13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001551727
Total reported value
$162.0M
$162.0M
99 檔
21.9%
During the Q1 2026 filing period, Macroview Investment Management LLC (CIK: 0001551727) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $162.0M across 99 reported positions.
In Q1 2026, Macroview Investment Management LLC displayed an active expansion posture, initiating 9 new positions and adding to 57 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 | 6.01% | +0.57% | +5.40% | |
| 2 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 5.05% | -0.13% | — | |
| 3 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.91% | -1.23% | -2.06% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.34% | -0.01% | +0.22% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.29% | +0.39% | +0.98% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.55% | +0.17% | +0.76% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.46% | +0.10% | +3.40% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.40% | +0.33% | -0.03% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.30% | -2.18% | -2.76% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.22% | +0.64% | -4.97% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.18% | -0.09% | +4.46% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.54% | -0.11% | +0.04% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.41% | +0.11% | -0.57% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.01% | +0.55% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.81% | -0.14% | -4.67% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.79% | — | +1.49% | |
| 17 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.77% | -0.18% | +2.11% | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.76% | +0.14% | +1.56% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.21% | +3.83% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.65% | -0.11% | -2.47% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.52% | -0.08% | +0.58% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.47% | +0.04% | +0.05% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.40% | — | -2.59% | |
| 24 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.38% | -0.10% | -2.41% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 1.35% | -0.30% | +4.31% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.24% | +0.20% | +3.05% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 1.02% | -0.06% | -1.31% | |
| 28 | AKRE | Akre Focus ETF | ETF-Other | 1.01% | -0.16% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | +0.04% | +0.29% | |
| 30 | DDFM | Innovator Edd 15 Buf Etf-mar | ETF-Other | 0.98% | -0.02% | — | |
| 31 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.98% | -0.02% | +1.37% | |
| 32 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.94% | -0.05% | — | |
| 33 | QCAP | Ft Nsdq100consbuffetf - Apr | ETF-Other | 0.91% | -0.06% | -4.95% | |
| 34 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | ETF-Other | 0.85% | -0.02% | -0.26% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.82% | +0.08% | +1.13% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.09% | +12.38% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.80% | -0.01% | +0.08% | |
| 38 | DDTD | Innovat Eq Dd 10 Buf Etf-dec | ETF-Other | 0.79% | -0.79% | EXIT | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.74% | -0.19% | +2.39% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | -0.03% | +5.85% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.16% | +8.60% | |
| 42 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.58% | -0.09% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.05% | +1.78% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.06% | +5.88% | |
| 45 | ✓ | Ishares Tr | Stock-Other | 0.55% | +0.10% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.03% | +2.45% | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.49% | -0.05% | +11.91% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | +0.02% | +0.06% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.44% | +0.02% | -2.58% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.01% | +0.27% |
According to official SEC Form 13F filings, Macroview Investment Management LLC reported a total U.S. public equity portfolio value of $162.0M across 99 disclosed positions in Q1 2026.
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, PHYS) accounted for 21.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
DDFM
市值: $1.4M
Top Position Liquidated / Trimmed
DDFO
前期市值: $1.3M
During Q1 2026, Macroview Investment Management LLC's top holdings by market value included SPY (6.0%)、BMAR (5.0%)、PHYS (4.9%). The largest single position, SPY, represented 6.0% of total portfolio value.
In Q1 2026, Macroview Investment Management LLC made 96 total portfolio adjustments, initiating 9 new buys, adding to 57 positions, trimming 24 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.