Macroview Investment Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Macroview Investment Management LLC reported 96 stock positions worth $145.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.9% of the portfolio, followed by Innovator U.S. Equity Buffer (BMAR, 5.1%) and Schwab US Large-Cap Growth (SCHG, 4.7%). Compared with Q3 2025, it opened 9 new positions, sold out of 5, added to 50 and reduced 30. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +73%) and the biggest sale Vanguard Russell 1000 Value (VONV, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001551727
- Portfolio Value
- $145.3M (Q4 2025)
- SEC Filing
- 0001214659-26-001246 ↗ filed Feb 5, 2026
Holdings Value
Holdings 96 stocks · $145.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.92% | 12,617 | $8.6M | Add +73.4% |
| BMAR Innovator U.S. Equity Buffer | 5.06% | 138,452 | $7.3M | No change |
| SCHG Schwab US Large-Cap Growth | 4.72% | 210,084 | $6.9M | Reduce -6.5% |
| PHYS Sprott Physical Gold Trust | 4.63% | 203,597 | $6.7M | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 4.24% | 64,181 | $6.2M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 3.58% | 8,467 | $5.2M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 3.48% | 7,378 | $5.1M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 3.41% | 75,046 | $5.0M | Add +95.8% |
| IJR iShares Core S&P Small-Cap E | 3.26% | 39,426 | $4.7M | Add +110.5% |
| GLD SPDR Gold Shares | 3.10% | 11,352 | $4.5M | Reduce -18.7% |
| IEFA iShares Core MSCI Eafe ETF | 2.98% | 48,427 | $4.3M | Reduce -2.8% |
| HD Home Depot Inc. | 2.63% | 11,109 | $3.8M | Add +0.3% |
| QUAL iShares MSCI USA Quality Fac | 2.49% | 18,216 | $3.6M | Reduce -3.2% |
| AAPL Apple Inc. | 2.48% | 13,261 | $3.6M | Add +6.0% |
| MSFT Microsoft Corp. | 2.15% | 6,474 | $3.1M | Add +5.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.88% | 54,133 | $2.7M | Reduce -2.9% |
| JMBS Janus Henderson Mortg Backed | 1.74% | 55,398 | $2.5M | Reduce -2.2% |
| PVAL Putnam Focused LRG Cap Value | 1.69% | 53,879 | $2.5M | Add +268.2% |
| MINT PIMCO Enhanced Short Maturit | 1.67% | 24,176 | $2.4M | Reduce -3.9% |
| SCHD Schwab US DVD Equity ETF | 1.57% | 82,961 | $2.3M | Add +354.8% |
| ESGU iShares ESG Aware MSCI USA | 1.53% | 14,925 | $2.2M | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 1.48% | 43,464 | $2.1M | Add +38.6% |
| VNLA Janus Henderson Short Durati | 1.41% | 41,597 | $2.0M | Reduce -5.8% |
| NOBL Proshares S&P 500 Dividend A | 1.40% | 19,542 | $2.0M | Reduce -11.3% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 1.24% | 27,500 | $1.8M | New |
| RSP Invesco S&P 500 Equal Weight | 1.19% | 9,026 | $1.7M | Reduce -9.3% |
| IAU iShares Gold Trust | 1.18% | 21,097 | $1.7M | Reduce -21.4% |
| XLV SS Health Care Select Sector | 1.09% | 10,193 | $1.6M | Reduce -8.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.04% | 4,506 | $1.5M | Add +5.3% |
| VONV Vanguard Russell 1000 Value | 0.94% | 14,809 | $1.4M | Reduce -72.5% |
| PMAR Innovator U.S. Equity Power | 0.94% | 30,285 | $1.4M | No change |
| QCAP FT NSDQ100CONSBUFFETF - Apr | 0.93% | 57,202 | $1.4M | Reduce -7.8% |
| DDFO Innov Eq DD 15 Buf ETF - Oct | 0.92% | 61,817 | $1.3M | New |
| VIGI Vanguard Int Div App Indx FD | 0.91% | 14,407 | $1.3M | Reduce -2.3% |
