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MACROVIEW INVESTMENT MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1551727 · latest 13F-HR filed 2026-07-28

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MACROVIEW INVESTMENT MANAGEMENT LLC manages $162.0M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (6.58%), BMAR (4.92%), SCHG (4.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions and exited 8; 65 existing positions rose in reported value and 10 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$162.0M

Long-equity book

Holdings
106

Distinct positions

Period
2026-06-30

Filed 2026-07-28

Q/Q Activity
+15 / −8 / ↑65 / ↓10

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPY6.6% · +7%BMAR5.0% · -0%SCHG4.7% · +6%EFA4.4% · +5%QQQ3.9% · +6%IJR3.8% · +3%IJH3.7% · +3%PHYS3.7% · -1%IVV3.6% · +1%IEFA3.1% · +3%QUAL2.5% · +3%HD2.4% · +0%AAPL2.4% · -1%PVAL1.9% · +11%SCHD1.8% · +9%JAAA1.7% · +4%JMBS1.6% · +1%MINT1.5% · +5%MSFT1.5% · -2%ESGU1.5% · 0%RSP1.4% · +18%VTIP1.4% · +6%NOBL1.4% · +112%GLDM1.4% · newVNLA1.3% · +5%GLD1.1% · -56%IAU1.1% · +2%VTI1.1% · +2%DDFY1.1% · newVONV1.0% · -2%XLV1.0% · -2%DDFM1.0% · +5%GSLC0.9% · +8%PMAR0.9% · 0%VEA0.9% · +12%AKRE0.9% · -6%QCAP0.9% · +1%DDFD0.8% · +5%VXUS0.8% · +0%NVDA0.6% · -7%GOOGL0.6% · -0%LMT0.6% · -0%GOOG0.6% · -2%ORCL0.5% · +1%COKE0.5% · -3%IWF0.5% · +300%AXP0.5% · +3%XOM0.5% · +2%BOND0.4% · +2%VIG0.4% · +0%HPP0.4% · newVT0.4% · +0%SPEM0.4% · +2%AMZN0.4% · -2%IWR0.4% · -2%VIOO0.3% · 0%TOTL0.3% · +2%IVE0.3% · +7%TCAF0.3% · +0%SGOV0.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 25, 2026.

