Magnolia Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Magnolia Wealth Management, LLC held in its portfolio 15 assets valued at $167,358,264 (i.e. $167.36M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($59.15M), VANGUARD MALVERN FDS ($49.66M), and ISHARES TR ($19.80M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Magnolia Wealth Management, LLC Portfolio

VANGUARD INDEX FDS

VANGUARD MALVERN FDS

ISHARES TR

VANGUARD WORLD FD

VANGUARD INDEX FDS

ISHARES TR

MICROSOFT CORP

APPLE INC

COMFORT SYS USA INC

AMAZON COM INC

Magnolia Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	176424	59149745	TOTAL STK MKT
VANGUARD MALVERN FDS	637482	49656699	CORE BD ETF
ISHARES TR	233935	19800285	CORE MSCI TOTAL
VANGUARD WORLD FD	17724	13359801	INF TECH ETF
VANGUARD INDEX FDS	118427	10479567	REAL ESTATE ETF
ISHARES TR	85476	10272466	CORE S&P SCP ETF
MICROSOFT CORP	3412	1649900	COM
APPLE INC	2854	775939	COM
COMFORT SYS USA INC	388	362117	COM
AMAZON COM INC	1544	356386	COM
SPDR S&P 500 ETF TR	513	349825	TR UNIT
SOUTHERN CO	3656	318794	COM
JPMORGAN CHASE & CO.	984	317064	COM
ALPHABET INC	930	291090	CAP STK CL A
WALMART INC	1962	218586	COM