Magnolia Private Wealth, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$150.1M
Holdings
134
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AVANTIS U.S. EQUITY ETF
Held since at least Q1 2024
8.2%
02
$AVDE
AVANTIS INTERNATIONAL EQUITY ETF
Held since at least Q1 2024
7.3%
03
$GDE
WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND
Held since at least Q1 2024
4.4%
04
$AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
Held since at least Q1 2024
4.3%
05
$JAAA
JANUS HENDERSON AAA CLO ETF
Held since at least Q1 2024
4.3%
06
$AAPL
APPLE INC COM
Q4 2025: New position (883 shares)
3.0%
07
$TUA
SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF
Held since at least Q1 2024
3.0%
08
$FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Held since at least Q1 2024
3.0%
09
$TYA
SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF
Held since at least Q1 2024
2.8%
10
$GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Held since at least Q1 2024
2.3%
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 10:56 UTC.