MACROVIEW INVESTMENT MANAGEMENT LLC
Sector Allocation
- Other73.9%$122.6M
- Financials11.4%$18.9M
- Technology9.2%$15.3M
- Consumer Discretionary2.5%$4.1M
- Industrials1.3%$2.2M
- Consumer Staples0.8%$1.4M
- Energy0.5%$833,320
- Healthcare0.4%$682,381
AUM History
13fpro.ai/research/fund/macroview-investment-management-llc-1551727
Conviction and streaks
Stable · top 10 = 41.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
SPY
$11.3M- INNOVATOR$8.2M
- SCHWAB$8.1M
- ISHARES$7.0M
QQQ
$6.3M- ISHARES$6.0M
PHYS
$5.9M- ISHARES$5.8M
- ISHARES$5.7M
- ISHARES$5.1M
AAPL
$4.5M- ISHARES$4.0M
MSFT
$3.6M- PUTNAM$3.3M
HD
$3.2M- JANUS$3.1M
- SCHWAB$3.0M
- PIMCO$2.9M
- JANUS$2.5M
- JANUS$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/macroview-investment-management-llc-1551727
MACROVIEW INVESTMENT MANAGEMENT LLC 13F holdings — Q3 2026
$166.9M portfolio (+3.0% QoQ) · 106 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
Includes $1.0M of put/call options ($1.0M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $165.8M. Weights use the stock portfolio.
$11.3M
6.8% of stocks
+4%This quarter+0.4%Since Q-end11+ qtrsHeld- 2
INNOVATOR ETFS TRUST - US EQTY BUFR MAR
$8.2M
4.9% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - US LCAP GR ETF
$8.1M
4.9% of stocks
+0.4%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 4
ISHARES TR - MSCI EAFE ETF
$7.0M
4.2% of stocks
-0.0%This quarter—Since Q-end—HeldAIQuality—Est. buy— $6.3M
3.8% of stocks
+0.8%This quarter-3.7%Since Q-end11+ qtrsHeld- 6
ISHARES TR - CORE S&P500 ETF
$6.0M
3.6% of stocks
+2%This quarter—Since Q-end—HeldAIQuality—Est. buy— $5.9M
3.6% of stocks
-4%This quarter-3.0%Since Q-end11+ qtrsHeld- 8
ISHARES TR - CORE S&P MCP ETF
$5.8M
3.5% of stocks
+3%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE S&P SCP ETF
$5.7M
3.4% of stocks
+3%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE MSCI EAFE
$5.1M
3.1% of stocks
+2%This quarter—Since Q-end—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $11.3M | 6.8% | +4% | +0.4% | 11+ qtrsAdded 6 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | INNOVATOR ETFS TRUST - US EQTY BUFR MAR | $8.2M | 4.9% | No change | — | — | — | — | |
| 3 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $8.1M | 4.9% | +0.4% | — | — | — | — | |
| 4 | ISHARES TR - MSCI EAFE ETF | $7.0M | 4.2% | -0.0% | — | — | — | — | |
| 5 | $6.3M | 3.8% | +0.8% | -3.7% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - CORE S&P500 ETF | $6.0M | 3.6% | +2% | — | — | — | — | |
| 7 | $5.9M | 3.6% | -4% | -3.0% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - CORE S&P MCP ETF | $5.8M | 3.5% | +3% | — | — | — | — | |
| 9 | ISHARES TR - CORE S&P SCP ETF | $5.7M | 3.4% | +3% | — | — | — | — | |
| 10 | ISHARES TR - CORE MSCI EAFE | $5.1M | 3.1% | +2% | — | — | — | — |
All holdings — MACROVIEW INVESTMENT MANAGEMENT LLC (Q3 2026)
106 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $4.5M | 2.7% | 13K | +1% | 11+ qtrs | 75.7 | 13F | |
| 12 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $4.0M | 2.4% | 18K | -3% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $3.6M | 2.2% | 7,007 | +6% | 11+ qtrs | 79.8 | 13F | |
| 14 | — | PUTNAM ETF TRUST - FOCUSED LAR CAPetf/fund | — | $3.3M | 2.0% | 62K | +3% | — | — | 13F |
| 15 | HOME DEPOT, INC. | Consumer Discretionary | $3.2M | 1.9% | 11K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $3.1M | 1.9% | 61K | +14% | — | — | 13F |
