Macroview Investment Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Macroview Investment Management LLC reported 92 stock positions worth $133.1 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 5.4% of the portfolio, followed by Innovator U.S. Equity Buffer (BMAR, 5.4%) and Sprott Physical Gold Trust (PHYS, 4.6%). Compared with Q2 2025, it opened 7 new positions, sold out of 8, added to 51 and reduced 19. The biggest buy was a new position in SS Health Care Select Sector (XLV) and the biggest sale an exit from SS Financial Select Sector (XLF).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001551727
- Portfolio Value
- $133.1M (Q3 2025)
- SEC Filing
- 0001214659-25-015272 ↗ filed Oct 24, 2025
Holdings Value
Holdings 92 stocks · $133.1M
| SCHG Schwab US Large-Cap Growth | 5.39% | 224,798 | $7.2M | Add +6.0% |
| BMAR Innovator U.S. Equity Buffer | 5.37% | 138,452 | $7.1M | Reduce -0.3% |
| PHYS Sprott Physical Gold Trust | 4.55% | 204,614 | $6.1M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 4.36% | 62,216 | $5.8M | Add +5.0% |
| QQQ Invesco QQQ Trust Series 1 | 3.89% | 8,616 | $5.2M | Add +3.7% |
| GLD SPDR Gold Shares | 3.73% | 13,970 | $5.0M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 3.66% | 7,288 | $4.9M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.64% | 7,278 | $4.8M | Add +29.0% |
| VONV Vanguard Russell 1000 Value | 3.62% | 53,900 | $4.8M | Reduce -13.0% |
| HD Home Depot Inc. | 3.37% | 11,076 | $4.5M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.27% | 49,810 | $4.3M | Add +2.4% |
| QUAL iShares MSCI USA Quality Fac | 2.75% | 18,819 | $3.7M | Add +1.8% |
| MSFT Microsoft Corp. | 2.39% | 6,154 | $3.2M | Add +1.1% |
| AAPL Apple Inc. | 2.39% | 12,515 | $3.2M | Add +1.0% |
| JAAA Janus Henderson Aaa Clo ETF | 2.13% | 55,767 | $2.8M | Add +2.3% |
| JMBS Janus Henderson Mortg Backed | 1.94% | 56,646 | $2.6M | Add +2.8% |
| MINT PIMCO Enhanced Short Maturit | 1.90% | 25,159 | $2.5M | Add +3.5% |
| IJH iShares Core S&P Midcap ETF | 1.88% | 38,338 | $2.5M | Reduce -0.9% |
| NOBL Proshares S&P 500 Dividend A | 1.70% | 22,018 | $2.3M | Add +1.5% |
| IJR iShares Core S&P Small-Cap E | 1.67% | 18,726 | $2.2M | Add +0.9% |
| VNLA Janus Henderson Short Durati | 1.64% | 44,181 | $2.2M | Add +4.1% |
| ESGU iShares ESG Aware MSCI USA | 1.63% | 14,917 | $2.2M | Reduce -8.6% |
| IAU iShares Gold Trust | 1.47% | 26,834 | $2.0M | Add +1.9% |
| RSP Invesco S&P 500 Equal Weight | 1.42% | 9,947 | $1.9M | Add +1.5% |
| VTIP Vanguard Short-Term Tips | 1.19% | 31,351 | $1.6M | Add +14.3% |
| XLV SS Health Care Select Sector | 1.16% | 11,140 | $1.6M | New |
| QCAP FT NSDQ100CONSBUFFETF - Apr | 1.09% | 62,062 | $1.4M | No change |
| BJAN Innovator U.S. Equity Buffer | 1.08% | 27,152 | $1.4M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.05% | 4,280 | $1.4M | Add +2.4% |
| ORCL Oracle Corp. | 1.03% | 4,865 | $1.4M | Add +2.5% |
| PMAR Innovator U.S. Equity Power | 1.00% | 30,285 | $1.3M | No change |
| GFEB FT Vest US Equity Moderate B | 0.99% | 32,653 | $1.3M | Reduce -0.1% |
| VIGI Vanguard Int Div App Indx FD | 0.99% | 14,752 | $1.3M | Add +0.6% |
| PAPR Innovator U.S. Equity Power | 0.97% | 33,773 | $1.3M | Add +0.2% |
| GSLC Goldman Activebeta US LC ETF | 0.93% | 9,502 | $1.2M | Reduce -1.6% |
| VXUS Vanguard Total Intl Stock | 0.81% | 14,752 | $1.1M | Add +2.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.78% | 3,478 | $1.0M | Reduce -14.0% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 14,398 | $863K | Add +11.6% |
| LMT Lockheed Martin Corp. | 0.64% | 1,710 | $853K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.60% | 6,964 | $793K | Reduce -0.7% |
