Magnus Financial Group LLC (CIK: 0001765216) is a financial institution headquartered at 90 Park Avenue, 18Th Floor, New York, New York 10016. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $1.23 B, comprising 373 distinct securities. Over its filing history, it has submitted 30 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 37.6%. Quarterly turnover: 5.8%. ▲ 31 new, +118 added, −192 reduced, ×70 exited.

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

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%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 500 Value Etf ETF-SPYV	1.84 M	$103.98 M	8.44%	▲ 71,473	Add 4.1%
Vanguard Growth Etf ETF-VUG	137,402	$60.02 M	4.87%	▼ 764	Reduce -0.6%
Ishares Core S&P Mid-Cap Etf ETF-IJH	858,271	$57.96 M	4.70%	▲ 43,464	Add 5.3%
Ishares Core Msci Emerging Markets Etf ETF-IEMG	579,438	$40.42 M	3.28%	▲ 16,716	Add 3.0%
Ishares Core S&P Small Cap Etf ETF-IJR	318,491	$39.59 M	3.21%	▲ 11,297	Add 3.7%
Tortoise North American Pipeline Fund ETF-TPYP	850,210	$36.01 M	2.92%	▼ 10,706	Reduce -1.2%
Apple AAPL	138,089	$35.05 M	2.84%	▼ 8,906	Reduce -6.1%
First Trust Preferred Securities & Income Etf ETF-FPE	1.89 M	$33.47 M	2.72%	▲ 104,032	Add 5.8%
Jpmorgan Nasdaq Equity Premium Income Etf ETF-JEPQ	505,220	$28.05 M	2.28%	▲ 37,879	Add 8.1%
Ishares Us Financials Etf ETF-IYF	206,631	$24.31 M	1.97%	▲ 5,971	Add 3.0%

View Full List

Magnus Financial Group LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Magnus Financial Group LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 30 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Magnus Financial Group LLC Quarterly 13F Statistics

Discover detailed insights into Magnus Financial Group LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Magnus Financial Group LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Magnus Financial Group LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Magnus Financial Group LLC 13F Filings, Portfolio & Analysis

Magnus Financial Group LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Magnus Financial Group LLC's Portfolio

Magnus Financial Group LLC Quarterly 13F Statistics

Magnus Financial Group LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)