Macroview Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Macroview Investment Management LLC reported 98 stock positions worth $143.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.0% of the portfolio, followed by Innovator U.S. Equity Buffer (BMAR, 5.1%) and Sprott Physical Gold Trust (PHYS, 4.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 6, added to 57 and reduced 24. The biggest buy was a new position in Innovator Edd 15 Buf ETF-Mar (DDFM) and the biggest sale an exit from Innov Eq DD 15 Buf ETF - Oct (DDFO).
- Most Recent 13F
- Q2 2026
- Location
- BETHESDA, MD
- CIK
- 0001551727
- Portfolio Value
- $143.2M (Q1 2026)
- SEC Filing
- 0001214659-26-005774 ↗ filed May 8, 2026
Holdings Value
Holdings 98 stocks · $143.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.04% | 13,298 | $8.6M | Add +5.4% |
| BMAR Innovator U.S. Equity Buffer | 5.07% | 138,452 | $7.3M | No change |
| PHYS Sprott Physical Gold Trust | 4.93% | 199,402 | $7.1M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 4.36% | 64,324 | $6.2M | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 4.32% | 212,152 | $6.2M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 3.57% | 75,613 | $5.1M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 3.48% | 7,629 | $5.0M | Add +3.4% |
| IJR iShares Core S&P Small-Cap E | 3.42% | 39,415 | $4.9M | Reduce -0.0% |
| GLD SPDR Gold Shares | 3.32% | 11,039 | $4.7M | Reduce -2.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.24% | 8,046 | $4.6M | Reduce -5.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.20% | 50,585 | $4.6M | Add +4.5% |
| HD Home Depot Inc. | 2.55% | 11,114 | $3.7M | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 2.43% | 18,113 | $3.5M | Reduce -0.6% |
| AAPL Apple Inc. | 2.36% | 13,334 | $3.4M | Add +0.6% |
| JAAA Janus Henderson Aaa Clo ETF | 1.82% | 51,607 | $2.6M | Reduce -4.7% |
| SCHD Schwab US DVD Equity ETF | 1.80% | 84,197 | $2.6M | Add +1.5% |
| JMBS Janus Henderson Mortg Backed | 1.78% | 56,565 | $2.6M | Add +2.1% |
| PVAL Putnam Focused LRG Cap Value | 1.77% | 54,718 | $2.5M | Add +1.6% |
| MSFT Microsoft Corp. | 1.74% | 6,722 | $2.5M | Add +3.8% |
| MINT PIMCO Enhanced Short Maturit | 1.66% | 23,579 | $2.4M | Reduce -2.5% |
| VTIP Vanguard Short-Term Tips | 1.52% | 43,714 | $2.2M | Add +0.6% |
| ESGU iShares ESG Aware MSCI USA | 1.47% | 14,932 | $2.1M | Add +0.1% |
| NOBL Proshares S&P 500 Dividend A | 1.41% | 19,036 | $2.0M | Reduce -2.6% |
| VNLA Janus Henderson Short Durati | 1.38% | 40,593 | $2.0M | Reduce -2.4% |
| IAU iShares Gold Trust | 1.35% | 22,007 | $1.9M | Add +4.3% |
| RSP Invesco S&P 500 Equal Weight | 1.25% | 9,301 | $1.8M | Add +3.0% |
| XLV SS Health Care Select Sector | 1.03% | 10,059 | $1.5M | Reduce -1.3% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 1.01% | 27,500 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.01% | 4,519 | $1.4M | Add +0.3% |
| DDFM Innovator Edd 15 Buf ETF-Mar | 0.99% | 75,149 | $1.4M | New |
| VONV Vanguard Russell 1000 Value | 0.98% | 15,012 | $1.4M | Add +1.4% |
| PMAR Innovator U.S. Equity Power | 0.94% | 30,285 | $1.4M | No change |
| QCAP FT NSDQ100CONSBUFFETF - Apr | 0.91% | 54,372 | $1.3M | Reduce -5.0% |
| DDFD Inno Eqt DD 15 Buff ETF Dec | 0.85% | 64,330 | $1.2M | Reduce -0.3% |
| GSLC Goldman Activebeta US LC ETF | 0.83% | 9,487 | $1.2M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.81% | 18,089 | $1.2M | Add +12.4% |
| VXUS Vanguard Total Intl Stock | 0.80% | 14,942 | $1.2M | Add +0.1% |
| DDTD Innovat Eq DD 10 Buf ETF-Dec | 0.79% | 60,883 | $1.1M | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.74% | 1,760 | $1.1M | Add +2.4% |
| NVDA Nvidia Corp. | 0.66% | 5,447 | $950K | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.61% | 5,180 | $879K | Add +8.6% |
| COKE Coca-Cola Consolidated Inc. | 0.58% | 4,330 | $830K | No change |
| ORCL Oracle Corp. | 0.56% | 5,429 | $799K | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.56% | 2,771 | $797K | Add +5.9% |
