Magnus Financial Group LLC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$2.5B
Holdings
368
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
8.5%
02
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
4.9%
03
$IJH
ISHARES TR
Q1 2026: New position (88.3k shares)
4.7%
04
$IEMG
ISHARES INC
Held since at least Q1 2024
3.3%
05
$IJR
ISHARES TR
Held since at least Q1 2024
3.2%
06
$TPYP
TORTOISE CAPITAL SERIES TRUS
Held since at least Q1 2024
2.9%
07
$AAPL
APPLE INC
Q1 2026: New position (50.1k shares)
2.9%
08
$FPE
FIRST TR EXCH TRADED FD III
Held since at least Q1 2024
2.7%
09
$JEPQ
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.3%
10
$IYF
ISHARES TR
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.