Filed: 7/28/2026ACC: 0001214659-26-009083
📋 What this filing means
MACROVIEW INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $162.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$162.01M
Total AUM (reported)
2.12M
Total Shares
Allocation by class
COM$22.82M14.1%
TR UNIT$10.66M6.6%
US EQTY BUFR MAR$7.97M4.9%
US LCAP GR ETF$7.58M4.7%
MSCI EAFE ETF$7.02M4.3%
UNIT SER 1$6.26M3.9%
CORE S&P SCP ETF$6.05M3.7%
Portfolio Concentration
Top 3$26.21M16.2%
4–10$42.08M26.0%
11–25$41.75M25.8%
Rest$51.97M32.1%
Top 3 weight
16.2%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 2.12M
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
2.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings106
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares14.28K
TypeSH
Market value$10.66M
6.58%
Sole
0.00
Shared
0.00
None
14.28K
INNOVATOR ETFS TRUST
SOLEShares138.33K
TypeSH
Market value$7.97M
4.92%
Sole
0.00
Shared
0.00
None
138.33K
SCHWAB STRATEGIC TR
SOLEShares223.93K
TypeSH
Market value$7.58M
4.68%
Sole
0.00
Shared
0.00
None
223.93K
ISHARES TR
SOLEShares67.59K
TypeSH
Market value$7.02M
4.33%
Sole
0.00
Shared
0.00
None
67.59K
INVESCO QQQ TR
SOLEShares8.50K
TypeSH
Market value$6.26M
3.86%
Sole
0.00
Shared
0.00
None
8.50K
ISHARES TR
SOLEShares40.76K
TypeSH
Market value$6.05M
3.73%
Sole
0.00
Shared
0.00
None
40.76K
ISHARES TR
SOLEShares78.16K
TypeSH
Market value$6.03M
3.72%
Sole
0.00
Shared
0.00
None
78.16K
SPROTT ASSET MANAGEMENT LP
SOLEShares197.44K
TypeSH
Market value$5.96M
3.68%
Sole
0.00
Shared
0.00
None
197.44K
ISHARES TR
SOLEShares7.70K
TypeSH
Market value$5.76M
3.56%
Sole
0.00
Shared
0.00
None
7.70K
ISHARES TR
SOLEShares51.88K
TypeSH
Market value$5.01M
3.09%
Sole
0.00
Shared
0.00
None
51.88K
ISHARES TR
SOLEShares18.61K
TypeSH
Market value$4.08M
2.52%
Sole
0.00
Shared
0.00
None
18.61K
HOME DEPOT INC
SOLEShares11.16K
TypeSH
Market value$3.94M
2.43%
Sole
0.00
Shared
0.00
None
11.16K
APPLE INC
SOLEShares13.20K
TypeSH
Market value$3.82M
2.36%
Sole
0.00
Shared
0.00
None
13.20K
PUTNAM ETF TRUST
SOLEShares60.53K
TypeSH
Market value$3.08M
1.90%
Sole
0.00
Shared
0.00
None
60.53K
SCHWAB STRATEGIC TR
SOLEShares91.67K
TypeSH
Market value$2.91M
1.79%
Sole
0.00
Shared
0.00
None
91.67K
JANUS DETROIT STR TR
SOLEShares53.52K
TypeSH
Market value$2.70M
1.67%
Sole
0.00
Shared
0.00
None
53.52K
JANUS DETROIT STR TR
SOLEShares57.25K
TypeSH
Market value$2.58M
1.59%
Sole
0.00
Shared
0.00
None
57.25K
PIMCO ETF TR
SOLEShares24.73K
TypeSH
Market value$2.49M
1.54%
Sole
0.00
Shared
0.00
None
24.73K
MICROSOFT CORP
SOLEShares6.62K
TypeSH
Market value$2.47M
1.52%
Sole
0.00
Shared
0.00
None
6.62K
ISHARES TR
SOLEShares14.94K
TypeSH
Market value$2.44M
1.51%
Sole
0.00
Shared
0.00
None
14.94K
INVESCO EXCHANGE TRADED FD T
SOLEShares10.97K
TypeSH
Market value$2.33M
1.44%
Sole
0.00
Shared
0.00
None
10.97K
VANGUARD MALVERN FDS
SOLEShares46.29K
TypeSH
Market value$2.33M
1.44%
Sole
0.00
Shared
0.00
None
46.29K
PROSHARES TR
SOLEShares40.36K
TypeSH
Market value$2.27M
1.40%
Sole
0.00
Shared
0.00
None
40.36K
WORLD GOLD TR
SOLEShares28.02K
TypeSH
Market value$2.23M
1.37%
Sole
0.00
Shared
0.00
None
28.02K
JANUS DETROIT STR TR
SOLEShares42.55K
TypeSH
Market value$2.08M
1.28%
Sole
0.00
Shared
0.00
None
42.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.28K | SH | $10.66M 6.58% | 0.00 | 0.00 | 14.28K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR MAR | 138.33K | SH | $7.97M 4.92% | 0.00 | 0.00 | 138.33K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 223.93K | SH | $7.58M 4.68% | 0.00 | 0.00 | 223.93K |
ISHARES TRSOLE | MSCI EAFE ETF | 67.59K | SH | $7.02M 4.33% | 0.00 | 0.00 | 67.59K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.50K | SH | $6.26M 3.86% | 0.00 | 0.00 | 8.50K |
ISHARES TRSOLE | CORE S&P SCP ETF | 40.76K | SH | $6.05M 3.73% | 0.00 | 0.00 | 40.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 78.16K | SH | $6.03M 3.72% | 0.00 | 0.00 | 78.16K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 197.44K | SH | $5.96M 3.68% | 0.00 | 0.00 | 197.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.70K | SH | $5.76M 3.56% | 0.00 | 0.00 | 7.70K |
ISHARES TRSOLE | CORE MSCI EAFE | 51.88K | SH | $5.01M 3.09% | 0.00 | 0.00 | 51.88K |
ISHARES TRSOLE | MSCI USA QLT FCT | 18.61K | SH | $4.08M 2.52% | 0.00 | 0.00 | 18.61K |
HOME DEPOT INCSOLE | COM | 11.16K | SH | $3.94M 2.43% | 0.00 | 0.00 | 11.16K |
APPLE INCSOLE | COM | 13.20K | SH | $3.82M 2.36% | 0.00 | 0.00 | 13.20K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 60.53K | SH | $3.08M 1.90% | 0.00 | 0.00 | 60.53K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 91.67K | SH | $2.91M 1.79% | 0.00 | 0.00 | 91.67K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 53.52K | SH | $2.70M 1.67% | 0.00 | 0.00 | 53.52K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 57.25K | SH | $2.58M 1.59% | 0.00 | 0.00 | 57.25K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 24.73K | SH | $2.49M 1.54% | 0.00 | 0.00 | 24.73K |
MICROSOFT CORPSOLE | COM | 6.62K | SH | $2.47M 1.52% | 0.00 | 0.00 | 6.62K |
ISHARES TRSOLE | ESG AWR MSCI USA | 14.94K | SH | $2.44M 1.51% | 0.00 | 0.00 | 14.94K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 10.97K | SH | $2.33M 1.44% | 0.00 | 0.00 | 10.97K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 46.29K | SH | $2.33M 1.44% | 0.00 | 0.00 | 46.29K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 40.36K | SH | $2.27M 1.40% | 0.00 | 0.00 | 40.36K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 28.02K | SH | $2.23M 1.37% | 0.00 | 0.00 | 28.02K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 42.55K | SH | $2.08M 1.28% | 0.00 | 0.00 | 42.55K |
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