MACROVIEW INVESTMENT MANAGEMENT LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001551727 · BETHESDA, MD

As of Sep 30, 2025, MACROVIEW INVESTMENT MANAGEMENT LLC reported 92 positions worth 34.2M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SCHWAB US LARGE-CAP GROWTH	SCHG	—	224,798	$7.2M	5.35%
INNOVATOR ETFS TRUST	—	—	138,452	$7.1M	5.32%
SPROTT PHYSICAL GOLD TRUST	PHYS	—	204,614	$6.1M	4.52%
ISHARES MSCI EAFE ETF	EFA	—	62,216	$5.8M	4.33%
INVESCO QQQ TRUST SERIES 1	QQQ	—	8,616	$5.2M	3.86%
SPDR GOLD TRUST	GQ9	—	13,970	$5.0M	3.70%
ISHARES CORE S&P 500 ETF	IVV	—	7,288	$4.9M	3.64%
SPDR S&P 500 ETF TRUST	SPY	—	7,278	$4.8M	3.61%
VANGUARD RUSSELL 1000 VALUE INDEX FUND	VONV	—	53,900	$4.8M	3.59%
HOME DEPOT INC	HD	Consumer Cyclical	11,076	$4.5M	3.35%
ISHARES CORE MSCI EAFE ETF	IEFA	—	49,810	$4.3M	3.24%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	18,819	$3.7M	2.73%
MICROSOFT CORP	MSFT	Technology	6,154	$3.2M	2.38%
APPLE INC	AAPL	Technology	12,515	$3.2M	2.38%
JANUS HENDERSON AAA CLO ETF	JAAA	—	55,767	$2.8M	2.11%
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF	JMBS	—	56,646	$2.6M	1.93%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	MINT	—	25,159	$2.5M	1.89%
ISHARES CORE S&P MID-CAP ETF	IJH	—	38,338	$2.5M	1.86%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	NOBL	—	22,018	$2.3M	1.69%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	18,726	$2.2M	1.66%
JANUS HENDERSON SHORT DURATION INCOME ETF	VNLA	—	44,181	$2.2M	1.62%
ISHARES ESG AWARE MSCI USA ETF	ESGU	—	14,917	$2.2M	1.62%
ISHARES GOLD TRUST	IAU	—	26,834	$2.0M	1.46%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	9,947	.9M	1.41%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	31,351	.6M	1.18%