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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ET ENERGY TRANSFER L P Energy 35,117.0 $678K 0.06% +4K +12.8% $19.30 +1.6%
62 ACWX ISHARES TR 9,747.0 $667K 0.05% +4K +60.9% $68.47 +11.8%
63 UBER UBER TECHNOLOGIES INC Technology 8,864.0 $638K 0.05% +255.0 +3.0% $71.93 -2.5%
64 SPHD INVESCO EXCH TRADED FD TR II 12,388.0 $615K 0.05% +147.0 +1.2% $49.61 +1.3%
65 ITA ISHARES TR 2,797.0 $612K 0.05% +998.0 +55.5% $218.72 +4.9%
66 LVHI LEGG MASON ETF INVT 14,910.0 $604K 0.05% +671.0 +4.7% $40.54 +2.3%
67 ACWI ISHARES TR 4,180.0 $578K 0.05% +99.0 +2.4% $138.37 +14.1%
68 BND VANGUARD BD INDEX FDS 7,792.0 $574K 0.05% +2K +35.0% $73.64 -0.6%
69 VXUS VANGUARD STAR FDS 7,296.0 $563K 0.05% +609.0 +9.1% $77.11 +11.7%
70 URI UNITED RENTALS INC Industrials 757.0 $552K 0.04% +138.0 +22.3% $728.84 +32.1%
71 IWM ISHARES TR 2,202.0 $546K 0.04% +198.0 +9.9% $248.03 +17.1%
72 MPLX MPLX LP Energy 9,558.0 $545K 0.04% +4K +85.8% $57.07 -1.1%
73 IUSG ISHARES TR 3,327.0 $516K 0.04% +129.0 +4.0% $155.11 +21.9%
74 SDY SPDR SERIES TRUST 3,448.0 $503K 0.04% +144.0 +4.4% $145.93 +2.9%
75 CRWV COREWEAVE INC Technology 6,414.0 $497K 0.04% +804.0 +14.3% $77.48 +36.7%
76 KWEB KRANESHARES TRUST 17,216.0 $489K 0.04% +1K +8.3% $28.43 -4.1%
77 CCJ CAMECO CORP Energy 4,331.0 $470K 0.04% +1K +35.2% $108.61 -0.4%
78 SLV ISHARES SILVER TR Financial Services 6,682.0 $455K 0.04% +1K +26.6% $68.14 +2.3%
79 TOTALENERGIES SE 4,756.0 $433K 0.04% +254.0 +5.6% $90.98
80 NOW SERVICENOW INC Technology 4,092.0 $428K 0.04% +1K +35.3% $104.55 -4.4%
Page 4 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%