Macroview Investment Management LLC holds a diversified book of 105 stocks worth $161.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened SPDR Gold Minishares Trust and trimmed Innovator U.S. Equity Buffer. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 7% of the equity book. They also disclosed $1.1M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1551727/holdings"
Use Arkolith to show MACROVIEW INVESTMENT MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Macroview Investment Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Macroview Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cetera Investment Advisers | 78 / 80 | $25.1B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $19.0B |
| IFP Advisors, Inc | 78 / 80 | $1.5B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $94.6B |
| Kestra Advisory Services, LLC | 77 / 80 | $8.2B |
| Advisory Services Network, LLC | 77 / 80 | $2.1B |
| HARBOUR INVESTMENTS, INC. | 77 / 80 | $1.5B |
| LPL Financial LLC | 76 / 80 | $97.8B |
Ranked by how many of Macroview Investment Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $10.7M | 14.3K | 6.6% | ▲+7.4% Added · +979 sh | |
| 2 | Innovator Etfs Trust US EQTY BUFR MAR | $8.0M | 138.3K | 5.0% | ▼−0.1% Reduced · −125 sh | |
| 3 | Schwab Strategic TR US LCAP GR ETF | $7.6M | 223.9K | 4.7% | ▲+5.5% Added · +12K sh | |
| 4 | Ishares TR MSCI EAFE ETF | $7.0M | 67.6K | 4.4% | ▲+5.1% Added · +3K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $6.3M | 8.5K | 3.9% | ▲+5.6% Added · +453 sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $6.0M | 40.8K | 3.8% | ▲+3.4% Added · +1K sh | |
| 7 | Ishares TR CORE S&P MCP ETF | $6.0M | 78.2K | 3.7% | ▲+3.4% Added · +3K sh | |
| 8 | Sprott Asset Management LP PHYSICAL GOLD TR | $6.0M | 197.4K | 3.7% | ▼−1.0% Reduced · −2K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $5.8M | 7.7K | 3.6% | ▲+0.9% Added · +67 sh | |
| 10 | Ishares TR CORE MSCI EAFE | $5.0M | 51.9K | 3.1% | ▲+2.5% Added · +1K sh | |
| 11 | Ishares TR MSCI USA QLT FCT | $4.1M | 18.6K | 2.5% | ▲+2.7% Added · +492 sh | |
| 12 | Home Depot Inc COM | $3.9M | 11.2K | 2.4% | ▲+0.4% Added · +49 sh | |
| 13 | Apple Inc COM | $3.8M | 13.2K | 2.4% | ▼−1.0% Reduced · −137 sh | |
| 14 | Putnam ETF Trust FOCUSED LAR CAP | $3.1M | 60.5K | 1.9% | ▲+11% Added · +6K sh | |
| 15 | Schwab Strategic TR US DIVIDEND EQ | $2.9M | 91.7K | 1.8% | ▲+8.9% Added · +7K sh | |
| 16 | Janus Detroit STR TR HENDRSON AAA CL | $2.7M | 53.5K | 1.7% | ▲+3.7% Added · +2K sh | |
| 17 | Janus Detroit STR TR HENDERSON MTG | $2.6M | 57.2K | 1.6% | ▲+1.2% Added · +684 sh | |
| 18 | Pimco ETF TR ENHAN SHRT MA AC | $2.5M | 24.7K | 1.5% | ▲+4.9% Added · +1K sh | |
| 19 | Microsoft Corp COM | $2.5M | 6.6K | 1.5% | ▼−1.5% Reduced · −100 sh | |
| 20 | Ishares TR ESG AWR MSCI USA | $2.4M | 14.9K | 1.5% | ▲~0% Added · +6 sh | |
| 21 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.3M | 11.0K | 1.5% | ▲+18% Added · +2K sh | |
| 22 | Vanguard Malvern FDS STRM INFPROIDX | $2.3M | 46.3K | 1.4% | ▲+5.9% Added · +3K sh | |
| 23 | Proshares TR S&P 500 DV ARIST | $2.3M | 40.4K | 1.4% | ▲+112% Added · +21K sh | |