| 17 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.0M | 1.8% | 93K | +1% | — | — | 13F |
| 18 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $2.9M | 1.7% | 29K | +16% | — | — | 13F |
| 19 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETFetf/fund | — | $2.5M | 1.5% | 52K | +22% | — | — | 13F |
| 20 | — | JANUS DETROIT STR TR - HENDERSON MTG | — | $2.5M | 1.5% | 59K | +3% | — | — | 13F |
| 21 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $2.5M | 1.5% | 15K | -0.2% | — | — | 13F |
| 22 | Invesco Ltd. | Financials | $2.5M | 1.5% | 12K | +8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | World Gold Trustetf/fund | Financials | $2.3M | 1.4% | 28K | +1% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $2.3M | 1.4% | 46K | -0.2% | — | — | 13F |
| 25 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $2.1M | 1.3% | 39K | -5% | — | — | 13F |
| 26 | $IAU | ISHARES GOLD TRUST | Financials | $1.8M | 1.1% | 23K | +3% | |||
| 27 | — | INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY | — | $1.8M | 1.1% | 86K | +1% | |||
| 28 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRT | — | $1.7M | 1.1% | 81K | New | |||
| 29 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.7M | 1.0% | 4,588 | -0.1% | |||
| 30 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.7M | 1.0% | 24K | +16% | |||
| 31 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.6M | 1.0% | 9,604 | -2% | |||
| 32 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.6M | 1.0% | 15K | -0.4% | |||
| 33 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.5M | 0.9% | 30K | — | |||
| 34 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRC | — | $1.4M | 0.8% | 63K | New | |||
| 35 | $GLD | SPDR GOLD TRUST | Financials | $1.4M | 0.8% | 3,655 | -25% | |||
| 36 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $1.4M | 0.8% | 26K | — | |||
| 37 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASDAQ 1 | — | $1.3M | 0.8% | 52K | -6% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $1.3M | 0.8% | 5,774 | +14% | |||
| 39 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $1.3M | 0.8% | 9,032 | -12% | |||
| 40 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.3M | 0.8% | 15K | +0.1% | |||
| 41 | $PURR | Hyperliquid Strategies Inc | Financials | $1.2M | 0.7% | 94K | New | |||
| 42 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.1M | 0.7% | 11K | +119% | |||
| 43 | — PUT | ISHARES TR - PUT | — | $1.0M | — | 3,700 | +6% | |||
| 44 | $GOOGL | Alphabet Inc. | Technology | $965K | 0.6% | 2,803 | +2% | |||
| 45 | $GOOG | Alphabet Inc. | Technology | $898K | 0.5% | 2,635 | +4% | |||
| 46 | $LMT | LOCKHEED MARTIN CORP | Industrials | $891K | 0.5% | 1,750 | -0.3% | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $833K | 0.5% | 5,120 | -3% | |||
| 48 | — | ISHARES TR - RUS 1000 GRW ETF | — | $795K | 0.5% | 6,344 | +0.1% | |||
| 49 | $COKE | Coca-Cola Consolidated, Inc. | Consumer Staples | $793K | 0.5% | 4,188 | — | |||
| 50 | $ORCL | ORACLE CORP | Technology | $766K | 0.5% | 5,578 | +2% | |||
| 51 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $754K | 0.5% | 8,665 | +11% | |||
| 52 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $690K | 0.4% | 2,959 | +0.3% | |||
| 53 | $AMZN | AMAZON COM INC | Consumer Discretionary | $675K | 0.4% | 2,708 | +5% | |||
| 54 | $AXP | AMERICAN EXPRESS CO | Financials | $666K | 0.4% | 2,189 | +0.1% | |||
| 55 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $665K | 0.4% | 13K | +2% | |||
| 56 | $DOV | DOVER Corp | Industrials | $663K | 0.4% | 4,201 | +0.3% | |||
| 57 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $592K | 0.4% | 16K | +16% | |||
| 58 | — | ISHARES TR - S&P 500 VAL ETF | — | $573K | 0.3% | 2,509 | +6% | |||
| 59 | — | ISHARES TR - RUS MID CAP ETF | — | $568K | 0.3% | 5,318 | -3% | |||
| 60 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $522K | 0.3% | 12K | -4% | |||
| 61 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $502K | 0.3% | 17K | +0.1% | |||
| 62 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $499K | 0.3% | 3,941 | — | |||
| 63 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $486K | 0.3% | 8,195 | +11% | |||
| 64 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $485K | 0.3% | 5,403 | — | |||
| 65 | $SECZ | Securitize Corp. | Financials | $469K | 0.3% | 32K | New | |||
| 66 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | — | $465K | 0.3% | 14K | +3% | |||
| 67 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $430K | 0.3% | 1,170 | +2% | |||
| 68 | $META | Meta Platforms, Inc. | Technology | $425K | 0.3% | 586 | -13% | |||
| 69 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $421K | 0.3% | 15K | — | |||
| 70 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $417K | 0.3% | 1,895 | +5% | |||
| 71 | $MS | MORGAN STANLEY | Financials | $412K | 0.3% | 2,191 | +0.5% | |||
| 72 | — | LISTED FDS TR - HORI KI INFL ETF | — | $396K | 0.2% | 7,889 | +0.0% | |||
| 73 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $391K | 0.2% | 5,652 | +21% | |||
| 74 | — | VANECK ETF TRUST - NATURAL RESOURC | — | $390K | 0.2% | 5,335 | — | |||
| 75 | $BNY | Bank of New York Mellon Corp | Financials | $384K | 0.2% | 2,654 | +2% | |||
| 76 | $GS | GOLDMAN SACHS GROUP INC | Financials | $370K | 0.2% | 411 | +9% | |||
| 77 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $367K | 0.2% | 4,227 | +3% | |||
| 78 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $359K | 0.2% | 3,478 | -3% | |||
| 79 | $JPM | JPMORGAN CHASE & CO | Financials | $357K | 0.2% | 1,078 | +8% | |||
| 80 | $UNP | UNION PACIFIC CORP | Industrials | $348K | 0.2% | 1,278 | +0.6% | |||
| 81 | $AVGO | Broadcom Inc. | Technology | $325K | 0.2% | 926 | +11% | |||
| 82 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | — | $325K | 0.2% | 17K | +5% | |||
| 83 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $318K | 0.2% | 1,201 | +284% | |||
| 84 | $WMT | Walmart Inc. | Consumer Staples | $317K | 0.2% | 3,053 | -9% | |||
| 85 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $304K | 0.2% | 1,929 | -12% | |||
| 86 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $298K | 0.2% | 882 | — | |||
| 87 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $295K | 0.2% | 482 | -17% | |||
| 88 | — | ISHARES TR - RUSSELL 2000 ETF | — | $293K | 0.2% | 1,054 | -2% | |||
| 89 | $SAIC | Science Applications International Corp | Technology | $282K | 0.2% | 2,210 | -18% | |||
| 90 | $ALL | ALLSTATE CORP | Financials | $275K | 0.2% | 1,238 | +2% | |||
| 91 | $NVR | NVR INC | Industrials | $271K | 0.2% | 44 | +2% | |||
| 92 | $MCK | MCKESSON CORP | Consumer Staples | $270K | 0.2% | 316 | +0.6% | |||
| 93 | $MU | MICRON TECHNOLOGY INC | Technology | $242K | 0.1% | 227 | -37% | |||
