Fund Universe

Magnolia Private Wealth, LLC

CIK 0002055130 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.108
AUM ($M)
182
Positions
153
Turnover
0.21
Top-10 wt
39%
Herfindahl
0.024
History (qtrs)
6
Excess Return
not eligible

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Security type

Holdings · 167 positions · portfolio value $182M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AVUS funds › AVANTIS U.S. EQUITY ETF TRIM 7.3% -0.8% 13.3 760,242 -5,244 5
AVDE funds › AVANTIS INTERNATIONAL EQUITY ETF TRIM 6.3% -1.0% 11.5 434,018 -653 5
SGOV funds › ISHARES 0-3 MONTH TREASURY BOND ETF ADD 6.1% +5.6% 11.1 110,304 +102,286 5
AVEM funds › AVANTIS EMERGING MARKETS EQUITY ETF ADD 4.3% +0.0% 7.8 211,955 +1,502 5
GDE funds › WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND TRIM 3.2% -1.2% 5.9 204,920 -8,535 5
AAPL funds › APPLE INC COM ADD 3.0% -0.1% 5.4 18,730 +779 5
TYA funds › SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF ADD 2.5% -0.2% 4.6 481,039 +42,986 5
TSLA funds › TESLA INC COM ADD 2.2% +1.4% 4.1 9,729 +6,205 5
FNDX funds › SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF TRIM 2.2% -0.8% 4.1 131,420 -30,050 5
JAAA funds › JANUS HENDERSON AAA CLO ETF TRIM 1.9% -2.3% 3.5 69,918 -57,196 5
GOOG funds › ALPHABET INC CAP STK CL C ADD 1.9% +1.1% 3.4 9,702 +5,474 5
SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ETF ADD 1.9% +1.5% 3.4 38,552 +30,695 5
TUA funds › SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF TRIM 1.8% -1.2% 3.2 242,589 -56,056 5
DYNF funds › ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF ADD 1.7% +0.5% 3.1 45,376 +15,415 3
GLDM funds › SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST ADD 1.7% -0.6% 3.0 147,199 +842 5
DFAI funds › DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF TRIM 1.4% -0.6% 2.6 62,029 -15,457 5
IEF funds › ISHARES 7-10 YEAR TREASURY BOND ETF ADD 1.4% +0.1% 2.6 354,106 +6,335 5
AVGE funds › AVANTIS ALL EQUITY MARKETS ETF TRIM 1.4% -0.7% 2.5 25,230 -10,160 5
MSFT funds › MICROSOFT CORP COM ADD 1.2% -0.1% 2.2 5,981 +425 5
MGNR funds › AMERICAN BEACON GLG NATURAL RESOURCES ETF ADD 1.1% +0.5% 2.1 42,727 +23,822 4
RSST funds › RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF TRIM 1.1% -0.5% 2.0 61,874 -23,866 5
FNDF funds › SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF TRIM 1.1% -0.2% 2.0 38,171 -1,922 5
NVDA funds › NVIDIA CORPORATION COM ADD 1.1% +0.1% 2.0 9,980 +1,632 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD 1.0% -0.1% 1.9 3,729 +201 5
CUSIP:02072Q358 funds › ALPHA ARCHITECT US EQUITY 2 ETF TRIM 0.9% -0.1% 1.7 31,966 -800 3
INFL funds › HORIZON KINETICS INFLATION BENEFICIARIES ETF ADD 0.9% +0.7% 1.7 33,482 +27,723 2
KMLM funds › KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF ADD 0.9% +0.2% 1.6 104,924 +20,209 5
