Magnolia Private Wealth, LLC: 13F holdings
CIK 20551302026Q2
| Positions | 153 |
|---|
| Reported value | $182.2m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 153 (+19 vs prior quarter) |
|---|
| Reported value | $182.2m (+21.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AVANTIS U.S. EQUITY ETF | 760,242 | $13.3m | 7.3% |
| AVDE AVANTIS INTERNATIONAL EQUITY ETF | 434,018 | $11.5m | 6.3% |
| SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 110,304 | $11.1m | 6.1% |
| AVEM AVANTIS EMERGING MARKETS EQUITY ETF | 211,955 | $7.8m | 4.3% |
| WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND | 204,920 | $5.9m | 3.2% |
| AAPL APPLE INC COM | 18,730 | $5.4m | 3.0% |
| SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF | 481,039 | $4.6m | 2.5% |
| TSLA TESLA INC COM | 9,729 | $4.1m | 2.2% |
| FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 131,420 | $4.1m | 2.2% |
| JAAA JANUS HENDERSON AAA CLO ETF | 69,918 | $3.5m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055130")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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