Magnolia Private Wealth, LLC
Top Portfolio Positions
42 positions ·
$39,030,996 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
146,357 | $13,565,830 | 34.76% | |
| AAPL |
Apple Inc.
Technology
|
17,951 | $4,555,784 | 11.67% | |
| MSFT |
Microsoft Corp
Technology
|
5,556 | $2,056,664 | 5.27% | |
| NVDA |
Nvidia Corp
Technology
|
8,348 | $1,455,891 | 3.73% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
82,571 | $1,371,504 | 3.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,524 | $1,310,047 | 3.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,026 | $1,157,716 | 2.97% | |
| CBNA |
Chain Bridge Bancorp Inc
Financial Services
|
32,640 | $1,139,136 | 2.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,300 | $970,728 | 2.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,195 | $873,692 | 2.24% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ECC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,060 | 87,250 | Shares | Sole | 2026-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||