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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 20  ·  391 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 21,392.0 $14.7M 1.04% +3K +14.0% $686.80 +2.5%
22 JMUB J P MORGAN EXCHANGE TRADED F 289,678.0 $14.7M 1.04% +13K +4.6% $50.66 -1.9%
23 VWO VANGUARD INTL EQUITY INDEX F 242,918.0 $14.5M 1.03% +5K +2.1% $59.69 +1.3%
24 JEPI J P MORGAN EXCHANGE TRADED F 253,551.0 $14.3M 1.01% +1K +0.6% $56.48 +2.5%
25 IBIT ISHARES BITCOIN TRUST ETF Financial Services 403,891.0 $13.4M 0.95% -227K -36.0% $33.29 +31.2%
26 CGDV CAPITAL GROUP DIVIDEND VALUE 255,475.0 $12.6M 0.89% +10K +4.2% $49.28 +1.9%
27 QQQ INVESCO QQQ TR Financial Services 16,664.0 $12.3M 0.87% +2K +13.3% $736.39 -3.1%
28 VCSH VANGUARD SCOTTSDALE FDS 152,491.0 $12.1M 0.85% +9K +6.6% $79.03 -0.6%
29 MSFT MICROSOFT CORP Technology 31,211.0 $11.6M 0.82% +2K +5.1% $373.02 +29.5%
30 FMNY FIRST TR EXCH TRADED FD III 418,869.0 $11.3M 0.80% +53K +14.6% $26.90 -2.7%
31 VOOG VANGUARD ADMIRAL FDS INC 128,749.0 $10.6M 0.75% +107K +488.1% $82.62 +1.0%
32 NVDA NVIDIA CORPORATION Technology 52,702.0 $10.5M 0.75% +3K +5.2% $200.09 +7.3%
33 BITB BITWISE BITCOIN ETF TR Financial Services 323,226.0 $10.3M 0.73% +304K +1616.2% $31.86 +31.3%
34 GOOG ALPHABET INC 28,770.0 $10.2M 0.72% -287.0 -1.0% $353.33
35 VTIP VANGUARD MALVERN FDS 197,766.0 $9.9M 0.70% +19K +10.8% $50.23 -0.9%
36 EFAV ISHARES TR 113,016.0 $9.9M 0.70% +3K +2.5% $87.71 +7.9%
37 UTG REAVES UTIL INCOME FD Financial Services 238,730.0 $9.7M 0.69% +8K +3.7% $40.72 -5.6%
38 TSLA TESLA INC Consumer Cyclical 22,740.0 $9.6M 0.68% +508.0 +2.3% $420.59 -13.7%
39 PANW PALO ALTO NETWORKS INC Technology 27,737.0 $9.5M 0.67% +696.0 +2.6% $341.02 +4.9%
40 VGT VANGUARD WORLD FD 77,453.0 $9.3M 0.66% +69K +779.5% $119.52 -0.9%
Page 2 of 20  ·  391 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%