Magnolia Wealth Management, LLC - Portfolio Stock Holdings
Magnolia Wealth Management, LLC disclosed 17 stock positions in a recent SEC 13F filing. $190,956,547 of stock holdings were filed, with the largest holdings including VTI, VCRB, and IXUS. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $183,287,342 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
17Est. Stock Holding Value:
$190,956,547Top Stock Holdings By Sector
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Portfolio Stock Holdings - Magnolia Wealth Management, LLC
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