MACROVIEW INVESTMENT MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$162,008
Net value change ($000)
+18,000 (12.5%)
New positions
15
Sold out positions
8
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GLDM 2,225 NEW
SPY 2,014 23.3%
INNOVATOR ETFS TRUST 1,696 NEW
QQQ 1,615 34.8%
SCHG 1,398 22.6%
IJR 1,145 23.4%
IJH 921 18.0%
IVV 780 15.7%
EFA 773 12.4%
BMAR 704 9.7%
Top Reduces (Value $000, Stocks/ETFs)
GLD -2,943 -62.0%
DDTD -1,138 -100.0%
PHYS -1,110 -15.7%
KLXE -454 -100.0%
GAPR -351 -100.0%
BSMQ -334 -100.0%
IAU -240 -12.4%
EOSE -228 -100.0%
UAA -224 -100.0%
CVX -212 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,052 (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