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 $1.41B across 387 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYV ($117.4M, 8.30%), VUG ($73.2M, 5.18%), IJH ($69.0M, 4.88%), IEMG ($50.4M, 3.56%), IJR ($48.6M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $117.4M | 8.30% | 1.9M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $73.2M | 5.18% | 850,288 | Added |
| 3 | IJH | ISHARES TR | $69.0M | 4.88% | 894,548 | Added |
| 4 | IEMG | ISHARES INC | $50.4M | 3.56% | 607,891 | Added |
| 5 | IJR | ISHARES TR | $48.6M | 3.44% | 327,498 | Added |
| 6 | AAPL | APPLE INC | $39.8M | 2.82% | 137,634 | Trimmed |
| 7 | TPYP | TORTOISE CAPITAL SERIES TRUS | $36.2M | 2.56% | 863,496 | Added |
| 8 | FPE | FIRST TR EXCH TRADED FD III | $35.0M | 2.48% | 2.0M | Added |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | $33.2M | 2.35% | 540,109 | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $30.7M | 2.17% | 297,911 | Added |
| 11 | IYF | ISHARES TR | $27.0M | 1.91% | 211,969 | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $24.9M | 1.76% | 531,372 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $20.9M | 1.48% | 28,043 | Added |
| 14 | IYR | ISHARES TR | $18.6M | 1.32% | 181,876 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $17.9M | 1.27% | 54,658 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $17.5M | 1.24% | 146,984 | Added |
| 17 | AMZN | AMAZON COM INC | $17.5M | 1.24% | 73,626 | Trimmed |
| 18 | JPIE | J P MORGAN EXCHANGE TRADED F | $17.2M | 1.21% | 372,965 | Added |
| 19 | JHMD | JOHN HANCOCK EXCHANGE TRADED | $14.9M | 1.05% | 335,278 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $14.7M | 1.04% | 21,392 | Added |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $14.7M | 1.04% | 289,678 | Added |
| 22 | GOOGL | ALPHABET INC | $14.7M | 1.04% | 41,120 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $14.5M | 1.03% | 242,918 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $14.3M | 1.01% | 253,551 | Added |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | $13.4M | 0.95% | 403,891 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30