account_balance
Investment manager · 13F filer · SEC CIK 2055130
Magnolia Private Wealth, LLC
Reported value$182Mas of Jun 30, 2026
Positions153 32 new, 13 sold out
Top 10 weight39.2%AVUS alone is 7%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AVUSAvantis U.S. Equity ETF
7.3%
AVDEAvantis International Equity ETF
6.3%
SGOViShares 0-3 Month Treasury Bond ETF
6.1%Added +1276%
AVEMAvantis Emerging Markets Equity ETF
4.3%
GDEWisdomtree Efficient Gold Plus Equity Strategy Fund
3.2%Trimmed −4%
AAPLApple Inc.
3.0%Added +4%
TYASimplify Intermediate Term Treasury Futures Strategy ETF
2.5%Added +10%
TSLATesla, Inc.
2.2%Added +176%
FNDXSchwab Fundamental U.S. Large Company ETF
2.2%Trimmed −19%
JAAAJanus Henderson Aaa Clo ETF
1.9%−45%
GOOGAlphabet Inc.
1.9%+129%
SPYMState Street SPDR Portfolio S&P 500 ETF
1.9%+391%
AVUSAvantis U.S. Equity ETF
7.3%
AVDEAvantis International Equity ETF
6.3%
SGOViShares 0-3 Month Treasury Bond ETF
6.1%+1276%
AVEMAvantis Emerging Markets Equity ETF
4.3%
GDEWisdomtree Efficient Gold Plus Equity Strategy Fund
3.2%
AAPLApple Inc.
3.0%
TYA2.5%
TSLA2.2%FNDX2.2%
JAAA
GOOGSPYM
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
AVUS Avantis U.S. Equity ETF 7.3% Held
AVDE Avantis International Equity ETF 6.3% Held
SGOV iShares 0-3 Month Treasury Bond ETF 6.1% Added +1276%
AVEM Avantis Emerging Markets Equity ETF 4.3% Held
GDE Wisdomtree Efficient Gold Plus Equity Strategy Fund 3.2% Trimmed −4%
AAPL Apple Inc. 3.0% Added +4%TYA Simplify Intermediate Term Treasury Futures Strategy ETF 2.5% Added +10%
TSLA Tesla, Inc. 2.2% Added +176%FNDX Schwab Fundamental U.S. Large Company ETF 2.2% Trimmed −19%
JAAA Janus Henderson Aaa Clo ETF 1.9% Trimmed −45%
GOOG Alphabet Inc. 1.9% Added +129%SPYM State Street SPDR Portfolio S&P 500 ETF 1.9% Added +391%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- LVIG $747K
- GOVT $712K
- IALT $656K
- BIZD $603K
arrow_upwardAdded
- SGOV +1276%
- INFL +481%
- SPYM +391%
- IVW +320%
arrow_downwardTrimmed
- DFUS −62%
- ITOT −59%
- BOXX −53%
- SPTL −50%
remove_circleSold out
- BKAG $799K
- HIMU $526K
- EFV $378K
- BTAL $310K
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