Three Magnolias Financial Advisors, LLC - Portfolio overview

Three Magnolias Financial Advisors, LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 8.52%
2. JEPQ - J P MORGAN EXCHANGE TRADED F, 6.78%
3. DGRW - WISDOMTREE TR, 6.69%

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

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