MACROVIEW INVESTMENT MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$144,008
Net value change ($000)
-2,307 (-1.6%)
New positions
8
Sold out positions
6
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INNOVATOR EDD 15 BUF ETF-MAR 1,411 NEW
FGD 398 NEW
KLXE 371 447.0%
PHYS 344 5.1%
BSMQ 334 NEW
SCHD 307 13.5%
XOM 305 53.1%
GLD 251 5.6%
IEFA 248 5.7%
WCMI 242 NEW
Top Reduces (Value $000, Stocks/ETFs)
DDFO -1,336 -100.0%
VIGI -1,318 -100.0%
EFG -799 -100.0%
SCHG -673 -9.8%
MSFT -643 -20.5%
QQQ -557 -10.7%
AKRE -349 -19.4%
EOSE -299 -56.7%
CLOU -244 -100.0%
ORCL -241 -23.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 793 (0.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type