13F Insight
DOSSIER · 13F-HR · Q2 2026

MACROVIEW INVESTMENT MANAGEMENT LLC

$162M in tracked AUM across 106 positions as of Q2 2026.

MI
CIK 0001551727 · last filed Jun 30, 2026
Total AUM
$162M
as of Q2 2026
Holdings
106
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MACROVIEW INVESTMENT MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$11M14K6.6%02
BMAR
INNOVATOR ETFS TRUST
$8M138K4.9%03
SCHG
SCHWAB STRATEGIC TR
$8M224K4.7%04
EFA
ISHARES TR
$7M68K4.3%05
QQQ
INVESCO QQQ TR
$6M8K3.9%06
IJR
ISHARES TR
$6M41K3.7%07
IJH
ISHARES TR
$6M78K3.7%08
PHYS
SPROTT ASSET MANAGEMENT LP
$6M197K3.7%09
IVV
ISHARES TR
$6M8K3.6%10
IEFA
ISHARES TR
$5M52K3.1%

Filing history

2026Q2Jun 30
$162M▲ 12.5%
106 positionsView →2026Q1Mar 31
$144M▼ 1.6%
99 positionsView →2025Q4Dec 31
$146M▲ 9.1%
97 positionsView →2025Q3Sep 30
$134M▲ 9.1%
93 positionsView →2025Q2Jun 30
$123M▲ 14.9%
94 positionsLocked2025Q1Mar 31
$107M▲ 7.8%
84 positionsLocked2024Q4Dec 31
$99M▼ 3.0%
80 positionsLocked2024Q3Sep 30
$102M▲ 8.4%
586 positionsLocked2024Q2Jun 30
$94M▲ 3.8%
588 positionsLocked2024Q1Mar 31
$91M▲ 7.2%
636 positionsLocked2023Q4Dec 31
$85M▲ 13.1%
621 positionsLocked2023Q3Sep 30
$75M▲ 15.2%
803 positionsLocked
Showing 12 of 56