13F Insight
DOSSIER · 13F-HR · Q1 2026

Magnus Financial Group LLC

Magnus Financial's holding co. based in Stamford, CT — $1.2B in tracked AUM across 373 positions as of Q1 2026.

MF
Magnus Financial·Stamford, CT·Holding Co.
CIK 0001765216 · last filed Mar 31, 2026
Total AUM
$1.2B
▼ 12.9%
vs prior
Holdings
373
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Magnus Financial Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$104M1.8M8.4%
02
VUG
VANGUARD INDEX FDS
$60M137K4.9%
03
IJH
ISHARES TR
$58M858K4.7%
04
IEMG
ISHARES INC
$40M579K3.3%
05
IJR
ISHARES TR
$40M318K3.2%
06
TPYP
TORTOISE CAPITAL SERIES TRUS
$36M850K2.9%
07
AAPL
APPLE INC
$35M138K2.8%
08
FPE
FIRST TR EXCH TRADED FD III
$33M1.9M2.7%
09
JEPQ
J P MORGAN EXCHANGE TRADED F
$28M505K2.3%
10
IYF
ISHARES TR
$24M207K2.0%

Filing history

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