Arkolith/Funds/Macro Advisors, Inc.

Macro Advisors, Inc.

CIK 1821406
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Macro Advisors, Inc. holds a concentrated book of 45 stocks worth $313.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened FT Lad Autocall Bar Inc ETF and trimmed FT Vest Lad Buffervetf-Usd I. Their largest long position is FT Vest Lad Buffervetf-Usd I at 21% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+7.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
7
bought for the first time
Added to
21
already held, bought more
Trimmed
12
sold some, still holds it
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.1%
+7.5%/yr · since May '26
Their reported book
+11.9%
held from quarter-end
S&P 500
+2.4%
same window
$10K$10K$10K$10K$10KMay '26Jun '26Jun '26Jul '26Aug '26Aug '26
Macro Advisors, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +11.9%, a 9.8-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Macro Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
82%
Top 20 holdings
96%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
3%
Materials
1%
Consumer Discretionary
0%
Financials
0%
Industrials
0%
Health Care
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Macro Advisors, Inc.

Manager / fundShared namesTheir $ in those
COMMONWEALTH EQUITY SERVICES, LLC47 / 45$14.4B
Mariner, LLC46 / 45$24.2B
Kestra Advisory Services, LLC46 / 45$6.7B
CWM, LLC46 / 45$5.8B
Steward Partners Investment Advisory, LLC46 / 45$4.9B
Integrated Wealth Concepts LLC46 / 45$3.0B
HARBOUR INVESTMENTS, INC.46 / 45$1.0B
LPL Financial LLC45 / 45$66.5B

Ranked by how many of Macro Advisors, Inc.'s top 45 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

45 positions
#SecurityValueShares% PortLast moveHistory
1First TR Exchng Traded FD VI
FT LADD BUFF ETF
$64.7M1.77M
20.6%
−11%
Reduced · −222K sh
2Ishares TR
ULTRA SHORT DUR
$47.0M929.6K
15.0%
+48%
Added · +301K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$42.2M620.8K
13.5%
+18%
Added · +95K sh
4First TR Exchange-Traded FD
VEST LADDERED
$22.3M1.07M
7.1%
New
New position
5Ishares TR
U.S. TECH ETF
$19.6M77.8K
6.3%
−26%
Reduced · −27K sh
6BlackRock ETF Trust II
ISHARES AAA CLO
$15.6M300.8K
5.0%
+87%
Added · +140K sh
7Vanguard Index FDS
VALUE ETF
$14.1M64.8K
4.5%
+15%
Added · +8K sh
8Ishares TR
CORE S&P US GWT
$14.1M74.9K
4.5%
+6.6%
Added · +5K sh
9Select Sector SPDR TR
ST STR INDL ETF
$9.8M52.9K
3.1%
+23%
Added · +10K sh
10First TR Exchng Traded FD VI
FT VEST NASD ETF
$8.4M214.9K
2.7%
+506%
Added · +179K sh
11First TR Exchng Traded FD VI
FT LADDE MAX ETF
$8.3M387.0K
2.6%
−9.0%
Reduced · −38K sh
12First TR Exchange Traded FD
RBA INDL ETF
$7.1M53.0K
2.2%
+8.0%
Added · +4K sh
13Etfis Ser TR I
VIRTUS REAVES UT
$6.7M82.5K
2.1%
+6.8%
Added · +5K sh
14Vanguard World FD
MEGA CAP VAL ETF
$4.0M24.6K
1.3%
Held
15Schwab Strategic TR
US LCAP GR ETF
$3.5M102.4K
1.1%
+6.3%
Added · +6K sh
16Apple Inc
COM
$3.1M10.8K
1.0%
+1.1%
Added · +114 sh
17State STR SPDR S&P 500 ETF T
TR UNIT
$3.1M4.1K
1.0%
−58%
Reduced · −6K sh
18J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$2.4M46.8K
0.8%
Held
19Freeport McMoran Inc
CL B
$2.0M32.5K
0.7%
+0.3%
Added · +85 sh
20Nvidia Corporation
COM
$1.6M8.1K
0.5%
+9.5%
Added · +701 sh
21J P Morgan Exchange Traded F
U S TEC LEA ETF
$1.6M14.4K
0.5%
−2.2%
Reduced · −318 sh
22First TR Exchange-Traded FD
NASDAQ CYB ETF
$1.5M17.2K
0.5%
−7.2%
Reduced · −1K sh
23First TR Exchng Traded FD VI
INNOVATION LEAD
$1.4M36.3K
0.5%
+0.5%
Added · +191 sh
24Alphabet Inc
CAP STK CL A
$1.1M3.2K
0.4%
+2.5%
Added · +76 sh
25Amazon Com Inc
COM
$766K3.2K
0.2%
+13%
Added · +361 sh
26Microsoft Corp
COM
$724K1.9K
0.2%
−22%
Reduced · −546 sh
27Invesco QQQ TR
UNIT SER 1
$634K861
0.2%
Held
28Berkshire Hathaway Inc Del
CL B NEW
$540K1.1K
0.2%
−3.0%
Reduced · −34 sh
29Select Sector SPDR TR
ST STR DISCR ETF
$538K4.6K
0.2%
−67%
Reduced · −9K sh
30Broadcom Inc
COM
$492K1.3K
0.2%
+1.1%
Added · +14 sh
31First TR Exchng Traded FD VI
FT VEST DEEP ETF
$475K16.0K
0.2%
−0.4%
Reduced · −71 sh
32Vanguard Index FDS
TOTAL STK MKT
$401K1.1K
0.1%
New
New position
33Tesla Inc
COM
$382K908
0.1%
+11%
Added · +93 sh
34Micron Technology Inc
COM
$369K320
0.1%
New
New position
35Meta Platforms Inc
CL A
$360K639
0.1%
+11%
Added · +65 sh
36Caterpillar Inc
COM
$356K335
0.1%
+0.3%
Added · +1 sh
37Vanguard Scottsdale FDS
INT-TERM CORP
$348K4.2K
0.1%
+1.2%
Added · +51 sh
38First TR Exchng Traded FD VI
VEST US EQUITY M
$318K9.1K
0.1%
Held
39Vanguard Star FDS
VG TL INTL STK F
$298K3.5K
0.1%
New
New position
40Advanced Micro Devices Inc
COM
$266K458
0.1%
New
New position
41PNC Finl Svcs Group Inc
COM
$256K1.0K
0.1%
−22%
Reduced · −293 sh
42JPMorgan Chase & Co
COM
$251K766
0.1%
−12%
Reduced · −101 sh
43Eli Lilly & Co
COM
$240K200
0.1%
New
New position
44Innovator Etfs Trust
QUITY MANAGD FLR
$203K5.3K
0.1%
New
New position
45Northern Dynasty Minerals LT
COM NEW
$21K11.1K
0.0%
Held
Showing all 45 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202645$313.7M13F-HR
Q1 2026Mar 31, 2026May 14, 202641$242.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.