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 Market Cap. of $200 Billions or more
