account_balance
Investment manager · 13F filer · SEC CIK 1908732
Magnolia Wealth Management, LLC
Reported value$191Mas of Sep 30, 2026
Positions15 0 new, 2 sold out
Top 10 weight99.3%VTI alone is 36%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
35.8%
VCRBVanguard Malvern FDS
28.7%Added +4%
IXUSiShares Tr
11.8%
VGTVanguard World Fd
8.0%
VNQVanguard Index FDS
6.6%Added +3%
IJRiShares Tr
6.6%
VTIVanguard Index FDS
35.8%
VCRBVanguard Malvern FDS
28.7%Added +4%
IXUSiShares Tr
11.8%
VGTVanguard World Fd
8.0%
VNQ6.6%
IJRiShares Tr
6.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 35.8% Held
VCRB Vanguard Malvern FDS 28.7% Added +4%
IXUS iShares Tr 11.8% Held
VGT Vanguard World Fd 8.0% Held
VNQ Vanguard Index FDS 6.6% Added +3%
IJR iShares Tr 6.6% Held
MSFT Microsoft Corp 0.8% Trimmed −9%AAPL Apple Inc. 0.5% HeldFIX Comfort Systems USA Inc 0.3% HeldSPY SPDR S&P 500 ETF Trust 0.2% Trimmed −2%GOOGL Alphabet Inc. 0.2% HeldJPM JPMorgan Chase & Co 0.2% Trimmed −10%What changed
Biggest moves since Jun 30, 2026
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