MACROVIEW INVESTMENT MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, MACROVIEW INVESTMENT MANAGEMENT LLC held in its portfolio 93 assets valued at $146,314,664 (i.e. $146.32M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($8.60M), INNOVATOR ETFS TRUST ($7.35M), and SCHWAB STRATEGIC TR ($6.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 93 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MACROVIEW INVESTMENT MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 12617 | 8604100 | TR UNIT |
| INNOVATOR ETFS TRUST | 138452 | 7344657 | US EQTY BUFR MAR |
| SCHWAB STRATEGIC TR | 210084 | 6852925 | US LCAP GR ETF |
| SPROTT ASSET MANAGEMENT LP | 203597 | 6722773 | PHYSICAL GOLD TR |
| ISHARES TR | 64181 | 6163333 | MSCI EAFE ETF |
| INVESCO QQQ TR | 8467 | 5201367 | UNIT SER 1 |
| ISHARES TR | 7378 | 5053744 | CORE S&P500 ETF |
| ISHARES TR | 75046 | 4953062 | CORE S&P MCP ETF |
| ISHARES TR | 39426 | 4738264 | CORE S&P SCP ETF |
| SPDR GOLD TR | 11352 | 4498912 | GOLD SHS |
| ISHARES TR | 48427 | 4332321 | CORE MSCI EAFE |
| HOME DEPOT INC | 11109 | 3822595 | COM |
| INNOVATOR ETFS TRUST | 186967 | 3732502 | EQUITY DUAL DIRE |
| ISHARES TR | 18216 | 3618104 | MSCI USA QLT FCT |
| APPLE INC | 13261 | 3605265 | COM |
| MICROSOFT CORP | 6474 | 3130824 | COM |
| JANUS DETROIT STR TR | 54133 | 2738030 | HENDRSON AAA CL |
| JANUS DETROIT STR TR | 55398 | 2531125 | HENDERSON MTG |
| PUTNAM ETF TRUST | 53879 | 2455275 | FOCUSED LAR CAP |
| PIMCO ETF TR | 24176 | 2425846 | ENHAN SHRT MA AC |
| SCHWAB STRATEGIC TR | 82961 | 2275620 | US DIVIDEND EQ |
| ISHARES TR | 14925 | 2223494 | ESG AWR MSCI USA |
| VANGUARD MALVERN FDS | 43464 | 2149750 | STRM INFPROIDX |
| JANUS DETROIT STR TR | 41597 | 2044093 | HENDRSN SHRT ETF |
| PROSHARES TR | 19542 | 2033722 | S&P 500 DV ARIST |
| PROFESIONALLY MANAGED PORTFO | 27500 | 1801525 | AKRE FOCUS ETF |
| INVESCO EXCHANGE TRADED FD T | 9026 | 1729037 | S&P500 EQL WGT |
| ISHARES GOLD TR | 21097 | 1712444 | ISHARES NEW |
| SELECT SECTOR SPDR TR | 10193 | 1577827 | STATE STREET HEA |
| VANGUARD INDEX FDS | 4506 | 1510882 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 14809 | 1366913 | VNG RUS1000VAL |
| INNOVATOR ETFS TRUST | 30285 | 1361063 | US EQTY PWR BUF |
| FIRST TR EXCHNG TRADED FD VI | 57202 | 1356483 | FT VEST NASDAQ 1 |
| VANGUARD WHITEHALL FDS | 14407 | 1317532 | INTL DVD ETF |
| GOLDMAN SACHS ETF TR | 9381 | 1241816 | ACTIVEBETA US LG |
| VANGUARD STAR FDS | 14930 | 1126338 | VG TL INTL STK F |
| ORACLE CORP | 5334 | 1039608 | COM |
| VANGUARD TAX-MANAGED FDS | 16097 | 1005586 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 5146 | 959663 | COM |
| LOCKHEED MARTIN CORP | 1719 | 831334 | COM |
| ALPHABET INC | 2617 | 819230 | CAP STK CL A |
