Magnolia Capital Advisors LLC
Magnolia Capital Advisors LLC is an independent asset management and investment advisory firm headquartered in Ridgeland, Mississippi. Founded in 2019, Magnolia Capital Advisors serves a diverse base of clients, including individuals (both retail and high net worth), as well as a pooled investment vehicle. The firm manages approximately $1.5 billion in assets as of April 2025 and employs 18 professionals. Magnolia Capital Advisors provides portfolio management, financial planning, and related advisory services to help clients achieve their long-term financial goals.
Investment Strategy
Magnolia Capital Advisors pursues a diversified investment strategy, with a focus on building long-term portfolios for individuals and families. Their approach incorporates a mix of actively managed positions and passive index-based investments, reflected by top holdings such as Apple, Microsoft, Bitwise Bitcoin ETF, Amazon, and Blackstone Lending Fund. The firm prioritizes asset allocation and risk management, tailoring portfolios to each client’s goals and risk tolerance. Magnolia Capital Advisors is a net buyer of equities, frequently adding to positions in both growth and value stocks and ETFs, and aims to create resilient portfolios through broad diversification across sectors and asset classes.
Top Holdings
Equity Positions (240)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 3.83% | $15.2M | 50,080 | $282.75 | $303.93 | +$1.7M |
V VUG | VANGUARD INDEX FDS | 3.22% | $12.8M | 29,166 | $421.77 | $438.40 | +$9.6M |
I ITOT | ISHARES TR | 2.65% | $10.5M | 77,806 | $132.53 | $135.04 | +$8.2M |
A AAPL | APPLE INC | 2.40% | $9.5M | 46,461 | $243.54 | $205.17 | -$645.8K |
Q QUAL | ISHARES TR | 2.31% | $9.2M | 50,164 | $175.21 | $182.82 | +$8.0M |