Magnolia Private Wealth, LLC - Portfolio overview

Magnolia Private Wealth, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUS - AVANTIS U.S. EQUITY ETF, 7.92%
2. AVDE - AVANTIS INTERNATIONAL EQUITY ETF, 7.12%
3. GDE - WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND, 4.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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