Macroview Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Macroview Investment Management LLC reported 105 stock positions worth $161.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.6% of the portfolio, followed by Innovator U.S. Equity Buffer (BMAR, 5.0%) and Schwab US Large-Cap Growth (SCHG, 4.7%). Compared with Q1 2026, it opened 15 new positions, sold out of 8, added to 52 and reduced 30. The biggest buy was a new position in SPDR Gold Minishares Trust (GLDM) and the biggest sale SPDR Gold Shares (GLD, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001551727
- Portfolio Value
- $161.0M (Q2 2026)
- SEC Filing
- 0001214659-26-009083 ↗ filed Jul 28, 2026
Holdings Value
Holdings 105 stocks · $161.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.62% | 14,277 | $10.7M | Add +7.4% |
| BMAR Innovator U.S. Equity Buffer | 4.95% | 138,327 | $8.0M | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 4.71% | 223,933 | $7.6M | Add +5.5% |
| EFA iShares MSCI Eafe ETF | 4.36% | 67,589 | $7.0M | Add +5.1% |
| QQQ Invesco QQQ Trust Series 1 | 3.89% | 8,499 | $6.3M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 3.76% | 40,760 | $6.0M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 3.74% | 78,155 | $6.0M | Add +3.4% |
| PHYS Sprott Physical Gold Trust | 3.70% | 197,437 | $6.0M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 3.58% | 7,696 | $5.8M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.11% | 51,877 | $5.0M | Add +2.5% |
| QUAL iShares MSCI USA Quality Fac | 2.54% | 18,605 | $4.1M | Add +2.7% |
| HD Home Depot Inc. | 2.45% | 11,163 | $3.9M | Add +0.4% |
| AAPL Apple Inc. | 2.37% | 13,197 | $3.8M | Reduce -1.0% |
| PVAL Putnam Focused LRG Cap Value | 1.92% | 60,530 | $3.1M | Add +10.6% |
| SCHD Schwab US DVD Equity ETF | 1.81% | 91,674 | $2.9M | Add +8.9% |
| JAAA Janus Henderson Aaa Clo ETF | 1.68% | 53,519 | $2.7M | Add +3.7% |
| JMBS Janus Henderson Mortg Backed | 1.60% | 57,249 | $2.6M | Add +1.2% |
| MINT PIMCO Enhanced Short Maturit | 1.55% | 24,727 | $2.5M | Add +4.9% |
| MSFT Microsoft Corp. | 1.53% | 6,622 | $2.5M | Reduce -1.5% |
| ESGU iShares ESG Aware MSCI USA | 1.52% | 14,938 | $2.4M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.45% | 10,970 | $2.3M | Add +17.9% |
| VTIP Vanguard Short-Term Tips | 1.44% | 46,293 | $2.3M | Add +5.9% |
| NOBL Proshares S&P 500 Dividend A | 1.41% | 40,356 | $2.3M | Add +6.0% |
| GLDM SPDR Gold Minishares Trust | 1.38% | 28,020 | $2.2M | New |
| VNLA Janus Henderson Short Durati | 1.29% | 42,550 | $2.1M | Add +4.8% |
| GLD SPDR Gold Shares | 1.12% | 4,905 | $1.8M | Reduce -55.6% |
| IAU iShares Gold Trust | 1.06% | 22,514 | $1.7M | Add +2.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 4,591 | $1.7M | Add +1.6% |
| DDFY Invtr Eqty DD 15 BFR ETF May | 1.05% | 84,664 | $1.7M | New |
| VONV Vanguard Russell 1000 Value | 0.97% | 14,650 | $1.6M | Reduce -2.4% |
| XLV SS Health Care Select Sector | 0.97% | 9,808 | $1.6M | Reduce -2.5% |
| DDFM Innovator Edd 15 Buf ETF-Mar | 0.97% | 78,709 | $1.6M | Add +4.7% |
| GSLC Goldman Activebeta US LC ETF | 0.90% | 10,244 | $1.5M | Add +8.0% |
| PMAR Innovator U.S. Equity Power | 0.90% | 30,285 | $1.4M | No change |
| VEA Vanguard Ftse Developed ETF | 0.90% | 20,270 | $1.4M | Add +12.1% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.86% | 25,951 | $1.4M | Reduce -5.6% |
| QCAP FT NSDQ100CONSBUFFETF - Apr | 0.85% | 55,029 | $1.4M | Add +1.2% |
| DDFD Inno Eqt DD 15 Buff ETF Dec | 0.84% | 67,655 | $1.4M | Add +5.2% |
