account_balance

Investment manager · 13F filer · SEC CIK 1765216

Magnus Financial Group LLC

Reported value$1.49Bas of Sep 30, 2026
Positions408 45 new, 24 sold out
Top 10 weight36.8%SPYV alone is 8%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYV SPDR Series Trust 8.2% Added +4%
VUG Vanguard Index FDS 5.2% Added +2%
IJH iShares Tr 4.4% Added +3%
IEMG iShares Inc 3.4% Added +4%
AAPL Apple Inc. 3.1% Held
IJR iShares Tr 3.1% Added +2%
JEPQ J P Morgan Exchange Traded F 2.4% Added +6%
FPE First Tr Exch Traded Fd III 2.3% Added +5%
TPYP Tortoise Capital Series Trus 2.3% Held
AVDV American Centy ETF Tr 2.3% Added +4%
IYF iShares Tr 1.8% Added +3%
JCPB J P Morgan Exchange Traded F 1.8% Added +11%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • TBBB $1.81M
  • DFCF $1.81M
  • FBND $1.68M
  • DGRW $1.31M
arrow_upwardAdded
  • ITOT +1233%
  • KYN +29%
  • GDX +24%
  • RAAX +22%
arrow_downwardTrimmed
  • VOOG −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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