Magnolia Private Wealth, LLC Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$129.0B

Holdings

103

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (103 positions)

#StockSharesValue% PortfolioType
101
RFIXSIMPLIFY BOND BULL ETF
4,251$206.7M0.16%
102
ORCLORACLE CORP COM
915$200.0M0.16%
103
CODICOMPASS DIVERSIFIED SH BEN INT
22,288$140.0M0.11%
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