Magnus Financial Group LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
402
- Value ($000)
$1,267,171
- Date Filed10/27/2025
- Form type13F-HR
- CIK0001765216
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $96.02M | 8 % | 1,735,378 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $64.58M | 5 % | 134,643 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $52.99M | 4 % | 811,947 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $36.55M | 3 % | 307,603 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $35.64M | 3 % | 540,664 | ||
AAPL APPLE INC | COM | 037833100 | $35.24M | 3 % | 138,396 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $32.05M | 3 % | 1,757,223 | ||
TORTOISE CAPITAL SERIES TRUS | NORTH AMERN PIPE | 890930308 | $31.76M | 3 % | 871,349 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $26.42M | 2 % | 459,402 | ||
IYF ISHARES TR | U.S. FINLS ETF | 464287788 | $25.30M | 2 % | 199,812 |
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