K 0.20% $352.57 -6.3%
72 IWF ISHARES TR 2,940.0 $365K 0.20% +2K +300.0% $124.17 -1.1%
73 KO COCA COLA CO Consumer Defensive 4,458.0 $361K 0.20% $80.87 +10.9%
74 CWB SPDR SERIES TRUST 3,280.0 $354K 0.20% -100.0 -3.0% $107.82 -5.0%
75 DRAM ROUNDHILL ETF TRUST 4,700.0 $347K 0.19% NEW $73.85 -24.4%
76 TFC TRUIST FINL CORP Financial Services 6,900.0 $344K 0.19% $49.82 +1.2%
77 ALAI THE ALGER ETF TRUST 7,505.0 $343K 0.19% NEW $45.64 -1.9%
78 RDVY FIRST TR EXCHANGE TRADED FD 4,185.0 $339K 0.19% -100.0 -2.3% $81.06 +1.2%
79 CRWD CROWDSTRIKE HLDGS INC Technology 437.0 $333K 0.19% -200.0 -31.4% $190.78 +14.5%
80 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 12,720.0 $330K 0.18% NEW $25.95 +32.2%
Page 4 of 6  ·  112 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%