Magnolia Private Wealth
$182M 13F equity value
166 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Magnolia Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVUS | AVANTIS U.S. EQUITY ETF | 760,242 | $13M | 7.3% |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 434,018 | $11M | 6.3% |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 110,304 | $11M | 6.1% |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 211,955 | $8M | 4.3% |
| GDE | WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND | 204,920 | $6M | 3.2% |
| AAPL | APPLE INC COM | 18,730 | $5M | 3.0% |
| TYA | SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF | 481,039 | $5M | 2.5% |
| TSLA | TESLA INC COM | 9,729 | $4M | 2.2% |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 131,420 | $4M | 2.2% |
| JAAA | JANUS HENDERSON AAA CLO ETF | 69,918 | $4M | 1.9% |
Track Magnolia Private Wealth's 13F portfolio: $182M in reported holdings, 166 positions. Top holdings and quarterly changes on SentiSense.
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