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Home > Institutional Investor > Magnolia Wealth Management, Llc > Profile

Instuitional Investor - Magnolia Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Magnolia Wealth Management, Llc
Portfolio Value $171,625,369
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 178,620 $57,303,041 33.39%
2.
Vanguard Malvern Fds - CORE BD ETF
 643,201 $49,770,869 29%
3.
Ishares Trust
 HYG 234,427 $20,310,718 11.83%
4.
Vanguard World Fund
 143,608 $12,524,881 7.3%
5.
Ishares Trust
 IEF 87,615 $10,891,399 6.35%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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