Q2 2026 13F · SEC CIK 1551727

Macroview Investment Management LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $161.0M
Reported positions: 105
Top holdings a year, 3 yrs: +16.5%
Assets under management: $387.1M

Macroview Investment Management LLC is a wealth manager that reported 105 positions worth $161.0M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 6.6%), Innovator Etfs Trust (BMAR, 5.0%), Schwab U.s. Large-Cap Growth ETF (SCHG, 4.7%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 20.4% for the S&P 500.

Macroview Investment Management LLC holdings largest 50 of 105 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Macroview Investment Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	6.6%	6.0%	14,277	+7.4%	$10.7M
BMARInnovator Etfs Trust	5.0%	5.1%	138,327	-0.1%	$8.0M
SCHGSchwab U.s. Large-Cap Growth ETF	4.7%	4.3%	223,933	+5.6%	$7.6M
EFAiShs MSCI EAFE	4.4%	4.4%	67,589	+5.1%	$7.0M
QQQInvesco Qqq Tr	3.9%	3.2%	8,499	+5.6%	$6.3M
IJRIshares Core S&p Small Cap ETF	3.8%	3.4%	40,760	+3.4%	$6.0M
IJHIshares Tr	3.7%	3.6%	78,155	+3.4%	$6.0M
PHYSSprott Asset Management LP	3.7%	4.9%	197,437	-1.0%	$6.0M
IVVIshares Core S&p 500 ETF	3.6%	3.5%	7,696	+0.9%	$5.8M
IEFAIshares Core Msci Eafe ETF	3.1%	3.2%	51,877	+2.6%	$5.0M
QUALIshares Msci USA Quality Factor ETF	2.5%	2.4%	18,605	+2.7%	$4.1M
HDHome Depot Inc Com	2.4%	2.6%	11,163	+0.4%	$3.9M
AAPLApple Inc	2.4%	2.4%	13,197	-1.0%	$3.8M
PVALPutnam Focused Large Cap Value ETF	1.9%	1.8%	60,530	+10.6%	$3.1M
SCHDSchwab Strategic Tr	1.8%	1.8%	91,674	+8.9%	$2.9M
JAAAJanus Detroit Str Tr	1.7%	1.8%	53,519	+3.7%	$2.7M
JMBSJanus Detroit Str Tr	1.6%	1.8%	57,249	+1.2%	$2.6M
MINTPimco ETF Tr	1.5%	1.7%	24,727	+4.9%	$2.5M
MSFTMicrosoft Corp	1.5%	1.7%	6,622	-1.5%	$2.5M
ESGUIshares Msci Usa Esg	1.5%	1.5%	14,938	+0.0%	$2.4M
RSPInvesco S&p 500 Equal Weight ETF	1.4%	1.2%	10,970	+17.9%	$2.3M
VTIPVanguard Malvern Fds	1.4%	1.5%	46,293	+5.9%	$2.3M
NOBLProshares Tr	1.4%	1.4%	40,356	+112.0%	$2.3M
GLDMWorld Gold Tr	1.4%	—	28,020	—	$2.2M
VNLAJanus Detroit Str Tr	1.3%	1.4%	42,550	+4.8%	$2.1M
GLDSpdr Gold Shares	1.1%	3.3%	4,905	-55.6%	$1.8M
IAUIshares Gold Trust	1.1%	1.4%	22,514	+2.3%	$1.7M
VTIVanguard Index Fds	1.1%	1.0%	4,591	+1.6%	$1.7M
DDFYInnovator Etfs Trust	1.1%	—	84,664	—	$1.7M
VONVVanguard Russell 1000 Value ETF	1.0%	1.0%	14,650	-2.4%	$1.6M
XLVSelect Sector Spdr Tr	1.0%	1.0%	9,808	-2.5%	$1.6M
DDFMInnovator Etfs Trust	1.0%	1.0%	78,709	+4.7%	$1.6M
GSLCGoldman Sachs ETF Tr	0.9%	0.8%	10,244	+8.0%	$1.5M
PMARInnovator Etfs Trust	0.9%	0.9%	30,285	+0.0%	$1.4M
VEAVanguard Tax-Managed Fds	0.9%	0.8%	20,270	+12.1%	$1.4M
AKREProfesionally Managed Portfo	0.9%	1.0%	25,951	-5.6%	$1.4M
QCAPFt Vest Nasdaq-100 Conservative Buffer E	0.9%	0.9%	55,029	+1.2%	$1.4M
DDFDInnovator Etfs TR Innovator Equity Dual	0.8%	0.8%	67,655	+5.2%	$1.4M
VXUSVanguard Star Fds Vanguard Total Intl St	0.8%	0.8%	14,995	+0.4%	$1.3M
NVDANvidia Corporation Com	0.6%	0.7%	5,063	-7.0%	$1.0M
GOOGLAlphabet Inc	0.6%	0.6%	2,758	-0.5%	$986K
LMTLockheed Martin Corp Com	0.6%	0.7%	1,756	-0.2%	$895K
GOOGAlphabet Inc	0.6%	0.5%	2,527	-2.5%	$893K
ORCLOracle Corp	0.5%	0.6%	5,481	+1.0%	$803K
COKECoca-Cola Consolidated, Inc.	0.5%	0.6%	4,188	-3.3%	$800K
IWFIshares Russell 1000 Growth ETF	0.5%	0.5%	6,339	+300.4%	$787K
AXPAmerican Express Co Com	0.5%	0.4%	2,186	+3.4%	$739K
XOMExxon Mobil Corp	0.5%	0.6%	5,294	+2.2%	$724K
BONDPimco ETF Tr	0.4%	0.5%	7,804	+2.3%	$720K
VIGVanguard Dividend Appreciation ETF	0.4%	0.4%	2,951	+0.3%	$698K

