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Latest Magnolia Wealth Management, LLC Stock Portfolio

About Magnolia Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Magnolia Wealth Management, LLC reported an equity portfolio of $161.6 Millions as of 30 Sep, 2025.

The top stock holdings of Magnolia Wealth Management, LLC are VB, VTIP, IBCE. The fund has invested 35.6% of it's portfolio in VANGUARD INDEX FDS and 29.4% of portfolio in VANGUARD MALVERN FDS.

Magnolia Wealth Management, LLC opened new stock positions in VANGUARD INDEX FDS (VB), VANGUARD MALVERN FDS (VTIP) and ISHARES TR (IBCE).

Magnolia Wealth Management, LLC Annual Return Estimates Vs S&P 500

New Buys

Ticker$ Bought
vanguard index fds57,485,200
vanguard malvern fds47,553,500
ishares tr18,825,400
vanguard world fd13,668,700
vanguard index fds10,263,600
ishares tr9,787,060
microsoft corp1,596,370
apple inc677,109
New stocks bought by Magnolia Wealth Management, LLC

Additions

No additions were made to existing positions by Magnolia Wealth Management, LLC

Reductions

None of the existing positions were reduced by Magnolia Wealth Management, LLC

Sold off

None of the stocks were completely sold off by Magnolia Wealth Management, LLC

Sector Distribution

Sector%
Others97.6
Technology1.4

Market Cap. Distribution

Category%
UNALLOCATED97.6
MEGA-CAP2

Stocks belong to which Index?

Index%
Others97.6
S&P 5002.2
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Magnolia Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Magnolia Wealth Management, LLC

Last Reported on: 21 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions