Magnolia Private Wealth, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    philadelphia, PA
  • CIK
    0002055130
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

103

$129.00 M
AVUS, JAAA, AVDE, TUA
13F-HR
Jul 18, 2025
000205513025000004

110

$121.44 M
SGOV, JAAA, TUA, AVUS
13F-HR
Apr 15, 2025
000205513025000003

105

$116.36 M
SGOV, JAAA, TUA, FNDX
13F-HR
Feb 4, 2025
000205513025000001