Magnolia Wealth Management, LLC Portfolio Holdings by Sector
Magnolia Wealth Management, LLC
- $114 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$57,485
50.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IXUS VGT VNQ IJR SPY 5 stocks |
$52,750
46.24% of portfolio
|
  5  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,596
1.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$677
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$371
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$330
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$318
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$299
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$263
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|