Magnolia Capital Advisors LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $378 Million distributed in 241 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $15.2M, Vanguard Growth ETF with a value of $12.8M, Ishares Core S&P Total U.S. St with a value of $10.5M, Apple Inc. with a value of $9.53M, and Ishares Msci Usa Quality Facto with a value of $9.17M.
Examining the 13F form we can see an increase of $24M in the current position value, from $354M to 378M.
Magnolia Capital Advisors LLC is based out at Jackson, MS
Below you can find more details about Magnolia Capital Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$378 Million
ETFs: $210 Million
Technology: $44.2 Million
Financial Services: $34.9 Million
Consumer Cyclical: $17.5 Million
Healthcare: $15.9 Million
Communication Services: $14.3 Million
Industrials: $12 Million
Energy: $7.96 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
