Magnolia Private Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Philadelphia, PA
CIK
0002055130
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
110
121,437
SGOV, JAAA, TUA, AVUS
13F-HR
4/15/2025
000205513025000003
Q4 2024
105
116,356
SGOV, JAAA, TUA, FNDX
13F-HR
2/4/2025
000205513025000001