Magnus Financial Group Llc: Significant Purchases and Sales in Q2 2026

According to filings from Magnus Financial Group Llc, the investment advisor's portfolio saw notable changes during the quarter ending June 30, 2026.

The investor significantly increased its holdings in several exchange-traded funds (ETFs). The most substantial purchase was Vanguard Information Technology ETF (VUG) with a 518.83% increase in shares, adding considerable weight to its position which now accounts for 5.19% of the total portfolio value.

Other significant additions included American Century Equity Risk Management ETF TR (Ticker: AVDV) and Vanguard Admiral Information Technology Shares Inc. ETF (VOOG). AVDV saw a massive 150.74% increase in shares, while VOOG experienced an astronomical 488.06% jump, both reflecting strong confidence in these technology-focused funds.

Furthermore, Magnus bought BITWISE BITCOIN ETF TR (BITB) with a substantial 1616.18% rise in holdings during this period. This indicates a continued interest or potential new focus on cryptocurrency exposure within the portfolio.

In contrast to these large inflows into specific sectors, there were also disclosed significant sales. The investor sold STX shares substantially, marking it as one of their notable exits for the quarter.

Additionally, Magnus disposed of ISHARES BITCOIN TRUST ETF (IBIT), which saw a sharp decline in its position due to selling activity (-35.95% change). The portfolio also shed SNDL shares significantly and added BTTR shares with notable buying pressure during the quarter.

Overall, Magnus Financial Group Llc's actions this quarter point towards an active management style focused on capitalizing on growth opportunities in specific sectors while strategically exiting others like Bitcoin-related trusts.