MACROVIEW INVESTMENT MANAGEMENT LLC
13F Reported Value
ⓘ$144.0M
incl. option notional
Equity Holdings
ⓘ$143.2M
Option Notional
ⓘ$793,000
$793,000 puts / $0 calls
Holdings
99
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MACROVIEW INVESTMENT MANAGEMENT LLC disclosed 99 positions worth $144.0M in its Form 13F-HR for Q1 2026 — $143.2M in common stock plus $793,000 of put/call option positions (reported at underlying notional value, not premium at risk), led by $SPY (SPDR S&P 500 ETF TRUST) at 6.0% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 3. The portfolio is most concentrated in Other (71.5% of disclosed assets). All figures are sourced directly from MACROVIEW INVESTMENT MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1551727.
AI Fund Analysis
Stable
$SPY
$PHYS
$XOM
$ORCL
$DOVSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$8.6M13,298 sh INNOVATOR ETFS TRUST
—Quality
$7.3M138,452 sh- —
Quality
$7.1M199,402 sh ISHARES TR
—Quality
$6.2M64,324 shSCHWAB STRATEGIC TR
—Quality
$6.2M212,152 shISHARES TR
—Quality
$5.1M75,613 shISHARES TR
—Quality
$5.0M7,629 shISHARES TR
—Quality
$4.9M39,415 sh- —
Quality
$4.7M11,039 sh - —
Quality
$4.6M8,046 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $8.6M | 13,298 |
| INNOVATOR ETFS TRUST | — | $7.3M | 138,452 |
| Sprott Physical Gold Trust$PHYS | — | $7.1M | 199,402 |
| ISHARES TR | — | $6.2M | 64,324 |
| SCHWAB STRATEGIC TR | — | $6.2M | 212,152 |
| ISHARES TR | — | $5.1M | 75,613 |
| ISHARES TR | — | $5.0M | 7,629 |
| ISHARES TR | — | $4.9M | 39,415 |
 SPDR GOLD TRUST$GLD | — | $4.7M | 11,039 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $4.6M | 8,046 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MACROVIEW INVESTMENT MANAGEMENT LLC's 99 positions.
Showing top 10 of 99 holdings.
Sector Allocation
Other
$102.4M
Financials
$18.4M
Technology
$11.7M
Consumer Discretionary
$4.9M
Industrials
$2.9M
Energy
$1.5M
Consumer Staples
$1.1M
Healthcare
$330,059
Full Holdings — MACROVIEW INVESTMENT MANAGEMENT LLC (Q1 2026)
All 99 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $8.6M | 6.0% | +5% | — |
| 2 | — | INNOVATOR ETFS TRUST | $7.3M | 5.1% | +0% | — |
| 3 | $PHYS | Sprott Physical Gold Trust | $7.1M | 4.9% | -2% | — |
| 4 | — | ISHARES TR | $6.2M | 4.4% | +0% | — |
| 5 | — | SCHWAB STRATEGIC TR | $6.2M | 4.3% | +1% | — |
| 6 | — | ISHARES TR | $5.1M | 3.6% | +1% | — |
| 7 | — | ISHARES TR | $5.0M | 3.5% | +3% | — |
| 8 | — | ISHARES TR | $4.9M | 3.4% | -0% | — |
| 9 | $GLD | SPDR GOLD TRUST | $4.7M | 3.3% | -3% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.6M | 3.2% | -5% | — |
| 11 | — | ISHARES TR | $4.6M | 3.2% | +4% | — |
| 12 |  $HD | HOME DEPOT, INC. | $3.7M | 2.5% | +0% | 69.2 |
| 13 | — | ISHARES TR | $3.5M | 2.4% | -1% | — |