| GSLC Goldman Activebeta US LC ETF | 0.85% | 9,381 | $1.2M | Reduce -1.3% |
| DDFD Inno Eqt DD 15 Buff ETF Dec | 0.85% | 64,496 | $1.2M | New |
| DDTD Innovat Eq DD 10 Buf ETF-Dec | 0.80% | 60,654 | $1.2M | New |
| VXUS Vanguard Total Intl Stock | 0.78% | 14,930 | $1.1M | Add +1.2% |
| ORCL Oracle Corp. | 0.72% | 5,334 | $1.0M | Add +9.6% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 16,097 | $1.0M | Add +11.8% |
| NVDA Nvidia Corp. | 0.66% | 5,146 | $960K | Add +34.6% |
| LMT Lockheed Martin Corp. | 0.57% | 1,719 | $831K | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.56% | 2,617 | $819K | Add +13.5% |
| AXP American Express Co. | 0.55% | 2,171 | $803K | Add +3.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.55% | 7,011 | $799K | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.55% | 2,529 | $794K | Add +27.6% |
| IWF iShares Russell 1000 Growth | 0.52% | 1,582 | $749K | Add +0.1% |
| COKE Coca-Cola Consolidated Inc. | 0.46% | 4,330 | $664K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 2,933 | $645K | Add +0.6% |
| BOND PIMCO Active Bond Exchange-T | 0.44% | 6,820 | $635K | Add +2.7% |
| VT Vanguard Tot World STK ETF | 0.40% | 4,165 | $588K | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.40% | 4,770 | $574K | Add +6.5% |
| AMZN Amazon.com Inc. | 0.39% | 2,448 | $565K | Add +33.5% |
| SPEM State Street SP PTF Em ETF | 0.38% | 11,720 | $549K | Add +2.6% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 5,603 | $539K | Add +0.2% |
| EOSE Eos Energy Enterprises Inc. | 0.36% | 46,000 | $527K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.34% | 13,064 | $499K | Reduce -19.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 1,660 | $492K | Add +6.3% |
| IVE iShares S&P 500 Value ETF | 0.34% | 2,314 | $491K | Add +3.4% |
| TOTL SS Doubleline TR Tact ETF | 0.32% | 11,687 | $470K | Add +7.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.32% | 4,231 | $469K | Reduce -0.7% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.30% | 12,460 | $435K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.30% | 5,402 | $433K | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.27% | 600 | $396K | Add +29.0% |
| UNH Unitedhealth Group Inc. | 0.26% | 1,161 | $383K | Reduce -1.9% |
| MS Morgan Stanley | 0.26% | 2,153 | $382K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.26% | 1,162 | $374K | Add +21.3% |
| VGK Vanguard Ftse Europe ETF | 0.26% | 4,457 | $373K | Add +10.8% |
| WMT Walmart Inc. | 0.25% | 3,209 | $358K | Add +16.9% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 13,201 | $355K | Reduce -0.9% |
| INFL Horizon Kinetics Infl Benef | 0.24% | 7,880 | $350K | Add +0.0% |
| GAPR FT Vest US Equity Moderate B | 0.24% | 8,668 | $347K | No change |
| GS Goldman Sachs Group Inc. | 0.23% | 384 | $338K | Add +10.7% |
| SCHF Schwab Intl Equity ETF | 0.23% | 13,927 | $335K | Add +11.8% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 6,029 | $324K | Add +10.3% |
| HAP Vaneck Natural Resources ETF | 0.22% | 5,335 | $321K | Add +0.4% |
| NVR NVR Inc. | 0.22% | 43 | $314K | No change |
| UNP Union Pacific Corp. | 0.21% | 1,349 | $312K | Add +3.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.21% | 2,625 | $305K | Add +8.3% |
| MU Micron Technology Inc. | 0.20% | 1,024 | $292K | New |
