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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 16 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IYE ISHARES TR 7,996.0 $380K 0.03% NEW $47.53 +29.2%
302 TPR TAPESTRY INC Consumer Cyclical 2,963.0 $379K 0.03% NEW $127.79 +10.0%
303 EQT EQT CORP Energy 7,015.0 $376K 0.03% NEW $53.60 +4.9%
304 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,452.0 $373K 0.03% NEW $68.36 -13.8%
305 IWS ISHARES TR 2,589.0 $365K 0.03% NEW $141.04 +13.5%
306 AGNC AGNC INVT CORP Real Estate 33,881.0 $363K 0.03% NEW $10.72 -2.7%
307 ASTRAZENECA PLC 3,843.0 $353K 0.03% NEW $91.93
308 NVDL GRANITESHARES ETF TR 4,000.0 $352K 0.03% NEW $88.01 +20.8%
309 VZ VERIZON COMMUNICATIONS INC Communication Services 8,584.0 $350K 0.03% NEW $40.73 +18.7%
310 DB DEUTSCHE BANK A G Financial Services 9,054.0 $349K 0.03% NEW $38.56 -13.1%
311 MO ALTRIA GROUP INC Consumer Defensive 5,999.0 $346K 0.03% NEW $57.66 +25.5%
312 ITM VANECK ETF TRUST 7,325.0 $345K 0.03% NEW $47.16 -1.0%
313 THO THOR INDS INC Consumer Cyclical 3,317.0 $341K 0.03% NEW $102.68 -23.8%
314 BAI BLACKROCK ETF TRUST 10,211.0 $340K 0.03% NEW $33.30 +50.1%
315 SLV ISHARES SILVER TR Financial Services 5,277.0 $340K 0.03% NEW $64.42 +8.2%
316 CALL META PLATFORMS INC 1,200.0 $336K 0.03% NEW $279.87
317 IWO ISHARES TR 1,036.0 $335K 0.03% NEW $323.17 +17.5%
318 W WAYFAIR INC Consumer Cyclical 3,303.0 $332K 0.03% NEW $100.41 -33.2%
319 NUE NUCOR CORP Basic Materials 2,024.0 $330K 0.03% NEW $163.07 +47.4%
320 SCHM SCHWAB STRATEGIC TR 10,922.0 $328K 0.03% NEW $30.07 +17.1%
Page 16 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%