| 14 |  $AAPL | Apple Inc. | $3.4M | 2.4% | +1% | 76.1 |
| 15 | — | JANUS DETROIT STR TR | $2.6M | 1.8% | -5% | — |
| 16 | — | SCHWAB STRATEGIC TR | $2.6M | 1.8% | +1% | — |
| 17 | — | JANUS DETROIT STR TR | $2.6M | 1.8% | +2% | — |
| 18 | — | PUTNAM ETF TRUST | $2.5M | 1.8% | +2% | — |
| 19 |  $MSFT | MICROSOFT CORP | $2.5M | 1.7% | +4% | 83.7 |
| 20 | — | PIMCO ETF TR | $2.4M | 1.7% | -2% | — |
| 21 | — | VANGUARD MALVERN FDS | $2.2M | 1.5% | +1% | — |
| 22 | — | ISHARES TR | $2.1M | 1.5% | +0% | — |
| 23 | — | PROSHARES TR | $2.0M | 1.4% | -3% | — |
| 24 | — | JANUS DETROIT STR TR | $2.0M | 1.4% | -2% | — |
| 25 |  $IAU | ISHARES GOLD TRUST | $1.9M | 1.4% | +4% | — |
| 26 |  $IVZ | Invesco Ltd. | $1.8M | 1.3% | +3% | — |
| 27 | — | SELECT SECTOR SPDR TR | $1.5M | 1.0% | -1% | — |
| 28 | — | PROFESIONALLY MANAGED PORTFO | $1.5M | 1.0% | +0% | — |
| 29 | — | VANGUARD INDEX FDS | $1.4M | 1.0% | +0% | — |
| 30 | — | INNOVATOR ETFS TRUST | $1.4M | 1.0% | -46% | — |
| 31 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 1.0% | +1% | — |
| 32 | — | INNOVATOR ETFS TRUST | $1.4M | 0.9% | +0% | — |
| 33 | — | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.9% | -5% | — |
| 34 | — | INNOVATOR ETFS TRUST | $1.2M | 0.8% | -0% | — |
| 35 | — | GOLDMAN SACHS ETF TR | $1.2M | 0.8% | +1% | — |
| 36 | — | VANGUARD TAX-MANAGED FDS | $1.2M | 0.8% | +12% | — |
| 37 | — | VANGUARD STAR FDS | $1.2M | 0.8% | +0% | — |
| 38 | — | INNOVATOR ETFS TRUST | $1.1M | 0.8% | +0% | — |
| 39 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.7% | +2% | 65 |
| 40 |  $NVDA | NVIDIA CORP | $949,894 | 0.7% | +6% | 90.2 |
| 41 | $XOM | EXXON MOBIL CORP | $878,826 | 0.6% | +9% | 61.8 |
| 42 |  $COKE | Coca-Cola Consolidated, Inc. | $830,234 | 0.6% | +0% | 65.1 |
| 43 | $ORCL | ORACLE CORP | $798,663 | 0.6% | +2% | 67.2 |
| 44 |  $GOOG | Alphabet Inc. | $796,939 | 0.6% | +6% | 80.2 |
| 45 | — | ISHARES TR | $793,000 | — | -24% | — |
| 46 |  $GOOGL | Alphabet Inc. | $743,308 | 0.5% | +2% | 80.2 |
| 47 | — | PIMCO ETF TR | $704,295 | 0.5% | +12% | — |
| 48 | — | ISHARES TR | $675,187 | 0.5% | +0% | — |
| 49 |  $AXP | AMERICAN EXPRESS CO | $639,745 | 0.5% | -3% | 73.2 |
| 50 | — | VANGUARD SPECIALIZED FUNDS | $632,586 | 0.4% | +0% | — |
| 51 | — | SPDR INDEX SHS FDS | $581,353 | 0.4% | +6% | — |
| 52 | $DOV | DOVER Corp | $577,496 | 0.4% | +0% | 63.1 |
| 53 |  $AMZN | AMAZON COM INC | $551,082 | 0.4% | +8% | 74.6 |
| 54 | — | ISHARES TR | $544,222 | 0.4% | -0% | — |
| 55 | — | SSGA ACTIVE ETF TR | $531,207 | 0.4% | +14% | — |
| 56 |  $GDS | GDS Holdings Ltd | $502,013 | 0.3% | +0% | — |
| 57 | — | ISHARES TR | $468,606 | 0.3% | -4% | — |
| 58 |  $BAH | Booz Allen Hamilton Holding Corp | $454,968 | 0.3% | -2% | 65.5 |