| IWM iShares Russell 2000 ETF | 0.19% | 1,139 | $280K | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.19% | 796 | $275K | Add +26.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.19% | 909 | $275K | Reduce -73.9% |
| XBI SS SPDR S&P Biotech ETF | 0.18% | 2,204 | $269K | Reduce -3.2% |
| MCK McKesson Corp. | 0.18% | 322 | $264K | Add +3.9% |
| ALL Allstate Corp. | 0.17% | 1,187 | $247K | Add +6.5% |
| TSLA Tesla Inc. | 0.17% | 547 | $246K | New |
| CLOU Global X Cloud Computing ETF | 0.17% | 10,787 | $244K | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 473 | $238K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.16% | 3,174 | $227K | Add +0.0% |
| EA Electronic Arts Inc. | 0.15% | 1,065 | $218K | Add +6.2% |
| SAIC Science Applications Inte | 0.15% | 2,147 | $216K | New |
| AMP Ameriprise Financial Inc. | 0.14% | 420 | $206K | Reduce -0.5% |
| EEM iShares MSCI Emerging Market | 0.14% | 3,726 | $204K | Reduce -4.0% |
| IUSV iShares Core S&P U.S. Value | 0.14% | 1,973 | $202K | New |
| KLXE KLX Energy Services Holding | 0.06% | 44,122 | $83K | Reduce -56.7% |
Options reported separately and not counted above: IWM puts ($1.0M).
Portfolio Sells Q3 2025 → Q4 2025
| VONV Vanguard Russell 1000 Value | Reduce -72.5% | 0.94% | −2.68 |
| BJAN Innovator U.S. Equity Buffer | Sold out | 0.00% | −1.08 |
| GFEB FT Vest US Equity Moderate B | Sold out | 0.00% | −0.99 |
| PAPR Innovator U.S. Equity Power | Sold out | 0.00% | −0.97 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.5% | 4.72% | −0.67 |
| GLD SPDR Gold Shares | Reduce -18.7% | 3.10% | −0.63 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -73.9% | 0.19% | −0.59 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 3.58% | −0.30 |
| NOBL Proshares S&P 500 Dividend A | Reduce -11.3% | 1.40% | −0.30 |
| IAU iShares Gold Trust | Reduce -21.4% | 1.18% | −0.29 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.8% | 2.98% | −0.28 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.2% | 2.49% | −0.26 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.9% | 1.88% | −0.24 |
| MINT PIMCO Enhanced Short Maturit | Reduce -3.9% | 1.67% | −0.23 |
| VNLA Janus Henderson Short Durati | Reduce -5.8% | 1.41% | −0.23 |
| RSP Invesco S&P 500 Equal Weight | Reduce -9.3% | 1.19% | −0.23 |
| JMBS Janus Henderson Mortg Backed | Reduce -2.2% | 1.74% | −0.20 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.16 |
| QCAP FT NSDQ100CONSBUFFETF - Apr | Reduce -7.8% | 0.93% | −0.15 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -19.3% | 0.34% | −0.11 |
| KLXE KLX Energy Services Holding | Reduce -56.7% | 0.06% | −0.09 |
| VIGI Vanguard Int Div App Indx FD | Reduce -2.3% | 0.91% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -8.5% | 1.09% | −0.08 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.3% | 0.85% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -1.9% | 0.26% | −0.04 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -0.7% | 0.32% | −0.03 |
| CLOU Global X Cloud Computing ETF | Reduce -3.2% | 0.17% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.2% | 0.30% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 0.24% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -2.2% | 0.19% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -4.0% | 0.14% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -0.5% | 0.14% | −0.01 |
