MACROVIEW INVESTMENT MANAGEMENT LLC

Est. AUM

$144.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.6M	13298	6.01%	SOLE
2	INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$7.3M	138452	5.05%	SOLE
3	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$7.1M	199402	4.91%	SOLE
4	ISHARES TR	MSCI EAFE ETF	$6.2M	64324	4.34%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.2M	212152	4.29%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$5.1M	75613	3.55%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$5.0M	7629	3.46%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$4.9M	39415	3.40%	SOLE
9	SPDR GOLD TR	GOLD SHS	$4.8M	11039	3.30%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$4.6M	8046	3.22%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$4.6M	50585	3.18%	SOLE
12	HOME DEPOT INC	COM	$3.7M	11114	2.54%	SOLE
13	ISHARES TR	MSCI USA QLT FCT	$3.5M	18113	2.41%	SOLE
14	APPLE INC	COM	$3.4M	13334	2.35%	SOLE
15	JANUS DETROIT STR TR	HENDRSON AAA CL	$2.6M	51607	1.80%	SOLE
16	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.6M	84197	1.79%	SOLE
17	JANUS DETROIT STR TR	HENDERSON MTG	$2.6M	56565	1.77%	SOLE
18	PUTNAM ETF TRUST	FOCUSED LAR CAP	$2.5M	54718	1.76%	SOLE
19	MICROSOFT CORP	COM	$2.5M	6722	1.73%	SOLE
20	PIMCO ETF TR	ENHAN SHRT MA AC	$2.4M	23579	1.65%	SOLE
21	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.2M	43714	1.52%	SOLE
22	ISHARES TR	ESG AWR MSCI USA	$2.1M	14932	1.47%	SOLE
23	PROSHARES TR	S&P 500 DV ARIST	$2.0M	19036	1.40%	SOLE
24	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$2.0M	40593	1.38%	SOLE
25	ISHARES GOLD TR	ISHARES NEW	$1.9M	22007	1.35%	SOLE
26	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.8M	9301	1.24%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.5M	10059	1.02%	SOLE
28	PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$1.5M	27500	1.01%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4519	1.01%	SOLE
30	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$1.4M	75149	0.98%	SOLE
31	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.4M	15012	0.98%	SOLE
32	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.4M	30285	0.94%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	FT VEST NASDAQ 1	$1.3M	54372	0.91%	SOLE
34	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$1.2M	64330	0.85%	SOLE
35	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.2M	9487	0.82%	SOLE
36	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	18089	0.80%	SOLE
37	VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	14942	0.80%	SOLE
38	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$1.1M	60883	0.79%	SOLE
39	LOCKHEED MARTIN CORP	COM	$1.1M	1760	0.74%	SOLE
40	NVIDIA CORPORATION	COM	$950K	5447	0.66%	SOLE
41	EXXON MOBIL CORP	COM	$879K	5180	0.61%	SOLE
42	COCA COLA CONS INC	COM	$830K	4330	0.58%	SOLE
43	ORACLE CORP	COM	$799K	5429	0.55%	SOLE
44	ALPHABET INC	CAP STK CL A	$797K	2771	0.55%	SOLE
45	ISHARES TRPUT	PUT	$793K	3200	0.55%	SOLE
46	ALPHABET INC	CAP STK CL C	$743K	2591	0.52%	SOLE
47	PIMCO ETF TR	ACTIVE BD ETF	$704K	7632	0.49%	SOLE
48	ISHARES TR	RUS 1000 GRW ETF	$675K	1583	0.47%	SOLE
49	AMERICAN EXPRESS CO	COM	$640K	2115	0.44%	SOLE
50	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$633K	2941	0.44%	SOLE

1–50 of 99

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.