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Portfolio (Quarterly) Guide ↗

Columbus Macro, LLC

· CIK 0001727269
13F Portfolio $1.0B AUM 207 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 109 Added 50 Reduced 10 Exited
Page 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VYM VANGUARD WHITEHALL FDS 11,068.0 $1.7M 0.17% +67.0 +0.6% $158.03 +4.8%
82 WTMF WISDOMTREE TR 41,669.0 $1.7M 0.17% +4K +12.0% $40.85 +2.2%
83 IBIT ISHARES BITCOIN TRUST ETF Financial Services 49,446.0 $1.6M 0.16% +5K +10.6% $33.29 +9.9%
84 EWW ISHARES INC 21,008.0 $1.6M 0.15% +296.0 +1.4% $75.27 -1.1%
85 DBMF LITMAN GREGORY FDS TR 50,223.0 $1.5M 0.15% +5K +10.7% $30.61 +2.2%
86 RVNU DBX ETF TR 58,591.0 $1.5M 0.14% +5K +8.9% $25.31 -2.9%
87 SCMB SCHWAB STRATEGIC TR 53,282.0 $1.4M 0.13% +6K +11.8% $25.82 -2.1%
88 URA GLOBAL X FDS 25,981.0 $1.1M 0.11% +2K +7.3% $43.70 -0.2%
89 QTUM ETF SER SOLUTIONS 6,830.0 $1.1M 0.11% +914.0 +15.4% $165.39 -8.0%
90 QQQ INVESCO QQQ TR Financial Services 1,510.0 $1.1M 0.11% +200.0 +15.3% $736.41 -2.6%
91 ARB ALTSHARES TRUST 36,671.0 $1.1M 0.11% +4K +12.8% $29.63 +0.3%
92 IEFA ISHARES TR 10,862.0 $1.0M 0.10% +319.0 +3.0% $96.58 +3.4%
93 SIVR ABRDN SILVER ETF TRUST Financial Services 17,109.0 $962K 0.09% +338.0 +2.0% $56.22 +7.4%
94 ISTB ISHARES TR 19,481.0 $940K 0.09% +136.0 +0.7% $48.25 -0.4%
95 EWA ISHARES INC 30,660.0 $863K 0.08% +1K +4.3% $28.16 +5.1%
96 ARTY ISHARES TR 10,953.0 $834K 0.08% +1K +15.3% $76.16 -3.4%
97 GRID FIRST TR EXCHANGE-TRADED FD 4,207.0 $807K 0.08% +2K +118.2% $191.75 -4.2%
98 TLH ISHARES TR 7,971.0 $800K 0.08% +268.0 +3.5% $100.34 -4.0%
99 SMHX VANECK ETF TRUST 11,524.0 $736K 0.07% +2K +15.2% $63.89 -11.4%
100 AIQ GLOBAL X FDS 10,025.0 $658K 0.06% +1K +15.2% $65.61 -4.7%
Page 5 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.4%
Energy 17.3%
Industrials 14.4%
Technology 14.0%
Real Estate 13.6%
Healthcare 9.1%
Consumer Defensive 5.7%
Basic Materials 2.7%
Consumer Cyclical 2.0%
Utilities 0.4%