Magnus Financial Group LLC: 13F holdings

CIK 17652162026Q2

Positions391
Reported value$1.4bn
Filed2026-07-09

Change since last quarter

Positions391 (+18 vs prior quarter)
Reported value$1.4bn (+14.7%)

Top 10 holdings

SecuritySharesValueWeight
SPYV SPDR SERIES TRUST1,931,275$117.4m8.3%
VUG VANGUARD INDEX FDS850,288$73.2m5.2%
IJH ISHARES TR894,548$69.0m4.9%
IEMG ISHARES INC607,891$50.4m3.6%
IJR ISHARES TR327,498$48.6m3.4%
AAPL APPLE INC137,634$39.8m2.8%
TPYP TORTOISE CAPITAL SERIES TRUS863,496$36.2m2.6%
FPE FIRST TR EXCH TRADED FD III1,959,719$35.0m2.5%
JEPQ J P MORGAN EXCHANGE TRADED F540,109$33.2m2.3%
AVDV AMERICAN CENTY ETF TR297,911$30.7m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1765216")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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