MACROVIEW INVESTMENT MANAGEMENT LLC
CIK 0001551727 · BETHESDA, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$162.0M
2026 Q2
Positions
106
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPY
STATE STR SPDR S&P 500 ETF T
6.6%
BMAR
INNOVATOR ETFS TRUST
4.9%
SCHG
SCHWAB STRATEGIC TR
4.7%
EFA
ISHARES TR
4.3%
QQQ
INVESCO QQQ TR
3.9%
IJR
ISHARES TR
3.7%
IJH
ISHARES TR
3.7%
PHYS
SPROTT ASSET MANAGEMENT LP
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.