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Portfolio (Quarterly) Guide ↗

Magnus Financial Group LLC

· CIK 0001765216
13F Portfolio $1.2B AUM 373 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 98 Added 177 Reduced 74 Exited
Page 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTIP VANGUARD MALVERN FDS 178,403.0 $8.9M 0.72% +15K +9.2% $49.95 +0.7%
22 DIVO AMPLIFY ETF TR 183,508.0 $8.2M 0.67% +8K +4.6% $44.85 +2.7%
23 VGK VANGUARD INTL EQUITY INDEX F 80,449.0 $6.6M 0.54% +3K +4.3% $82.43 +8.2%
24 IVV ISHARES TR 9,241.0 $6.0M 0.49% +86.0 +0.9% $653.23 +15.2%
25 CGGR CAPITAL GROUP GROWTH ETF 126,889.0 $5.1M 0.41% +10K +8.9% $40.19 +16.3%
26 GDX VANECK ETF TRUST 45,099.0 $4.1M 0.34% +5K +11.6% $91.77 -3.7%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 26,618.0 $3.9M 0.32% +523.0 +2.0% $146.28 -6.0%
28 VEA VANGUARD TAX-MANAGED FDS 60,416.0 $3.9M 0.31% +11K +21.2% $64.08 +11.7%
29 PAVE GLOBAL X FDS 62,123.0 $3.2M 0.26% +4K +6.5% $50.81 +10.5%
30 RAAX VANECK ETF TRUST 72,097.0 $2.9M 0.24% +24K +49.1% $40.71 +2.2%
31 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,949.0 $2.9M 0.24% +43.0 +0.7% $491.52 -8.9%
32 SCHD SCHWAB STRATEGIC TR 84,695.0 $2.6M 0.21% +46K +120.2% $30.68 +6.5%
33 EPD ENTERPRISE PRODS PARTNERS L Energy 63,606.0 $2.4M 0.20% +3K +4.3% $37.84 +2.3%
34 HON HONEYWELL INTL INC Industrials 10,604.0 $2.4M 0.20% +369.0 +3.6% $226.03 +2.9%
35 DVY ISHARES TR 15,823.0 $2.4M 0.19% +112.0 +0.7% $151.41 +2.6%
36 NFLX NETFLIX INC. Communication Services 23,300.0 $2.2M 0.18% +995.0 +4.5% $96.15 -8.7%
37 CGCP CAPITAL GRP FIXED INCM ETF T 99,267.0 $2.2M 0.18% +18K +21.7% $22.34 -0.1%
38 PEP PEPSICO INC Consumer Defensive 12,708.0 $2.0M 0.16% +100.0 +0.8% $155.29 -6.0%
39 KBWB INVESCO EXCH TRADED FD TR II 22,716.0 $1.8M 0.15% +653.0 +3.0% $79.12 +9.8%
40 GLW CORNING INC Technology 11,680.0 $1.6M 0.13% +232.0 +2.0% $135.97 +45.6%
Page 2 of 5  ·  98 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 31.2%
Technology 23.5%
Communication Services 13.4%
Consumer Cyclical 9.1%
Healthcare 6.4%
Industrials 6.2%
Energy 5.9%
Consumer Defensive 2.8%
Utilities 0.7%
Real Estate 0.4%