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MAGNOLIA CAPITAL ADVISORS LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1803662

$582.7M

disclosed book value

295

positions

4.8%

largest position share

Positions, as of 2026-06-30

top 100 of 295 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VTIVANGUARD TOTAL STOCK MARKET ETF75,624$28.0M4.8%
2JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF236,029$20.2M3.5%
3AAPLAPPLE INCORPORATED61,693$17.9M3.1%
4TFLOISHARES TR TRS FLT RT BD225,528$11.4M2%
5ITOTISHARES TR CORE S&P TTL STK63,504$10.4M1.8%
6JPEFJPMORGAN EQUITY FOCUS ETF121,565$9.8M1.7%
7JBNDJPMORGAN ACTIVE BOND ETF179,599$9.6M1.6%
8VUGVANGUARD GROWTH ETF106,310$9.2M1.6%
9BNDVANGUARD TOTAL BOND MARKET ETF123,957$9.1M1.6%
10JVALJPMORGAN U.S. VALUE FACTOR ETF154,332$9.1M1.6%
11JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF149,258$9.0M1.5%
12PINNACLE FOCUSED OPPORTUNITIES ETF194,136$8.7M1.5%
13MSFTMICROSOFT CORPORATION22,161$8.3M1.4%
14NVDANVIDIA CORPORATION40,387$8.1M1.4%
15VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW11,050$7.6M1.3%
16AMZNAMAZON COM INCORPORATED29,841$7.1M1.2%
17TRMKTRUSTMARK CORPORATION153,479$7.1M1.2%
18RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS82,581$6.7M1.1%
19JIREJ P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED79,235$6.5M1.1%
20GOOGLALPHABET INCORPORATED CAP STK CLASS A17,700$6.3M1.1%
21JQUAJPMORGAN U.S. QUALITY FACTOR ETF86,391$6.2M1.1%
22VVVANGUARD LARGE-CAP ETF17,355$6.0M1%
23LLYELI LILLY & COMPANY4,906$5.9M1%
24JPMJPMORGAN CHASE & COMPANY17,886$5.9M1%
25VEAVANGUARD FTSE DEVELOPED MARKETS ETF81,285$5.8M1%
26SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF176,650$5.6M1%
27AVGOBROADCOM INCORPORATED14,645$5.5M0.9%
28WMTWALMART INC46,734$5.3M0.9%
29VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF59,431$5.1M0.9%
30VBVANGUARD SMALL-CAP ETF16,604$5.0M0.9%
31DFAUDIMENSIONAL US CORE EQUITY MARKET ETF96,061$5.0M0.9%
32VTVVANGUARD VALUE ETF22,756$5.0M0.9%
33BITBBITWISE BITCOIN ETF TRUST152,856$4.9M0.8%
34QUALISHARES TR MSCI USA QLT FCT22,176$4.9M0.8%
35VFLOVICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW103,813$4.7M0.8%
36IJRISHARES TR CORE S&P SCP ETF31,789$4.7M0.8%
37FBNDFIDELITY TOTAL BOND ETF103,393$4.7M0.8%
38BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW9,198$4.6M0.8%
39MRKMERCK & COMPANY INCORPORATED34,718$4.5M0.8%
40DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF119,200$4.4M0.8%
41ABBVABBVIE INCORPORATED16,722$4.2M0.7%
42PTLCPACER TRENDPILOT US LARGE CAP ETF68,647$4.0M0.7%
43EGPEASTGROUP PPTYS INCORPORATED REIT19,047$3.9M0.7%
44IVVISHARES TR CORE S&P500 ETF4,913$3.7M0.6%
45BIZDVANECK BDC INCOME ETF286,357$3.6M0.6%
46MOATVANECK MORNINGSTAR WIDE MOAT ETF34,623$3.6M0.6%
47HDHOME DEPOT INCORPORATED9,948$3.5M0.6%
