Magnolia Wealth Management, LLC
Q4 2025 13F Holdings
- Locationdothan, AL
- Num holdings
15
- Value ($000)
$167,358
- Date Filed01/27/2026
- Form type13F-HR
- CIK0001908732
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $59.15M | 35 % | 176,424 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $49.66M | 30 % | 637,482 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $19.8M | 12 % | 233,935 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $13.36M | 8 % | 17,724 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $10.48M | 6 % | 118,427 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.27M | 6 % | 85,476 | ||
MICROSOFT CORP | COM | 594918104 | $1.65M | 1 % | 3,412 | ||
APPLE INC | COM | 037833100 | $775.94K | 1 % | 2,854 | ||
COMFORT SYS USA INC | COM | 199908104 | $362.12K | 0 % | 388 | ||
AMAZON COM INC | COM | 023135106 | $356.39K | 0 % | 1,544 |
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