Magnolia Private Wealth, LLC

Business address
1845 Walnut Street, Suite 1601, Philadelphia, PA, 19103
Top securities (13F)
AVDE, JAAA, TUA, GDE, FNDX, AVEM, AAPL, TYA, MSFT, AVGE, SGOV, DFAI, RSST, IVV, GLDM, BILS, CTA, FNDF, BRKB, and KMLM
State of incorporation
WY
Fiscal year end
31 December
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Magnolia Private Wealth, LLC has filed 4 SEC EDGAR filings since 05 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-24747
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-24747
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-24747
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-24747