Q3 2026 13F · SEC CIK 1551727

Macroview Investment Management LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $165.8M
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 $165.8M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 6.8%), Innovator Etfs Trust (BMAR, 4.9%), Schwab Strategic Tr (SCHG, 4.9%). 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 Q2 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	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	6.8%	6.6%	14,846	+4.0%	$11.3M
BMARInnovator Etfs Trust	4.9%	5.0%	138,327	+0.0%	$8.2M
SCHGSchwab Strategic Tr	4.9%	4.7%	224,785	+0.4%	$8.1M
EFAIshares Tr	4.2%	4.4%	67,570	-0.0%	$7.0M
QQQInvesco Qqq Tr	3.8%	3.9%	8,565	+0.8%	$6.3M
IVVIshares Tr	3.6%	3.6%	7,834	+1.8%	$6.0M
PHYSSprott Asset Management LP	3.6%	3.7%	189,562	-4.0%	$5.9M
IJHIshares Tr	3.5%	3.7%	80,340	+2.8%	$5.8M
IJRIshares Tr	3.4%	3.8%	41,889	+2.8%	$5.7M
IEFAIshares Tr	3.1%	3.1%	52,833	+1.8%	$5.1M
AAPLApple Inc	2.7%	2.4%	13,391	+1.5%	$4.5M
QUALIshares Tr	2.4%	2.5%	17,979	-3.4%	$4.0M
MSFTMicrosoft Corp	2.2%	1.5%	7,007	+5.8%	$3.6M
PVALPutnam Focused Large Capvalue ETF	2.0%	1.9%	62,256	+2.9%	$3.3M
HDHome Depot Inc	1.9%	2.4%	11,145	-0.2%	$3.2M
JAAAJanus Detroit Str Tr	1.9%	1.7%	61,270	+14.5%	$3.1M
SCHDSchwab Strategic Tr	1.8%	1.8%	93,027	+1.5%	$3.0M
MINTPimco Enhanced Short Maturity Active Exc	1.7%	1.5%	28,750	+16.3%	$2.9M
VNLAJanus Detroit Str Tr	1.5%	1.3%	52,119	+22.5%	$2.5M
JMBSJanus Detroit Str Tr	1.5%	1.6%	59,103	+3.2%	$2.5M
ESGUIshares Tr	1.5%	1.5%	14,903	-0.2%	$2.5M
RSPInvesco Exchange Traded Fd T	1.5%	1.4%	11,866	+8.2%	$2.5M
GLDMWorld Gold Tr	1.4%	1.4%	28,336	+1.1%	$2.3M
VTIPVanguard Malvern Fds	1.4%	1.4%	46,223	-0.2%	$2.3M
NOBLProshares Tr	1.3%	1.4%	38,521	-4.5%	$2.1M
IAUIshares Gold Tr	1.1%	1.1%	23,156	+2.9%	$1.8M
DDFYInnovator Etfs Trust	1.1%	1.1%	85,743	+1.3%	$1.8M
DDFLInnovator Etfs Trust	1.1%	—	80,614	—	$1.7M
VTIVanguard Index Fds	1.0%	1.1%	4,588	-0.1%	$1.7M
VEAVanguard Ftse Developed Markets Index Fu	1.0%	0.9%	23,600	+16.4%	$1.7M
XLVSelect Sector Spdr Tr	1.0%	1.0%	9,604	-2.1%	$1.6M
VONVVanguard Scottsdale Fds	1.0%	1.0%	14,593	-0.4%	$1.6M
PMARInnovator Etfs Trust	0.9%	0.9%	30,285	+0.0%	$1.5M
DDFSInnovator Etfs Trust	0.8%	—	62,750	—	$1.4M
GLDSpdr Gold Tr	0.8%	1.1%	3,655	-25.5%	$1.4M
AKREProfesionally Managed Portfo	0.8%	0.9%	25,951	+0.0%	$1.4M
QCAPFirst Tr Exchng Traded Fd Vi	0.8%	0.9%	51,913	-5.7%	$1.3M
NVDANvidia Corporation	0.8%	0.6%	5,774	+14.0%	$1.3M
GSLCGoldman Sachs ETF Tr	0.8%	0.9%	9,032	-11.8%	$1.3M
VXUSVanguard Star Fds	0.8%	0.8%	15,016	+0.1%	$1.3M
PURRHyperliquid Strategies Inc	0.7%	—	93,738	—	$1.2M
SGOVIshares Tr	0.7%	—	11,284	—	$1.1M
GOOGLAlphabet Inc	0.6%	0.6%	2,803	+1.6%	$965K
GOOGAlphabet Inc	0.5%	0.6%	2,635	+4.3%	$898K
LMTLockheed Martin Corp	0.5%	0.6%	1,750	-0.3%	$891K
XOMExxonmobil Holdings Corp	0.5%	—	5,120	—	$833K
IWFIshares Tr	0.5%	0.5%	6,344	+0.1%	$795K
COKECoca Cola Cons Inc	0.5%	0.5%	4,188	+0.0%	$793K
ORCLOracle Corp	0.5%	0.5%	5,578	+1.8%	$766K
BONDPimco ETF Tr	0.5%	0.4%	8,665	+11.0%	$754K

What Macroview Investment Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VNLA Janus Detroit Str Tr+22.5% shares
VEA Vanguard Ftse Developed Markets Index Fu+16.4% shares
MINT Pimco Enhanced Short Maturity Active Exc+16.3% shares
JAAA Janus Detroit Str Tr+14.5% shares
NVDA Nvidia Corporation+14.0% shares
BOND Pimco ETF Tr+11.0% shares
RSP Invesco Exchange Traded Fd T+8.2% shares
MSFT Microsoft Corp+5.8% shares

Reduced

GLD Spdr Gold Tr-25.5% shares
GSLC Goldman Sachs ETF Tr-11.8% shares
QCAP First Tr Exchng Traded Fd Vi-5.7% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$165.8M	105
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

Questions about Macroview Investment Management LLC's portfolio

What stocks does Macroview Investment Management LLC own?

Macroview Investment Management LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 105 positions worth $165.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 6.8%, Innovator Etfs Trust (BMAR) at 4.9%, Schwab Strategic Tr (SCHG) at 4.9%, Ishares Tr (EFA) at 4.2% and Invesco Qqq Tr (QQQ) at 3.8%.

What did Macroview Investment Management LLC buy last quarter?

In Q3 2026, Macroview Investment Management LLC added Janus Detroit Str Tr (VNLA) (+22.5% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (+16.4% shares) and Pimco Enhanced Short Maturity Active Exc (MINT) (+16.3% shares), compared with its Q2 2026 filing.

What did Macroview Investment Management LLC sell last quarter?

In Q3 2026, Macroview Investment Management LLC cut from its top 50 Innovator Etfs Trust (DDFM), cut from its top 50 Innovator Etfs Trust (DDFD), cut from its top 50 American Express Co (AXP), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Vanguard Specialized Funds (VIG), Spdr Gold Tr (GLD) (-25.5% shares), Goldman Sachs ETF Tr (GSLC) (-11.8% shares) and First Tr Exchng Traded Fd Vi (QCAP) (-5.7% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $165.8M.