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CIK 0001908732 • 7 13F filings • May 7, 2025 – Oct 16, 2026
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=jivedata("magnolia-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $281K | 0.2% | 1,477 SH | |
| APPLE INC | COM | $683K | 0.5% | 3,074 SH | |
| ISHARES TR | CORE MSCI TOTAL | $15.5M | 11.1% | 221,916 SH | |
| ISHARES TR | CORE S&P SCP ETF | $8.0M | 5.7% | 76,474 SH | |
| JPMORGAN CHASE & CO. | COM | $233K | 0.2% | 949 SH | |
| MICROSOFT CORP | COM | $1.2M | 0.8% | 3,119 SH | |
| SOUTHERN CO | COM | $304K | 0.2% | 3,301 SH | |
| UNITEDHEALTH GROUP INC | COM | $288K | 0.2% | 550 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $9.6M | 6.9% | 105,794 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $48.6M | 34.9% | 177,004 SH | |
| VANGUARD MALVERN FDS | CORE BD ETF | $45.1M | 32.3% | 581,996 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $9.7M | 6.9% | 17,850 SH |
| 13F-HR |
| 0001754960-25-000801 |
| $161.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000506 | $191.0M | View |
| Nov 24, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000807 | $153.4M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000367 | $171.6M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000284 | $139.4M | View |