Magnolia Wealth Management, LLC
RIA/Wealth
Magnolia Wealth Management, LLC is a RIA/Wealth based in Dothan, AL led by Edwin Alan Cox, managing $161.6M across 14 long positions as of Q3 2025 with 98% ETF concentration, 99% concentrated in top 10 holdings, and 36% allocation to VTI.
CCOEdwin Alan Cox
- Portfolio Value
- $161.6M
- Positions
- 14
- Top Holding
- VTI at 35.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Magnolia Wealth Management, LLC's portfolio (99.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $57.5M | 35.56% | -$1.6M Sold | — 175.2K shares | |
ETF ETF | $47.6M | 29.42% | +$381.9K Bought | — 606.5K shares | |
ETF ETF | $18.8M | 11.65% | -$63.3K Sold | — 228.0K shares | |
ETF ETF | $13.7M | 8.46% | -$207.6K Sold | — 18.3K shares | |
ETF ETF | $10.3M | 6.35% | +$193.5K Bought | — 112.3K shares | |
ETF ETF | $9.8M | 6.05% | +$174.2K Bought | — 82.4K shares | |
Software - Infrastructure Technology | $1.6M | 0.99% | -$19.2K Sold | 0.00% 3.1K shares | |
Consumer Electronics Technology | $677.1K | 0.42% | -$105.7K Sold | 0.00% 2.7K shares | |
Engineering & Construction Industrials | $371.3K | 0.23% | — | 0.00% 450.0 shares | |
Regulated Electric Utilities | $330.9K | 0.20% | +$14.2K Bought | 0.00% 3.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Magnolia Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+4.49% | |
+1.92% | |
+1.81% | |
+0.81% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-13.5% | |
-2.7% | |
-1.83% | |
-1.5% | |
-1.19% |
Analytics
Portfolio insights and performance metrics for Magnolia Wealth Management, LLC
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