Arkolith/Funds/Magnolia Capital Advisors LLC

Magnolia Capital Advisors LLC

CIK 1803662
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Magnolia Capital Advisors LLC holds a diversified book of 281 stocks worth $508.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Ultra-Short Income and trimmed Ishares Core S&P Total U.S.. Their largest long position is Vanguard Total Stock MKT ETF at 4% of the equity book.

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Use Arkolith to show MAGNOLIA CAPITAL ADVISORS LLC's latest
holdings, largest changes, and filing provenance.
Opened
38
new positions
Added to
118
existing
Trimmed
108
reduced
Sold out
25
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
22%
Top 20 holdings
34%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

41% mapped to company sectors

ETF / fund or unclassified
59%
Information Technology
13%
Financials
8%
Health Care
5%
Consumer Discretionary
5%
Industrials
3%
Energy
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

281 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$20.3M63.2K
4.0%
+5.9%
Added · +3K sh
2JPMorgan U.S. Momentum Factor ETF
US MOMENTUM
$16.2M238.9K
3.2%
+80%
Added · +106K sh
3Apple Inc
COM
$15.2M59.7K
3.0%
+12%
Added · +6K sh
4JPMorgan Ultra-Short Income ETF
ULTRA SHRT ETF
$12.2M241.4K
2.4%
New
New position
5Ishares TR
CORE S&P TTL STK
$8.3M58.2K
1.6%
−34%
Reduced · −30K sh
6Vanguard Growth ETF
GROWTH ETF
$8.0M18.3K
1.6%
−42%
Reduced · −13K sh
7Microsoft Corp
COM
$7.9M21.5K
1.6%
+19%
Added · +3K sh
8Pinnacle Focused Opportunities ETF
PINNACLE FOCUSED
$7.7M215.6K
1.5%
+9.6%
Added · +19K sh
9Vanguard Total Bond Market ETF
TOTAL BND MRKT
$7.5M102.5K
1.5%
+72%
Added · +43K sh
10JPMorgan U.S. Value Factor ETF
US VALUE FACTR
$7.5M154.0K
1.5%
New
New position
11JPMorgan Diversified Return U.S. Small Cap Equity ETF
DIVERSFD EQT ETF
$7.3M139.9K
1.4%
New
New position
12JPMorgan Active Bond ETF
ACTIVE BOND ETF
$6.8M125.6K
1.3%
New
New position
13Nvidia Corporation
COM
$6.7M38.5K
1.3%
+20%
Added · +7K sh
14Amazon Com Inc
COM
$6.5M31.2K
1.3%
+12%
Added · +3K sh
15Trustmark Corp
COM
$6.4M152.9K
1.3%
+211%
Added · +104K sh
16Vanguard Index FDS
S&P 500 ETF SHS
$5.9M9.9K
1.2%
+22%
Added · +2K sh
17Schwab International Dividend Equity ETF
INTERNL DIVID
$5.6M177.1K
1.1%
−6.9%
Reduced · −13K sh
18Pacer Trendpilot US Bond ETF
TRENDPILOT US BD
$5.5M291.1K
1.1%
+45%
Added · +91K sh
19First Trust Nasdaq Rising Dividend Achievers
RISNG DIVD ACHIV
$5.5M80.4K
1.1%
24×
Added · +77K sh
20J P Morgan Exchange-Traded International Resh Enhanced
INTRNL RES EQT
$5.5M72.3K
1.1%
New
New position
21Bitwise Bitcoin ETF TR
SHS BEN INT
$5.3M143.8K
1.0%
+29%
Added · +33K sh
22Alphabet Inc
CAP STK CL C
$5.3M18.3K
1.0%
−5.9%
Reduced · −1K sh
23JPMorgan Chase & Co
COM
$5.3M17.8K
1.0%
+6.3%
Added · +1K sh
24Vanguard Large-Cap ETF
LARGE CAP ETF
$5.2M17.4K
1.0%
−4.9%
Reduced · −896 sh
25Vanguard Ftse Developed Markets ETF
VAN FTSE DEV MKT
$5.0M77.8K
1.0%
+0.8%
Added · +609 sh
26Walmart Inc
COM
$4.9M39.1K
1.0%
+33%
Added · +10K sh
27Vanguard Index FDS
S&P 500 ETF SHS
$4.9M24.8K
1.0%
−51%
Reduced · −26K sh
28Vanguard Index FDS
S&P 500 ETF SHS
$4.8M18.2K
0.9%
−49%
Reduced · −17K sh
29Vanguard Star FDS
VG TL INTL STK F
$4.6M59.0K
0.9%
−8.7%
Reduced · −6K sh
30Ishares TR
RUSSELL 2000 ETF
$4.5M23.7K
0.9%
−55%
Reduced · −29K sh
31Eli Lilly & Co
COM
$4.5M4.9K
0.9%
+73%
Added · +2K sh
32Victory Portfolios II
SHARES FREE CASH
$4.4M112.7K
0.9%
−52%
Reduced · −124K sh
33Berkshire Hathaway Inc Del
CL B NEW
$4.4M9.3K
0.9%
+7.3%
Added · +633 sh
34Broadcom Inc
COM
$4.3M13.8K
0.8%
+6.6%
Added · +850 sh
35JPMorgan Equity Focus ETF
EQUITY FOCUS ETF
$4.2M58.4K
0.8%
New
New position
36Merck & Company Incorporated
COM
$4.2M34.8K
0.8%
+666%
Added · +30K sh
37Fidelity Total Bond ETF
TOTAL BD ETF
$4.1M90.5K
0.8%
−39%
Reduced · −58K sh
38Dimensional ETF Trust
US CORE EQT MKT
$4.1M91.1K
0.8%
−42%
Reduced · −66K sh
39Ishares TR
CORE S&P TTL STK
$3.9M31.4K
0.8%
−33%
Reduced · −15K sh
40Ishares TR
RUSSELL 2000 ETF
$3.8M42.1K
0.8%
+143%
Added · +25K sh
41Dimensional ETF Trust
US CORE EQT MKT
$3.8M113.0K
0.8%
−23%
Reduced · −33K sh
42Vaneck ETF Trust
GOLD MINERS ETF
$3.7M38.0K
0.7%
−55%
Reduced · −47K sh
43Vaneck BDC Income ETF
BDC INCOME ETF
$3.7M285.3K
0.7%
+97%
Added · +140K sh
44Pacer FDS TR
TRENDP US LAR CP
$3.6M68.9K
0.7%
−12%
Reduced · −9K sh
45Eastgroup Pptys Incorporated REIT
COM
$3.5M19.0K
0.7%
+12%
Added · +2K sh
46Meta Platforms Inc
CL A
$3.3M5.8K
0.7%
+7.7%
Added · +419 sh
47Home Depot Inc
COM
$3.3M10.0K
0.6%
+2.6%
Added · +259 sh
48Abbvie Incorporated
COM
$3.2M14.9K
0.6%
+46%
Added · +5K sh
49Johnson & Johnson
COM
$3.1M12.7K
0.6%
−0.2%
Reduced · −21 sh
50Exxon Mobil Corp
COM
$3.1M18.3K
0.6%
+31%
Added · +4K sh
Showing 50 of 281 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026281$508.7M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026268$475.7M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025233$383.0M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025241$397.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.