Magnolia Private Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055130
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13F Reported Value
ⓘ$182.2M
Holdings
153
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Magnolia Private Wealth, LLC disclosed 153 positions worth $182.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 31 new positions and exited 13. The portfolio is most concentrated in Other (71.3% of disclosed assets). All figures are sourced directly from Magnolia Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 2055130.
AI Fund Analysis
DiversifyingAVANTIS U.S. EQUITY ETF -
7.3% weight
Held 7 quarters
AVANTIS INTERNATIONAL EQUI
6.3% weight
Held 7 quarters
ISHARES 0-3 MONTH TREASURY
6.1% weight
Held 7 quarters
AVANTIS EMERGING MARKETS E
4.3% weight
Held 7 quarters
$WT3.2% weight
Held 7 quarters
$NVDA6 quarters accumulating
$META6 quarters accumulating
$V6 quarters accumulating
SIMPLIFY INTERMEDIATE TERM
5 quarters accumulating
SIMPLIFY MBS ETF - ETF
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
AVANTIS U.S. EQUITY ETF - ETF
—Quality
$13.3M760,242 shAVANTIS INTERNATIONAL EQUITY ETF - ETF
—Quality
$11.5M434,018 shISHARES 0-3 MONTH TREASURY BOND ETF - ETF
—Quality
$11.1M110,304 shAVANTIS EMERGING MARKETS EQUITY ETF - ETF
—Quality
$7.8M211,955 sh- 59.9
Quality
$5.9M204,920 sh - 76.4
Quality
$5.4M18,730 sh SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF - ETF
—Quality
$4.6M481,039 sh- 53.9
Quality
$4.1M9,729 sh SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF
—Quality
$4.1M131,420 shJANUS HENDERSON AAA CLO ETF - ETF
—Quality
$3.5M69,918 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AVANTIS U.S. EQUITY ETF - ETF | — | $13.3M | 760,242 |
| AVANTIS INTERNATIONAL EQUITY ETF - ETF | — | $11.5M | 434,018 |
| ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | — | $11.1M | 110,304 |
| AVANTIS EMERGING MARKETS EQUITY ETF - ETF | — | $7.8M | 211,955 |
| WisdomTree, Inc.$WT | 59.9 | $5.9M | 204,920 |
 Apple Inc.$AAPL | 76.4 | $5.4M | 18,730 |
| SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF - ETF | — | $4.6M | 481,039 |
 Tesla, Inc.$TSLA | 53.9 | $4.1M | 9,729 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | — | $4.1M | 131,420 |
| JANUS HENDERSON AAA CLO ETF - ETF | — | $3.5M | 69,918 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Magnolia Private Wealth, LLC's 153 positions.
Showing top 10 of 153 holdings.
Sector Allocation
Other
$129.9M
Financials
$21.1M
Technology
$20.5M
Industrials
$5.8M
Consumer Discretionary
$1.7M
Healthcare
$1.3M
Consumer Staples
$1.1M
Communication Services
$420,974
Top Holdings — Magnolia Private Wealth, LLC (Q2 2026)
Top 150 of 153 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AVANTIS U.S. EQUITY ETF - ETF | $13.3M | 7.3% | -1% | — |
| 2 | — | AVANTIS INTERNATIONAL EQUITY ETF - ETF | $11.5M | 6.3% | -0% | — |
| 3 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $11.1M | 6.1% | +1276% | — |
| 4 | — | AVANTIS EMERGING MARKETS EQUITY ETF - ETF | $7.8M | 4.3% | +1% | — |
| 5 | $WT | WisdomTree, Inc. | $5.9M | 3.2% | -4% | 59.9 |
| 6 | $AAPL | Apple Inc. | $5.4M | 3.0% | +4% | 76.4 |
| 7 | — | SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF - ETF | $4.6M | 2.5% | +10% | — |
