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CIK: 0001551727
Total reported value
$162.0M
$162.0M
96 檔
22.0%
At the close of Q4 2025, Macroview Investment Management LLC disclosed equity holdings valued at approximately $162.0M, spread across 96 reported holdings.
In Q4 2025, Macroview Investment Management LLC displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.88% | +0.57% | +73.36% | |
| 2 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 5.02% | -0.13% | — | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.68% | +0.39% | -6.55% | |
| 4 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.59% | -1.23% | -0.50% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.21% | -0.01% | +3.16% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.55% | +0.64% | -1.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | +0.10% | +1.23% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.39% | +0.17% | +95.75% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.24% | +0.33% | +110.54% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.07% | -2.18% | -18.74% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.96% | -0.09% | -2.78% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.61% | -0.11% | +0.30% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.47% | +0.11% | -3.20% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.01% | +5.96% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.21% | +5.20% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.87% | -0.14% | -2.93% | |
| 17 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.73% | -0.18% | -2.20% | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.68% | +0.14% | +268.23% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.66% | -0.11% | -3.91% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.56% | — | +354.76% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.52% | +0.04% | +0.05% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.47% | -0.08% | +38.64% | |
| 23 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.40% | -0.10% | -5.85% | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.39% | — | -11.25% | |
| 25 | AKRE | Akre Focus ETF | ETF-Other | 1.23% | -0.16% | — | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.18% | +0.20% | -9.26% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | -0.30% | -21.38% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 1.08% | -0.06% | -8.50% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | +0.04% | +5.28% | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.93% | -0.02% | -72.53% | |
| 31 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.93% | -0.05% | — | |
| 32 | QCAP | Ft Nsdq100consbuffetf - Apr | ETF-Other | 0.93% | -0.06% | -7.83% | |
| 33 | DDFO | Innov Eq Dd 15 Buf ETF - Oct | ETF-Other | 0.91% | — | — | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.90% | — | -2.34% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | +0.01% | -0.48% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.85% | +0.08% | -1.27% | |
| 37 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | ETF-Other | 0.84% | -0.02% | — | |
| 38 | DDTD | Innovat Eq Dd 10 Buf Etf-dec | ETF-Other | 0.79% | -0.79% | EXIT | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.77% | -0.01% | +1.21% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.05% | +9.64% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.09% | +11.80% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.03% | +34.57% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.19% | +0.53% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.06% | +13.54% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.55% | +0.02% | +3.18% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.55% | — | +0.67% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.03% | +27.60% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.02% | +0.06% | |
| 49 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.45% | -0.09% | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.01% | +0.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +73.36% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +1.6% | +110.54% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +1.5% | +95.75% | Add |
| 4 | PVAL | Putnam Focused Lrg Cap Value | +1.2% | +268.23% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +1.2% | +354.76% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.3% | +38.64% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +27.60% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.54% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +34.57% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +33.48% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +5.96% | Add |
| 12 | PHYS | Sprott Physical Gold Trust | +0.1% | -0.50% | Trim |
| 13 | COKE | Coca-cola Consolidated Inc | +0.1% | — | Unchanged |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +11.80% | Add |
| 15 | AXP | American Express Co | 0% | +3.18% | Add |
| 16 | WMT | Walmart Inc | 0% | +16.86% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +21.29% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | +6.47% | Add |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | +5.28% | Add |
| 20 | KLXE | Klx Energy Services Holding | -0.1% | -56.74% | Trim |
| 21 | EFA | Ishares Msci Eafe ETF | -0.1% | +3.16% | Add |
| 22 | TCAF | T Rowe Prc Cap Appreciation | -0.1% | -19.33% | Trim |
| 23 | QCAP | Ft Nsdq100consbuffetf - Apr | -0.2% | -7.83% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | -0.2% | +1.23% | Add |
| 25 | VNLA | Janus Henderson Short Durati | -0.2% | -5.85% | Trim |
| 26 | RSP | Invesco S&p 500 Equal Weight | -0.2% | -9.26% | Trim |
| 27 | MINT | Pimco Enhanced Short Maturit | -0.2% | -3.91% | Trim |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | -0.2% | -2.93% | Trim |
| 29 | IAU | Ishares Gold Trust | -0.3% | -21.38% | Trim |
| 30 | NOBL | Proshares S&p 500 Dividend A | -0.3% | -11.25% | Trim |
| 31 | BMAR | Innovator U.s. Equity Buffer | -0.3% | — | Unchanged |
| 32 | ORCL | Oracle CORP | -0.3% | +9.64% | Add |
| 33 | VBK | Vanguard Small-cap Grwth ETF | -0.6% | -73.86% | Trim |
| 34 | GLD | Spdr Gold Shares | -0.6% | -18.74% | Trim |
| 35 | SCHG | Schwab US Large-cap Growth | -0.7% | -6.55% | Trim |
| 36 | HD | Home Depot Inc | -0.7% | +0.30% | Add |
| 37 | VONV | Vanguard Russell 1000 Value | -2.7% | -72.53% | Trim |
| 38 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 39 | BJAN | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 40 | DDFO | Innov Eq Dd 15 Buf ETF - Oct | — | NEW | New buy |
| 41 | GFEB | Ft Vest US Equity Moderate B | — | EXIT | Sold out |
| 42 | PAPR | Innovator U.s. Equity Power | — | EXIT | Sold out |
| 43 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | — | NEW | New buy |
| 44 | DDTD | Innovat Eq Dd 10 Buf Etf-dec | — | NEW | New buy |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | TSLA | Tesla Inc | — | NEW | New buy |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 48 | SAIC | Science Applications Inte | — | NEW | New buy |
| 49 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 50 | IUSV | Ishares Core S&p U.s. Value | — | NEW | New buy |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 96 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BMAR, SCHG) accounted for 22.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $1.8M
Top Position Liquidated / Trimmed
BJAN
前期市值: $1.4M
During Q4 2025, Macroview Investment Management LLC's top holdings by market value included SPY (5.9%)、BMAR (5.0%)、SCHG (4.7%). The largest single position, SPY, represented 5.9% of total portfolio value.
In Q4 2025, Macroview Investment Management LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 14 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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