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Portfolio (Quarterly) Guide ↗

Magnus Financial Group LLC

· CIK 0001765216
13F Portfolio $1.3B AUM 419 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 419 New
Page 3 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 11,760.0 $7.8M 0.59% NEW $660.11 -7.7%
42 RSP INVESCO EXCHANGE TRADED FD T 39,588.0 $7.6M 0.58% NEW $191.56 +8.4%
43 VGT VANGUARD WORLD FD 9,922.0 $7.5M 0.57% NEW $753.76 -84.3%
44 LLY ELI LILLY & CO Healthcare 6,699.0 $7.2M 0.55% NEW $1074.67 -0.2%
45 BERKSHIRE HATHAWAY INC DEL 14,039.0 $7.1M 0.54% NEW $502.65
46 AVGO BROADCOM INC Technology 20,085.0 $7.0M 0.53% NEW $346.11 +22.2%
47 XLI SELECT SECTOR SPDR TR 43,804.0 $6.8M 0.52% NEW $155.12 +12.3%
48 BDYN BLACKROCK ETF TRUST 262,390.0 $6.7M 0.51% NEW $25.61 +7.6%
49 VGK VANGUARD INTL EQUITY INDEX F 77,103.0 $6.4M 0.49% NEW $83.61 +6.9%
50 SCHG SCHWAB STRATEGIC TR 195,957.0 $6.4M 0.49% NEW $32.62 +5.8%
51 IVV ISHARES TR 9,155.0 $6.3M 0.48% NEW $684.97 +9.9%
52 XLV SELECT SECTOR SPDR TR 39,349.0 $6.1M 0.47% NEW $154.80 -3.8%
53 JAAA JANUS DETROIT STR TR 120,373.0 $6.1M 0.47% NEW $50.58 +0.2%
54 XOM EXXON MOBIL CORP Energy 50,319.0 $6.1M 0.46% NEW $120.34 +24.6%
55 V VISA INC Financial Services 16,985.0 $6.0M 0.46% NEW $350.72 -6.9%
56 XLE SELECT SECTOR SPDR TR 128,837.0 $5.8M 0.44% NEW $44.71 +29.9%
57 XLK SELECT SECTOR SPDR TR 39,634.0 $5.7M 0.44% NEW $143.97 +28.6%
58 QDF FLEXSHARES TR 66,327.0 $5.4M 0.41% NEW $80.81 +10.1%
59 CGGR CAPITAL GROUP GROWTH ETF 116,478.0 $5.2M 0.40% NEW $44.47 +5.3%
60 PANW PALO ALTO NETWORKS INC Technology 27,143.0 $5.0M 0.38% NEW $184.20 +40.5%
Page 3 of 21  ·  419 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 32.4%
Technology 25.3%
Communication Services 13.1%
Consumer Cyclical 9.7%
Healthcare 6.4%
Industrials 5.3%
Energy 4.0%
Consumer Defensive 2.5%
Utilities 0.5%
Real Estate 0.3%