GOOGL funds › ALPHABET INC CAP STK CL A ADD 0.9% +0.1% 1.6 4,340 +314 5
VOO funds › VANGUARD S&P 500 ETF TRIM 0.8% -0.1% 1.5 2,244 -7 5
CTA funds › SIMPLIFY MANAGED FUTURES STRATEGY ETF ADD 0.8% -0.0% 1.5 59,357 +15,689 5
BAI funds › ISHARES A.I. INNOVATION AND TECH ACTIVE ETF ADD 0.8% +0.4% 1.4 26,649 +9,419 3
CBNA funds › CHAIN BRIDGE BANCORP INC CL A HOLD 0.8% -0.0% 1.4 32,640 +0 3
HFGM funds › UNLIMITED HFGM GLOBAL MACRO ETF ADD 0.7% -0.1% 1.4 44,724 +4,358 3
PZA funds › INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF ADD 0.7% +0.3% 1.4 57,695 +31,824 2
IVW funds › ISHARES S&P 500 GROWTH ETF ADD 0.7% +0.6% 1.3 9,636 +7,341 2
THRO funds › ISHARES U.S. THEMATIC ROTATION ACTIVE ETF ADD 0.7% +0.1% 1.3 29,056 +3,818 3
BPRE funds › BLUEROCK PVT REAL ESTATE FD COM ADD 0.7% -0.2% 1.2 95,768 +13,197 3
AMZN funds › AMAZON COM INC COM ADD 0.7% +0.1% 1.2 5,170 +975 5
VTV funds › VANGUARD MORNINGSTAR VALUE ETF TRIM 0.7% -0.1% 1.2 5,628 -420 5
VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF TRIM 0.7% -0.1% 1.2 14,167 -150 5
IWF funds › ISHARES RUSSELL 1000 GROWTH ETF ADD 0.6% -0.0% 1.2 9,492 +7,119 5
IVV funds › ISHARES CORE S&P 500 ETF TRIM 0.6% -0.4% 1.2 1,570 -915 5
IVE funds › ISHARES S&P 500 VALUE ETF ADD 0.6% +0.5% 1.2 5,085 +3,854 2
JPM funds › JPMORGAN CHASE & CO COM ADD 0.6% -0.0% 1.1 3,388 +88 5
IQLT funds › ISHARES MSCI INTL QUALITY FACTOR ETF TRIM 0.6% -0.3% 1.1 22,279 -8,475 5
VTI funds › VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF TRIM 0.6% -0.1% 1.1 2,976 -327 5
MUB funds › ISHARES NATIONAL MUNI BOND ETF ADD 0.6% -0.1% 1.0 9,695 +758 3
IWD funds › ISHARES RUSSELL 1000 VALUE ETF HOLD 0.6% -0.0% 1.0 4,302 +0 5
INMU funds › ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF ADD 0.5% +0.1% 1.0 40,454 +14,871 3
MUNI funds › PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND TRIM 0.5% -0.1% 1.0 18,430 -205 5
FNDE funds › SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF TRIM 0.5% -0.1% 0.9 21,905 -694 5
BOXX funds › ALPHA ARCHITECT 1-3 MONTH BOX ETF TRIM 0.5% -0.7% 0.8 7,221 -8,218 5
DFAE funds › DIMENSIONAL EMERGING CORE EQUITY MARKET ETF TRIM 0.4% -0.2% 0.8 18,780 -7,456 5
SHLD funds › GLOBAL X DEFENSE TECH ETF ADD 0.4% +0.1% 0.7 12,547 +5,422 3
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL CL A HOLD 0.4% -0.1% 0.7 1 +0 5
LVIG funds › LONGVIEW ADVANTAGE FIXED INCOME ETF NEW 0.4% +0.4% 0.7 7,558 +7,558 1
GOVT funds › ISHARES U.S. TREASURY BOND ETF NEW 0.4% +0.4% 0.7 31,266 +31,266 1
SPTL funds › STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF TRIM 0.4% -0.6% 0.7 27,064 -26,886 3
ITOT funds › ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF TRIM 0.4% -0.6% 0.7 4,071 -5,799 5
MBB funds › ISHARES MBS ETF TRIM 0.4% -0.1% 0.7 7,010 -644 3
IALT funds › ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF NEW 0.4% +0.4% 0.7 23,369 +23,369 1
