Magnus Financial Group LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,413,673
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 391 | 1,413,673 | 13F-HR | Magnus Financial Group LLC |
| Q1 2026 | 4/10/2026 | 373 | 1,231,961 | 13F-HR | Magnus Financial Group LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.483 K
(0.1% of total reported value)
· QoQ Δ:
-364
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 437.8 K | 31.0% | 40.44 K | 0 | 40.44 K |
| ETFs | 974.2 K | 69.0% | 142.2 K | 0 | 142.2 K |
| Debt | 0 | 0.0% | 0 | 543 | -543 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
1,413,673
Holdings
391
QoQ value change ($000)
181,712
(14.7%)
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.