48GOOGALPHABET INCORPORATED CAP STK CLASS C9,652$3.4M0.6%
49VLUEISHARES TR MSCI USA VALUE16,962$3.4M0.6%
50METAMETA PLATFORMS INCORPORATED CLASS A5,888$3.3M0.6%
51BXSLBLACKSTONE SECD LENDING FD COMMON STOCK137,152$3.3M0.6%
52VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF34,233$3.2M0.5%
53SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF26,789$3.2M0.5%
54JNJJOHNSON & JOHNSON11,815$3.0M0.5%
55AVDEAVANTIS INTERNATIONAL EQUITY ETF33,097$3.0M0.5%
56LRGFISHARES TR U S EQUITY FACTR38,911$2.9M0.5%
57RFREGIONS FINANCIAL CORPORATION NEW90,894$2.7M0.5%
58GEVGE VERNOVA INCORPORATED2,285$2.7M0.5%
59JPHYJ P MORGAN EXCHANGE TRADED FD ACTIVE HIGH YIEL50,894$2.6M0.4%
60IEMGISHARES INCORPORATED CORE MSCI EMKT30,872$2.6M0.4%
61IUSVISHARES TR CORE S&P US VLU23,146$2.5M0.4%
62JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF51,590$2.5M0.4%
63QQQINVESCO QQQ TRUST3,331$2.5M0.4%
64SPYSTATE STREET SPDR S&P 500 ETF TRUST3,244$2.4M0.4%
65MUMICRON TECHNOLOGY INCORPORATED2,095$2.4M0.4%
66SCHZSCHWAB STRATEGIC TR103,630$2.4M0.4%
67EXMOCEXXON MOBIL CORPORATION16,982$2.3M0.4%
68USMVISHARES TR MSCI USA MIN ETF23,131$2.2M0.4%
69PANWPALO ALTO NETWORKS INC6,471$2.2M0.4%
70INTFISHARES TR INTL EQTY FACTOR53,812$2.2M0.4%
71EATON CORPORATION PLC SHS (IRELAND)4,979$2.1M0.4%
72ETRENTERGY CORPORATION NEW17,684$2.0M0.3%
73TSLATESLA INCORPORATED4,817$2.0M0.3%
74IEFAISHARES TR CORE MSCI EAFE20,937$2.0M0.3%
75GEGE AEROSPACE COM NEW5,409$2.0M0.3%
76NEENEXTERA ENERGY INCORPORATED22,604$2.0M0.3%
77ADIANALOG DEVICES INCORPORATED4,969$2.0M0.3%
78PLTRPALANTIR TECHNOLOGIES INC16,761$2.0M0.3%
79XLGINVESCO S&P 500 TOP 50 ETF31,134$1.9M0.3%
80VANECK LONG/FLAT TREND ETF31,896$1.9M0.3%
81RSPINVESCO S&P 500 EQUAL WEIGHT ETF8,888$1.9M0.3%
82JOHNSON CONTROLS INTERNATION SHS (IRELAND)12,917$1.9M0.3%
83VZVERIZON COMMUNICATIONS INCORPORATED44,278$1.9M0.3%
84UNPUNION PAC CORPORATION6,865$1.9M0.3%
85DFACDIMENSIONAL ETF TRUST36,247$1.9M0.3%
86CHUBB LIMITED (SWITZERLAND)5,442$1.9M0.3%
87MTUMISHARES TR MSCI USA MMENTM5,375$1.8M0.3%
88SPEMSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF34,953$1.8M0.3%
89QQQMINVESCO NASDAQ 100 ETF5,846$1.8M0.3%
90MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW4,259$1.8M0.3%
91AMDADVANCED MICRO DEVICES INCORPORATED3,041$1.8M0.3%
92GLWCORNING INCORPORATED6,702$1.7M0.3%
93HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF24,882$1.7M0.3%
94CMICUMMINS INCORPORATED2,330$1.7M0.3%
95AGGISHARES TR CORE US AGGBD ET16,724$1.7M0.3%
96UNHUNITEDHEALTH GROUP INCORPORATED3,982$1.7M0.3%
97DRIDARDEN RESTAURANTS INCORPORATED7,844$1.6M0.3%
98VVISA INCORPORATED COM CLASS A4,579$1.6M0.3%
99TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)3,283$1.6M0.3%
100SPMOINVESCO S&P 500 MOMENTUM ETF9,449$1.5M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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