Institutions / Magnus Financial Group LLC
Magnus Financial Group LLC
CIK 1765216 · Institution · as of Dec 31, 2025
Portfolio value
$1.31B
Positions
414
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 414 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $100.34M | 7.7% |
| Vanguard Index Fds | $67.41M | 5.2% |
| iShares Tr | $53.78M | 4.1% |
| Apple Inc. | $39.96M | 3.1% |
| iShares Inc | $37.83M | 2.9% |
| iShares Tr | $36.92M | 2.8% |
| First Tr Exch Traded Fd III | $32.46M | 2.5% |
| Tortoise Capital Series Trus | $30.39M | 2.3% |
| J P Morgan Exchange Traded F | $27.16M | 2.1% |
| iShares Tr | $25.87M | 2.0% |
| J P Morgan Exchange Traded F | $19.90M | 1.5% |
| JPMorgan Chase & Co | $18.43M | 1.4% |
| SPDR S&P 500 ETF Tr | $17.94M | 1.4% |
| Amazon.com Inc | $17.61M | 1.3% |
| Microsoft Corp | $16.07M | 1.2% |
| SPDR Series Trust | $15.63M | 1.2% |
| iShares Tr | $15.58M | 1.2% |
| J P Morgan Exchange Traded F | $15.53M | 1.2% |
| iShares Bitcoin Trust ETF | $15.28M | 1.2% |
| Bitwise Bitcoin ETF Tr | $14.84M | 1.1% |
| J P Morgan Exchange Traded F | $14.62M | 1.1% |
| Globalstar, Inc.GSAT | $13.98M | 1.1% |
| J P Morgan Exchange Traded F | $13.57M | 1.0% |
| John Hancock Exchange Traded | $13.50M | 1.0% |
| Alphabet Inc. | $12.85M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.