Magnolia Private Wealth, LLC

DOSSIER · 13F-HR · Q2 2026

Magnolia Private Wealth, LLC

$182M in tracked AUM across 153 positions as of Q2 2026.

MP

CIK 0002055130 · last filed Jun 30, 2026

Total AUM

$182M

as of Q2 2026

Holdings

153

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Magnolia Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

AVUS

AVANTIS U.S. EQUITY ETF

$13M760K7.3%02

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

$11M434K6.3%03

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

$11M110K6.1%04

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

$8M212K4.3%05

GDE

WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND

$6M205K3.2%06

AAPL

APPLE INC COM

$5M19K3.0%07

TYA

SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF

$5M481K2.5%08

TSLA

TESLA INC COM

$4M10K2.2%09

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF