Filed: 2/5/2026ACC: 0001214659-26-001246
📋 What this filing means
MACROVIEW INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $146.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$146.31M
Total AUM (reported)
1.99M
Total Shares
Allocation by class
COM$20.84M14.2%
TR UNIT$8.60M5.9%
US EQTY BUFR MAR$7.34M5.0%
US LCAP GR ETF$6.85M4.7%
PHYSICAL GOLD TR$6.72M4.6%
MSCI EAFE ETF$6.16M4.2%
UNIT SER 1$5.20M3.6%
Portfolio Concentration
Top 3$22.80M15.6%
4–10$37.33M25.5%
11–25$41.19M28.2%
Rest$44.99M30.8%
Top 3 weight
15.6%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 1.99M
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
1.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings97
Rows:
SPDR S&P 500 ETF TR
SOLEShares12.62K
TypeSH
Market value$8.60M
5.88%
Sole
0.00
Shared
0.00
None
12.62K
INNOVATOR ETFS TRUST
SOLEShares138.45K
TypeSH
Market value$7.34M
5.02%
Sole
0.00
Shared
0.00
None
138.45K
SCHWAB STRATEGIC TR
SOLEShares210.08K
TypeSH
Market value$6.85M
4.68%
Sole
0.00
Shared
0.00
None
210.08K
SPROTT ASSET MANAGEMENT LP
SOLEShares203.60K
TypeSH
Market value$6.72M
4.59%
Sole
0.00
Shared
0.00
None
203.60K
ISHARES TR
SOLEShares64.18K
TypeSH
Market value$6.16M
4.21%
Sole
0.00
Shared
0.00
None
64.18K
INVESCO QQQ TR
SOLEShares8.47K
TypeSH
Market value$5.20M
3.55%
Sole
0.00
Shared
0.00
None
8.47K
ISHARES TR
SOLEShares7.38K
TypeSH
Market value$5.05M
3.45%
Sole
0.00
Shared
0.00
None
7.38K
ISHARES TR
SOLEShares75.05K
TypeSH
Market value$4.95M
3.39%
Sole
0.00
Shared
0.00
None
75.05K
ISHARES TR
SOLEShares39.43K
TypeSH
Market value$4.74M
3.24%
Sole
0.00
Shared
0.00
None
39.43K
SPDR GOLD TR
SOLEShares11.35K
TypeSH
Market value$4.50M
3.07%
Sole
0.00
Shared
0.00
None
11.35K
ISHARES TR
SOLEShares48.43K
TypeSH
Market value$4.33M
2.96%
Sole
0.00
Shared
0.00
None
48.43K
HOME DEPOT INC
SOLEShares11.11K
TypeSH
Market value$3.82M
2.61%
Sole
0.00
Shared
0.00
None
11.11K
ISHARES TR
SOLEShares18.22K
TypeSH
Market value$3.62M
2.47%
Sole
0.00
Shared
0.00
None
18.22K
APPLE INC
SOLEShares13.26K
TypeSH
Market value$3.61M
2.46%
Sole
0.00
Shared
0.00
None
13.26K
MICROSOFT CORP
SOLEShares6.47K
TypeSH
Market value$3.13M
2.14%
Sole
0.00
Shared
0.00
None
6.47K
JANUS DETROIT STR TR
SOLEShares54.13K
TypeSH
Market value$2.74M
1.87%
Sole
0.00
Shared
0.00
None
54.13K
JANUS DETROIT STR TR
SOLEShares55.40K
TypeSH
Market value$2.53M
1.73%
Sole
0.00
Shared
0.00
None
55.40K
PUTNAM ETF TRUST
SOLEShares53.88K
TypeSH
Market value$2.46M
1.68%
Sole
0.00
Shared
0.00
None
53.88K
PIMCO ETF TR
SOLEShares24.18K
TypeSH
Market value$2.43M
1.66%
Sole
0.00
Shared
0.00
None
24.18K
SCHWAB STRATEGIC TR
SOLEShares82.96K
TypeSH
Market value$2.28M
1.56%
Sole
0.00
Shared
0.00
None
82.96K
ISHARES TR
SOLEShares14.93K
TypeSH
Market value$2.22M
1.52%
Sole
0.00
Shared
0.00
None
14.93K
VANGUARD MALVERN FDS
SOLEShares43.46K
