The Analysis of Magnolia Wealth Management, LLC's Holdings
Currently, Magnolia Wealth Management, LLC holds 15 types of securities in its portfolio with a total value $167.4M. In the most recent quarter, they have increased their positions in VCRB (+31.0K shares, valued at $2.4M), VNQ (+6.2K shares, valued at $545.0K), IXUS (+6.0K shares, valued at $505.3K); decreased their positions in VGT (-583 shares, valued at $439.4K), FIX (-62 shares, valued at $57.9K), N/A (-154 shares, valued at $48.2K); initiated new positions in WMT (+2.0K shares, valued at $218.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS176.4K shares0.72%2025-12-312026-01-27
VCRB VANGUARD MALVERN FDS637.5K shares5.11%2025-12-312026-01-27 IXUS ISHARES TR233.9K shares2.62%2025-12-312026-01-27 VGT VANGUARD WORLD FD17.7K shares-3.18%2025-12-312026-01-27 VNQ VANGUARD INDEX FDS118.4K shares5.49%2025-12-312026-01-27 IJR ISHARES TR85.5K shares3.78%2025-12-312026-01-27 MSFT MICROSOFT CORP3.4K shares10.71%2025-12-312026-01-27 AAPL APPLE INC2.9K shares7.33%2025-12-312026-01-27 FIX COMFORT SYS USA INC388 shares-13.78%2025-12-312026-01-27 AMZN AMAZON COM INC1.5K shares6.48%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR513 shares64.95%2025-12-312026-01-27 SO SOUTHERN CO3.7K shares4.70%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.984 shares3.69%2025-12-312026-01-27 ALPHABET INC ALPHABET INC930 shares-14.21%2025-12-312026-01-27 WMT WALMART INC2.0K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available