Filed: 5/8/2026ACC: 0001214659-26-005774
📋 What this filing means
MACROVIEW INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $144.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$144.01M
Total AUM (reported)
2.21M
Total Shares
Allocation by class
COM$19.86M13.8%
TR UNIT$8.65M6.0%
US EQTY BUFR MAR$7.27M5.0%
PHYSICAL GOLD TR$7.07M4.9%
MSCI EAFE ETF$6.25M4.3%
US LCAP GR ETF$6.18M4.3%
CORE S&P MCP ETF$5.11M3.5%
Portfolio Concentration
Top 3$22.98M16.0%
4–10$36.81M25.6%
11–25$40.47M28.1%
Rest$43.75M30.4%
Top 3 weight
16.0%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 2.21M
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
2.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings99
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares13.30K
TypeSH
Market value$8.65M
6.01%
Sole
0.00
Shared
0.00
None
13.30K
INNOVATOR ETFS TRUST
SOLEShares138.45K
TypeSH
Market value$7.27M
5.05%
Sole
0.00
Shared
0.00
None
138.45K
SPROTT ASSET MANAGEMENT LP
SOLEShares199.40K
TypeSH
Market value$7.07M
4.91%
Sole
0.00
Shared
0.00
None
199.40K
ISHARES TR
SOLEShares64.32K
TypeSH
Market value$6.25M
4.34%
Sole
0.00
Shared
0.00
None
64.32K
SCHWAB STRATEGIC TR
SOLEShares212.15K
TypeSH
Market value$6.18M
4.29%
Sole
0.00
Shared
0.00
None
212.15K
ISHARES TR
SOLEShares75.61K
TypeSH
Market value$5.11M
3.55%
Sole
0.00
Shared
0.00
None
75.61K
ISHARES TR
SOLEShares7.63K
TypeSH
Market value$4.98M
3.46%
Sole
0.00
Shared
0.00
None
7.63K
ISHARES TR
SOLEShares39.41K
TypeSH
Market value$4.90M
3.40%
Sole
0.00
Shared
0.00
None
39.41K
SPDR GOLD TR
SOLEShares11.04K
TypeSH
Market value$4.75M
3.30%
Sole
0.00
Shared
0.00
None
11.04K
INVESCO QQQ TR
SOLEShares8.05K
TypeSH
Market value$4.64M
3.22%
Sole
0.00
Shared
0.00
None
8.05K
ISHARES TR
SOLEShares50.59K
TypeSH
Market value$4.58M
3.18%
Sole
0.00
Shared
0.00
None
50.59K
HOME DEPOT INC
SOLEShares11.11K
TypeSH
Market value$3.66M
2.54%
Sole
0.00
Shared
0.00
None
11.11K
ISHARES TR
SOLEShares18.11K
TypeSH
Market value$3.47M
2.41%
Sole
0.00
Shared
0.00
None
18.11K
APPLE INC
SOLEShares13.33K
TypeSH
Market value$3.38M
2.35%
Sole
0.00
Shared
0.00
None
13.33K
JANUS DETROIT STR TR
SOLEShares51.61K
TypeSH
Market value$2.60M
1.81%
Sole
0.00
Shared
0.00
None
51.61K
SCHWAB STRATEGIC TR
SOLEShares84.20K
TypeSH
Market value$2.58M
1.79%
Sole
0.00
Shared
0.00
None
84.20K
JANUS DETROIT STR TR
SOLEShares56.56K
TypeSH
Market value$2.56M
1.77%
Sole
0.00
Shared
0.00
None
56.56K
PUTNAM ETF TRUST
SOLEShares54.72K
TypeSH
Market value$2.54M
1.76%
Sole
0.00
Shared
0.00
None
54.72K
MICROSOFT CORP
SOLEShares6.72K
TypeSH
Market value$2.49M
1.73%
Sole
0.00
Shared
0.00
None
6.72K
PIMCO ETF TR
SOLEShares23.58K
TypeSH
Market value$2.37M
1.65%
Sole
0.00
Shared
0.00
None
23.58K
VANGUARD MALVERN FDS
SOLEShares43.71K
TypeSH
Market value$2.18M
1.52%
Sole
0.00