| IWF iShares Russell 1000 Growth | 0.56% | 1,581 | $740K | Add +0.1% |
| NVDA Nvidia Corp. | 0.54% | 3,824 | $713K | Add +6.0% |
| AXP American Express Co. | 0.52% | 2,104 | $699K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.47% | 2,916 | $629K | Add +0.3% |
| PVAL Putnam Focused LRG Cap Value | 0.47% | 14,632 | $625K | New |
| BOND PIMCO Active Bond Exchange-T | 0.47% | 6,638 | $620K | Add +10.6% |
| TCAF T Rowe PRC Cap Appreciation | 0.46% | 16,194 | $611K | Add +1.4% |
| VT Vanguard Tot World STK ETF | 0.43% | 4,133 | $569K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.42% | 2,305 | $560K | Add +2.2% |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 5,592 | $540K | Reduce -0.6% |
| SPEM State Street SP PTF Em ETF | 0.40% | 11,422 | $535K | Add +2.9% |
| EOSE Eos Energy Enterprises Inc. | 0.39% | 46,000 | $524K | No change |
| COKE Coca-Cola Consolidated Inc. | 0.38% | 4,330 | $507K | No change |
| XOM Exxon Mobil Corp. | 0.38% | 4,480 | $505K | Add +0.4% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 18,243 | $498K | New |
| GOOG Alphabet Inc. Class C | 0.36% | 1,982 | $483K | Add +13.8% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.36% | 12,460 | $482K | Reduce -19.4% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.35% | 4,261 | $471K | Reduce -0.5% |
| IVE iShares S&P 500 Value ETF | 0.35% | 2,237 | $462K | Add +8.8% |
| TOTL SS Doubleline TR Tact ETF | 0.33% | 10,896 | $442K | Add +14.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 1,562 | $441K | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.32% | 5,413 | $424K | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.31% | 1,183 | $409K | Add +3.6% |
| AMZN Amazon.com Inc. | 0.30% | 1,834 | $403K | Add +3.7% |
| INFL Horizon Kinetics Infl Benef | 0.26% | 7,877 | $352K | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 13,323 | $351K | Add +1.7% |
| NVR NVR Inc. | 0.26% | 43 | $345K | No change |
| META Meta Platforms Inc. Class A | 0.26% | 465 | $341K | Add +3.3% |
| MS Morgan Stanley | 0.26% | 2,146 | $341K | Add +0.4% |
| GAPR FT Vest US Equity Moderate B | 0.26% | 8,668 | $340K | No change |
| VGK Vanguard Ftse Europe ETF | 0.24% | 4,023 | $321K | Add +0.1% |
| UNP Union Pacific Corp. | 0.23% | 1,305 | $308K | Reduce -12.2% |
| HAP Vaneck Natural Resources ETF | 0.23% | 5,316 | $303K | Reduce -6.3% |
| JPM JPMorgan Chase & Co. | 0.23% | 958 | $302K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 5,468 | $296K | Add +9.8% |
| SCHF Schwab Intl Equity ETF | 0.22% | 12,452 | $290K | Add +0.4% |
| WMT Walmart Inc. | 0.21% | 2,746 | $283K | Add +4.1% |
| IWM iShares Russell 2000 ETF | 0.21% | 1,165 | $282K | Reduce -0.7% |
| GS Goldman Sachs Group Inc. | 0.21% | 347 | $276K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.20% | 2,425 | $264K | No change |
| CLOU Global X Cloud Computing ETF | 0.19% | 11,141 | $259K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.18% | 3,173 | $241K | No change |
| MCK McKesson Corp. | 0.18% | 310 | $240K | No change |
| ALL Allstate Corp. | 0.18% | 1,114 | $239K | Reduce -2.3% |
| XBI SS SPDR S&P Biotech ETF | 0.17% | 2,276 | $228K | Reduce -8.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 1,850 | $212K | Reduce -0.2% |
| EEM iShares MSCI Emerging Market | 0.16% | 3,882 | $207K | New |
| AMP Ameriprise Financial Inc. | 0.16% | 422 | $207K | No change |
| AVGO Broadcom Inc. | 0.16% | 627 | $207K | New |
| EA Electronic Arts Inc. | 0.15% | 1,003 | $202K | New |
| KLXE KLX Energy Services Holding | 0.15% | 102,000 | $196K | Add +17.2% |
| BIT ORIGIN LTD | 0.00% | 11,500 | $4K | New |
Options reported separately and not counted above: IWM puts ($1.0M).