TypeSH
Market value$2.15M
1.47%
Sole
0.00
Shared
0.00
None
43.46K
JANUS DETROIT STR TR
SOLEShares41.60K
TypeSH
Market value$2.04M
1.40%
Sole
0.00
Shared
0.00
None
41.60K
PROSHARES TR
SOLEShares19.54K
TypeSH
Market value$2.03M
1.39%
Sole
0.00
Shared
0.00
None
19.54K
PROFESIONALLY MANAGED PORTFO
SOLEShares27.50K
TypeSH
Market value$1.80M
1.23%
Sole
0.00
Shared
0.00
None
27.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 12.62K | SH | $8.60M 5.88% | 0.00 | 0.00 | 12.62K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR MAR | 138.45K | SH | $7.34M 5.02% | 0.00 | 0.00 | 138.45K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 210.08K | SH | $6.85M 4.68% | 0.00 | 0.00 | 210.08K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 203.60K | SH | $6.72M 4.59% | 0.00 | 0.00 | 203.60K |
ISHARES TRSOLE | MSCI EAFE ETF | 64.18K | SH | $6.16M 4.21% | 0.00 | 0.00 | 64.18K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.47K | SH | $5.20M 3.55% | 0.00 | 0.00 | 8.47K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.38K | SH | $5.05M 3.45% | 0.00 | 0.00 | 7.38K |
ISHARES TRSOLE | CORE S&P MCP ETF | 75.05K | SH | $4.95M 3.39% | 0.00 | 0.00 | 75.05K |
ISHARES TRSOLE | CORE S&P SCP ETF | 39.43K | SH | $4.74M 3.24% | 0.00 | 0.00 | 39.43K |
SPDR GOLD TRSOLE | GOLD SHS | 11.35K | SH | $4.50M 3.07% | 0.00 | 0.00 | 11.35K |
ISHARES TRSOLE | CORE MSCI EAFE | 48.43K | SH | $4.33M 2.96% | 0.00 | 0.00 | 48.43K |
HOME DEPOT INCSOLE | COM | 11.11K | SH | $3.82M 2.61% | 0.00 | 0.00 | 11.11K |
ISHARES TRSOLE | MSCI USA QLT FCT | 18.22K | SH | $3.62M 2.47% | 0.00 | 0.00 | 18.22K |
APPLE INCSOLE | COM | 13.26K | SH | $3.61M 2.46% | 0.00 | 0.00 | 13.26K |
MICROSOFT CORPSOLE | COM | 6.47K | SH | $3.13M 2.14% | 0.00 | 0.00 | 6.47K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 54.13K | SH | $2.74M 1.87% | 0.00 | 0.00 | 54.13K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 55.40K | SH | $2.53M 1.73% | 0.00 | 0.00 | 55.40K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 53.88K | SH | $2.46M 1.68% | 0.00 | 0.00 | 53.88K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 24.18K | SH | $2.43M 1.66% | 0.00 | 0.00 | 24.18K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 82.96K | SH | $2.28M 1.56% | 0.00 | 0.00 | 82.96K |
ISHARES TRSOLE | ESG AWR MSCI USA | 14.93K | SH | $2.22M 1.52% | 0.00 | 0.00 | 14.93K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 43.46K | SH | $2.15M 1.47% | 0.00 | 0.00 | 43.46K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 41.60K | SH | $2.04M 1.40% | 0.00 | 0.00 | 41.60K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 19.54K | SH | $2.03M 1.39% | 0.00 | 0.00 | 19.54K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 27.50K | SH | $1.80M 1.23% | 0.00 | 0.00 | 27.50K |
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