BIZD funds › VANECK BDC INCOME ETF NEW 0.3% +0.3% 0.6 47,600 +47,600 1
META funds › META PLATFORMS INC CL A ADD 0.3% -0.0% 0.6 1,037 +94 5
APH funds › AMPHENOL CORP CL A ADD 0.3% +0.0% 0.6 3,281 +53 5
AVGO funds › BROADCOM INC COM ADD 0.3% +0.1% 0.6 1,526 +326 5
VBR funds › VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF TRIM 0.3% -0.1% 0.6 2,357 -581 5
MATE funds › MAN ACTIVE TREND ENHANCED ETF ADD 0.3% +0.1% 0.6 18,954 +8,132 2
SPAB funds › STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF TRIM 0.3% -0.2% 0.6 22,200 -6,100 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADD 0.3% +0.1% 0.6 1,158 +61 4
SPMO funds › INVESCO S&P 500 MOMENTUM ETF NEW 0.3% +0.3% 0.5 3,397 +3,397 1
RAAR funds › RECKONER YIELD ENHANCED AAA CLO REINVESTING ETF NEW 0.3% +0.3% 0.5 10,838 +10,838 1
VTEB funds › VANGUARD TAX-EXEMPT BOND ETF HOLD 0.3% -0.1% 0.5 10,650 +0 5
AVLV funds › AVANTIS U.S. LARGE CAP VALUE ETF TRIM 0.3% -0.0% 0.5 5,765 -30 5
MKL funds › MARKEL GROUP INC COM TRIM 0.3% -0.1% 0.5 268 -8 5
MA funds › MASTERCARD INCORPORATED CL A ADD 0.3% -0.0% 0.5 1,013 +51 5
CAT funds › CATERPILLAR INC COM ADD 0.3% +0.1% 0.5 466 +38 4
IAU funds › ISHARES GOLD TRUST ADD 0.3% -0.0% 0.5 6,544 +1,323 3
DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF HOLD 0.3% -0.0% 0.5 13,302 +0 5
JSI funds › JANUS HENDERSON SECURITIZED INCOME ETF TRIM 0.3% -0.1% 0.5 9,439 -2,419 5
LRCX funds › LAM RESEARCH CORP COM NEW ADD 0.3% +0.1% 0.5 1,110 +28 2
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF TRIM 0.3% -0.1% 0.5 2,243 -495 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS TRIM 0.3% +0.1% 0.5 494 -55 2
LPLA funds › LPL FINL HLDGS INC COM ADD 0.3% -0.1% 0.5 1,685 +41 5
IWV funds › ISHARES RUSSELL 3000 ETF HOLD 0.3% -0.0% 0.5 1,096 +0 5
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM 0.3% -0.1% 0.5 2,444 -1,746 5
GEV funds › GE VERNOVA INC COM ADD 0.3% +0.0% 0.5 396 +28 4
GLD funds › SPDR GOLD SHARES HOLD 0.3% -0.1% 0.5 1,250 +0 5
CTAP funds › SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF ADD 0.2% -0.0% 0.4 16,938 +1,335 2
PM funds › PHILIP MORRIS INTL INC COM ADD 0.2% -0.0% 0.4 2,361 +62 5
NFLX funds › NETFLIX INC. COM TRIM 0.2% -0.2% 0.4 5,896 -221 5
VXF funds › VANGUARD EXTENDED MARKET ETF TRIM 0.2% -0.1% 0.4 1,641 -989 5
DFUS funds › DIMENSIONAL U.S. EQUITY MARKET ETF TRIM 0.2% -0.4% 0.4 4,733 -7,716 5
LLY funds › ELI LILLY & CO COM ADD 0.2% +0.1% 0.4 321 +65 3
V funds › VISA INC COM CL A ADD 0.2% +0.0% 0.4 1,120 +129 5
AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF TRIM 0.2% -0.0% 0.4 3,048 -301 5
PAAA funds › PGIM AAA CLO ETF NEW 0.2% +0.2% 0.4 7,414 +7,414 1
OWL funds › BLUE OWL CAPITAL INC COM CL A NEW 0.2% +0.2% 0.4 43,169 +43,169 1
IBIT funds › ISHARES BITCOIN TRUST ETF ADD 0.2% +0.0% 0.4 11,268 +3,609 3
RAAA funds › RECKONER YIELD ENHANCED AAA CLO ETF NEW 0.2% +0.2% 0.4 14,863 +14,863 1