| 59 |  $KLXE | KLX Energy Services Holdings, Inc. | $454,210 | 0.3% | +296% | 24.4 |
| 60 | — | VANGUARD ADMIRAL FDS INC | $452,562 | 0.3% | -7% | — |
| 61 | — | SCHWAB STRATEGIC TR | $428,148 | 0.3% | +26% | — |
| 62 |  $WMT | Walmart Inc. | $420,361 | 0.3% | +5% | 63.2 |
| 63 | — | SPDR SERIES TRUST | $413,514 | 0.3% | +0% | — |
| 64 | — | LISTED FDS TR | $410,356 | 0.3% | +0% | — |
| 65 | — | FIRST TR EXCHANGE-TRADED FD | $398,327 | 0.3% | NEW | — |
| 66 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $387,339 | 0.3% | -4% | 66.7 |
| 67 | — | VANECK ETF TRUST | $386,619 | 0.3% | +0% | — |
| 68 |  $META | Meta Platforms, Inc. | $381,068 | 0.3% | +11% | 80.9 |
| 69 | — | SCHWAB STRATEGIC TR | $377,386 | 0.3% | +9% | — |
| 70 | — | VANGUARD INTL EQUITY INDEX F | $374,593 | 0.3% | +15% | — |
| 71 |  $MS | MORGAN STANLEY | $357,812 | 0.3% | +1% | — |
| 72 | — | FIRST TR EXCHNG TRADED FD VI | $350,794 | 0.2% | +0% | — |
| 73 |  $JPM | JPMORGAN CHASE & CO | $338,284 | 0.2% | -1% | 35.6 |
| 74 | — | VANGUARD INTL EQUITY INDEX F | $334,739 | 0.2% | -9% | — |
| 75 | $IVZ | Invesco Ltd. | $334,081 | 0.2% | NEW | — |
| 76 |  $UNP | UNION PACIFIC CORP | $331,139 | 0.2% | +1% | 74 |
| 77 |  $UNH | UNITEDHEALTH GROUP INC | $330,059 | 0.2% | +5% | 66.8 |
| 78 |  $GS | GOLDMAN SACHS GROUP INC | $319,892 | 0.2% | -2% | — |
| 79 |  $__PARK_1390777 | Bank of New York Mellon Corp | $313,302 | 0.2% | +1% | 36.7 |
| 80 |  $NVR | NVR INC | $289,953 | 0.2% | +2% | 62.3 |
| 81 |  $MCK | MCKESSON CORP | $282,745 | 0.2% | +2% | 63.7 |
| 82 | — | SPDR SERIES TRUST | $281,498 | 0.2% | +0% | — |
| 83 | — | VANGUARD INDEX FDS | $273,611 | 0.2% | -0% | — |
| 84 | — | ISHARES TR | $266,604 | 0.2% | -6% | — |
| 85 |  $AVGO | Broadcom Inc. | $264,252 | 0.2% | +7% | 86.4 |
| 86 |  $ALL | ALLSTATE CORP | $257,102 | 0.2% | +4% | 76.6 |
| 87 |  $MU | MICRON TECHNOLOGY INC | $243,048 | 0.2% | -30% | 88.4 |
| 88 | — | FIRST TR EXCHANGE-TRADED FD | $241,890 | 0.2% | NEW | — |
| 89 |  $BRK.B | BERKSHIRE HATHAWAY INC | $237,683 | 0.2% | +5% | 64.5 |
| 90 |  $EOSE | Eos Energy Enterprises, Inc. | $228,438 | 0.2% | +0% | 29.2 |
| 91 | — | FIRST TR EXCHANGE-TRADED FD | $224,806 | 0.2% | +13% | — |
| 92 |  $UA | Under Armour, Inc. | $224,088 | 0.2% | NEW | 40.5 |
| 93 |  $EA | ELECTRONIC ARTS INC. | $220,791 | 0.1% | +2% | 71.1 |
| 94 |  $CVX | CHEVRON CORP | $212,367 | 0.1% | NEW | 54.7 |
| 95 | — | BLACKROCK ETF TRUST | $205,198 | 0.1% | NEW | — |
| 96 |  $TSLA | Tesla, Inc. | $204,463 | 0.1% | +1% | 50.1 |
| 97 |  $SAIC | Science Applications International Corp | $203,793 | 0.1% | +0% | 55.3 |
| 98 | — | ISHARES TR | $202,328 | 0.1% | +0% | — |
| 99 |  $SBET | Sharplink, Inc. | $80,625 | 0.1% | NEW | 38.1 |
New Positions (6)
Exited Positions (3)
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