Long-term investor
Magnolia Wealth Management, LLC @magnoliawealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908732).
Record
- Tracked since 2025-12-31 (257 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 35.1% · long · since 2025-12-31
- VCRB · 29.0% · long · since 2025-12-31
- IXUS · 11.7% · long · since 2025-12-31
- VGT · 7.5% · long · since 2025-12-31
- IJR · 7.1% · long · since 2025-12-31
- VNQ · 6.9% · long · since 2025-12-31
- MSFT · 0.7% · long · since 2025-12-31
- AAPL · 0.4% · long · since 2025-12-31
- FIX · 0.4% · long · since 2025-12-31
- SPY · 0.2% · long · since 2025-12-31
- 842587107 · 0.2% · long · since 2025-12-31
- GOOGL · 0.2% · long · since 2025-12-31