Magnus Financial Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC), disclosing its equity securities portfolio as of September 30, 2026. The filing lists 413 separate holdings, managed by the firm located at 90 Park Avenue, 18th Floor, New York, NY 10016. The report was signed by N. David Harrison, Chief Compliance Officer, on October 21, 2026.
The portfolio is diversified across a wide range of asset classes, including common stocks, exchange-traded funds (ETFs), and preferred securities. Major positions include significant stakes in technology and consumer giants such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The firm also holds substantial positions in energy companies like Exxon Mobil Holdings Corp. and Chevron Corporation, as well as financial institutions including Bank of America Corp. and JPMorgan Chase & Co.
A notable portion of the portfolio is allocated to ETFs, with holdings in funds managed by BlackRock, iShares, Invesco, and First Trust. These include broad market indices like the S&P 500 and Nasdaq 100, as well as sector-specific funds focusing on technology, healthcare, and real estate. The filing also includes specific positions in precious metals, such as the iShares Gold Trust, and cryptocurrency-related vehicles, including the Grayscale Bitcoin Trust and the Bitwise Bitcoin ETF Trust.