| 8 | $TSLA | Tesla, Inc. | $4.1M | 2.3% | +176% | 53.9 |
| 9 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $4.1M | 2.2% | -19% | — |
| 10 | — | JANUS HENDERSON AAA CLO ETF - ETF | $3.5M | 1.9% | -45% | — |
| 11 |  $GOOGL | Alphabet Inc. | $3.4M | 1.9% | +129% | 78.2 |
| 12 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $3.4M | 1.9% | +391% | — |
| 13 | — | SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF - ETF | $3.2M | 1.8% | -19% | — |
| 14 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $3.1M | 1.7% | +51% | — |
| 15 |  $GLDM | World Gold Trust | $3.0M | 1.7% | +1% | — |
| 16 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF | $2.6M | 1.4% | -20% | — |
| 17 | — | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | $2.6M | 1.4% | +2% | — |
| 18 | — | AVANTIS ALL EQUITY MARKETS ETF - ETF | $2.5M | 1.4% | -29% | — |
| 19 |  $MSFT | MICROSOFT CORP | $2.2M | 1.2% | +8% | 79.8 |
| 20 | — | AMERICAN BEACON GLG NATURAL RESOURCES ETF - ETF | $2.1M | 1.1% | +126% | — |
| 21 | — | RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF - ETF | $2.0M | 1.1% | -28% | — |
| 22 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $2.0M | 1.1% | -5% | — |
| 23 | $NVDA | NVIDIA CORP | $2.0M | 1.1% | +20% | 85.9 |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 1.0% | +6% | 73.8 |
| 25 | — | ALPHA ARCHITECT US EQUITY 2 ETF - ETF | $1.7M | 0.9% | -2% | — |
| 26 | — | HORIZON KINETICS INFLATION BENEFICIARIES ETF - ETF | $1.7M | 0.9% | +481% | — |
| 27 | — | KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF - ETF | $1.6M | 0.9% | +24% | — |
| 28 |  $GOOG | Alphabet Inc. | $1.6M | 0.8% | +8% | 78.2 |
| 29 | — | VANGUARD S&P 500 ETF - ETF | $1.5M | 0.8% | -0% | — |
| 30 | — | SIMPLIFY MANAGED FUTURES STRATEGY ETF - ETF | $1.5M | 0.8% | +36% | — |
| 31 | — | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF | $1.4M | 0.8% | +55% | — |
| 32 |  $CBNA | CHAIN BRIDGE BANCORP INC | $1.4M | 0.8% | +0% | 56.1 |
| 33 | — | UNLIMITED HFGM GLOBAL MACRO ETF - ETF | $1.4M | 0.8% | +11% | — |
| 34 |  $IVZ | Invesco Ltd. | $1.4M | 0.7% | +123% | — |
| 35 | — | ISHARES S&P 500 GROWTH ETF - ETF | $1.3M | 0.7% | +320% | — |
| 36 | — | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF | $1.3M | 0.7% | +15% | — |
| 37 |  $BPRE | Bluerock Private Real Estate Fund | $1.2M | 0.7% | +16% | — |
| 38 |  $AMZN | AMAZON COM INC | $1.2M | 0.7% | +23% | 68.7 |
| 39 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $1.2M | 0.7% | -7% | — |
| 40 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $1.2M | 0.7% | -1% | — |
| 41 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $1.2M | 0.7% | +300% | — |
| 42 | — | ISHARES CORE S&P 500 ETF - ETF | $1.2M | 0.7% | -37% | — |
| 43 | — | ISHARES S&P 500 VALUE ETF - ETF | $1.2M | 0.6% | +313% | — |
| 44 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.6% | +3% | 70.7 |
| 45 | — | ISHARES MSCI INTL QUALITY FACTOR ETF - ETF | $1.1M | 0.6% | -28% | — |
| 46 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $1.1M | 0.6% | -10% | — |
| 47 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $1.0M | 0.6% | +8% | — |