GE funds › GE AEROSPACE COM NEW TRIM 0.2% -0.0% 0.4 989 -178 5
DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF HOLD 0.2% -0.0% 0.4 8,296 +0 5
DBMF funds › IMGP DBI MANAGED FUTURES STRATEGY ETF ADD 0.2% +0.1% 0.4 11,963 +5,158 2
VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF HOLD 0.2% -0.0% 0.4 4,951 +0 5
AMD funds › ADVANCED MICRO DEVICES INC COM NEW 0.2% +0.2% 0.3 594 +594 1
MRK funds › MERCK & CO INC COM ADD 0.2% -0.0% 0.3 2,685 +160 4
ACWI funds › ISHARES MSCI ACWI ETF TRIM 0.2% -0.1% 0.3 2,182 -549 4
FNDA funds › SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF TRIM 0.2% -0.0% 0.3 8,951 -1,325 5
IJH funds › ISHARES CORE S&P MID-CAP ETF HOLD 0.2% -0.0% 0.3 4,400 +0 5
IVLU funds › ISHARES MSCI INTL VALUE FACTOR ETF ADD 0.2% -0.0% 0.3 8,072 +245 5
ECC funds › EAGLE POINT CR CO COM ADD 0.2% -0.0% 0.3 90,542 +3,292 2
WDC funds › WESTERN DIGITAL CORP COM NEW 0.2% +0.2% 0.3 518 +518 1
VTES funds › VANGUARD SHORT-TERM TAX EXEMPT BOND ETF TRIM 0.2% -0.1% 0.3 3,227 -325 5
CORO funds › ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF NEW 0.2% +0.2% 0.3 8,862 +8,862 1
MU funds › MICRON TECHNOLOGY INC COM NEW 0.2% +0.2% 0.3 280 +280 1
JNJ funds › JOHNSON & JOHNSON COM ADD 0.2% -0.0% 0.3 1,272 +62 5
MTBA funds › SIMPLIFY MBS ETF ADD 0.2% -0.0% 0.3 6,488 +86 5
ICSH funds › ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF NEW 0.2% +0.2% 0.3 6,172 +6,172 1
USAI funds › PACER AMERICAN ENERGY INFRASTRUCTURE ETF TRIM 0.2% -0.2% 0.3 6,756 -5,694 3
BILD funds › NOMURA GLOBAL LISTED INFRASTRUCTURE ETF ADD 0.2% -0.0% 0.3 10,207 +6 4
BNDX funds › VANGUARD TOTAL INTERNATIONAL BOND ETF NEW 0.2% +0.2% 0.3 6,209 +6,209 1
SPCX funds › SPACE EXPLORATION TECHN CORP CLASS A COM STK NEW 0.2% +0.2% 0.3 1,699 +1,699 1
IUSB funds › ISHARES CORE TOTAL USD BOND MARKET ETF ADD 0.2% +0.0% 0.3 6,094 +1,590 5
DELL funds › DELL TECHNOLOGIES INC CL C NEW 0.2% +0.2% 0.3 648 +648 1
ASML funds › ASML HLDG NV N Y REGISTRY SHS NEW 0.1% +0.1% 0.3 137 +137 1
GS funds › GOLDMAN SACHS GROUP INC COM NEW 0.1% +0.1% 0.3 267 +267 1
CSCO funds › CISCO SYS INC COM NEW 0.1% +0.1% 0.3 2,274 +2,274 1
JBBB funds › JANUS HENDERSON B-BBB CLO ETF ADD 0.1% -0.0% 0.3 5,621 +747 5
MO funds › ALTRIA GROUP INC COM ADD 0.1% -0.0% 0.3 3,580 +102 4
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.1% +0.1% 0.3 1,880 +1,880 1
TFLO funds › ISHARES TREASURY FLOATING RATE BOND ETF NEW 0.1% +0.1% 0.3 5,066 +5,066 1
DTD funds › WISDOMTREE U.S. TOTAL DIVIDEND FUND TRIM 0.1% -0.0% 0.3 2,746 -175 5
BINC funds › ISHARES FLEXIBLE INCOME ACTIVE ETF TRIM 0.1% -0.2% 0.3 4,863 -4,493 2
SPMD funds › STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF HOLD 0.1% -0.0% 0.3 3,742 +0 5
SYSB funds › ISHARES SYSTEMATIC BOND ETF NEW 0.1% +0.1% 0.2 2,817 +2,817 1
CLOA funds › ISHARES AAA CLO ACTIVE ETF NEW 0.1% +0.1% 0.2 4,753 +4,753 1
