13F Filings History of Magnolia Wealth Management, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$167,358,264
Signature - Title
Aryn Sands - Agent
Location
Dothan, AL
Summary
This page shows a list of all the recent 13F filings made by Magnolia Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Magnolia Wealth Management, LLC reported 15 stock holdings with total value $167,358,264 as of Q4 2025. Top holdings included VTI, VCRB, IXUS, VGT, and VNQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 15 $167,358,264 +$4,877,037 -$545,513 +$4,331,524 VTI, VCRB, IXUS, VGT, VNQ 13F-HR 26 Jan 2026, 18:41
Q3 2025 14 $161,647,530 +$1,234,594 -$1,993,875 -$759,281 VTI, VCRB, IXUS, VGT, VNQ 13F-HR 21 Nov 2025, 14:36
Q2 2025 12 $153,376,709 +$4,568,657 -$288,063 +$4,280,594 VTI, VCRB, IXUS, VGT, VNQ 13F-HR 24 Nov 2025, 13:53
Q1 2025 12 $139,419,930 +$810,870 -$2,089,024 -$1,278,154 VTI, VCRB, IXUS, VGT, VNQ 13F-HR 07 May 2025, 15:40
Q4 2024 13 $143,854,321 +$5,624,162 -$1,503 +$5,622,659 VTI, VCRB, IXUS, VGT, VNQ 13F-HR 06 Feb 2025, 18:55
Q3 2024 12 $140,679,010 +$3,388,169 -$3,080,796 +$307,373 VTI, VCRB, IXUS, VGT, VNQ 13F-HR 07 Nov 2024, 19:34
Q2 2024 12 $132,475,956 +$42,426,303 -$158,793,292 -$116,366,989 VTI, VCRB, IXUS, VGT, VNQ 13F-HR 17 Jul 2024, 19:47
Q1 2024 19 $244,426,208 +$123,186,277 $0 +$123,186,277 VTI, BND, IXUS, JPST, VGT 13F-HR 10 May 2024, 15:03
Q4 2023 11 $116,656,501 +$18,650,703 -$18,679,621 -$28,918 VTI, BND, IXUS, JPST, VGT 13F-HR 14 Feb 2024, 15:47
Q3 2023 11 $107,460,452 +$3,899,218 -$37,484 +$3,861,734 VTI, VGSH, IXUS, BND, JPST 13F-HR 13 Nov 2023, 13:48
Q2 2023 11 $107,359,021 +$4,589,331 -$97,873 +$4,491,458 VTI, VGSH, IXUS, BND, JPST 13F-HR 24 Jul 2023, 16:34
Q1 2023 11 $99,264,709 +$4,062,407 -$1,162,546 +$2,899,861 VTI, VGSH, BND, IXUS, JPST 13F-HR 11 May 2023, 15:40
Q4 2022 10 $92,199,710 +$32,494,528 -$28,544,502 +$3,950,026 VTI, VGSH, BND, JPST, IXUS 13F-HR 13 Feb 2023, 16:28
Q2 2022 9 $88,234,000 +$3,397,068 -$499,000 +$2,898,068 VTI, FLOT, JPST, IXUS, VNQ 13F-HR 22 Jul 2022, 13:54
Q1 2022 11 $95,081,000 +$45,023,833 -$42,940,514 +$2,083,319 VTI, FLOT, JPST, IXUS, VNQ Restatement 19 May 2022, 14:48
Q4 2021 13 $97,718,000 $0 $0 $0 VTI, BND, VCSH, IXUS, VNQ 13F-HR 15 Feb 2022, 13:51