Macro Advisors, Inc. — 13F Holdings & Portfolio

CIK 1821406 · latest 13F-HR filed 2026-08-11

Macro Advisors, Inc. manages $313.7M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BUFR (20.63%), ICSH (14.99%), DYNF (13.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 2, added to 26, and trimmed 5.

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.

Filer Information
Address
526 GREENBRIAR RD
YORK, PA 17404
Phone
(717) 764-4566
Filing Manager
Macro Advisors, Inc.
YORK, PA
Signatory
Dipal Patel
Chief Financial Officer
Loading holdings…
AUM

$313.7M

Long-equity book

Holdings

45

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+7 / −2 / ↑26 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$15.2M +47.8%
  • BLACKROCK ETF TRUST$11.6M +38.1%
  • BLACKROCK ETF TRUST II$7.3M +87.6%
  • FIRST TR EXCHNG TRADED FD VI$7.2M +574.1%
  • ISHARES TR$3.2M +29.2%
Show all 26

Top Trims

  • STATE STR SPDR S&P 500 ETF T-$3.3M -51.6%
  • SELECT SECTOR SPDR TR-$980.2K -64.6%
  • FIRST TR EXCHNG TRADED FD VI-$566.1K -6.4%
  • MICROSOFT CORP-$196.6K -21.4%
  • PNC FINL SVCS GROUP INC-$21.4K -7.7%
Show all 5

New Positions

  • FIRST TR EXCHANGE-TRADED FD$22.3M
  • VANGUARD INDEX FDS$401.5K
  • MICRON TECHNOLOGY INC$369.4K
  • VANGUARD STAR FDS$298.4K
  • ADVANCED MICRO DEVICES INC$266.1K
Show all 7

Exited Positions

  • EXXON MOBIL CORP$1.9M
  • SELECT SECTOR SPDR TR$310.4K
Show all 2
All Holdings

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 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $64.7M 20.63% 1,771,732 SH
2 ISHARES TR ICSH 46434V878 $47.0M 14.99% 929,607 SH
3 BLACKROCK ETF TRUST DYNF 09290C103 $42.2M 13.46% 620,781 SH
4 FIRST TR EXCHANGE-TRADED FD ACYN 33733E690 $22.3M 7.11% 1,072,608 SH
5 ISHARES TR IYW 464287721 $19.6M 6.26% 77,817 SH
6 BLACKROCK ETF TRUST II CLOA 092528504 $15.6M 4.98% 300,843 SH
7 VANGUARD INDEX FDS VTV 922908744 $14.1M 4.50% 64,836 SH
8 ISHARES TR IUSG 464287671 $14.1M 4.49% 74,910 SH
9 SELECT SECTOR SPDR TR XLI 81369Y704 $9.8M 3.13% 52,940 SH
10 FIRST TR EXCHNG TRADED FD VI BUFQ 33740U752 $8.4M 2.69% 214,906 SH
11 FIRST TR EXCHNG TRADED FD VI BUFH 33744U105 $8.3M 2.64% 387,003 SH
12 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $7.1M 2.25% 52,953 SH
13 ETFIS SER TR I UTES 26923G806 $6.7M 2.15% 82,502 SH
14 VANGUARD WORLD FD MGV 921910840 $4.0M 1.28% 24,556 SH
15 SCHWAB STRATEGIC TR SCHG 808524300 $3.5M 1.10% 102,419 SH
16 APPLE INC AAPL 037833100 $3.1M 1.00% 10,793 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.1M 0.98% 4,099 SH
18 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $2.4M 0.76% 46,839 SH
19 FREEPORT MCMORAN INC FCX 35671D857 $2.0M 0.65% 32,472 SH
20 NVIDIA CORPORATION NVDA 67066G104 $1.6M 0.52% 8,096 SH
21 J P MORGAN EXCHANGE TRADED F JTEK 46654Q732 $1.6M 0.51% 14,367 SH
22 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $1.5M 0.49% 17,249 SH
23 FIRST TR EXCHNG TRADED FD VI ILDR 33740F565 $1.4M 0.45% 36,319 SH
24 ALPHABET INC GOOGL 02079K305 $1.1M 0.36% 3,153 SH
25 AMAZON COM INC AMZN 023135106 $765.8K 0.24% 3,213 SH
26 MICROSOFT CORP MSFT 594918104 $723.9K 0.23% 1,941 SH
27 INVESCO QQQ TR QQQ 46090E103 $633.7K 0.20% 861 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $539.9K 0.17% 1,079 SH
29 SELECT SECTOR SPDR TR XLY 81369Y407 $538.0K 0.17% 4,588 SH
30 BROADCOM INC AVGO 11135F101 $492.2K 0.16% 1,303 SH
31 FIRST TR EXCHNG TRADED FD VI BUFD 33740U703 $474.8K 0.15% 15,975 SH
32 VANGUARD INDEX FDS VTI 922908769 $401.5K 0.13% 1,085 SH
33 TESLA INC TSLA 88160R101 $381.9K 0.12% 908 SH
34 MICRON TECHNOLOGY INC MU 595112103 $369.4K 0.12% 320 SH
35 META PLATFORMS INC META 30303M102 $359.9K 0.11% 639 SH
36 CATERPILLAR INC CAT 149123101 $356.3K 0.11% 335 SH
37 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $347.9K 0.11% 4,209 SH
38 FIRST TR EXCHNG TRADED FD VI JUNM 33740U588 $318.0K 0.10% 9,063 SH
39 VANGUARD STAR FDS VXUS 921909768 $298.4K 0.10% 3,490 SH
40 ADVANCED MICRO DEVICES INC AMD 007903107 $266.1K 0.08% 458 SH
41 PNC FINL SVCS GROUP INC PNC 693475105 $255.8K 0.08% 1,039 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $250.7K 0.08% 766 SH
43 ELI LILLY & CO LLY 532457108 $239.9K 0.08% 200 SH
44 INNOVATOR ETFS TRUST SFLR 45783Y673 $203.1K 0.06% 5,265 SH
45 NORTHERN DYNASTY MINERALS LT NAK 66510M204 $21.3K 0.01% 11,087 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $313.7M 45 0001172661-26-003259
2026-03-31 2026-05-14 $242.2M 41 0001172661-26-001919