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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 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 10,462.0 $1.0M 0.07% -2K -12.9% $96.43 +2.1%
22 XLRE SELECT SECTOR SPDR TR 22,511.0 $991K 0.07% -377.0 -1.6% $44.03 +2.4%
23 PM PHILIP MORRIS INTL INC Consumer Defensive 5,202.0 $941K 0.07% -743.0 -12.5% $180.90 +4.1%
24 SPLV INVESCO EXCH TRADED FD TR II 12,189.0 $913K 0.07% -88.0 -0.7% $74.90 +0.5%
25 XVV ISHARES TR 16,054.0 $912K 0.06% -2K -12.8% $56.79 +3.2%
26 IMNM IMMUNOME INC Healthcare 41,759.0 $885K 0.06% -4K -8.7% $21.19 +34.6%
27 FIRST TR HIGH YIELD OPPRT 20 64,489.0 $884K 0.06% -5K -7.1% $13.70
28 VBK VANGUARD INDEX FDS 2,340.0 $856K 0.06% -20.0 -0.8% $365.75 -1.9%
29 IEFA ISHARES TR 8,720.0 $842K 0.06% -314.0 -3.5% $96.58 +4.4%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 2,945.0 $828K 0.06% -408.0 -12.2% $281.18 -16.2%
31 XJR ISHARES TR 14,867.0 $784K 0.06% -391.0 -2.6% $52.75 -1.5%
32 IWP ISHARES TR 5,014.0 $734K 0.05% -291.0 -5.5% $146.41 -1.9%
33 USFR WISDOMTREE TR 14,166.0 $713K 0.05% -5K -27.4% $50.35 +0.3%
34 ITA ISHARES TR 2,767.0 $671K 0.05% -30.0 -1.1% $242.41 -2.1%
35 IAU ISHARES GOLD TR Financial Services 8,532.0 $644K 0.05% -474.0 -5.3% $75.51 +14.9%
36 BDYN BLACKROCK ETF TRUST 23,003.0 $638K 0.04% -19K -45.7% $27.74 +1.8%
37 IWM ISHARES TR 2,113.0 $635K 0.04% -89.0 -4.0% $300.44 -0.2%
38 DSI ISHARES TR 4,399.0 $626K 0.04% -165.0 -3.6% $142.40 +3.0%
39 SPHD INVESCO EXCH TRADED FD TR II 12,241.0 $622K 0.04% -147.0 -1.2% $50.84 +4.7%
40 PG PROCTER & GAMBLE CO Consumer Defensive 4,115.0 $603K 0.04% -116.0 -2.7% $146.64 -1.3%
Page 2 of 5  ·  82 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%