| VXUS Vanguard Total Intl Stock | 0.80% | 14,995 | $1.3M | Add +0.3% |
| NVDA Nvidia Corp. | 0.63% | 5,063 | $1.0M | Reduce -7.0% |
| GOOGL Alphabet Inc. Class A | 0.61% | 2,758 | $986K | Reduce -0.5% |
| LMT Lockheed Martin Corp. | 0.56% | 1,756 | $895K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.55% | 2,527 | $893K | Reduce -2.5% |
| ORCL Oracle Corp. | 0.50% | 5,481 | $803K | Add +1.0% |
| COKE Coca-Cola Consolidated Inc. | 0.50% | 4,188 | $800K | Reduce -3.3% |
| IWF iShares Russell 1000 Growth | 0.49% | 6,339 | $787K | Add +0.1% |
| AXP American Express Co. | 0.46% | 2,186 | $739K | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.45% | 5,294 | $724K | Add +2.2% |
| BOND PIMCO Active Bond Exchange-T | 0.45% | 7,804 | $720K | Add +2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 2,951 | $698K | Add +0.3% |
| HPP Hudson Pacific Properties Inc. | 0.43% | 45,540 | $692K | New |
| VT Vanguard Tot World STK ETF | 0.41% | 4,190 | $658K | Add +0.4% |
| SPEM State Street SP PTF Em ETF | 0.41% | 12,645 | $655K | Add +2.0% |
| AMZN Amazon.com Inc. | 0.38% | 2,583 | $616K | Reduce -2.4% |
| IWR iShares Russell Mid-Cap ETF | 0.38% | 5,498 | $607K | Reduce -1.8% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.34% | 3,941 | $542K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.34% | 13,683 | $540K | Add +2.3% |
| IVE iShares S&P 500 Value ETF | 0.33% | 2,367 | $537K | Add +6.7% |
| TCAF T Rowe PRC Cap Appreciation | 0.33% | 12,833 | $527K | Add +0.4% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 5,145 | $518K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 1,813 | $510K | Add +13.4% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 16,724 | $492K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.30% | 1,151 | $478K | Reduce -5.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.29% | 5,403 | $475K | No change |
| MS Morgan Stanley | 0.28% | 2,180 | $456K | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 7,357 | $439K | Add +6.2% |
| FGD First Trust DJ GL Sel DVD | 0.27% | 13,576 | $434K | Add +8.8% |
| SCHF Schwab Intl Equity ETF | 0.26% | 15,322 | $424K | Add +0.5% |
| MU Micron Technology Inc. | 0.26% | 362 | $418K | Reduce -49.6% |
| INFL Horizon Kinetics Infl Benef | 0.24% | 7,886 | $393K | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.24% | 377 | $381K | Reduce -0.3% |
| WMT Walmart Inc. | 0.24% | 3,343 | $379K | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.23% | 671 | $378K | Add +0.8% |
| BNY Bank of New York Mellon Corp. | 0.23% | 2,613 | $378K | Reduce -1.1% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.23% | 12,460 | $374K | No change |
| HAP Vaneck Natural Resources ETF | 0.23% | 5,335 | $366K | No change |
| VGK Vanguard Ftse Europe ETF | 0.23% | 4,105 | $363K | Add +1.1% |
| XBI SS SPDR S&P Biotech ETF | 0.22% | 2,204 | $349K | No change |
| UNP Union Pacific Corp. | 0.21% | 1,270 | $345K | Reduce -7.0% |
| AMD Advanced Micro Devices | 0.21% | 579 | $336K | New |
| JPM JPMorgan Chase & Co. | 0.20% | 1,002 | $328K | Reduce -12.9% |
| IWM iShares Russell 2000 ETF | 0.20% | 1,075 | $323K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.20% | 882 | $322K | Reduce -2.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.20% | 3,587 | $322K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.20% | 4,660 | $317K | Add +32.1% |
| WCMI FT WCM International ETF | 0.20% | 16,194 | $317K | Add +12.3% |
| AVGO Broadcom Inc. | 0.19% | 831 | $314K | Reduce -2.7% |
