StockDriftsStockDriftsTop 50 Macroview Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.62% | 14.3K | $10.7M | +7.36%(+979) | $606.76(+27.78%) | 2026-06-30 | |
| BMAR | INNOVATOR ETFS TRUST | 4.95% | 138.3K | $8.0M | -0.09%(-125) | $45.84(+28.81%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.71% | 223.9K | $7.6M | +5.55%(+11.78K) | $24.23(+47.03%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.36% | 67.6K | $7.0M | +5.08%(+3.27K) | $79.96(+35.88%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.89% | 8.5K | $6.3M | +5.63%(+453) | $322.24(+127.32%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.76% | 40.8K | $6.0M | +3.41%(+1.34K) | $110.38(+35.86%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.74% | 78.2K | $6.0M | +3.36%(+2.54K) | $58.52(+34.22%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3.7% | 197.4K | $6.0M | -0.99%(-1.97K) | $11.37(+194.02%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.58% | 7.7K | $5.8M | +0.88%(+67) | $401.00(+94.25%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.11% | 51.9K | $5.0M | +2.55%(+1.29K) | $75.18(+34.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.21% | +52.90% | +7.85% | +45.93% |
| Top 20 Holdings Unweighted | +14.23% | +49.04% | +7.24% | +41.83% |
Macroview Investment Management LLC reports $162.01M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are SPY (6.6%), BMAR (5.0%) and SCHG (4.7%). The top 20 holdings account for 61.39% of reported assets. Its disclosed equity book has returned +52.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Macroview Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1551727). View Macroview Investment Management LLC’s 13F filings on SEC