What does Magnolia Private Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Magnolia Private Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

AVANTIS U.S. EQUITY ETF

$12M765K8.2%

AVANTIS INTERNATIONAL EQUITY ETF

$11M435K7.3%

WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND

$7M213K4.4%

AVANTIS EMERGING MARKETS EQUITY ETF

$6M210K4.3%

JANUS HENDERSON AAA CLO ETF

$6M127K4.3%

APPLE INC COM

$5M18K3.0%

SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF

$5M299K3.0%

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$4M161K3.0%

SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF

$4M438K2.8%

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

$3M146K2.3%

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