Magnolia Capital Advisors LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$508.7M
Holdings
280
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (1.23M shares)
4.0%
02
$JMOM
JPMORGAN U.S. MOMENTUM FACTOR ETF
Held since at least Q1 2024
3.2%
03
$AAPL
APPLE INC
Held since at least Q1 2024
3.0%
04
$JPST
JPMORGAN ULTRA-SHORT INCOME ETF
Held since at least Q1 2024
2.4%
05
$ITOT
ISHARES TR
Held since at least Q1 2024
1.6%
06
$VUG
VANGUARD GROWTH ETF
Held since at least Q1 2024
1.6%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.6%
08
$FCUS
PINNACLE FOCUSED OPPORTUNITIES ETF
Held since at least Q1 2024
1.5%
09
$BND
VANGUARD TOTAL BOND MARKET ETF
Held since at least Q1 2024
1.5%
10
$JVAL
JPMORGAN U.S. VALUE FACTOR ETF
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.