| AMERICAN EXPRESS CO | 2171 | 803162 | COM |
| ISHARES TR | 7011 | 798675 | EAFE GRWTH ETF |
| ALPHABET INC | 2529 | 793520 | CAP STK CL C |
| ISHARES TR | 1582 | 748825 | RUS 1000 GRW ETF |
| SPDR SERIES TRUST | 7606 | 702128 | STATE STREET SPD |
| COCA COLA CONS INC | 4330 | 663789 | COM |
| VANGUARD SPECIALIZED FUNDS | 2933 | 644597 | DIV APP ETF |
| PIMCO ETF TR | 6820 | 634833 | ACTIVE BD ETF |
| VANGUARD INTL EQUITY INDEX F | 4165 | 587552 | TT WRLD ST ETF |
| EXXON MOBIL CORP | 4770 | 573996 | COM |
| AMAZON COM INC | 2448 | 565048 | COM |
| SPDR INDEX SHS FDS | 11720 | 548601 | PORTFOLIO EMG MK |
| ISHARES TR | 5603 | 539447 | RUS MID CAP ETF |
| EOS ENERGY ENTERPRISES INC | 46000 | 527160 | COM CL A |
| T ROWE PRICE ETF INC | 13064 | 499291 | CAP APPRECIATION |
| INTERNATIONAL BUSINESS MACHS | 1660 | 491709 | COM |
| ISHARES TR | 2314 | 490770 | S&P 500 VAL ETF |
| SSGA ACTIVE ETF TR | 11687 | 470384 | STATE STREET DOU |
| VANGUARD ADMIRAL FDS INC | 4231 | 469489 | SMLLCP 600 IDX |
| GDS HLDGS LTD | 12460 | 434854 | SPONSORED ADS |
| META PLATFORMS INC | 600 | 396073 | CL A |
| UNITEDHEALTH GROUP INC | 1161 | 383197 | COM |
| MORGAN STANLEY | 2153 | 382254 | COM NEW |
| JPMORGAN CHASE & CO. | 1162 | 374420 | COM |
| VANGUARD INTL EQUITY INDEX F | 4457 | 372617 | FTSE EUROPE ETF |
| WALMART INC | 3209 | 357530 | COM |
| SCHWAB STRATEGIC TR | 13201 | 355252 | US LRG CAP ETF |
| LISTED FDS TR | 7880 | 350354 | HORIZON KINETICS |
| FIRST TR EXCHNG TRADED FD VI | 8668 | 346662 | FT VEST US EQT |
| GOLDMAN SACHS GROUP INC | 384 | 337648 | COM |
| SCHWAB STRATEGIC TR | 13927 | 334795 | INTL EQTY ETF |
| VANGUARD INTL EQUITY INDEX F | 6029 | 324145 | FTSE EMR MKT ETF |
| VANECK ETF TRUST | 5335 | 320840 | NATURAL RESOURC |
| NVR INC | 43 | 313590 | COM |
| UNION PAC CORP | 1349 | 312016 | COM |
| BANK NEW YORK MELLON CORP | 2625 | 304737 | COM |
| MICRON TECHNOLOGY INC | 1024 | 292260 | COM |
| ISHARES TR | 1139 | 280334 | RUSSELL 2000 ETF |
| BROADCOM INC | 796 | 275413 | COM |
| VANGUARD INDEX FDS | 909 | 274502 | SML CP GRW ETF |
| MCKESSON CORP | 322 | 264490 | COM |
| ALLSTATE CORP | 1187 | 247075 | COM |
| TESLA INC | 547 | 245997 | COM |
| GLOBAL X FDS | 10787 | 244002 | CLOUD COMPUTNG |
| BERKSHIRE HATHAWAY INC DEL | 473 | 237754 | CL B NEW |
| FIRST TR EXCHANGE TRADED FD | 3174 | 226775 | NASDAQ CYB ETF |
| ELECTRONIC ARTS INC | 1065 | 217612 | COM |
| SCIENCE APPLICATIONS INTL CO | 2147 | 216118 | COM |
| AMERIPRISE FINL INC | 420 | 205943 | COM |
| ISHARES TR | 3726 | 203870 | MSCI EMG MKT ETF |
| ISHARES TR | 1973 | 202312 | CORE S&P US VLU |
| KLX ENERGY SERVICS HOLDNGS I | 44122 | 83391 | COM NEW |
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