Portfolio Sells Q2 2025 → Q3 2025
| XLF SS Financial Select Sector | Sold out | 0.00% | −1.11 |
| VONV Vanguard Russell 1000 Value | Reduce -13.0% | 3.62% | −0.71 |
| LCTU iShares U.S. Carbon Transiti | Sold out | 0.00% | −0.29 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.26 |
| CEG Constellation Energy | Sold out | 0.00% | −0.25 |
| DSI iShares ESG MSCI KLD 400 ETF | Sold out | 0.00% | −0.25 |
| BMAR Innovator U.S. Equity Buffer | Reduce -0.3% | 5.37% | −0.22 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.22 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.21 |
| USXF iShares ESG Advance MSCI USA | Sold out | 0.00% | −0.20 |
| ESGU iShares ESG Aware MSCI USA | Reduce -8.6% | 1.63% | −0.18 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -14.0% | 0.78% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 1.88% | −0.09 |
| GFEB FT Vest US Equity Moderate B | Reduce -0.1% | 0.99% | −0.05 |
| UNP Union Pacific Corp. | Reduce -12.2% | 0.23% | −0.05 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.7% | 0.60% | −0.05 |
| BJAN Innovator U.S. Equity Buffer | Reduce -0.4% | 1.08% | −0.04 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.6% | 0.93% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.16% | −0.03 |
| GDS GDS Holdings Ltd. - ADR | Reduce -19.4% | 0.36% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.6% | 0.41% | −0.02 |
| HAP Vaneck Natural Resources ETF | Reduce -6.3% | 0.23% | −0.01 |
| ALL Allstate Corp. | Reduce -2.3% | 0.18% | −0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -0.5% | 0.35% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Reduce -8.1% | 0.17% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 0.21% | +0.00 |
| PHYS Sprott Physical Gold Trust | Reduce -0.1% | 4.55% | +0.29 |
Portfolio Buys Q2 2025 → Q3 2025
| XLV SS Health Care Select Sector | New | 1.16% | +1.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +29.0% | 3.64% | +0.78 |
| PVAL Putnam Focused LRG Cap Value | New | 0.47% | +0.47 |
| SCHD Schwab US DVD Equity ETF | New | 0.37% | +0.37 |
| AAPL Apple Inc. | Add +1.0% | 2.39% | +0.31 |
| SCHG Schwab US Large-Cap Growth | Add +6.0% | 5.39% | +0.31 |
| GLD SPDR Gold Shares | Add +0.7% | 3.73% | +0.26 |
| ORCL Oracle Corp. | Add +2.5% | 1.03% | +0.18 |
| EEM iShares MSCI Emerging Market | New | 0.16% | +0.16 |
| AVGO Broadcom Inc. | New | 0.16% | +0.16 |
| EA Electronic Arts Inc. | New | 0.15% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.7% | 3.89% | +0.13 |
| IAU iShares Gold Trust | Add +1.9% | 1.47% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +13.8% | 0.36% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 0.42% | +0.09 |
| NVDA Nvidia Corp. | Add +6.0% | 0.54% | +0.07 |
| VTIP Vanguard Short-Term Tips | Add +14.3% | 1.19% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 3.66% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +11.6% | 0.65% | +0.04 |
| HD Home Depot Inc. | Add +0.1% | 3.37% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +9.8% | 0.22% | +0.02 |
| TOTL SS Doubleline TR Tact ETF | Add +14.9% | 0.33% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +5.0% | 4.36% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +8.8% | 0.35% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +3.6% | 0.31% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.4% | 1.05% | +0.01 |
| KLXE KLX Energy Services Holding | Add +17.2% | 0.15% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +2.9% | 0.40% | +0.01 |
| BOND PIMCO Active Bond Exchange-T | Add +10.6% | 0.47% | +0.01 |
| MS Morgan Stanley | Add +0.4% | 0.26% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.9% | 1.67% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.56% | +0.01 |
| BIT ORIGIN LTD | New | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +4.1% | 0.21% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +1.7% | 0.26% | +0.00 |
| TCAF T Rowe PRC Cap Appreciation | Add +1.4% | 0.46% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.0% | 0.32% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +2.1% | 0.81% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +0.3% | 0.43% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +0.4% | 0.22% | −0.01 |
| INFL Horizon Kinetics Infl Benef | Add +0.0% | 0.26% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Add +0.1% | 0.24% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.38% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.47% | −0.02 |
| AMZN Amazon.com Inc. | Add +3.7% | 0.30% | −0.02 |
| META Meta Platforms Inc. Class A | Add +3.3% | 0.26% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +1.8% | 2.75% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +1.5% | 1.42% | −0.04 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.33% | −0.05 |
| PAPR Innovator U.S. Equity Power | Add +0.2% | 0.97% | −0.06 |
Options Activity Q2 2025 → Q3 2025
| IWM iShares Russell 2000 ETF | put | Reduce -6.7% | 4,200 | $1.0M |
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 |