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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $90.2M Q1 2024 Q2 2024: $93.7M Q2 2024 Q3 2024: $102.2M Q3 2024 Q4 2024: $98.5M Q4 2024 Q1 2025: $106.1M Q1 2025 Q2 2025: $122.0M Q2 2025 Q3 2025: $133.1M Q3 2025 Q4 2025: $145.3M Q4 2025 Q1 2026: $143.2M Q1 2026 Q2 2026: $161.0M $161.0M Q2 2026

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%
IUSV iShares Core S&P U.S. Value 0.14% 1,985 $219K Add +0.3%
ESGE iShares Inc. iShares ESG Awar 0.13% 3,910 $214K New
JNJ Johnson & Johnson 0.13% 801 $203K New
AMP Ameriprise Financial Inc. 0.13% 440 $202K New
FEZ State Street SPDR Euro Stoxx 0.12% 2,925 $201K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$161.0MSPY, BMAR, SCHG, EFA, QQQ
Q1 2026 98$143.2MSPY, BMAR, PHYS, EFA, SCHG
Q4 2025 96$145.3MSPY, BMAR, SCHG, PHYS, EFA
Q3 2025 92$133.1MSCHG, BMAR, PHYS, EFA, QQQ
Q2 2025 93$122.0MBMAR, SCHG, EFA, VONV, PHYS
Q1 2025 83$106.1MBMAR, SCHG, VONV, PHYS, EFA
Q4 2024 79$98.5MSPY, IVV, SCHG, HD, PHYS
Q3 2024 583$102.2MSPY, HD, SCHG, PHYS, IVV
Q2 2024 586$93.7MSPY, SCHG, HD, PHYS, IVV
Q1 2024 634$90.2MHD, IVV, PHYS, SPY, QQQ