Magnolia Wealth Management, LLC
All 13F Filings
- Location
- Dothan, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 191,048
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/14/2026 | 17 | 191,048 | 13F-HR | Magnolia Wealth Management, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.527 K | 2.4% | 0 | 3.044 K | -3.044 K |
| ETFs | 186.5 K | 97.6% | 22.5 K | 0 | 22.5 K |
| Debt | 0 | 0.0% | 0 | 36 | -36 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
191,048
Holdings
17
QoQ value change ($000)
19,423
(11.3%)
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.