MacroView Investment Management LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 23, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 106 total holdings across various sectors, with no single position holding more than 1.5 million shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with SPDR S&P 500 ETF Trust being the largest holding. The fund holds 14,846 shares of this ETF, valued at approximately $1.48 million. Other significant ETF positions include Innovator ETFs Trust US Equity Buffer Mar, which holds 138,327 shares, and Schwab Strategic Trust US Large Cap Growth ETF, which holds 224,785 shares.
Among individual equities, Apple Inc. is the largest holding, with 13,391 shares valued at $4.46 million. Microsoft Corporation follows with 7,007 shares valued at $3.59 million. Other notable individual stock positions include Home Depot Inc. (11,145 shares), UnitedHealth Group Inc. (1,170 shares), and Meta Platforms Inc. Class A (586 shares).
The filing also includes various other ETFs and equities, such as ISHARES TR MSCI EAFE ETF, ISHARES TR CORE S&P 500 ETF, and Sprott Asset Management LP Physical Gold Trust. Individual company holdings include Alphabet Inc. Class A and Class C, Lockheed Martin Corp., ExxonMobil Holdings Corp., Coca-Cola Consolidated Inc., and Oracle Corp.