| GOOG Alphabet Inc. Class C | 0.52% | 2,591 | $743K | Add +2.5% |
| BOND PIMCO Active Bond Exchange-T | 0.49% | 7,632 | $704K | Add +11.9% |
| IWF iShares Russell 1000 Growth | 0.47% | 1,583 | $675K | Add +0.1% |
| AXP American Express Co. | 0.45% | 2,115 | $640K | Reduce -2.6% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 2,941 | $633K | Add +0.3% |
| SPEM State Street SP PTF Em ETF | 0.41% | 12,393 | $581K | Add +5.7% |
| VT Vanguard Tot World STK ETF | 0.40% | 4,175 | $577K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.38% | 2,646 | $551K | Add +8.1% |
| IWR iShares Russell Mid-Cap ETF | 0.38% | 5,597 | $544K | Reduce -0.1% |
| TOTL SS Doubleline TR Tact ETF | 0.37% | 13,370 | $531K | Add +14.4% |
| GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD | 0.35% | 12,460 | $502K | No change |
| IVE iShares S&P 500 Value ETF | 0.33% | 2,219 | $469K | Reduce -4.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.32% | 12,784 | $455K | Reduce -2.1% |
| KLXE KLX Energy Services Holding | 0.32% | 174,696 | $454K | Add +295.9% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.32% | 3,941 | $453K | Reduce -6.8% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 16,698 | $428K | Add +26.5% |
| WMT Walmart Inc. | 0.29% | 3,382 | $420K | Add +5.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.29% | 5,403 | $414K | Add +0.0% |
| INFL Horizon Kinetics Infl Benef | 0.29% | 7,882 | $410K | Add +0.0% |
| FGD First Trust DJ GL Sel DVD | 0.28% | 12,475 | $398K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 1,598 | $387K | Reduce -3.7% |
| HAP Vaneck Natural Resources ETF | 0.27% | 5,335 | $387K | No change |
| META Meta Platforms Inc. Class A | 0.27% | 666 | $381K | Add +11.0% |
| SCHF Schwab Intl Equity ETF | 0.26% | 15,248 | $377K | Add +9.5% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 6,930 | $375K | Add +14.9% |
| MS Morgan Stanley | 0.25% | 2,174 | $358K | Add +1.0% |
| GAPR FT Vest US Equity Moderate B | 0.24% | 8,668 | $351K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 1,150 | $338K | Reduce -1.0% |
| VGK Vanguard Ftse Europe ETF | 0.23% | 4,061 | $335K | Reduce -8.9% |
| BSMQ Invesco Bulletshares 2026 MB | 0.23% | 14,141 | $334K | New |
| UNP Union Pacific Corp. | 0.23% | 1,365 | $331K | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.23% | 1,220 | $330K | Add +5.1% |
| GS Goldman Sachs Group Inc. | 0.22% | 378 | $320K | Reduce -1.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.22% | 2,641 | $313K | Add +0.6% |
| NVR NVR Inc. | 0.20% | 44 | $290K | Add +2.3% |
| MCK McKesson Corp. | 0.20% | 327 | $283K | Add +1.6% |
| XBI SS SPDR S&P Biotech ETF | 0.20% | 2,204 | $281K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.19% | 905 | $274K | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.19% | 1,075 | $267K | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.18% | 854 | $264K | Add +7.3% |
| ALL Allstate Corp. | 0.18% | 1,240 | $257K | Add +4.5% |
| MU Micron Technology Inc. | 0.17% | 719 | $243K | Reduce -29.8% |
| WCMI FT WCM International ETF | 0.17% | 14,424 | $242K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 496 | $238K | Add +4.9% |
| EOSE Eos Energy Enterprises Inc. | 0.16% | 46,056 | $228K | Add +0.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.16% | 3,587 | $225K | Add +13.0% |
| UA Under Armour Inc. Class C | 0.16% | 38,703 | $224K | New |
| EA Electronic Arts Inc. | 0.15% | 1,083 | $221K | Add +1.7% |
| CVX Chevron Corp. | 0.15% | 1,026 | $212K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.14% | 3,527 | $205K | New |
| TSLA Tesla Inc. | 0.14% | 550 | $204K | Add +0.6% |
| SAIC Science Applications Inte | 0.14% | 2,147 | $204K | No change |
| IUSV iShares Core S&P U.S. Value | 0.14% | 1,979 | $202K | Add +0.3% |
| SBET Sharplink Inc. | 0.06% | 12,500 | $81K | New |
Options reported separately and not counted above: ISHARES TR puts ($793K).