Assets Under Management
$387.1M
Discretionary
$387.1M
Employees
5
Accounts
830
Address
4800 HAMPDEN LANE
SUITE 200
BETHESDA, MD 20814
Phone
(301) 907-6794
Website
Name Title / Status Ownership Type
COHEN, DANIEL, JAY ControlMEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER
since May 2010
75% or moreIndividual
PATASHNIK, MICAH ControlPARTNER, DIRECTOR
since Dec 2017
10–25%Individual
Ownership & leadership changes · 12 filings with changes since Nov 18, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 20, 2025 filing
  • ChangedPATASHNIK, MICAH · ownership 5–10% → 10–25%
Jul 16, 2024 filing
  • ChangedPATASHNIK, MICAH · title DIRECTOR, TRADING AND OPERATIONS → PARTNER, DIRECTOR; ownership Less than 5% → 5–10%
Feb 7, 2023 filing
  • No longer listedFIDELIS BUSINESS ADVISORY LLC · MEMBER · Less than 5% · listed since Jun 2019
  • No longer listedPRAKASH, RAHUL, CHANDRA · MANAGING MEMBER AND SENIOR PARTNER · 75% or more · indirect via FIDELIS BUSINESS ADVISORY LLC · control person · listed since Jul 2017
Feb 17, 2022 filing
  • No longer listedCORSON, BENJAMIN, RICHARD · DIRECTOR, TRADING AND OPERATIONS · Less than 5% · control person · listed since Dec 2017
Sep 9, 2020 filing
  • ChangedFIDELIS BUSINESS ADVISORY LLC · ownership 10–25% → Less than 5%
Jul 8, 2019 filing
  • AddedFIDELIS BUSINESS ADVISORY LLC · MEMBER · 10–25%
  • AddedPRAKASH, RAHUL, CHANDRA · MANAGING MEMBER AND SENIOR PARTNER · 75% or more · indirect via FIDELIS BUSINESS ADVISORY LLC · control person
Jan 25, 2018 filing
  • AddedCORSON, BENJAMIN, RICHARD · DIRECTOR, TRADING AND OPERATIONS · Less than 5% · control person
  • AddedPATASHNIK, MICAH · DIRECTOR, TRADING AND OPERATIONS · Less than 5% · control person
Jul 21, 2015 filing
  • No longer listedAFTERSHOCK ADVISORS, LLC · MEMBER · 10–25% · listed since May 2010
  • No longer listedLEBOWITZ, MICHAEL, PAUL · MEMBER · 25–50% · control person · listed since Jan 2009
  • No longer listedWIEDEMER, JOHN, DAVID · MEMBER · 50–75% · indirect via AFTERSHOCK ADVISORS, LLC · control person · listed since May 2010
  • No longer listedWIEDEMER, ROBERT, ANDREW · MEMBER · 50–75% · indirect via AFTERSHOCK ADVISORS, LLC · control person · listed since May 2010
  • ChangedCOHEN, DANIEL, JAY · ownership 25–50% → 75% or more
Oct 7, 2014 filing
  • ChangedAFTERSHOCK ADVISORS, LLC · ownership Less than 5% → 10–25%
Jul 16, 2014 filing
  • ChangedLEBOWITZ, MICHAEL, PAUL · title MEMBER AND MANAGING DIRECTOR → MEMBER
Older changes (3 more filings)
Jul 26, 2012 filing
  • ChangedCOHEN, DANIEL, JAY · title MEMBER AND MANAGING DIRECTOR → MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER
  • ChangedLEBOWITZ, MICHAEL, PAUL · title CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR → MEMBER AND MANAGING DIRECTOR
Mar 17, 2012 filing
  • ChangedCOHEN, DANIEL, JAY · title MEMBER → MEMBER AND MANAGING DIRECTOR
  • ChangedLEBOWITZ, MICHAEL, PAUL · title CHIEF COMPLIANCE OFFICER & MANAGING MEMBER → CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR
Nov 18, 2011 filing (earliest on record)
  • ListedAFTERSHOCK ADVISORS, LLC · MEMBER · Less than 5%
  • ListedCOHEN, DANIEL, JAY · MEMBER · 25–50% · control person
  • ListedLEBOWITZ, MICHAEL, PAUL · CHIEF COMPLIANCE OFFICER & MANAGING MEMBER · 25–50% · control person
  • ListedWIEDEMER, JOHN, DAVID · MEMBER · 50–75% · indirect via AFTERSHOCK ADVISORS, LLC · control person
  • ListedWIEDEMER, ROBERT, ANDREW · MEMBER · 50–75% · indirect via AFTERSHOCK ADVISORS, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