| 48 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $1.0M | 0.6% | +0% | — |
| 49 | — | ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF - ETF | $981,010 | 0.5% | +58% | — |
| 50 | — | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $969,418 | 0.5% | -1% | — |
| 51 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - ETF | $869,186 | 0.5% | -3% | — |
| 52 | — | ALPHA ARCHITECT 1-3 MONTH BOX ETF - ETF | $845,507 | 0.5% | -53% | — |
| 53 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF | $755,144 | 0.4% | -28% | — |
| 54 | — | GLOBAL X DEFENSE TECH ETF - ETF | $749,181 | 0.4% | +76% | — |
| 55 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.4% | +0% | 73.8 |
| 56 | — | LONGVIEW ADVANTAGE FIXED INCOME ETF - ETF | $746,630 | 0.4% | NEW | — |
| 57 | — | ISHARES U.S. TREASURY BOND ETF - ETF | $712,241 | 0.4% | NEW | — |
| 58 | — | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF - ETF | $709,889 | 0.4% | -50% | — |
| 59 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $668,693 | 0.4% | -59% | — |
| 60 | — | ISHARES MBS ETF - ETF | $662,585 | 0.4% | -8% | — |
| 61 | — | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF | $655,505 | 0.4% | NEW | — |
| 62 | — | VANECK BDC INCOME ETF - ETF | $602,616 | 0.3% | NEW | — |
| 63 | $META | Meta Platforms, Inc. | $584,132 | 0.3% | +10% | 79.6 |
| 64 |  $APH | AMPHENOL CORP /DE/ | $578,506 | 0.3% | +2% | 79.3 |
| 65 |  $AVGO | Broadcom Inc. | $576,447 | 0.3% | +27% | 84.5 |
| 66 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $572,728 | 0.3% | -20% | — |
| 67 | — | MAN ACTIVE TREND ENHANCED ETF - ETF | $570,330 | 0.3% | +75% | — |
| 68 | — | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF | $566,544 | 0.3% | -22% | — |
| 69 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $553,026 | 0.3% | +6% | — |
| 70 | $IVZ | Invesco Ltd. | $548,751 | 0.3% | NEW | — |
| 71 | — | RECKONER YIELD ENHANCED AAA CLO REINVESTING ETF - ETF | $548,240 | 0.3% | NEW | — |
| 72 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $538,677 | 0.3% | +0% | — |
| 73 | — | AVANTIS U.S. LARGE CAP VALUE ETF - ETF | $525,826 | 0.3% | -1% | — |
| 74 |  $MKL | MARKEL GROUP INC. | $523,407 | 0.3% | -3% | 60.2 |
| 75 |  $MA | Mastercard Inc | $520,277 | 0.3% | +5% | 85.1 |
| 76 |  $CAT | CATERPILLAR INC | $496,243 | 0.3% | +9% | 66.5 |
| 77 |  $IAU | ISHARES GOLD TRUST | $494,137 | 0.3% | +25% | — |
| 78 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF | $490,046 | 0.3% | +0% | — |
| 79 | — | JANUS HENDERSON SECURITIZED INCOME ETF - ETF | $483,371 | 0.3% | -20% | — |
| 80 |  $LRCX | LAM RESEARCH CORP | $480,996 | 0.3% | +3% | 79.4 |
| 81 | $IVZ | Invesco Ltd. | $477,243 | 0.3% | -18% | — |
| 82 |  $STX | Seagate Technology Holdings plc | $476,710 | 0.3% | -10% | — |
| 83 |  $LPLA | LPL Financial Holdings Inc. | $474,631 | 0.3% | +2% | 72.1 |
| 84 | — | ISHARES RUSSELL 3000 ETF - ETF | $467,334 | 0.3% | +0% | — |
| 85 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $465,631 | 0.3% | -42% | — |
| 86 |  $GEV | GE Vernova Inc. | $465,245 | 0.3% | +8% | 81.1 |
| 87 |  $GLD | SPDR GOLD TRUST | $460,475 | 0.3% | +0% | — |
| 88 | — | SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF - ETF | $447,338 | 0.3% | +9% | — |