CL funds › COLGATE PALMOLIVE CO COM ADD 0.1% +0.0% 0.2 2,687 +313 2
IBM funds › INTERNATIONAL BUSINESS MACHS COM ADD 0.1% -0.0% 0.2 848 +16 2
TJX funds › TJX COS INC NEW COM ADD 0.1% -0.0% 0.2 1,571 +298 2
CODI funds › COMPASS DIVERSIFIED SH BEN INT HOLD 0.1% +0.0% 0.2 22,299 +0 5
ABBV funds › ABBVIE INC COM NEW 0.1% +0.1% 0.2 940 +940 1
TER funds › TERADYNE INC COM NEW 0.1% +0.1% 0.2 486 +486 1
IJR funds › ISHARES CORE S&P SMALL CAP ETF NEW 0.1% +0.1% 0.2 1,579 +1,579 1
BIL funds › STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF TRIM 0.1% -0.2% 0.2 2,531 -2,915 5
VUG funds › VANGUARD MORNINGSTAR GROWTH ETF ADD 0.1% -0.0% 0.2 2,688 +2,193 5
VBK funds › VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF NEW 0.1% +0.1% 0.2 626 +626 1
NTSX funds › WISDOMTREE U.S. EFFICIENT CORE FUND HOLD 0.1% -0.0% 0.2 3,839 +0 5
PG funds › PROCTER & GAMBLE CO COM NEW 0.1% +0.1% 0.2 1,489 +1,489 1
FTNT funds › FORTINET INC COM NEW 0.1% +0.1% 0.2 1,413 +1,413 1
VT funds › VANGUARD TOTAL WORLD STOCK ETF NEW 0.1% +0.1% 0.2 1,369 +1,369 1
FNDC funds › SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF TRIM 0.1% -0.0% 0.2 4,365 -21 2
UBSI funds › UNITED BANKSHARES INC WEST VA COM NEW 0.1% +0.1% 0.2 4,526 +4,526 1
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF ADD 0.1% -0.0% 0.2 3,797 +2 5
MFG funds › MIZUHO FINANCIAL GROUP INC SPONSORED ADR NEW 0.1% +0.1% 0.1 12,415 +12,415 1
BILS funds › STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF EXIT 0.0% -0.2% 0.0 0 -2,310 0
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.2% 0.0 0 -1,652 0
VGSH funds › VANGUARD SHORT-TERM TREASURY ETF EXIT 0.0% -0.2% 0.0 0 -5,240 0
EFV funds › ISHARES MSCI EAFE VALUE ETF EXIT 0.0% -0.3% 0.0 0 -5,083 0
FBTC funds › FIDELITY WISE ORIGIN BITCOIN FUND EXIT 0.0% -0.2% 0.0 0 -4,617 0
QUAL funds › ISHARES MSCI USA QUALITY FACTOR ETF EXIT 0.0% -0.2% 0.0 0 -1,380 0
SHEL funds › SHELL PLC SPON ADS EXIT 0.0% -0.1% 0.0 0 -2,202 0
VWO funds › VANGUARD FTSE EMERGING MARKETS ETF EXIT 0.0% -0.1% 0.0 0 -3,764 0
CSHP funds › ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF EXIT 0.0% -0.2% 0.0 0 -2,371 0
BTAL funds › AGF U.S. MARKET NEUTRAL ANTI-BETA FUND EXIT ETP 0.0% -0.2% 0.0 0 -22,219 0
PLTR funds › PALANTIR TECHNOLOGIES INC CL A EXIT 0.0% -0.2% 0.0 0 -1,629 0
SIVR funds › ABRDN PHYSICAL SILVER SHARES ETF EXIT 0.0% -0.2% 0.0 0 -3,462 0
BKAG funds › BNY MELLON CORE BOND ETF EXIT 0.0% -0.5% 0.0 0 -18,934 0
HIMU funds › ISHARES HIGH YIELD MUNI ACTIVE ETF EXIT 0.0% -0.4% 0.0 0 -10,955 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 182 153 0.21 39% 0.024 0.108 in
2026Q1 150 134 0.11 43% 0.026 0.227 in
2025Q4 143 120 0.10 45% 0.028 0.227 in
2025Q3 136 109 0.09 45% 0.028 0.229 in
2025Q2 129 103 0.17 43% 0.028 0.145 entered
2025Q1 118 109 0.00 44% 0.027 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status