SEC Form 13F

Magnolia Private Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$182,168,949
Positions153

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AVANTIS U.S. EQUITY ETFAVUSETF$13,340,357760,242
AVANTIS INTERNATIONAL EQUITY ETFAVDEETF$11,497,439434,018
ISHARES 0-3 MONTH TREASURY BOND ETFSGOVETF$11,104,314110,304
AVANTIS EMERGING MARKETS EQUITY ETFAVEMETF$7,823,011211,955
WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUNDGDEETF$5,896,624204,920
APPLE INC COMAAPLStock$5,419,84218,730
SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETFTYAETF$4,588,221481,039
TESLA INC COMTSLAStock$4,092,0179,729
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDXETF$4,087,153131,420
JANUS HENDERSON AAA CLO ETFJAAAETF$3,530,13569,918

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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