13F Filings History of Magnus Financial Group LLC

Latest 13F report
Q3 2025 - 28 Oct 2025
Value $
$1,265,513,632
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 397 stock holdings with total value $1,265,513,632 as of Q3 2025. Top holdings included SPYV, VUG, IJH, IJR, and IEMG.

Notify me when Magnus Financial Group LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 397 $1,265,513,632 +$85,401,145 -$36,320,272 +$49,080,873 SPYV, VUG, IJH, IJR, IEMG 13F-HR 27 Oct 2025, 18:54
Q2 2025 377 $1,138,466,587 +$109,662,921 -$73,973,901 +$35,689,020 SPYV, VUG, IJH, IJR, IEMG 13F-HR 15 Jul 2025, 17:36
Q1 2025 362 $1,032,091,033 +$50,271,090 -$82,376,990 -$32,105,900 SPYV, VUG, IJH, JEPI, IJR 13F-HR 11 Apr 2025, 10:23
Q4 2024 359 $1,035,187,814 +$88,172,119 -$36,472,249 +$51,699,870 SPYV, VUG, IJH, IJR, JEPI 13F-HR 17 Jan 2025, 11:59
Q3 2024 339 $983,570,436 +$75,839,178 -$31,359,144 +$44,480,034 SPYV, VUG, IJH, IJR, JEPI 13F-HR 15 Oct 2024, 17:12
Q2 2024 317 $890,181,556 +$75,970,208 -$35,582,674 +$40,387,534 SPYV, VUG, IJH, IJR, AAPL 13F-HR 01 Aug 2024, 18:54
Q1 2024 313 $842,943,997 +$97,559,860 -$27,322,627 +$70,237,233 SPYV, IJH, VUG, JEPI, IJR 13F-HR 03 May 2024, 10:13
Q4 2023 287 $762,466,694 +$58,382,499 -$39,972,104 +$18,410,395 SPYV, IJH, VUG, JEPI, IJR 13F-HR 05 Feb 2024, 12:20
Q3 2023 263 $685,026,516 +$23,663,210 -$17,673,815 +$5,989,395 SPYV, IJH, USFR, JEPI, VUG 13F-HR 10 Oct 2023, 11:38
Q2 2023 270 $700,822,452 +$50,036,752 -$36,014,548 +$14,022,204 SPYV, IJH, JEPI, VUG, IJR 13F-HR 19 Jul 2023, 16:29
Q1 2023 276 $655,634,656 +$59,872,567 -$45,636,559 +$14,236,008 SPYV, IJH, JEPI, USFR, IJR 13F-HR 10 May 2023, 16:43
Q4 2022 267 $614,035,687 +$124,491,355 -$59,169,667 +$65,321,688 SPYV, IJH, USFR, IJR, USMV 13F-HR 02 Feb 2023, 14:23
Q3 2022 253 $523,057,000 +$60,896,064 -$44,677,151 +$16,218,913 SPYV, IJH, USMV, IJR, FPE 13F-HR 09 Nov 2022, 09:39
Q2 2022 274 $544,046,000 +$66,498,050 -$24,028,420 +$42,469,630 SPYV, IJH, USMV, IEMG, IJR 13F-HR 11 Aug 2022, 16:47
Q1 2022 290 $598,554,000 +$103,900,184 -$12,956,377 +$90,943,807 SPYV, IJH, IJR, USMV, IEMG 13F-HR 12 May 2022, 14:54
Q4 2021 259 $526,306,000 +$50,385,108 -$21,348,177 +$29,036,931 SPYV, IJH, IJR, IEMG, USMV 13F-HR 10 Feb 2022, 16:45
Q3 2021 239 $472,429,000 +$33,384,459 -$11,265,010 +$22,119,449 SPYV, IJH, IEMG, IJR, FPE 13F-HR 12 Nov 2021, 08:37
Q2 2021 239 $458,583,000 +$34,385,567 -$11,763,154 +$22,622,413 SPYV, IJH, IEMG, IJR, FPE 13F-HR 06 Aug 2021, 15:06
Q1 2021 227 $413,821,000 +$37,271,792 -$675,472,236 -$638,200,444 SPYV, IEMG, IJH, IJR, FPE 13F-HR 05 May 2021, 13:34
Q4 2020 351 $1,006,918,000 +$73,503,945 -$30,655,777 +$42,848,168 SPY, AAPL, IVV, IJH, IJR 13F-HR 05 Feb 2021, 16:34
Q3 2020 313 $859,143,000 +$110,073,391 -$146,931,999 -$36,858,608 SPY, IVV, AAPL, IJH, IJR 13F-HR 05 Nov 2020, 16:10
Q2 2020 680 $901,696,000 +$272,372,724 -$235,632,634 +$36,740,090 SPY, IVV, AAPL, IJH, IJR 13F-HR 11 Aug 2020, 15:22
Q1 2020 560 $733,022,000 +$233,313,908 -$65,969,810 +$167,344,098 IVV, IWB, AAPL, VOO, SPY 13F-HR 11 May 2020, 13:58
Q4 2019 589 $698,795,000 +$137,472,268 -$16,952,372 +$120,519,896 IVV, AAPL, SPY, IJR, IJH 13F-HR 28 Jan 2020, 12:11
Q3 2019 538 $533,035,000 +$37,872,766 -$32,692,836 +$5,179,930 SPY, AAPL, IVV, PEP, IJH 13F-HR 08 Nov 2019, 14:04
Q2 2019 539 $519,118,000 +$38,912,658 -$27,069,594 +$11,843,064 SPY, AAPL, IVV, IJH, IJR 13F-HR 05 Aug 2019, 11:38
Q1 2019 513 $491,398,000 +$82,588,534 -$15,526,822 +$67,061,712 SPY, AAPL, IVV, PEP, IJH 13F-HR 09 May 2019, 10:22
Q4 2018 437 $376,302,000 $0 $0 $0 SPY, AAPL, PEP, IJR, IJH 13F-HR 13 Feb 2019, 16:36