13F Filings History of Magnus Financial Group LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$1,307,447,928
Signature - Title
David Harrison - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Magnus Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Magnus Financial Group LLC reported 414 stock holdings with total value $1,307,447,928 as of Q4 2025. Top holdings included SPYV, VUG, IJH, AAPL, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 414 $1,307,447,928 +$71,337,159 -$32,400,708 +$38,936,451 SPYV, VUG, IJH, AAPL, IEMG 13F-HR 07 Jan 2026, 16:45
Q3 2025 397 $1,265,513,632 +$85,401,151 -$36,320,276 +$49,080,875 SPYV, VUG, IJH, IJR, IEMG 13F-HR 27 Oct 2025, 18:54
Q2 2025 377 $1,138,466,587 +$109,662,931 -$73,973,897 +$35,689,034 SPYV, VUG, IJH, IJR, IEMG 13F-HR 15 Jul 2025, 17:36
Q1 2025 362 $1,032,091,033 +$50,271,093 -$82,377,003 -$32,105,910 SPYV, VUG, IJH, JEPI, IJR 13F-HR 11 Apr 2025, 10:23
Q4 2024 359 $1,035,187,814 +$88,172,109 -$36,472,247 +$51,699,862 SPYV, VUG, IJH, IJR, JEPI 13F-HR 17 Jan 2025, 11:59
Q3 2024 339 $983,570,436 +$75,839,176 -$31,359,145 +$44,480,031 SPYV, VUG, IJH, IJR, JEPI 13F-HR 15 Oct 2024, 17:12
Q2 2024 317 $890,181,556 +$75,970,204 -$35,582,681 +$40,387,523 SPYV, VUG, IJH, IJR, AAPL 13F-HR 01 Aug 2024, 18:54
Q1 2024 313 $842,943,997 +$97,559,852 -$27,322,637 +$70,237,215 SPYV, IJH, VUG, JEPI, IJR 13F-HR 03 May 2024, 10:13
Q4 2023 288 $763,460,694 +$58,382,485 -$39,972,097 +$18,410,388 SPYV, IJH, VUG, JEPI, IJR 13F-HR 05 Feb 2024, 12:20
Q3 2023 264 $686,387,616 +$25,024,318 -$13,169,400 +$11,854,918 SPYV, IJH, USFR, JEPI, VUG 13F-HR 10 Oct 2023, 11:38
Q2 2023 271 $700,839,339 +$50,053,630 -$24,009,740 +$26,043,890 SPYV, IJH, JEPI, VUG, IJR 13F-HR 19 Jul 2023, 16:29
Q1 2023 278 $656,836,156 +$61,074,068 -$39,245,695 +$21,828,373 SPYV, IJH, JEPI, USFR, IJR 13F-HR 10 May 2023, 16:43
Q4 2022 266 $614,031,759 +$124,491,325 -$53,267,670 +$71,223,655 SPYV, IJH, USFR, IJR, USMV 13F-HR 02 Feb 2023, 13:23
Q3 2022 253 $523,057,000 +$60,896,072 -$15,597,149 +$45,298,923 SPYV, IJH, USMV, IJR, FPE 13F-HR 09 Nov 2022, 08:39
Q2 2022 274 $543,867,179 +$66,498,080 -$12,963,415 +$53,534,665 SPYV, IJH, USMV, IEMG, IJR 13F-HR 11 Aug 2022, 16:47
Q1 2022 290 $598,554,000 +$103,900,197 -$8,653,376 +$95,246,821 SPYV, IJH, IJR, USMV, IEMG 13F-HR 12 May 2022, 14:54
Q4 2021 260 $526,327,000 +$50,385,112 -$10,352,077 +$40,033,035 SPYV, IJH, IJR, IEMG, USMV 13F-HR 10 Feb 2022, 15:45
Q3 2021 239 $472,429,000 +$33,384,464 -$11,265,011 +$22,119,453 SPYV, IJH, IEMG, IJR, FPE 13F-HR 12 Nov 2021, 08:37
Q2 2021 239 $458,583,000 +$34,385,531 -$11,763,155 +$22,622,376 SPYV, IJH, IEMG, IJR, FPE 13F-HR 06 Aug 2021, 15:06
Q1 2021 227 $413,821,000 +$37,271,795 -$675,577,190 -$638,305,395 SPYV, IEMG, IJH, IJR, FPE 13F-HR 05 May 2021, 13:34
Q4 2020 352 $1,007,025,000 +$73,504,606 -$16,883,172 +$56,621,434 SPY, AAPL, IVV, IJH, IJR 13F-HR 05 Feb 2021, 15:34
Q3 2020 313 $859,048,095 +$109,978,501 -$37,200,903 +$72,777,598 SPY, IVV, AAPL, IJH, IJR 13F-HR 05 Nov 2020, 15:10
Q2 2020 678 $901,499,000 +$272,280,756 -$143,795,644 +$128,485,112 SPY, IVV, AAPL, IJH, IJR 13F-HR 11 Aug 2020, 15:22
Q1 2020 560 $733,022,000 +$233,313,868 -$21,196,813 +$212,117,055 IVV, IWB, AAPL, VOO, SPY 13F-HR 11 May 2020, 13:58
Q4 2019 589 $698,795,000 +$137,472,284 -$4,913,373 +$132,558,911 IVV, AAPL, SPY, IJR, IJH 13F-HR 28 Jan 2020, 11:11
Q3 2019 538 $533,035,000 +$37,872,751 -$19,330,846 +$18,541,905 SPY, AAPL, IVV, PEP, IJH 13F-HR 08 Nov 2019, 13:04
Q2 2019 539 $519,118,000 +$38,912,664 -$12,874,593 +$26,038,071 SPY, AAPL, IVV, IJH, IJR 13F-HR 05 Aug 2019, 11:38
Q1 2019 513 $491,398,000 +$82,588,539 -$5,320,821 +$77,267,718 SPY, AAPL, IVV, PEP, IJH 13F-HR 09 May 2019, 10:22
Q4 2018 437 $376,302,000 $0 SPY, AAPL, PEP, IJR, IJH 13F-HR 13 Feb 2019, 15:36