13F Filings History of Three Magnolias Financial Advisors, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$160,984,217
Signature - Title
Wesley Reed - Chief Compliance Officer
Location
Winston Salem, NC
Summary
This page shows a list of all the recent 13F filings made by Three Magnolias Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Three Magnolias Financial Advisors, LLC reported 105 stock holdings with total value $160,984,217 as of Q4 2025. Top holdings included SCHG, DGRW, JEPQ, VNLA, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 105 $160,984,217 +$4,206,654 -$5,238,241 -$1,031,587 SCHG, DGRW, JEPQ, VNLA, QUAL 13F-HR 20 Jan 2026, 10:11
Q3 2025 107 $160,654,556 +$9,858,287 -$3,151,877 +$6,706,410 SCHG, DGRW, JEPQ, VNLA, QUAL 13F-HR 21 Oct 2025, 10:23
Q2 2025 103 $143,696,238 +$19,163,880 -$4,987,095 +$14,176,785 SCHG, DGRW, VNLA, JEPQ, QUAL 13F-HR 21 Oct 2025, 10:31
Q1 2025 96 $118,015,265 +$32,562,230 -$5,952,510 +$26,609,720 SCHG, DGRW, QUAL, VNLA, JEPQ 13F-HR 20 May 2025, 15:43
Q4 2024 69 $95,132,424 $0 $0 $0 SCHG, DGRW, QUAL, VNLA, SCHD 13F-HR 14 Feb 2025, 16:37