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Dipal Patel

Macro Advisors, Inc.

Assets Managed
$242.235M
Holdings
40
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Macro Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Macro Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 242.235M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Dipal Patel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
New Position
27.8%
$67.322M
1.994M shares@ $33.77 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
New Position
13.14%
$31.808M
628,366 shares@ $50.63 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
New Position
12.63%
$30.577M
525,556 shares@ $58.18 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
New Position
7.84%
$18.983M
104,636 shares@ $181.42 avg price
VTV
Vanguard Value Etf
Recent Activity
New Position
4.57%
$11.068M
56,409 shares@ $196.21 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
New Position
4.51%
$10.903M
70,289 shares@ $155.12 avg price
BUFH
Ft Vest Laddered Maxbuf Etf
Recent Activity
New Position
3.66%
$8.852M
425,119 shares@ $20.83 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
New Position
3.44%
$8.323M
160,564 shares@ $51.84 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
New Position
2.89%
$6.989M
43,215 shares@ $161.74 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
2.62%
$6.33M
9,733 shares@ $650.36 avg price

1-10 of 40