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Aryn Sands

Magnolia Wealth Management, Llc

Assets Managed
$171.625M
Holdings
212
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
2.55%(2Q avg: 3.05%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Magnolia Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 212 positions.

Assets under management

The assets under management (AUM) of Magnolia Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 171.625M in assets, with a quarterly growth rate of 2.55% and a 2-quarter average growth rate of 3.05%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.25%
33.39%
$57.303M
178,620 shares@ $320.81 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 0.9%
29%
$49.771M
643,201 shares@ $77.38 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 0.22%
11.84%
$20.311M
234,427 shares@ $86.64 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 1.29%
7.3%
$12.525M
17,951 shares@ $697.73 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.51%
6.35%
$10.891M
87,615 shares@ $124.31 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 3.09%
6.31%
$10.828M
122,076 shares@ $88.71 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.2%
0.74%
$1.26M
3,405 shares@ $370.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.24%
0.43%
$722,587
2,847 shares@ $253.81 avg price
FIX
Comfort Systems Usa Inc
Recent Activity
0.32%
$535,048
388 shares@ $1378.99 avg price
SO
Southern Co The
Recent Activity
Increased 5.8%
0.22%
$373,376
3,868 shares@ $96.53 avg price

1-10 of 212