Magnolia Wealth Management, LLC
All 13F Filings
- Location
- Dothan, AL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 167,358
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 15 | 167,358 | 13F-HR | Magnolia Wealth Management, LLC |
| Q3 2025 | 11/21/2025 | 14 | 161,648 | 13F-HR | Magnolia Wealth Management, LLC |
| Q2 2025 | 11/24/2025 | 12 | 153,377 | 13F-HR | Magnolia Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.59 K | 49.9% | 3.217 K | 0 | 3.217 K |
| ETFs | 83.77 K | 50.1% | 2.496 K | 0 | 2.496 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
167,358
Holdings
15
QoQ value change ($000)
5,710
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.