| 89 |  $PM | Philip Morris International Inc. | $427,129 | 0.2% | +3% | 75.9 |
| 90 |  $NFLX | NETFLIX INC | $420,974 | 0.2% | -4% | 78.8 |
| 91 | — | VANGUARD EXTENDED MARKET ETF - ETF | $404,031 | 0.2% | -38% | — |
| 92 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | $387,822 | 0.2% | -62% | — |
| 93 |  $LLY | ELI LILLY & Co | $385,031 | 0.2% | +25% | 87.5 |
| 94 | $V | VISA INC. | $384,261 | 0.2% | +13% | 82.9 |
| 95 | — | AVANTIS U.S. SMALL CAP VALUE ETF - ETF | $380,268 | 0.2% | -9% | — |
| 96 | — | PGIM AAA CLO ETF - ETF | $380,092 | 0.2% | NEW | — |
| 97 |  $OWL | BLUE OWL CAPITAL INC. | $377,729 | 0.2% | NEW | 48.8 |
| 98 |  $IBIT | iShares Bitcoin Trust ETF | $375,112 | 0.2% | +47% | — |
| 99 | — | RECKONER YIELD ENHANCED AAA CLO ETF - ETF | $373,656 | 0.2% | NEW | — |
| 100 |  $GE | GENERAL ELECTRIC CO | $369,619 | 0.2% | -15% | 73.8 |
| 101 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | $368,011 | 0.2% | +0% | — |
| 102 | — | IMGP DBI MANAGED FUTURES STRATEGY ETF - ETF | $366,187 | 0.2% | +76% | — |
| 103 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $352,759 | 0.2% | +0% | — |
| 104 |  $AMD | ADVANCED MICRO DEVICES INC | $345,061 | 0.2% | NEW | 79.8 |
| 105 |  $MRK | Merck & Co., Inc. | $345,023 | 0.2% | +6% | 59.9 |
| 106 | — | ISHARES MSCI ACWI ETF - ETF | $342,509 | 0.2% | -20% | — |
| 107 | — | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF - ETF | $340,675 | 0.2% | -13% | — |
| 108 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $339,284 | 0.2% | +0% | — |
| 109 | — | ISHARES MSCI INTL VALUE FACTOR ETF - ETF | $337,571 | 0.2% | +3% | — |
| 110 |  $ECC | Eagle Point Credit Co | $336,817 | 0.2% | +4% | — |
| 111 |  $WDC | WESTERN DIGITAL CORP | $330,857 | 0.2% | NEW | 80.7 |
| 112 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF - ETF | $326,927 | 0.2% | -9% | — |
| 113 | — | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF | $324,349 | 0.2% | NEW | — |
| 114 |  $MU | MICRON TECHNOLOGY INC | $323,201 | 0.2% | NEW | 86.2 |
| 115 |  $JNJ | JOHNSON & JOHNSON | $323,050 | 0.2% | +5% | 69 |
| 116 | — | SIMPLIFY MBS ETF - ETF | $318,372 | 0.2% | +1% | — |
| 117 | — | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF | $312,180 | 0.2% | NEW | — |
| 118 | — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF - ETF | $307,383 | 0.2% | -46% | — |
| 119 | — | NOMURA GLOBAL LISTED INFRASTRUCTURE ETF - ETF | $301,394 | 0.2% | +0% | — |
| 120 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $300,702 | 0.2% | NEW | — |
| 121 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $290,291 | 0.2% | NEW | — |
| 122 | — | ISHARES CORE TOTAL USD BOND MARKET ETF - ETF | $281,238 | 0.1% | +35% | — |
| 123 |  $DELL | Dell Technologies Inc. | $279,586 | 0.1% | NEW | 71.2 |
| 124 |  $ASML | ASML HOLDING NV | $272,553 | 0.1% | NEW | — |
| 125 |  $GS | GOLDMAN SACHS GROUP INC | $270,036 | 0.1% | NEW | 73.5 |
| 126 |  $CSCO | CISCO SYSTEMS, INC. | $267,104 | 0.1% | NEW | 70.3 |
| 127 | — | JANUS HENDERSON B-BBB CLO ETF - ETF | $266,154 | 0.1% | +15% | — |
| 128 |  $MO | ALTRIA GROUP, INC. | $257,567 | 0.1% | +3% | 67.4 |
| 129 |  $XOM.R34088 | EXXON MOBIL CORP | $257,034 | 0.1% | +14% | 57.9 |
