• 13F History

Magnolia Private Wealth, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$111M
Signature - Title
Larry G. Peery, II - Managing Member & CCO
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by Magnolia Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Magnolia Private Wealth, LLC reported 109 stock holdings with total value $111M as of Q1 2025. Top holdings included SGOV, JAAA, TUA, AVUS, and FNDX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 109 $111M +$19.2M -$9.28M +$9.92M SGOV, JAAA, TUA, AVUS, FNDX 13F-HR 4/15/2025, 03:03 PM
Q4 2024 104 $112M $0 $0 SGOV, JAAA, TUA, FNDX, AVUS 13F-HR 2/4/2025, 05:40 PM