Three Magnolias Financial Advisors, LLC - Portfolio Stock Holdings
Three Magnolias Financial Advisors, LLC disclosed 118 stock positions in a recent SEC 13F filing. $178,928,652 of stock holdings were filed, with the largest holdings including SCHG, DGRW, and VNLA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $487,056,157 and has 7 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:
118Est. Stock Holding Value:
$178,928,652Top Stock Holdings By Sector
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Portfolio Stock Holdings - Three Magnolias Financial Advisors, LLC
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% of Portfolio
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