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Magnus Financial Group - Q1 2026 13F Filings

MA

Magnus Financial Group LLC

CIK: 0001765216
Address: New York New York 90 Park Avenue 18Th Floor
$1.23 B
Portfolio Value
373
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IBIT Ishares Bitcoin Trust Etf
+$12.4 M
2. VTIP Vanguard Short-Term Tips
+$8.91 M
3. SPYV Spdr Portfolio S&P 500 Value Etf
+$4.04 M
4. JCPB Jpmorgan Core Plus Bond Etf
+$3.46 M
5. IJH Ishares Core S&P Mid-Cap Etf
+$2.94 M

Top Sells

Q1 2026
1. BITB Bitwise Bitcoin Etf Trust
−$10.79 M
2. BDYN Ishares Dynamic Equity Active Etf
−$5.35 M
3. SCHG Schwab Us Large-Cap Growth Etf
−$4.38 M
4. JAAA Janus Henderson Aaa Clo Etf
−$4.12 M
5. USFR Wisdomtree Floating Rate Treasury Fund
−$2.92 M

Asset Allocation

Stocks/ETFs
-4.76%
$1.22 B 99.14%
Options
-22.07%
$1.85 M 0.15%
Debt
-29.61%
$7 M 0.57%
Other
-88.11%
$1.8 M 0.15%

Sector Allocation (Stocks)

Magnus Financial Group Q1 2026 Filing Summary

Magnus Financial Group LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 1.23 B reflecting a -5.94% change from the prior quarter, spanning 373 assets. The top 10 holdings comprised 37.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 31 new positions and 70 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Magnus Financial Group’s Q1 2026 Filing

Magnus Financial Group submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Magnus Financial Group reported a managed portfolio value of 1.23 B, consisting of 373 individual positions.

This page displays the raw filing documents. To see which stocks Magnus Financial Group bought or sold during Q1 2026, please visit Magnus Financial Group's Portfolio Analysis page.