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MACROVIEW INVESTMENT MANAGEMENT LLC
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $166,876,221
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $11,321,742
- INNOVATOR ETFS TRUST · US EQTY BUFR MAR · 45782C391 · shares: $8,178,501
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $8,076,521
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $7,019,880
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $6,336,320
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $5,999,776
- SPROTT ASSET MANAGEMENT LP · PHYSICAL GOLD TR · 85207H104 · shares: $5,927,593
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $5,780,463
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $5,698,602
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $5,118,432
Reported holdings
106 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CISCO SYS INC | COM | 17275R102 | — | 2,016 shares | $216,997 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 3,910 shares | $211,767 |
| GLOBAL X FDS | INTERNET OF THNG | 37954Y780 | — | 4,285 shares | $209,257 |
| SPDR INDEX SHS FDS | ST STR EU 50 ETF | 78463X202 | — | 3,080 shares | $207,322 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 771 shares | $204,115 |
| UNICYCIVE THERAPEUTICS INC | COM NEW | 90466Y202 | — | 10,354 shares | $48,611 |