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Manager record

Magnolia Wealth Management, LLC

Dothan, AL · CIK 1908732 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$190.96MReported 13F valueQ3 2026 · as filed
15Holdings listed
0.0%vs prior quartervalue change includes market moves
5Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q3 2025 to Q3 2026Q3 2025: $315.0M$315.0MQ3 202526 holdingsQ4 2025: $167.4M$167.4MQ4 202515 holdingsQ1 2026: $171.6M$171.6MQ1 2026212 holdingsQ2 2026: $191.0M$191.0MQ2 202617 holdingsQ3 2026: $191.0M$191.0MQ3 202615 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$190.96M · 15 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$191.05M · 17 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$171.63M · 212 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$167.36M · 15 holdings listed · View original SEC filing ↗
Nov 24 2025 13F-HR · period Q3 2025

$153.38M · 12 holdings listed · View original SEC filing ↗
Nov 21 2025 13F-HR · period Q3 2025

$161.65M · 14 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology