Filed: 10/24/2025ACC: 0001214659-25-015272
📋 What this filing means
MACROVIEW INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $134.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$134.16M
Total AUM (reported)
1.83M
Total Shares
Allocation by class
COM$19.85M14.8%
US LCAP GR ETF$7.17M5.3%
US EQTY BUFR MAR$7.14M5.3%
PHYSICAL GOLD TR$6.06M4.5%
MSCI EAFE ETF$5.81M4.3%
UNIT SER 1$5.17M3.9%
GOLD SHS$4.97M3.7%
Portfolio Concentration
Top 3$20.38M15.2%
4–10$34.98M26.1%
11–25$39.11M29.2%
Rest$39.69M29.6%
Top 3 weight
15.2%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 1.83M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings93
Rows:
SCHWAB STRATEGIC TR
SOLEShares224.80K
TypeSH
Market value$7.17M
5.35%
Sole
0.00
Shared
0.00
None
224.80K
INNOVATOR ETFS TRUST
SOLEShares138.45K
TypeSH
Market value$7.14M
5.32%
Sole
0.00
Shared
0.00
None
138.45K
SPROTT ASSET MANAGEMENT LP
SOLEShares204.61K
TypeSH
Market value$6.06M
4.52%
Sole
0.00
Shared
0.00
None
204.61K
ISHARES TR
SOLEShares62.22K
TypeSH
Market value$5.81M
4.33%
Sole
0.00
Shared
0.00
None
62.22K
INVESCO QQQ TR
SOLEShares8.62K
TypeSH
Market value$5.17M
3.86%
Sole
0.00
Shared
0.00
None
8.62K
SPDR GOLD TR
SOLEShares13.97K
TypeSH
Market value$4.97M
3.70%
Sole
0.00
Shared
0.00
None
13.97K
ISHARES TR
SOLEShares7.29K
TypeSH
Market value$4.88M
3.64%
Sole
0.00
Shared
0.00
None
7.29K
SPDR S&P 500 ETF TR
SOLEShares7.28K
TypeSH
Market value$4.85M
3.61%
Sole
0.00
Shared
0.00
None
7.28K
VANGUARD SCOTTSDALE FDS
SOLEShares53.90K
TypeSH
Market value$4.82M
3.59%
Sole
0.00
Shared
0.00
None
53.90K
HOME DEPOT INC
SOLEShares11.08K
TypeSH
Market value$4.49M
3.35%
Sole
0.00
Shared
0.00
None
11.08K
ISHARES TR
SOLEShares49.81K
TypeSH
Market value$4.35M
3.24%
Sole
0.00
Shared
0.00
None
49.81K
ISHARES TR
SOLEShares18.82K
TypeSH
Market value$3.66M
2.73%
Sole
0.00
Shared
0.00
None
18.82K
MICROSOFT CORP
SOLEShares6.15K
TypeSH
Market value$3.19M
2.38%
Sole
0.00
Shared
0.00
None
6.15K
APPLE INC
SOLEShares12.52K
TypeSH
Market value$3.19M
2.38%
Sole
0.00
Shared
0.00
None
12.52K
JANUS DETROIT STR TR
SOLEShares55.77K
TypeSH
Market value$2.83M
2.11%
Sole
0.00
Shared
0.00
None
55.77K
JANUS DETROIT STR TR
SOLEShares56.65K
TypeSH
Market value$2.59M
1.93%
Sole
0.00
Shared
0.00
None
56.65K
PIMCO ETF TR
SOLEShares25.16K
TypeSH
Market value$2.53M
1.89%
Sole
0.00
Shared
0.00
None
25.16K
ISHARES TR
SOLEShares38.34K
TypeSH
Market value$2.50M
1.86%
Sole
0.00
Shared
0.00
None
38.34K
PROSHARES TR
SOLEShares22.02K
TypeSH
Market value$2.27M
1.69%
Sole
0.00
Shared
0.00
None
22.02K
ISHARES TR
SOLEShares18.73K
TypeSH
Market value$2.23M
1.66%
Sole
0.00
Shared
0.00
None
18.73K
JANUS DETROIT STR TR
SOLEShares44.18K
TypeSH
Market value$2.18M
1.62%
Sole
0.00
Shared
0.00
None
44.18K
ISHARES TR
SOLEShares14.92K
TypeSH
Market value$2.17M
1.62%
Sole
0.00
Shared
0.00
None
14.92K
ISHARES GOLD TR
SOLEShares26.83K
TypeSH
Market value$1.95M
1.46%
Sole
0.00
Shared
0.00
None
26.83K
INVESCO EXCHANGE TRADED FD T
SOLEShares9.95K
TypeSH
Market value$1.89M
1.41%
Sole
0.00
Shared
0.00
None
9.95K
VANGUARD MALVERN FDS
SOLEShares31.35K
TypeSH
Market value$1.59M
1.18%
Sole
0.00
Shared
0.00
None
31.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 224.80K | SH | $7.17M 5.35% | 0.00 | 0.00 | 224.80K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR MAR | 138.45K | SH | $7.14M 5.32% | 0.00 | 0.00 | 138.45K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 204.61K | SH | $6.06M 4.52% | 0.00 | 0.00 | 204.61K |
ISHARES TRSOLE | MSCI EAFE ETF | 62.22K | SH | $5.81M 4.33% | 0.00 | 0.00 | 62.22K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.62K | SH | $5.17M 3.86% | 0.00 | 0.00 | 8.62K |
SPDR GOLD TRSOLE | GOLD SHS | 13.97K | SH | $4.97M 3.70% | 0.00 | 0.00 | 13.97K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.29K | SH | $4.88M 3.64% | 0.00 | 0.00 | 7.29K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.28K | SH | $4.85M 3.61% | 0.00 | 0.00 | 7.28K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 53.90K | SH | $4.82M 3.59% | 0.00 | 0.00 | 53.90K |
HOME DEPOT INCSOLE | COM | 11.08K | SH | $4.49M 3.35% | 0.00 | 0.00 | 11.08K |
ISHARES TRSOLE | CORE MSCI EAFE | 49.81K | SH | $4.35M 3.24% | 0.00 | 0.00 | 49.81K |
ISHARES TRSOLE | MSCI USA QLT FCT | 18.82K | SH | $3.66M 2.73% | 0.00 | 0.00 | 18.82K |
MICROSOFT CORPSOLE | COM | 6.15K | SH | $3.19M 2.38% | 0.00 | 0.00 | 6.15K |
APPLE INCSOLE | COM | 12.52K | SH | $3.19M 2.38% | 0.00 | 0.00 | 12.52K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 55.77K | SH | $2.83M 2.11% | 0.00 | 0.00 | 55.77K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 56.65K | SH | $2.59M 1.93% | 0.00 | 0.00 | 56.65K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 25.16K | SH | $2.53M 1.89% | 0.00 | 0.00 | 25.16K |
ISHARES TRSOLE | CORE S&P MCP ETF | 38.34K | SH | $2.50M 1.86% | 0.00 | 0.00 | 38.34K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 22.02K | SH | $2.27M 1.69% | 0.00 | 0.00 | 22.02K |
ISHARES TRSOLE | CORE S&P SCP ETF | 18.73K | SH | $2.23M 1.66% | 0.00 | 0.00 | 18.73K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 44.18K | SH | $2.18M 1.62% | 0.00 | 0.00 | 44.18K |
ISHARES TRSOLE | ESG AWR MSCI USA | 14.92K | SH | $2.17M 1.62% | 0.00 | 0.00 | 14.92K |
ISHARES GOLD TRSOLE | ISHARES NEW | 26.83K | SH | $1.95M 1.46% | 0.00 | 0.00 | 26.83K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 9.95K | SH | $1.89M 1.41% | 0.00 | 0.00 | 9.95K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 31.35K | SH | $1.59M 1.18% | 0.00 | 0.00 | 31.35K |
Page 1 of 4