What Macroview Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: +16.5% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$161.0M	105
Q1 2026	$143.2M	98
Q4 2025	$145.3M	96
Q3 2025	$133.1M	92
Q2 2025	$122.0M	93
Q1 2025	$106.1M	83
Q4 2024	$98.5M	79
Q3 2024	$102.2M	584
Q2 2024	$93.7M	586
Q1 2024	$90.2M	634
Q4 2023	$83.8M	619
Q3 2023	$74.4M	801

Questions about Macroview Investment Management LLC's portfolio

What stocks does Macroview Investment Management LLC own?

Macroview Investment Management LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 105 positions worth $161.0M. The largest are Spdr S&p 500 ETF Tr (SPY) at 6.6%, Innovator Etfs Trust (BMAR) at 5.0%, Schwab U.s. Large-Cap Growth ETF (SCHG) at 4.7%, iShs MSCI EAFE (EFA) at 4.4% and Invesco Qqq Tr (QQQ) at 3.9%.

What did Macroview Investment Management LLC buy last quarter?

In Q2 2026, Macroview Investment Management LLC added Ishares Russell 1000 Growth ETF (IWF) (+300.4% shares), Proshares Tr (NOBL) (+112.0% shares) and Invesco S&p 500 Equal Weight ETF (RSP) (+17.9% shares), compared with its Q1 2026 filing.

What did Macroview Investment Management LLC sell last quarter?

In Q2 2026, Macroview Investment Management LLC cut from its top 50 Innovator Etfs TR Innovator Equity Dual (DDTD), cut from its top 50 State Street Spdr Portfolio Emerging Mar (SPEM), Spdr Gold Shares (GLD) (-55.6% shares), Nvidia Corporation Com (NVDA) (-7.0% shares) and Profesionally Managed Portfo (AKRE) (-5.6% shares), compared with its Q1 2026 filing.

How has Macroview Investment Management LLC's portfolio performed?

A portfolio copying Macroview Investment Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.1% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Macroview Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Macroview Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Macroview Investment Management LLC manage?

Macroview Investment Management LLC reported $387.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $161.0M.