§ 13F · FUND PROFILE
MACROVIEW INVESTMENT MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $134M (13F)Positions · 93Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 13K | $9M | 6.0% | +5% |
| 2 | BMAR | INNOVATOR ETFS TRUST | 138K | $7M | 5.0% | ±0% |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | 199K | $7M | 4.9% | −2% |
| 4 | EFA | ISHARES TR | 64K | $6M | 4.3% | ±0% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 212K | $6M | 4.3% | +1% |
| 6 | IJH | ISHARES TR | 76K | $5M | 3.5% | +1% |
| 7 | IVV | ISHARES TR | 8K | $5M | 3.5% | +3% |
| 8 | IJR | ISHARES TR | 39K | $5M | 3.4% | ±0% |
| 9 | GLD | SPDR GOLD TR | 11K | $5M | 3.3% | −3% |
| 10 | QQQ | INVESCO QQQ TR | 8K | $5M | 3.2% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MACROVIEW SIGNAL
AC read
MACROVIEW INVESTMENT MANAGEMENT LLC is a Other fund managing $134 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed