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MAGNOLIA PRIVATE WEALTH, LLC
MAGNOLIA PRIVATE WEALTH, LLC
Latest filing: 2026-06-30
MAGNOLIA PRIVATE WEALTH, LLC runs MAGNOLIA PRIVATE WEALTH, LLC and currently holds 153 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $182.17M. Their top holdings are AVUS, AVDE, SGOV, AVEM, GDE. The top five represent 27.3% of reported portfolio weight. MAGNOLIA PRIVATE WEALTH, LLC ranks #756 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MAGNOLIA PRIVATE WEALTH, LLC initiated 7 new positions. They added to 46 existing positions. They trimmed 38 positions. Their current best-performing preview position is STX with returns of +146.32%.
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153 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AVANTIS U.S. EQUITY ETF | 7.32% | $110.21 | $130.54 | +18.45% | Trimmed -0.69% |
 AVDE AVANTIS INTERNATIONAL EQUITY ETF | 6.31% | $80.71 | $94.24 | +16.76% | Trimmed -0.15% |
 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 6.10% | $100.64 | $100.63 | -0.01% | Added +1275.70% |
 AVEM AVANTIS EMERGING MARKETS EQUITY ETF | 4.29% | $76.43 | $94.23 | +23.29% | Added +0.71% |
 GDE WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND | 3.24% | $53.40 | $70.35 | +31.74% | Trimmed -4.00% |
 AAPL APPLE INC COM | 2.98% | $251.07 | $309.35 | +23.21% | Added +4.34% |
 TYA SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF | 2.52% | $13.27 | $12.27 | -7.54% | Added +9.81% |
 TSLA TESLA INC COM | 2.25% | $393.37 | $362.86 | -7.76% | Added +176.08% |
 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 2.24% | $23.68 | $32.52 | +37.31% | Trimmed -18.61% |
 JAAA JANUS HENDERSON AAA CLO ETF | 1.94% | $50.70 | $50.67 | -0.06% | Trimmed -45.00% |
Showing 1-10 of 153