Magnus Financial Group LLC Portfolio Holdings

Magnus Financial Group LLC

  • $1.18 Billion
  • Q4 2025

Magnus Financial Group LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 419 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $99.2M, Vanguard Growth ETF with a value of $66.8M, Ishares Core S&P Mid Cap ETF with a value of $52.3M, Apple Inc. with a value of $39.3M, and Ishares Core S&P Sm Cap ETF with a value of $35.9M.

Examining the 13F form we can see an increase of $38.3M in the current position value, from $1.15B to 1.18B.

Magnus Financial Group LLC is based out at New York, NY

Below you can find more details about Magnus Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
ETFs: $842 Million
Technology: $100 Million
Financial Services: $65.2 Million
Consumer Cyclical: $38 Million
Communication Services: $36 Million
Healthcare: $24.8 Million
Industrials: $20.5 Million
Energy: $15.9 Million
Other: $14.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$39.3 Million 3.32% of portfolio
146,995
Q4 2025 Added 6.21%
$2.39T
$17.9 Million 1.51% of portfolio
76,293
Q4 2025 Added 4.5%
$881B
$17.2 Million 1.45% of portfolio
57,198
Q4 2025 Added 2.41%
$3.78T
$16.9 Million 1.42% of portfolio
33,223
Q4 2025 Added 4.93%
$1.65T
$11.3 Million 0.96% of portfolio
41,047
Q4 2025 Added 2.38%
$465B
$9.54 Million 0.81% of portfolio
51,133
Q4 2025 Added 5.15%
$1.29T
$9.33 Million 0.79% of portfolio
22,815
Q4 2025 Added 0.71%
$0
$8.56 Million 0.72% of portfolio
231,728
Q4 2025 Added 0.9%
$1.74T
$8.36 Million 0.71% of portfolio
29,285
Q4 2025 Added 2.42%
$662B
$7.15 Million 0.6% of portfolio
14,039
Q4 2025 Added 6.14%
$1.37T
$7.17 Million 0.6% of portfolio
11,760
Q4 2025 Added 10.57%
$139B
$6.88 Million 0.58% of portfolio
20,085
Q4 2025 Added 4.76%
$971B
$6.84 Million 0.58% of portfolio
6,699
Q4 2025 Added 1.06%
$490B
$5.92 Million 0.5% of portfolio
50,319
Q4 2025 Reduced 0.91%
$61.4B
$5.57 Million 0.47% of portfolio
27,143
Q4 2025 Added 5.6%
$533B
$5.53 Million 0.47% of portfolio
16,985
Q4 2025 Added 7.13%
$522B
$3.85 Million 0.32% of portfolio
19,278
Q4 2025 Reduced 9.92%
$265B
$3.33 Million 0.28% of portfolio
4,290
Q4 2025 Added 3.7%
$222B
$3.35 Million 0.28% of portfolio
5,906
Q4 2025 Added 0.73%
$98.1B
$3.04 Million 0.26% of portfolio
21,935
Q4 2025 Added 3.52%
$279B
$3 Million 0.25% of portfolio
29,098
Q4 2025 Added 16.36%
$0
$2.84 Million 0.24% of portfolio
235,571
Q4 2025 Added 1.43%
$114B
$2.71 Million 0.23% of portfolio
14,151
Q4 2025 Added 9.77%
$303B
$2.63 Million 0.22% of portfolio
17,017
Q4 2025 Reduced 6.2%
$123B
$2.64 Million 0.22% of portfolio
5,605
Q4 2025 Added 3.22%
$367B
$2.46 Million 0.21% of portfolio
6,883
Q4 2025 Added 4.21%
$169B
$2.53 Million 0.21% of portfolio
3,025
Q4 2025 Added 413.58%
$49.1B
$2.46 Million 0.21% of portfolio
22,305
Q4 2025 Added 820.17%
$193B
$2.42 Million 0.2% of portfolio
22,938
Q4 2025 Added 0.73%
$123B
$2.25 Million 0.19% of portfolio
3,544
Q4 2025 Reduced 56.46%
$291B
$2.01 Million 0.17% of portfolio
3,634
Q4 2025 Added 7.17%
$70.2B
$1.97 Million 0.17% of portfolio
60,985
Q4 2025 Added 0.98%
$39.4B
$1.96 Million 0.17% of portfolio
3,539
Q4 2025 Added 8.69%
$300B
$2.02 Million 0.17% of portfolio
6,307
Q4 2025 Added 7.43%
$132B
$2.01 Million 0.17% of portfolio
10,235
Q4 2025 Reduced 0.92%
$224B
$2.06 Million 0.17% of portfolio
6,758
Q4 2025 Added 26.91%
$204B
$1.86 Million 0.16% of portfolio
12,608
Q4 2025 Reduced 2.9%
$593B
$1.94 Million 0.16% of portfolio
8,835
Q4 2025 Added 8.43%
$270B
$1.85 Million 0.16% of portfolio
11,574
Q4 2025 Added 0.57%
$258B
$1.76 Million 0.15% of portfolio
10,026
Q4 2025 Added 5.77%
$418B
$1.78 Million 0.15% of portfolio
11,304
Q4 2025 Added 7.41%
$404B
$1.64 Million 0.14% of portfolio
1,801
Q4 2025 Added 12.42%
$255B
$1.64 Million 0.14% of portfolio
4,802
Q4 2025 Added 4.44%
$414B
$1.58 Million 0.13% of portfolio
6,740
Q4 2025 Reduced 2.21%
$413B
$1.4 Million 0.12% of portfolio
27,260
Q4 2025 Added 10.06%
$115B
$1.32 Million 0.11% of portfolio
2,452
Q4 2025 Added 2.17%
$136B
$1.32 Million 0.11% of portfolio
5,965
Q4 2025 Added 2.14%
$56.3B
$1.25 Million 0.11% of portfolio
78,957
Q4 2025 Reduced 0.01%
$74.3B
$1.34 Million 0.11% of portfolio
21,999
Q4 2025 Reduced 0.39%

Summary

  • Portfolio
  • No. of Stocks 419
  • Current Value $1.18 Billion
  • Prior Value $1.15 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 40 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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