Magnolia Wealth Management, LLC: 13F holdings
CIK 19087322026Q2
| Positions | 17 |
|---|---|
| Reported value | $191.0m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 181,284 | $67.1m | 35.1% |
| VANGUARD MALVERN FDS | 716,770 | $55.4m | 29.0% |
| EWJ ISHARES TR | 234,771 | $22.4m | 11.7% |
| VGT VANGUARD WORLD FD | 120,389 | $14.4m | 7.5% |
| IJR ISHARES TR | 91,403 | $13.6m | 7.1% |
| VNQ VANGUARD INDEX FDS | 136,305 | $13.1m | 6.9% |
| MSFT MICROSOFT CORP | 3,405 | $1.3m | 0.7% |
| AAPL APPLE INC | 2,847 | $823,862 | 0.4% |
| FIX COMFORT SYS USA INC | 388 | $768,997 | 0.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 488 | $364,424 | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908732")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.