MACROVIEW INVESTMENT MANAGEMENT LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $10.7M 6.58% 14,277 SH
2 INNOVATOR ETFS TRUST BMAR 45782C391 $8.0M 4.92% 138,327 SH
3 SCHWAB STRATEGIC TR SCHG 808524300 $7.6M 4.68% 223,933 SH
4 ISHARES TR EFA 464287465 $7.0M 4.33% 67,589 SH
5 INVESCO QQQ TR QQQ 46090E103 $6.3M 3.86% 8,499 SH
6 ISHARES TR IJR 464287804 $6.0M 3.73% 40,760 SH
7 ISHARES TR IJH 464287507 $6.0M 3.72% 78,155 SH
8 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $6.0M 3.68% 197,437 SH
9 ISHARES TR IVV 464287200 $5.8M 3.56% 7,696 SH
10 ISHARES TR IEFA 46432F842 $5.0M 3.09% 51,877 SH
11 ISHARES TR QUAL 46432F339 $4.1M 2.52% 18,605 SH
12 HOME DEPOT INC HD 437076102 $3.9M 2.43% 11,163 SH
13 APPLE INC AAPL 037833100 $3.8M 2.36% 13,197 SH
14 PUTNAM ETF TRUST PVAL 746729300 $3.1M 1.90% 60,530 SH
15 SCHWAB STRATEGIC TR SCHD 808524797 $2.9M 1.79% 91,674 SH
16 JANUS DETROIT STR TR JAAA 47103U845 $2.7M 1.67% 53,519 SH
17 JANUS DETROIT STR TR JMBS 47103U852 $2.6M 1.59% 57,249 SH
18 PIMCO ETF TR MINT 72201R833 $2.5M 1.54% 24,727 SH
19 MICROSOFT CORP MSFT 594918104 $2.5M 1.52% 6,622 SH
20 ISHARES TR ESGU 46435G425 $2.4M 1.51% 14,938 SH
21 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.3M 1.44% 10,970 SH
22 VANGUARD MALVERN FDS VTIP 922020805 $2.3M 1.44% 46,293 SH
23 PROSHARES TR NOBL 74348A467 $2.3M 1.40% 40,356 SH
24 WORLD GOLD TR GLDM 98149E303 $2.2M 1.37% 28,020 SH
25 JANUS DETROIT STR TR VNLA 47103U886 $2.1M 1.28% 42,550 SH
26 SPDR GOLD TR GLD 78463V107 $1.8M 1.12% 4,905 SH
27 ISHARES GOLD TR IAU 464285204 $1.7M 1.05% 22,514 SH
28 VANGUARD INDEX FDS VTI 922908769 $1.7M 1.05% 4,591 SH
29 INNOVATOR ETFS TRUST DDFY 45784N338 $1.7M 1.05% 84,664 SH
30 VANGUARD SCOTTSDALE FDS VONV 92206C714 $1.6M 0.96% 14,650 SH
31 SELECT SECTOR SPDR TR XLV 81369Y209 $1.6M 0.96% 9,808 SH
32 INNOVATOR ETFS TRUST DDFM 45784N379 $1.6M 0.96% 78,709 SH
33 GOLDMAN SACHS ETF TR GSLC 381430503 $1.5M 0.90% 10,244 SH
34 INNOVATOR ETFS TRUST PMAR 45782C383 $1.4M 0.89% 30,285 SH
35 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.4M 0.89% 20,270 SH
36 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $1.4M 0.85% 25,951 SH
37 FIRST TR EXCHNG TRADED FD VI QCAP 33740F284 $1.4M 0.85% 55,029 SH
38 INNOVATOR ETFS TRUST DDFD 45784N437 $1.4M 0.83% 67,655 SH
39 VANGUARD STAR FDS VXUS 921909768 $1.3M 0.79% 14,995 SH
40 ISHARES TR Put IFXAF 464287955 $1.1M 0.65% 3,500 PRN
41 NVIDIA CORPORATION NVDA 67066G104 $1.0M 0.63% 5,063 SH
42 ALPHABET INC GOOGL 02079K305 $985.8K 0.61% 2,758 SH
43 LOCKHEED MARTIN CORP LMT 539830109 $894.6K 0.55% 1,756 SH
44 ALPHABET INC GOOG 02079K107 $893.0K 0.55% 2,527 SH
45 ORACLE CORP ORCL 68389X105 $803.3K 0.50% 5,481 SH
46 COCA COLA CONS INC COKE 191098102 $799.7K 0.49% 4,188 SH
47 ISHARES TR IWF 464287614 $787.1K 0.49% 6,339 SH
48 AMERICAN EXPRESS CO AXP 025816109 $739.4K 0.46% 2,186 SH
49 EXXON MOBIL CORP XOM 30231G102 $723.9K 0.45% 5,294 SH
50 PIMCO ETF TR BOND 72201R775 $719.6K 0.44% 7,804 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $162.0M 106 0001214659-26-009083
2026-03-31 2026-05-08 $144.0M 99 0001214659-26-005774
2025-12-31 2026-02-05 $146.3M 97 0001214659-26-001246
Filer Information
Address
4800 HAMPDEN LANE
SUITE 200
BETHESDA, MD 20814
Phone
(301) 907-6794
Filing Manager
MACROVIEW INVESTMENT MANAGEMENT LLC
BETHESDA, MD
Signatory
Daniel J. Cohen
Chief Compliance Officer