Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Magnus Financial Group LLC (CIK 1765216) reported $1.23B across 366 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($104.0M, 8.44%), VUG ($60.0M, 4.87%), IJH ($58.0M, 4.70%), IEMG ($40.4M, 3.28%), IJR ($39.6M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $104.0M | 8.44% | 1.8M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $60.0M | 4.87% | 137,402 | Trimmed |
| 3 | IJH | ISHARES TR | $58.0M | 4.70% | 858,271 | Added |
| 4 | IEMG | ISHARES INC | $40.4M | 3.28% | 579,438 | Added |
| 5 | IJR | ISHARES TR | $39.6M | 3.21% | 318,491 | Added |
| 6 | TPYP | TORTOISE CAPITAL SERIES TRUS | $36.0M | 2.92% | 850,210 | Trimmed |
| 7 | AAPL | APPLE INC | $35.0M | 2.84% | 138,089 | Trimmed |
| 8 | FPE | FIRST TR EXCH TRADED FD III | $33.5M | 2.72% | 1.9M | Added |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | $28.0M | 2.28% | 505,220 | Added |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | $24.2M | 1.97% | 630,574 | Added |
| 11 | IYF | ISHARES TR | $24.3M | 1.97% | 206,631 | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $23.2M | 1.89% | 493,777 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $17.4M | 1.41% | 26,793 | Added |
| 14 | IYR | ISHARES TR | $16.6M | 1.35% | 175,501 | Added |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $16.5M | 1.34% | 358,045 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $16.1M | 1.30% | 54,581 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $15.4M | 1.25% | 73,901 | Trimmed |
| 18 | GSAT | GLOBALSTAR INC | $15.2M | 1.24% | 229,086 | Added |
| 19 | SPYG | SPDR SERIES TRUST | $14.3M | 1.16% | 146,169 | Trimmed |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $14.3M | 1.16% | 252,099 | Trimmed |
| 21 | JHMD | JOHN HANCOCK EXCHANGE TRADED | $14.0M | 1.13% | 329,651 | Added |
| 22 | JMUB | J P MORGAN EXCHANGE TRADED F | $13.8M | 1.12% | 277,004 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $12.9M | 1.04% | 237,926 | Added |
| 24 | AVDV | AMERICAN CENTY ETF TR | $11.9M | 0.96% | 118,811 | Added |
| 25 | GOOGL | ALPHABET INC | $11.7M | 0.95% | 40,578 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31