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Portfolio (Quarterly) Guide ↗

Magnus Financial Group LLC

· CIK 0001765216
13F Portfolio $1.4B AUM 391 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 184 Added 82 Reduced 27 Exited
Page 2 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPI J P MORGAN EXCHANGE TRADED F 253,551.0 $14.3M 1.01% +1K +0.6% $56.48 +2.5%
22 CGDV CAPITAL GROUP DIVIDEND VALUE 255,475.0 $12.6M 0.89% +10K +4.2% $49.28 +1.9%
23 QQQ INVESCO QQQ TR Financial Services 16,664.0 $12.3M 0.87% +2K +13.3% $736.39 -3.1%
24 VCSH VANGUARD SCOTTSDALE FDS 152,491.0 $12.1M 0.85% +9K +6.6% $79.03 -0.6%
25 MSFT MICROSOFT CORP Technology 31,211.0 $11.6M 0.82% +2K +5.1% $373.02 +29.5%
26 FMNY FIRST TR EXCH TRADED FD III 418,869.0 $11.3M 0.80% +53K +14.6% $26.90 -2.7%
27 VOOG VANGUARD ADMIRAL FDS INC 128,749.0 $10.6M 0.75% +107K +488.1% $82.62 +1.0%
28 NVDA NVIDIA CORPORATION Technology 52,702.0 $10.5M 0.75% +3K +5.2% $200.09 +7.3%
29 BITB BITWISE BITCOIN ETF TR Financial Services 323,226.0 $10.3M 0.73% +304K +1616.2% $31.86 +31.3%
30 VTIP VANGUARD MALVERN FDS 197,766.0 $9.9M 0.70% +19K +10.8% $50.23 -0.9%
31 EFAV ISHARES TR 113,016.0 $9.9M 0.70% +3K +2.5% $87.71 +7.9%
32 UTG REAVES UTIL INCOME FD Financial Services 238,730.0 $9.7M 0.69% +8K +3.7% $40.72 -5.6%
33 TSLA TESLA INC Consumer Cyclical 22,740.0 $9.6M 0.68% +508.0 +2.3% $420.59 -13.7%
34 PANW PALO ALTO NETWORKS INC Technology 27,737.0 $9.5M 0.67% +696.0 +2.6% $341.02 +4.9%
35 VGT VANGUARD WORLD FD 77,453.0 $9.3M 0.66% +69K +779.5% $119.52 -0.9%
36 DIVO AMPLIFY ETF TR 186,746.0 $8.5M 0.60% +3K +1.8% $45.70 +6.3%
37 RSP INVESCO EXCHANGE TRADED FD T 39,320.0 $8.4M 0.59% +1K +3.6% $212.77 +4.2%
38 LLY ELI LILLY & CO Healthcare 6,605.0 $7.9M 0.56% +89.0 +1.4% $1199.42 +4.6%
39 SOXX ISHARES TR 11,916.0 $7.6M 0.54% +195.0 +1.7% $640.76 -18.8%
40 AVGO BROADCOM INC Technology 19,665.0 $7.4M 0.53% +347.0 +1.8% $377.74 -2.5%
Page 2 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.3%
Technology 29.0%
Consumer Cyclical 9.3%
Communication Services 7.1%
Healthcare 6.9%
Industrials 5.6%
Energy 4.3%
Consumer Defensive 2.6%
Utilities 0.8%
Basic Materials 0.7%