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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IYW ISHARES TR 875.0 $221K 0.12% NEW $252.23 -0.4%
102 PEP PEPSICO INC Consumer Defensive 1,611.0 $218K 0.12% -63.0 -3.8% $135.40 +4.2%
103 SCHM SCHWAB STRATEGIC TR 5,705.0 $210K 0.12% NEW $36.87 -3.5%
104 VV VANGUARD INDEX FDS 610.0 $210K 0.12% NEW $343.91 +3.1%
105 QBTS D-WAVE QUANTUM INC Technology 8,700.0 $209K 0.12% NEW $23.99 -29.1%
106 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 100.0 $208K 0.12% NEW $2080.79 +5.4%
107 PGR PROGRESSIVE CORP Financial Services 945.0 $206K 0.12% NEW $218.45 +0.1%
108 IWP ISHARES TR 1,400.0 $205K 0.11% NEW $146.41 -3.8%
109 BAC BANK OF AMER CORP Financial Services 3,597.0 $205K 0.11% -678.0 -15.9% $56.98 +9.4%
110 ORC ORCHID IS CAP INC Real Estate 15,001.0 $105K 0.06% $6.97 -4.0%
111 USA LIBERTY ALL STAR EQUITY FD Financial Services 15,000.0 $87K 0.05% +2K +20.0% $5.81 +3.3%
112 TMQ TRILOGY METALS INC NEW Basic Materials 18,000.0 $63K 0.04% NEW $3.51 +3.1%
Page 6 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%