Three Magnolias Financial Advisors, LLC
Three Magnolias Financial Advisors, LLC reported 112 positions worth $179.5M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SCHG (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $15.7M | 8.75% | 463,988 | — | — | |
| ▸ 2 | DGRW | SH | $11.7M | 6.53% | 122,661 | — | — | |
| ▸ 3 | VNLA | SH | $11.1M | 6.21% | 227,972 | — | — | |
| ▸ 4 | JEPQ | SH | $11.1M | 6.20% | 181,178 | — | — | |
| ▸ 5 | QUAL | SH | $9.0M | 5.02% | 41,077 | — | — | |
| ▸ 6 | GQI | SH | $7.2M | 4.03% | 122,363 | — | — | |
| ▸ 7 | JEPI | SH | $6.8M | 3.78% | 119,983 | — | — | |
| ▸ 8 | JSMD | SH | $6.7M | 3.72% | 65,881 | — | — | |
| ▸ 9 | OAKM | SH | $6.3M | 3.51% | 223,342 | — | — | |
| ▸ 10 | JAAA | SH | $6.2M | 3.47% | 123,268 | — | — |
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Frequently Asked Questions
What stocks does Three Magnolias Financial Advisors, LLC hold as of Q2 2026?
Three Magnolias Financial Advisors, LLC reported 112 positions worth $179.5M in its Q2 2026 13F filing. Largest positions: SCHG (8.7%), DGRW (6.5%), VNLA (6.2%), JEPQ (6.2%) and QUAL (5.0%).
What did Three Magnolias Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Three Magnolias Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.