Magnolia Wealth Management, LLC - Portfolio Stock Holdings
Magnolia Wealth Management, LLC disclosed 212 stock positions in a recent SEC 13F filing. $191,047,804 of stock holdings were filed, with the largest holdings including VTI, VCRB, and IXUS. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
212Est. Stock Holding Value:
$191,047,804Top Stock Holdings By Sector
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Portfolio Stock Holdings - Magnolia Wealth Management, LLC
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% of Portfolio
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