Magnolia Private Wealth, LLC

13F Portfolio Filings

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

103

$129.00M
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
Magnolia Private Wealth, Llc 13F Filings