Magnolia Wealth Management, LLC
All 13F Filings
- Location
- Dothan, AL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 171,625
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 212 | 171,625 | 13F-HR | Magnolia Wealth Management, LLC |
| Q4 2025 | 1/27/2026 | 15 | 167,358 | 13F-HR | Magnolia Wealth Management, LLC |
| Q3 2025 | 11/21/2025 | 14 | 161,648 | 13F-HR | Magnolia Wealth Management, LLC |
| Q2 2025 | 11/24/2025 | 12 | 153,377 | 13F-HR | Magnolia Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.571 K | 4.4% | 0 | 76.02 K | -76.02 K |
| ETFs | 164 K | 95.6% | 80.25 K | 0 | 80.25 K |
| Debt | 36 | 0.0% | 36 | 0 | 36 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
171,625
Holdings
212
QoQ value change ($000)
4,267
(2.5%)
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.