Magnus Financial Group LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q4 2025
Holdings value ($000)
1,309,818
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/7/2026 419 1,309,818 13F-HR Magnus Financial Group LLC
Q3 2025 10/28/2025 402 1,267,171 13F-HR Magnus Financial Group LLC
Q2 2025 7/16/2025 381 1,139,841 13F-HR Magnus Financial Group LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 2.37 K (0.2% of total reported value) · QoQ Δ: +712
Type Value ($000) Share % Inflow Outflow Net
Stocks 867.2 K 66.4% 30.04 K 0 30.04 K
ETFs 438.4 K 33.6% 13.2 K 0 13.2 K
Debt 452 0.0% 0 1.483 K -1.483 K
Other 480 0.0% 480 0 480
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/7/2026
Total value ($000)
1,309,818
Holdings
419
QoQ value change ($000)
42,647 (3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.