Three Magnolias Financial Advisors, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 160,984
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 123 K | 76.4% | 512 | 0 | 512 |
| ETFs | 37.97 K | 23.6% | 0 | 173 | -173 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
160,984
Holdings
105
QoQ value change ($000)
329
(0.2%)
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.