Three Magnolias Financial Advisors, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 166,591
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 106 | 166,591 | 13F-HR | Three Magnolias Financial Advisors, LLC |
| Q2 2026 | 7/31/2026 | 112 | 179,482 | 13F-HR | Three Magnolias Financial Advisors, LLC |
| Q1 2026 | 4/23/2026 | 103 | 157,147 | 13F-HR | Three Magnolias Financial Advisors, LLC |
| Q4 2025 | 1/20/2026 | 105 | 160,984 | 13F-HR | Three Magnolias Financial Advisors, LLC |
| Q3 2025 | 10/21/2025 | 107 | 160,655 | 13F-HR | Three Magnolias Financial Advisors, LLC |
| Q2 2025 | 10/21/2025 | 103 | 143,696 | 13F-HR | Three Magnolias Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.74 K | 44.3% | 0 | 585 | -585 |
| ETFs | 92.85 K | 55.7% | 0 | 12.32 K | -12.32 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
166,591
Holdings
106
QoQ value change ($000)
-12,891
(-7.2%)
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.