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Portfolio (Quarterly) Guide ↗

Columbus Macro, LLC

· CIK 0001727269
13F Portfolio $936M AUM 200 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 90 Added 68 Reduced 12 Exited
Page 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEU VANGUARD INTL EQUITY INDEX F 43,688.0 $3.3M 0.35% +2K +5.2% $75.10 +11.8%
62 SCHG SCHWAB STRATEGIC TR 106,417.0 $3.1M 0.33% +1K +1.2% $29.13 +20.0%
63 GD GENERAL DYNAMICS CORP Industrials 8,519.0 $2.9M 0.31% +80.0 +0.9% $343.22 +2.1%
64 VO VANGUARD INDEX FDS 9,457.0 $2.7M 0.29% +56.0 +0.6% $287.18 -72.5%
65 EFV ISHARES TR 34,040.0 $2.5M 0.27% +207.0 +0.6% $74.35 +5.9%
66 SCHA SCHWAB STRATEGIC TR 81,217.0 $2.4M 0.25% +2K +2.2% $29.08 +17.5%
67 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 25,418.0 $2.3M 0.24% +240.0 +0.9% $90.11 +15.2%
68 VTIP VANGUARD MALVERN FDS 44,116.0 $2.2M 0.23% +818.0 +1.9% $49.95 +0.9%
69 UNILEVER PLC 38,566.0 $2.2M 0.23% +878.0 +2.3% $56.97
70 SLV ISHARES SILVER TR Financial Services 32,113.0 $2.2M 0.23% +7K +27.6% $68.14 +0.6%
71 SO SOUTHERN CO Utilities 22,612.0 $2.2M 0.23% +382.0 +1.7% $96.52 -3.6%
72 IWR ISHARES TR 20,528.0 $2.0M 0.21% +647.0 +3.2% $97.23 +10.3%
73 IXN ISHARES TR 18,339.0 $1.8M 0.20% +109.0 +0.6% $99.97 +41.5%
74 IBIT ISHARES BITCOIN TRUST ETF Financial Services 44,712.0 $1.7M 0.18% +12K +36.2% $38.42 +8.4%
75 VYM VANGUARD WHITEHALL FDS 11,001.0 $1.6M 0.17% +63.0 +0.6% $148.11 +7.0%
76 VTV VANGUARD INDEX FDS 8,126.0 $1.6M 0.17% +44.0 +0.5% $196.21 +7.9%
77 WTMF WISDOMTREE TR 37,210.0 $1.5M 0.16% +3K +9.7% $39.69 +4.0%
78 DBMF LITMAN GREGORY FDS TR 45,374.0 $1.4M 0.15% +3K +7.4% $30.15 +2.9%
79 RVNU DBX ETF TR 53,802.0 $1.3M 0.14% +3K +5.1% $24.64 +1.4%
80 URA GLOBAL X FDS 24,209.0 $1.2M 0.12% +1K +5.4% $48.43 +5.1%
Page 4 of 5  ·  90 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 18.2%
Real Estate 16.0%
Industrials 14.1%
Technology 10.9%
Healthcare 10.4%
Consumer Defensive 5.8%
Basic Materials 2.3%
Consumer Cyclical 1.3%
Utilities 0.5%