Magnolia Wealth Management, LLC

Portfolio Overview

Magnolia Wealth Management’s 13F portfolio (report date 2025-09-30) is $33.26 million and contains five 13F-reportable positions. The filing shows a very concentrated, equity-focused portfolio: 98.3% of reported assets are held in exchange-traded funds (ETFs) and the top two positions account for 97.7% of the portfolio value (IXUS at 56.59% and VGT at 41.09%). From the prior quarter (2025-06-30) the reported portfolio value increased by $2.97 million, a gain of +9.8% (from $...