Magnolia Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    dothan, AL
  • CIK
    0001908732
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

13

$143.85M
VTI, VCRB, IXUS, VANGUARD WORLD FDS
13F-HR
Feb 6, 2025
000175496025000105

12

$140.68M
VTI, VCRB, IXUS, VANGUARD WORLD FDS
13F-HR
Nov 8, 2024
000175496024000551

12

$132.48M
VTI, VCRB, IXUS, VANGUARD WORLD FDS
13F-HR
Jul 18, 2024
000175496024000280

19

$244.43M
VTI, BND, IXUS, JPST
13F-HR
May 10, 2024
000175496024000206

11

$116.66M
VTI, BND, IXUS, JPST
13F-HR
Feb 14, 2024
000175496024000099

11

$107.46M
VTI, VGSH, IXUS, BND
13F-HR
Nov 13, 2023
000175496023000327

11

$107.36M
VTI, VGSH, IXUS, BND
13F-HR
Jul 24, 2023
000175496023000202

11

$99.27M
VTI, VGSH, BND, IXUS
13F-HR
May 11, 2023
000175496023000150

10

$92.20M
VTI, VGSH, BND, JPST
13F-HR
Feb 13, 2023
000175496023000071

9

$88.23M
VTI, FLOT, JPST, IXUS
13F-HR
Jul 22, 2022
000175496022000190

11

$95.08M
VTI, FLOT, JPST, IXUS
RESTATEMENT
May 19, 2022
000175496022000150

13

$97.72M
VTI, BND, VCSH, IXUS
13F-HR
Feb 15, 2022
000175496022000069
Magnolia Wealth Management, Llc 13F Filings