The Analysis of Magnolia Wealth Management, LLC's Holdings

Currently, Magnolia Wealth Management, LLC holds 14 types of securities in its portfolio with a total value $161.6M. In the most recent quarter, they have increased their positions in VCRB (+4.9K shares, valued at $381.9K), GOOGL (+1.1K shares, valued at $263.5K), SPY (+311 shares, valued at $207.2K); decreased their positions in VTI (-4.9K shares, valued at $1.6M), VGT (-278 shares, valued at $207.6K), AAPL (-415 shares, valued at $105.7K); initiated new positions in GOOGL (+1.1K shares, valued at $263.5K), SPY (+311 shares, valued at $207.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS175.2K shares-2.70%2025-09-302025-11-21

VCRB VANGUARD MALVERN FDS606.5K shares0.81%2025-09-302025-11-21

IXUS ISHARES TR228.0K shares-0.33%2025-09-302025-11-21

VGT VANGUARD WORLD FD18.3K shares-1.50%2025-09-302025-11-21

VNQ VANGUARD INDEX FDS112.3K shares1.92%2025-09-302025-11-21

IJR ISHARES TR82.4K shares1.81%2025-09-302025-11-21

MSFT MICROSOFT CORP3.1K shares-1.19%2025-09-302025-11-21

AAPL APPLE INC2.7K shares-13.50%2025-09-302025-11-21

Sponsored

FIX COMFORT SYS USA INC450 shares0.00%2025-09-302025-11-21

SO SOUTHERN CO3.5K shares4.49%2025-09-302025-11-21

AMZN AMAZON COM INC1.4K shares-1.83%2025-09-302025-11-21

JPM JPMORGAN CHASE & CO.949 shares0.00%2025-09-302025-11-21

GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-11-21

SPY SPDR S&P 500 ETF TR311 sharesnew addition2025-09-302025-11-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available