Three Magnolias Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal place of business as 110 Oakwood Drive, Suite 480, Winston-Salem, NC, and identifies Wesley Reed as the Chief Compliance Officer responsible for the report.
The portfolio consists of 106 individual equity securities. The filing details the specific holdings, including the name of the issuer, the CUSIP number, the number of shares held, and the total value of the position. Notable positions include a 12,999-share holding in AB Active ETFs Tax Aware Short, a 1,452-share holding in AbbVie Inc., and a 10,375-share holding in Amazon.com Inc. The filing also includes various exchange-traded funds, such as the Invesco S&P 500 Equal Weight Technology ETF and the Invesco S&P 500 Top 50 ETF.
The report indicates that all positions are held in a Sole capacity.
