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Three Magnolias Financial Advisors - Q4 2025 13F Filings

TH

Three Magnolias Financial Advisors, LLC

CIK: 0002056795
Address: North Carolina Winston-Salem 110 Oakwood Drive Ste 480
$160.98 M
Portfolio Value
105
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. NVDA Nvidia Corporation
+$787,589.5
2. XLK Technology Select Sector Spdr Fund
+$754,547
3. VNLA Janus Henderson Short Duration Income Etf
+$455,576.96
4. FCNCA First Citizens Bancshares
+$214,618
5. AMD Advanced Micro Devices
+$214,160

Top Sells

Q4 2025
1. JMBS Janus Henderson Mortgage-Backed Securities Etf
−$1.03 M
2. UNH Unitedhealth Group Incorporated
−$402,965
3. SCHG Schwab Us Large-Cap Growth Etf
−$332,430.16
4. PLTR Palantir Technologies
−$310,173.73
5. AMZN Amazoncom
−$242,352.88

Asset Allocation

Stocks/ETFs
+0.15%
$160.1 M 99.45%
Options
$0 0.00%
Debt
$0 0.00%
Other
+10.33%
$879,520 0.55%

Sector Allocation (Stocks)

Three Magnolias Financial Advisors Q4 2025 Filing Summary

Three Magnolias Financial Advisors, LLC filed its 13F report for Q4 2025 on January 20, 2026. The portfolio totaled 160.98 M reflecting a +0.21% change from the prior quarter, spanning 105 assets. The top 10 holdings comprised 51.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 8 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Three Magnolias Financial Advisors’s Q4 2025 Filing

Three Magnolias Financial Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/20/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Three Magnolias Financial Advisors reported a managed portfolio value of 160.98 M, consisting of 105 individual positions.

This page displays the raw filing documents. To see which stocks Three Magnolias Financial Advisors bought or sold during Q4 2025, please visit Three Magnolias Financial Advisors's Portfolio Analysis page.