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MAGNOLIA PRIVATE WEALTH, LLC 13F portfolio summary

MAGNOLIA PRIVATE WEALTH, LLC of MAGNOLIA PRIVATE WEALTH, LLC has 128 current stock holdings with a reported portfolio value of $150.1M. The portfolio 1 year return is +16.27%. Top holdings include MUB (0.00%), BKAG (0.00%), IUSB (0.00%), IEF (0.00%), MUNI (0.00%).

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MAGNOLIA PRIVATE WEALTH, LLC

MAGNOLIA PRIVATE WEALTH, LLC
Latest filing: 2026-03-31

MAGNOLIA PRIVATE WEALTH, LLC runs MAGNOLIA PRIVATE WEALTH, LLC and currently holds 128 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $150.06M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MAGNOLIA PRIVATE WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MAGNOLIA PRIVATE WEALTH, LLC's portfolio at MAGNOLIA PRIVATE WEALTH, LLC has delivered returns of +16.27%. Their 3-year annualized return is +15.12%. Looking at the 5-year horizon, MAGNOLIA PRIVATE WEALTH, LLC has achieved +15.12% annualized returns at MAGNOLIA PRIVATE WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.27%
#0/1000
3 Year
+15.12%
#0/1000
5 Year
+15.12%
#0/1000

Portfolio Value

$150.06M

Alpha Score

13.8

#0 of 1000

Holdings

128

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change