| BIT ORIGIN LTD | Sold out | 0.00% | −0.00 |
| XBI SS SPDR S&P Biotech ETF | Reduce -3.2% | 0.18% | +0.01 |
| PHYS Sprott Physical Gold Trust | Reduce -0.5% | 4.63% | +0.08 |
Portfolio Buys Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +73.4% | 5.92% | +2.28 |
| IJR iShares Core S&P Small-Cap E | Add +110.5% | 3.26% | +1.59 |
| IJH iShares Core S&P Midcap ETF | Add +95.8% | 3.41% | +1.53 |
| AKRE Akre Focus ETF | New | 1.24% | +1.24 |
| PVAL Putnam Focused LRG Cap Value | Add +268.2% | 1.69% | +1.22 |
| SCHD Schwab US DVD Equity ETF | Add +354.8% | 1.57% | +1.19 |
| DDFO Innov Eq DD 15 Buf ETF - Oct | New | 0.92% | +0.92 |
| DDFD Inno Eqt DD 15 Buff ETF Dec | New | 0.85% | +0.85 |
| DDTD Innovat Eq DD 10 Buf ETF-Dec | New | 0.80% | +0.80 |
| VTIP Vanguard Short-Term Tips | Add +38.6% | 1.48% | +0.29 |
| MU Micron Technology Inc. | New | 0.20% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +27.6% | 0.55% | +0.18 |
| TSLA Tesla Inc. | New | 0.17% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.16% | +0.16 |
| SAIC Science Applications Inte | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +13.5% | 0.56% | +0.14 |
| IUSV iShares Core S&P U.S. Value | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +34.6% | 0.66% | +0.12 |
| AAPL Apple Inc. | Add +6.0% | 2.48% | +0.09 |
| AMZN Amazon.com Inc. | Add +33.5% | 0.39% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +11.8% | 0.69% | +0.04 |
| AVGO Broadcom Inc. | Add +26.9% | 0.19% | +0.03 |
| WMT Walmart Inc. | Add +16.9% | 0.25% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +21.3% | 0.26% | +0.03 |
| AXP American Express Co. | Add +3.2% | 0.55% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +10.7% | 0.23% | +0.02 |
| META Meta Platforms Inc. Class A | Add +29.0% | 0.27% | +0.02 |
| XOM Exxon Mobil Corp. | Add +6.5% | 0.40% | +0.02 |
| VGK Vanguard Ftse Europe ETF | Add +10.8% | 0.26% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +11.8% | 0.23% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +8.3% | 0.21% | +0.01 |
| IBM Intl Business Machines Corp. | Add +6.3% | 0.34% | +0.01 |
| MS Morgan Stanley | Add +0.3% | 0.26% | +0.01 |
| MCK McKesson Corp. | Add +3.9% | 0.18% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +10.3% | 0.22% | +0.00 |
| EA Electronic Arts Inc. | Add +6.2% | 0.15% | −0.00 |
| HAP Vaneck Natural Resources ETF | Add +0.4% | 0.22% | −0.01 |
| TOTL SS Doubleline TR Tact ETF | Add +7.3% | 0.32% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +3.4% | 0.34% | −0.01 |
| ALL Allstate Corp. | Add +6.5% | 0.17% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.3% | 1.04% | −0.01 |
| UNP Union Pacific Corp. | Add +3.4% | 0.21% | −0.02 |
| INFL Horizon Kinetics Infl Benef | Add +0.0% | 0.24% | −0.02 |
| VT Vanguard Tot World STK ETF | Add +0.8% | 0.40% | −0.02 |
| SPEM State Street SP PTF Em ETF | Add +2.6% | 0.38% | −0.02 |
| CIBR First Trust Nasdaq Cybersecu | Add +0.0% | 0.16% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Add +2.7% | 0.44% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +0.6% | 0.44% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +0.2% | 0.37% | −0.03 |
| VXUS Vanguard Total Intl Stock | Add +1.2% | 0.78% | −0.04 |
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 |