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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 7 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWR ISHARES TR 21,079.0 $2.3M 0.23% +551.0 +2.7% $110.32 +2.9%
122 EMB ISHARES TR 23,882.0 $2.3M 0.22% +630.0 +2.7% $96.44 -1.8%
123 VTIP VANGUARD MALVERN FDS 45,673.0 $2.3M 0.22% +2K +3.5% $50.23 -1.0%
124 SO SOUTHERN CO Utilities 22,780.0 $2.2M 0.21% +168.0 +0.7% $95.71 -3.3%
125 IAU ISHARES GOLD TR Financial Services 27,670.0 $2.1M 0.20% +2K +9.5% $75.51 +8.5%
126 EZU ISHARES INC 29,692.0 $2.1M 0.20% $69.50 +2.4%
127 EMXC ISHARES INC 20,122.0 $2.1M 0.20% -146.0 -0.7% $102.30 -7.2%
128 SCHR SCHWAB STRATEGIC TR 82,617.0 $2.0M 0.20% -2K -2.6% $24.66 -1.0%
129 PSCT INVESCO EXCH TRADED FD TR II 21,138.0 $2.0M 0.19% $92.41 -13.1%
130 IGOV ISHARES TR 44,615.0 $1.8M 0.18% -1K -3.0% $41.03 +0.2%
131 VTV VANGUARD INDEX FDS 8,167.0 $1.8M 0.17% +41.0 +0.5% $217.92 +4.0%
132 VYM VANGUARD WHITEHALL FDS 11,068.0 $1.7M 0.17% +67.0 +0.6% $158.03 +4.9%
133 SLV ISHARES SILVER TR Financial Services 31,978.0 $1.7M 0.17% $53.47 +7.9%
134 WTMF WISDOMTREE TR 41,669.0 $1.7M 0.17% +4K +12.0% $40.85 +1.9%
135 IBIT ISHARES BITCOIN TRUST ETF Financial Services 49,446.0 $1.6M 0.16% +5K +10.6% $33.29 +10.0%
136 PDBA INVESCO ACTVELY MNGD ETC FD 45,050.0 $1.6M 0.16% $35.62 +5.2%
137 EWW ISHARES INC 21,008.0 $1.6M 0.15% +296.0 +1.4% $75.27 -0.9%
138 DBMF LITMAN GREGORY FDS TR 50,223.0 $1.5M 0.15% +5K +10.7% $30.61 +2.2%
139 RVNU DBX ETF TR 58,591.0 $1.5M 0.14% +5K +8.9% $25.31 -2.7%
140 VTI VANGUARD INDEX FDS 3,941.0 $1.5M 0.14% -106.0 -2.6% $370.06 +2.6%
Page 7 of 11  ·  207 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%