Magnolia Wealth Management, LLC - Portfolio overview

Magnolia Wealth Management, LLC has 212 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 33.39%
2. VCRB - VANGUARD MALVERN FDS, 29.00%
3. IXUS - ISHARES TR, 11.83%

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

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