| SAIC Science Applications Inte | 0.18% | 2,680 | $296K | Add +24.8% |
| NVR NVR Inc. | 0.18% | 43 | $293K | Reduce -2.3% |
| ALL Allstate Corp. | 0.18% | 1,212 | $288K | Reduce -2.3% |
| DRAM Roundhill Memory ETF | 0.15% | 3,363 | $248K | New |
| CSCO Cisco Systems Inc. | 0.15% | 2,100 | $247K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 313 | $239K | New |
| EEM iShares MSCI Emerging Market | 0.15% | 3,484 | $238K | New |
| MCK McKesson Corp. | 0.15% | 314 | $237K | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 462 | $231K | Reduce -6.8% |
| INTC Intel Corp. | 0.14% | 1,653 | $231K | New |
| TSLA Tesla Inc. | 0.14% | 539 | $227K | Reduce -2.0% |
| SNSR Global X Internet of Things | 0.14% | 4,435 | $222K | New |
| EA Electronic Arts Inc. | 0.14% | 1,077 | $221K | Reduce -0.6% |
Options reported separately and not counted above: ISHARES TR puts ($1.1M).
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -55.6% | 1.12% | −2.19 |
| PHYS Sprott Physical Gold Trust | Reduce -1.0% | 3.70% | −1.23 |
| DDTD Innovat Eq DD 10 Buf ETF-Dec | Sold out | 0.00% | −0.79 |
| KLXE KLX Energy Services Holding | Sold out | 0.00% | −0.32 |
| GAPR FT Vest US Equity Moderate B | Sold out | 0.00% | −0.24 |
| BSMQ Invesco Bulletshares 2026 MB | Sold out | 0.00% | −0.23 |
| MSFT Microsoft Corp. | Reduce -1.5% | 1.53% | −0.20 |
| LMT Lockheed Martin Corp. | Reduce -0.2% | 0.56% | −0.19 |
| EOSE Eos Energy Enterprises Inc. | Sold out | 0.00% | −0.16 |
| AKRE Akre Focus ETF | Reduce -5.6% | 0.86% | −0.16 |
| UA Under Armour Inc. Class C | Sold out | 0.00% | −0.16 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.15 |
| BMAR Innovator U.S. Equity Buffer | Reduce -0.1% | 4.95% | −0.12 |
| COKE Coca-Cola Consolidated Inc. | Reduce -3.3% | 0.50% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -2.5% | 0.97% | −0.06 |
| WMT Walmart Inc. | Reduce -1.1% | 0.24% | −0.06 |
| SBET Sharplink Inc. | Sold out | 0.00% | −0.06 |
| MCK McKesson Corp. | Reduce -4.0% | 0.15% | −0.05 |
| NVDA Nvidia Corp. | Reduce -7.0% | 0.63% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -12.9% | 0.20% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.8% | 0.14% | −0.02 |
| NVR NVR Inc. | Reduce -2.3% | 0.18% | −0.02 |
| EA Electronic Arts Inc. | Reduce -0.6% | 0.14% | −0.02 |
| UNP Union Pacific Corp. | Reduce -7.0% | 0.21% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -2.4% | 0.97% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.8% | 0.38% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 0.38% | −0.00 |
| TSLA Tesla Inc. | Reduce -2.0% | 0.14% | −0.00 |
| ALL Allstate Corp. | Reduce -2.3% | 0.18% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.5% | 0.20% | +0.01 |
| AAPL Apple Inc. | Reduce -1.0% | 2.37% | +0.01 |
| AVGO Broadcom Inc. | Reduce -2.7% | 0.19% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.3% | 0.24% | +0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -1.1% | 0.23% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.55% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.61% | +0.06 |
| UNH Unitedhealth Group Inc. | Reduce -5.7% | 0.30% | +0.07 |
| MU Micron Technology Inc. | Reduce -49.6% | 0.26% | +0.09 |
Portfolio Buys Q1 2026 → Q2 2026
| GLDM SPDR Gold Minishares Trust | New | 1.38% | +1.38 |
| DDFY Invtr Eqty DD 15 BFR ETF May | New | 1.05% | +1.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.6% | 3.89% | +0.65 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.4% | 6.62% | +0.59 |
