13F Filings History of Magnolia Private Wealth, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$143,085,807
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 120 stock holdings with total value $143,085,807 as of Q4 2025. Top holdings included AVUS, AVDE, JAAA, GDE, and TUA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $143,085,807 +$12,048,930 -$18,862,660 -$6,813,730 AVUS, AVDE, JAAA, GDE, TUA 13F-HR 06 Feb 2026, 13:17
Q3 2025 109 $125,573,152 +$15,426,219 -$10,399,540 +$5,026,679 AVDE, JAAA, TUA, GDE, FNDX 13F-HR 06 Nov 2025, 11:55
Q2 2025 103 $129,003,376 +$15,587,692 -$35,097,165 -$19,509,473 AVUS, JAAA, AVDE, TUA, FNDX 13F-HR 18 Jul 2025, 10:20
Q1 2025 109 $111,200,367 +$19,196,593 -$9,275,880 +$9,920,713 SGOV, JAAA, TUA, AVUS, FNDX 13F-HR 15 Apr 2025, 15:03
Q4 2024 104 $111,667,936 $0 $0 $0 SGOV, JAAA, TUA, FNDX, AVUS 13F-HR 04 Feb 2025, 17:40