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Magnolia Wealth Management, LLC 13F holdings

Filed 2026-07-14 · Magnolia Wealth Management, LLC · 17 positions · $191.0M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS181.3K$67.1M35.1%
VCRBVANGUARD MALVERN FDS716.8K$55.4M29.0%
IXUSISHARES TR234.8K$22.4M11.7%
VGTVANGUARD WORLD FD120.4K$14.4M7.5%
IJRISHARES TR91.4K$13.6M7.1%
VNQVANGUARD INDEX FDS136.3K$13.1M6.9%
MSFTMICROSOFT CORP3.4K$1.3M0.7%
AAPLAPPLE INC2.8K$823,8620.4%
FIXCOMFORT SYS USA INC388$768,9970.4%
SPYSTATE STR SPDR S&P 500 ETF T488$364,4240.2%
SOSOUTHERN CO3.7K$350,2020.2%
GOOGLALPHABET INC923$329,8530.2%
JPMJPMORGAN CHASE & CO984$322,0930.2%
UNHUNITEDHEALTH GROUP INC580$241,0650.1%
QQQINVESCO QQQ TR299$220,1840.1%
WMTWALMART INC1.9K$217,2330.1%
NVDANVIDIA CORPORATION1.0K$204,0290.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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