| 24 | World Gold TR SPDR GLD MINIS | $2.2M | 28.0K | 1.4% | ▲New New position | |
| 25 | Janus Detroit STR TR HENDRSN SHRT ETF | $2.1M | 42.5K | 1.3% | ▲+4.8% Added · +2K sh | |
| 26 | SPDR Gold TR GOLD SHS | $1.8M | 4.9K | 1.1% | ▼−56% Reduced · −6K sh | |
| 27 | Ishares Gold TR ISHARES NEW | $1.7M | 22.5K | 1.1% | ▲+2.3% Added · +507 sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.6K | 1.1% | ▲+1.6% Added · +72 sh | |
| 29 | Innovator Etfs Trust EQUI DUAL 15 MAY | $1.7M | 84.7K | 1.1% | ▲New New position | |
| 30 | Vanguard Scottsdale FDS VNG RUS1000VAL | $1.6M | 14.7K | 1.0% | ▼−2.4% Reduced · −362 sh | |
| 31 | Select Sector SPDR TR ST STR CARE ETF | $1.6M | 9.8K | 1.0% | ▼−2.5% Reduced · −251 sh | |
| 32 | Innovator Etfs Trust EQUI DUA 15 MARC | $1.6M | 78.7K | 1.0% | ▲+4.7% Added · +4K sh | |
| 33 | Goldman Sachs ETF TR ACTIVEBETA US LG | $1.5M | 10.2K | 0.9% | ▲+8.0% Added · +757 sh | |
| 34 | Innovator Etfs Trust US EQTY PWR BUF | $1.4M | 30.3K | 0.9% | —Held | |
| 35 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.4M | 20.3K | 0.9% | ▲+12% Added · +2K sh | |
| 36 | Profesionally Managed Portfo AKRE FOCUS ETF | $1.4M | 26.0K | 0.9% | ▼−5.6% Reduced · −2K sh | |
| 37 | First TR Exchng Traded FD VI FT VEST NASDAQ 1 | $1.4M | 55.0K | 0.9% | ▲+1.2% Added · +657 sh | |
| 38 | Innovator Etfs Trust EQUI DUAL 15 DEC | $1.4M | 67.7K | 0.8% | ▲+5.2% Added · +3K sh | |
| 39 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 15.0K | 0.8% | ▲+0.3% Added · +53 sh | |
| 40 | Nvidia Corporation COM | $1.0M | 5.1K | 0.6% | ▼−7.0% Reduced · −384 sh | |
| 41 | Alphabet Inc CAP STK CL A | $986K | 2.8K | 0.6% | ▼−0.5% Reduced · −13 sh | |
| 42 | Lockheed Martin Corp COM | $895K | 1.8K | 0.6% | ▼−0.2% Reduced · −4 sh | |
| 43 | Alphabet Inc CAP STK CL C | $893K | 2.5K | 0.6% | ▼−2.5% Reduced · −64 sh | |
| 44 | Oracle Corp COM | $803K | 5.5K | 0.5% | ▲+0.9% Added · +52 sh | |
| 45 | Coca Cola Cons Inc COM | $800K | 4.2K | 0.5% | ▼−3.3% Reduced · −142 sh | |
| 46 | Ishares TR RUS 1000 GRW ETF | $787K | 6.3K | 0.5% | ▲+300% Added · +5K sh | |
| 47 | American Express Co COM | $739K | 2.2K | 0.5% | ▲+3.4% Added · +71 sh | |
| 48 | Exxon Mobil Corp COM | $724K | 5.3K | 0.4% | ▲+2.2% Added · +114 sh | |
| 49 | Pimco ETF TR ACTIVE BD ETF | $720K | 7.8K | 0.4% | ▲+2.3% Added · +172 sh | |
| 50 | Vanguard Specialized Funds DIV APP ETF | $698K | 3.0K | 0.4% | ▲+0.3% Added · +10 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ISHARES TR | $1.1M | 4K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 106 | $162.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 99 | $144.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 97 | $146.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 93 | $134.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 94 | $122.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 84 | $107.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 80 | $99.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 586 | $102.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.