Holdings
Magnolia Wealth Management, LLC
As of Sep 30, 2026, Magnolia Wealth Management, LLC reported 15 positions worth US$191M. Largest: Vanguard Morningstar Total Stock Market ETF, Vanguard Core Bond ETF and iShares Core MSCI Total International Stock ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF | 183K | US$68.4M | new | Sep 30, 2026 |
| Vanguard Core Bond ETF | 744K | US$54.8M | new | Sep 30, 2026 |
| iShares Core MSCI Total International Stock ETF | 238K | US$22.6M | new | Sep 30, 2026 |
| Vanguard Information Technology ETF | 121K | US$15.2M | new | Sep 30, 2026 |
| Vanguard Real Estate ETF | 140K | US$12.5M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 92,152 | US$12.5M | new | Sep 30, 2026 |
| Microsoft Corp. | 3,108 | US$1.59M | −297 | Sep 30, 2026 |
| Apple Inc | 2,837 | US$945K | −10 | Sep 30, 2026 |
| Comfort Systems Usa, Inc. | 390 | US$645K | +2 | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 476 | US$363K | new | Sep 30, 2026 |