Magnolia Private Wealth, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationphiladelphia, PA
- CIK0002055130
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
120 | $143.09M | AVUS, AVDE, JAAA, GDE | 13F-HR | Feb 6, 2026 | 000205513026000001 | ||
109 | $136.37M | AVUS, AVDE, JAAA, TUA | 13F-HR | Nov 6, 2025 | 000205513025000005 | ||
103 | $129M | AVUS, JAAA, AVDE, TUA | 13F-HR | Jul 18, 2025 | 000205513025000004 | ||
110 | $121.44M | SGOV, JAAA, TUA, AVUS | 13F-HR | Apr 15, 2025 | 000205513025000003 | ||
105 | $116.36M | SGOV, JAAA, TUA, FNDX | 13F-HR | Feb 4, 2025 | 000205513025000001 |