| HPP Hudson Pacific Properties Inc. | New | 0.43% | +0.43 |
| SCHG Schwab US Large-Cap Growth | Add +5.5% | 4.71% | +0.39 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 3.76% | +0.33 |
| SGOV iShares 0-3 Month Treasury B | New | 0.32% | +0.32 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| RSP Invesco S&P 500 Equal Weight | Add +17.9% | 1.45% | +0.20 |
| IJH iShares Core S&P Midcap ETF | Add +3.4% | 3.74% | +0.18 |
| DRAM Roundhill Memory ETF | New | 0.15% | +0.15 |
| CSCO Cisco Systems Inc. | New | 0.15% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.15% | +0.15 |
| EEM iShares MSCI Emerging Market | New | 0.15% | +0.15 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| PVAL Putnam Focused LRG Cap Value | Add +10.6% | 1.92% | +0.14 |
| SNSR Global X Internet of Things | New | 0.14% | +0.14 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.13% | +0.13 |
| JNJ Johnson & Johnson | New | 0.13% | +0.13 |
| AMP Ameriprise Financial Inc. | New | 0.13% | +0.13 |
| FEZ State Street SPDR Euro Stoxx | New | 0.12% | +0.12 |
| QUAL iShares MSCI USA Quality Fac | Add +2.7% | 2.54% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 3.58% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +12.1% | 0.90% | +0.09 |
| GSLC Goldman Activebeta US LC ETF | Add +8.0% | 0.90% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +32.1% | 0.20% | +0.05 |
| IBM Intl Business Machines Corp. | Add +13.4% | 0.32% | +0.05 |
| ESGU iShares ESG Aware MSCI USA | Add +0.0% | 1.52% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 1.06% | +0.04 |
| SAIC Science Applications Inte | Add +24.8% | 0.18% | +0.04 |
| MS Morgan Stanley | Add +0.3% | 0.28% | +0.03 |
| WCMI FT WCM International ETF | Add +12.3% | 0.20% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.49% | +0.02 |
| AXP American Express Co. | Add +3.4% | 0.46% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +6.2% | 0.27% | +0.01 |
| TCAF T Rowe PRC Cap Appreciation | Add +0.4% | 0.33% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 0.31% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +6.7% | 0.33% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +0.4% | 0.41% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +8.9% | 1.81% | +0.00 |
| SPEM State Street SP PTF Em ETF | Add +2.0% | 0.41% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.5% | 0.26% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +5.1% | 4.36% | −0.00 |
| NOBL Proshares S&P 500 Dividend A | Add +6.0% | 1.41% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.3% | 0.14% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.43% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +1.1% | 0.23% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.3% | 0.80% | −0.01 |
| FGD First Trust DJ GL Sel DVD | Add +8.8% | 0.27% | −0.01 |
Options Activity Q1 2026 → Q2 2026
| ISHARES TR | put | Add +9.4% | 3,500 | $1.1M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 105 | $161.0M | SPY, BMAR, SCHG, EFA, QQQ |
| Q1 2026 | 98 | $143.2M | SPY, BMAR, PHYS, EFA, SCHG |
| Q4 2025 | 96 | $145.3M | SPY, BMAR, SCHG, PHYS, EFA |
| Q3 2025 | 92 | $133.1M | SCHG, BMAR, PHYS, EFA, QQQ |
| Q2 2025 | 93 | $122.0M | BMAR, SCHG, EFA, VONV, PHYS |
| Q1 2025 | 83 | $106.1M | BMAR, SCHG, VONV, PHYS, EFA |
| Q4 2024 | 79 | $98.5M | SPY, IVV, SCHG, HD, PHYS |
| Q3 2024 | 583 | $102.2M | SPY, HD, SCHG, PHYS, IVV |
| Q2 2024 | 586 | $93.7M | SPY, SCHG, HD, PHYS, IVV |
| Q1 2024 | 634 | $90.2M | HD, IVV, PHYS, SPY, QQQ |