| 130 | — | ISHARES TREASURY FLOATING RATE BOND ETF - ETF | $256,492 | 0.1% | NEW | — |
| 131 | $WT | WisdomTree, Inc. | $256,056 | 0.1% | -6% | 59.9 |
| 132 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $254,529 | 0.1% | -48% | — |
| 133 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - ETF | $252,810 | 0.1% | +0% | — |
| 134 | — | ISHARES SYSTEMATIC BOND ETF - ETF | $249,914 | 0.1% | NEW | — |
| 135 | — | ISHARES AAA CLO ACTIVE ETF - ETF | $246,728 | 0.1% | NEW | — |
| 136 |  $CL | COLGATE PALMOLIVE CO | $246,344 | 0.1% | +13% | 61.3 |
| 137 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $238,345 | 0.1% | +2% | 70 |
| 138 |  $TJX | TJX COMPANIES INC /DE/ | $238,007 | 0.1% | +23% | 68.7 |
| 139 |  $CODI | Compass Diversified Holdings | $237,707 | 0.1% | +0% | 42.3 |
| 140 |  $ABBV | AbbVie Inc. | $236,542 | 0.1% | NEW | 72.6 |
| 141 |  $TER | TERADYNE, INC | $235,146 | 0.1% | NEW | 77.3 |
| 142 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $234,181 | 0.1% | NEW | — |
| 143 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $231,941 | 0.1% | -54% | — |
| 144 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $231,544 | 0.1% | +443% | — |
| 145 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF | $228,928 | 0.1% | NEW | — |
| 146 | $WT | WisdomTree, Inc. | $226,693 | 0.1% | +0% | 59.9 |
| 147 |  $PG | PROCTER & GAMBLE Co | $218,347 | 0.1% | NEW | 64.6 |
| 148 |  $FTNT | Fortinet, Inc. | $217,065 | 0.1% | NEW | 80.1 |
| 149 |  $DOV | DOVER Corp | $214,794 | 0.1% | NEW | 58.1 |
| 150 | — | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF - ETF | $211,953 | 0.1% | -0% | — |
New Positions (31)
LONGVIEW ADVANTAGE FIXED INCOME ETF - ETF$746,630
ISHARES U.S. TREASURY BOND ETF - ETF$712,241
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF$655,505
VANECK BDC INCOME ETF - ETF$602,616
RECKONER YIELD ENHANCED AAA CLO REINVESTING ETF - ETF$548,240
PGIM AAA CLO ETF - ETF$380,092
$OWL BLUE OWL CAPITAL INC.$377,729 RECKONER YIELD ENHANCED AAA CLO ETF - ETF$373,656
$AMD ADVANCED MICRO DEVICES INC$345,061$WDC WESTERN DIGITAL CORP$330,857 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF$324,349
$MU MICRON TECHNOLOGY INC$323,201 ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF$312,180
VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF$300,702
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$290,291Exited Positions (13)
BNY MELLON CORE BOND ETF
ISHARES HIGH YIELD MUNI ACTIVE ETF
ISHARES MSCI EAFE VALUE ETF
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
VANGUARD SHORT-TERM TREASURY ETF
$FBTC Fidelity Wise Origin Bitcoin Fund ISHARES MSCI USA QUALITY FACTOR ETF
$SIVR abrdn Silver ETF Trust
$PLTR Palantir Technologies Inc. ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
$SHEL Shell plc VANGUARD FTSE EMERGING MARKETS ETF
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AI-Powered Hedge Fund Analysis: Magnolia Private Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Magnolia Private Wealth, LLC (SEC CIK: 2055130), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Magnolia Private Wealth, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.