Shared
0.00
None
43.71K
ISHARES TR
SOLEShares14.93K
TypeSH
Market value$2.11M
1.47%
Sole
0.00
Shared
0.00
None
14.93K
PROSHARES TR
SOLEShares19.04K
TypeSH
Market value$2.02M
1.40%
Sole
0.00
Shared
0.00
None
19.04K
JANUS DETROIT STR TR
SOLEShares40.59K
TypeSH
Market value$1.98M
1.38%
Sole
0.00
Shared
0.00
None
40.59K
ISHARES GOLD TR
SOLEShares22.01K
TypeSH
Market value$1.94M
1.35%
Sole
0.00
Shared
0.00
None
22.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 13.30K | SH | $8.65M 6.01% | 0.00 | 0.00 | 13.30K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR MAR | 138.45K | SH | $7.27M 5.05% | 0.00 | 0.00 | 138.45K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 199.40K | SH | $7.07M 4.91% | 0.00 | 0.00 | 199.40K |
ISHARES TRSOLE | MSCI EAFE ETF | 64.32K | SH | $6.25M 4.34% | 0.00 | 0.00 | 64.32K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 212.15K | SH | $6.18M 4.29% | 0.00 | 0.00 | 212.15K |
ISHARES TRSOLE | CORE S&P MCP ETF | 75.61K | SH | $5.11M 3.55% | 0.00 | 0.00 | 75.61K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.63K | SH | $4.98M 3.46% | 0.00 | 0.00 | 7.63K |
ISHARES TRSOLE | CORE S&P SCP ETF | 39.41K | SH | $4.90M 3.40% | 0.00 | 0.00 | 39.41K |
SPDR GOLD TRSOLE | GOLD SHS | 11.04K | SH | $4.75M 3.30% | 0.00 | 0.00 | 11.04K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.05K | SH | $4.64M 3.22% | 0.00 | 0.00 | 8.05K |
ISHARES TRSOLE | CORE MSCI EAFE | 50.59K | SH | $4.58M 3.18% | 0.00 | 0.00 | 50.59K |
HOME DEPOT INCSOLE | COM | 11.11K | SH | $3.66M 2.54% | 0.00 | 0.00 | 11.11K |
ISHARES TRSOLE | MSCI USA QLT FCT | 18.11K | SH | $3.47M 2.41% | 0.00 | 0.00 | 18.11K |
APPLE INCSOLE | COM | 13.33K | SH | $3.38M 2.35% | 0.00 | 0.00 | 13.33K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 51.61K | SH | $2.60M 1.81% | 0.00 | 0.00 | 51.61K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 84.20K | SH | $2.58M 1.79% | 0.00 | 0.00 | 84.20K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 56.56K | SH | $2.56M 1.77% | 0.00 | 0.00 | 56.56K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 54.72K | SH | $2.54M 1.76% | 0.00 | 0.00 | 54.72K |
MICROSOFT CORPSOLE | COM | 6.72K | SH | $2.49M 1.73% | 0.00 | 0.00 | 6.72K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 23.58K | SH | $2.37M 1.65% | 0.00 | 0.00 | 23.58K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 43.71K | SH | $2.18M 1.52% | 0.00 | 0.00 | 43.71K |
ISHARES TRSOLE | ESG AWR MSCI USA | 14.93K | SH | $2.11M 1.47% | 0.00 | 0.00 | 14.93K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 19.04K | SH | $2.02M 1.40% | 0.00 | 0.00 | 19.04K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 40.59K | SH | $1.98M 1.38% | 0.00 | 0.00 | 40.59K |
ISHARES GOLD TRSOLE | ISHARES NEW | 22.01K | SH | $1.94M 1.35% | 0.00 | 0.00 | 22.01K |
Page 1 of 4