StockDriftsStockDriftsTop 50 Magnolia Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AVANTIS U.S. EQUITY ETF | 8.16% | 765.5K | $12.3M | +628.29%(+660.38K) | $110.07(+13.64%) | 2026-03-31 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 7.33% | 434.7K | $11.0M | +256.65%(+312.80K) | $79.43(+15.03%) | 2026-03-31 | |
| GDE | WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND | 4.4% | 213.5K | $6.6M | +100.21%(+106.84K) | $51.67(+35.46%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 4.29% | 210.5K | $6.4M | +189.77%(+137.83K) | $74.53(+27.30%) | 2026-03-31 | |
| JAAA | JANUS HENDERSON AAA CLO ETF | 4.27% | 127.1K | $6.4M | -23.28%(-38.58K) | $50.78(-0.29%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.04% | 18.0K | $4.6M | +2.87%(+500) | $234.24(+27.59%) | 2026-03-31 | |
| TUA | SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | 3.02% | 298.6K | $4.5M | +11.57%(+30.98K) | $21.88(-5.15%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 3% | 161.5K | $4.5M | -10.69%(-19.33K) | $23.80(+28.11%) | 2026-03-31 | |
| TYA | SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF | 2.77% | 438.1K | $4.2M | +54.51%(+154.54K) | $13.23(-3.30%) | 2026-03-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 2.31% | 146.4K | $3.5M | +382.26%(+116.01K) | $83.58(+11.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.83% |
| Top 20 Holdings Unweighted | +11.51% | +38.64% |
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