MAGNOLIA CAPITAL ADVISORS LLC

All 13F Filings

Location
Ridgeland, MS
Most recent 13F
Q2 2026
Holdings value ($000)
582,671
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 295 582,671 13F-HR MAGNOLIA CAPITAL ADVISORS LLC
Q1 2026 5/15/2026 281 508,668 13F-HR MAGNOLIA CAPITAL ADVISORS LLC
Q4 2025 2/13/2026 268 475,662 13F-HR MAGNOLIA CAPITAL ADVISORS LLC
Q3 2025 11/13/2025 233 382,952 13F-HR MAGNOLIA CAPITAL ADVISORS LLC
Q2 2025 8/5/2025 241 397,143 13F-HR MAGNOLIA CAPITAL ADVISORS LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 239.7 K 42.0% 16.79 K 0 16.79 K
ETFs 321.9 K 56.4% 44.05 K 0 44.05 K
Debt 9.609 K 1.7% 2.853 K 0 2.853 K
Other 0 0.0% 0 719 -719
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
582,671
Holdings
295
QoQ value change ($000)
74,003 (14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.