Portfolio Sells Q4 2025 → Q1 2026
| DDFO Innov Eq DD 15 Buf ETF - Oct | Sold out | 0.00% | −0.92 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.91 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.55 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.0% | 3.24% | −0.34 |
| CLOU Global X Cloud Computing ETF | Sold out | 0.00% | −0.17 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.14 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.14 |
| AXP American Express Co. | Reduce -2.6% | 0.45% | −0.11 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -4.7% | 1.82% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -3.7% | 0.27% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.6% | 2.43% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -1.3% | 1.03% | −0.06 |
| MU Micron Technology Inc. | Reduce -29.8% | 0.17% | −0.03 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -2.1% | 0.32% | −0.03 |
| QCAP FT NSDQ100CONSBUFFETF - Apr | Reduce -5.0% | 0.91% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -8.9% | 0.23% | −0.02 |
| VNLA Janus Henderson Short Durati | Reduce -2.4% | 1.38% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 0.24% | −0.02 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.5% | 1.66% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -4.1% | 0.33% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -1.6% | 0.22% | −0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -6.8% | 0.32% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -5.6% | 0.19% | −0.01 |
| DDFD Inno Eqt DD 15 Buff ETF Dec | Reduce -0.3% | 0.85% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.4% | 0.19% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 0.38% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.6% | 1.41% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.0% | 3.42% | +0.16 |
| GLD SPDR Gold Shares | Reduce -2.8% | 3.32% | +0.22 |
| PHYS Sprott Physical Gold Trust | Reduce -2.1% | 4.93% | +0.31 |
Portfolio Buys Q4 2025 → Q1 2026
| DDFM Innovator Edd 15 Buf ETF-Mar | New | 0.99% | +0.99 |
| FGD First Trust DJ GL Sel DVD | New | 0.28% | +0.28 |
| KLXE KLX Energy Services Holding | Add +295.9% | 0.32% | +0.26 |
| SCHD Schwab US DVD Equity ETF | Add +1.5% | 1.80% | +0.24 |
| BSMQ Invesco Bulletshares 2026 MB | New | 0.23% | +0.23 |
| XOM Exxon Mobil Corp. | Add +8.6% | 0.61% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.5% | 3.20% | +0.22 |
| IAU iShares Gold Trust | Add +4.3% | 1.35% | +0.18 |
| LMT Lockheed Martin Corp. | Add +2.4% | 0.74% | +0.17 |
| WCMI FT WCM International ETF | New | 0.17% | +0.17 |
| UA Under Armour Inc. Class C | New | 0.16% | +0.16 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 3.57% | +0.16 |
| CVX Chevron Corp. | New | 0.15% | +0.15 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.14% | +0.14 |
| EFA iShares MSCI Eafe ETF | Add +0.2% | 4.36% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +12.4% | 0.81% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.4% | 6.04% | +0.12 |
| PVAL Putnam Focused LRG Cap Value | Add +1.6% | 1.77% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +3.0% | 1.25% | +0.06 |
| SBET Sharplink Inc. | New | 0.06% | +0.06 |
| BOND PIMCO Active Bond Exchange-T | Add +11.9% | 0.49% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +26.5% | 0.30% | +0.05 |
| WMT Walmart Inc. | Add +5.4% | 0.29% | +0.05 |
| TOTL SS Doubleline TR Tact ETF | Add +14.4% | 0.37% | +0.05 |
| INFL Horizon Kinetics Infl Benef | Add +0.0% | 0.29% | +0.05 |
| VTIP Vanguard Short-Term Tips | Add +0.6% | 1.52% | +0.04 |
| JMBS Janus Henderson Mortg Backed | Add +2.1% | 1.78% | +0.04 |
| VONV Vanguard Russell 1000 Value | Add +1.4% | 0.98% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +14.9% | 0.26% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +9.5% | 0.26% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +0.1% | 0.80% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +5.7% | 0.41% | +0.03 |
| UNP Union Pacific Corp. | Add +1.2% | 0.23% | +0.02 |
| MCK McKesson Corp. | Add +1.6% | 0.20% | +0.02 |
| ALL Allstate Corp. | Add +4.5% | 0.18% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.6% | 0.22% | +0.01 |
| EA Electronic Arts Inc. | Add +1.7% | 0.15% | +0.00 |
| NVDA Nvidia Corp. | Add +5.8% | 0.66% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.9% | 0.17% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.3% | 0.14% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +3.4% | 3.48% | +0.00 |
| CIBR First Trust Nasdaq Cybersecu | Add +13.0% | 0.16% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.2% | 0.40% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.44% | −0.00 |
| AMZN Amazon.com Inc. | Add +8.1% | 0.38% | −0.00 |
| DDTD Innovat Eq DD 10 Buf ETF-Dec | Add +0.4% | 0.79% | −0.00 |
| AVGO Broadcom Inc. | Add +7.3% | 0.18% | −0.01 |
| META Meta Platforms Inc. Class A | Add +11.0% | 0.27% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +5.9% | 0.56% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.0% | 0.29% | −0.01 |
Options Activity Q4 2025 → Q1 2026
| IWM iShares Russell 2000 ETF | put | Sold out | 4,200 | $1.0Mbefore exit |
| ISHARES TR | put | New | 3,200 | $793K |
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 |