| 94 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $241K | 0.1% | 484 | +5% | |||
| 95 | $INTC | INTEL CORP | Technology | $226K | 0.1% | 1,882 | +14% | |||
| 96 | — | ISHARES TR - MSCI EMG MKT ETF | — | $225K | 0.1% | 3,364 | -3% | |||
| 97 | — | GLOBAL X FDS - CLOUD COMPUTNG | — | $224K | 0.1% | 7,873 | New | |||
| 98 | — | ISHARES TR - CORE S&P US VLU | — | $220K | 0.1% | 1,991 | +0.3% | |||
| 99 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $218K | 0.1% | 443 | +0.7% | |||
| 100 | $TSLA | Tesla, Inc. | Consumer Discretionary | $217K | 0.1% | 612 | +14% | |||
| 101 | $CSCO | CISCO SYSTEMS, INC. | Technology | $217K | 0.1% | 2,016 | -4% | |||
| 102 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $212K | 0.1% | 3,910 | — | |||
| 103 | — | GLOBAL X FDS - INTERNET OF THNG | — | $209K | 0.1% | 4,285 | -3% | |||
| 104 | $STT | STATE STREET CORP | Financials | $207K | 0.1% | 3,080 | +5% | |||
| 105 | $JNJ | JOHNSON & JOHNSON | Healthcare | $204K | 0.1% | 771 | -4% | |||
| 106 | $UNCY | Unicycive Therapeutics, Inc. | Healthcare | $49K | 0.0% | 10K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 61 added to, 29 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- INNOVATOR ETFS TRUST - EQUITY DUAL DIRT$1.7M
first bought this quarter
- INNOVATOR ETFS TRUST - EQUITY DUAL DIRC$1.4M
first bought this quarter
$PURRHyperliquid Strategies Inc$1.2M
first bought this quarter
$SECZSecuritize Corp.$469K
first bought this quarter
- GLOBAL X FDS - CLOUD COMPUTNG$224K
first bought this quarter
$UNCYUnicycive Therapeutics, Inc.$49K
first bought this quarter
Added to (61)
- ISHARES TR - 0-3 MTH TREASURY+119%
now $1.1M
- JANUS DETROIT STR TR - HENDRSN SHRT ETF+22%
now $2.5M
now $11.3M · held 11+ qtrs, 6 adds in a row
- PIMCO ETF TR - ENHAN SHRT MA AC+16%
now $2.9M
- JANUS DETROIT STR TR - HENDRSON AAA CL+14%
now $3.1M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+16%
now $1.7M
+55 more in the Excel export
Trimmed (29)
$GLDSPDR GOLD TRUST-25%
now $1.4M · held 11+ qtrs, 4 trims in a row
now $5.9M · held 11+ qtrs
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG-12%
now $1.3M
$MUMICRON TECHNOLOGY INC-37%
now $242K · held 4 qtrs, 3 trims in a row
- ISHARES TR - MSCI USA QLT FCT-3%
now $4.0M
- PROSHARES TR - S&P 500 DV ARIST-5%
now $2.1M
+23 more in the Excel export
Holdings by quarter
Every 13F MACROVIEW INVESTMENT MANAGEMENT LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow MACROVIEW INVESTMENT MANAGEMENT?
Holdings as of Sep 30, 2026 (SEC filing). Prices are closing prices as of Oct 26, 2026.
Average quality of MACROVIEW INVESTMENT MANAGEMENT's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since quarter-end
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 22% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MACROVIEW INVESTMENT MANAGEMENT LLC disclosed 106 positions worth $166.9M in its Form 13F-HR for Q3 2026 — $165.8M in common stock plus $1.0M of put/call option positions (reported at underlying notional value, not premium at risk), led by $SPY (SPDR S&P 500 ETF TRUST) at 6.8% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 6. The portfolio is most concentrated in Other (73.9% of disclosed assets). All figures are sourced directly from MACROVIEW INVESTMENT MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1551727.
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