Measured Wealth Private Client Group, LLC
Sector Allocation
- Other56.9%$235.4M
- Financials15.3%$63.3M
- Technology9.7%$39.9M
- Industrials7.5%$31.2M
- Healthcare2.9%$11.8M
- Consumer Discretionary1.9%$8.0M
- Consumer Staples1.5%$6.0M
- Materials1.4%$5.8M
- Utilities1.2%$5.0M
- Real Estate1.0%$4.1M
AUM History
13fpro.ai/research/fund/measured-wealth-private-client-group-llc-1720235
Conviction and streaks
Diversifying · top 10 = 42.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$28.3M
- SPDR$20.7M
GLD
$18.1MIVZ
$17.6M- SELECT$17.5M
UPS
$17.1M- VANECK$16.4M
- ISHARES$14.1M
SPY
$13.7M- SELECT$10.8M
- SPDR$10.6M
- SPDR$7.1M
- SPDR$7.1M
- ISHARES$6.8M
NVDA
$6.7M- SELECT$6.4M
- ETF$6.1M
AAPL
$6.0M- SELECT$5.9M
YMM
$5.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/measured-wealth-private-client-group-llc-1720235
Measured Wealth Private Client Group, LLC 13F holdings — Q2 2026
$413.7M portfolio (+13.0% QoQ) · 723 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
- 1
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$28.3M
6.8% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR P500GRW
$20.7M
5.0% of stocks
+250%This quarter—Since filed—HeldAIQuality—Est. buy— $18.1M
4.4% of stocks
-19%This quarter-7.5%Since filed10+ qtrsHeld$17.6M
4.3% of stocks
-3%This quarter-10.4%Since filed10+ qtrsHeld- 5
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$17.5M
4.2% of stocks
-22%This quarter—Since filed—HeldAIQuality—Est. buy— $17.1M
4.1% of stocks
-6%This quarter+1.3%Since filed7 qtrsHeld- 7
VANECK ETF TRUST - SEMICONDUCTR ETF
$16.4M
4.0% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - MSCI EMG MKT ETF
$14.1M
3.4% of stocks
+243%This quarter—Since filed—HeldAIQuality—Est. buy— $13.7M
3.3% of stocks
-0.1%This quarter-0.4%Since filed10+ qtrsHeld- 10
SELECT SECTOR SPDR TR - ST STR CARE ETF
$10.8M
2.6% of stocks
-44%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $28.3M | 6.8% | +11% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR P500GRW | $20.7M | 5.0% | +250% | — | — | — | — | |
| 3 | $18.1M | 4.4% | -19% | -7.5% | 10+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $17.6M | 4.3% | -3% | -10.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $17.5M | 4.2% | -22% | — | — | — | — | |
| 6 | $17.1M | 4.1% | -6% | +1.3% | 7 qtrs | 57.8#1,064 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANECK ETF TRUST - SEMICONDUCTR ETF | $16.4M | 4.0% | -7% | — | — | — | — | |
| 8 | ISHARES TR - MSCI EMG MKT ETF | $14.1M | 3.4% | +243% | — | — | — | — | |
| 9 | $13.7M | 3.3% | -0.1% | -0.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SELECT SECTOR SPDR TR - ST STR CARE ETF | $10.8M | 2.6% | -44% | — | — | — | — |
All holdings — Measured Wealth Private Client Group, LLC (Q2 2026)
723 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR P500VALetf/fund | — | $10.6M | 2.6% | 174K | -58% | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - ST STR SP BANKetf/fund | — | $7.1M | 1.7% | 105K | New | — | — | 13F |
| 13 | — | SPDR SERIES TRUST - ST STR SP BIOTetf/fund | — | $7.1M | 1.7% | 45K | New | — | — | 13F |
| 14 | — | ISHARES TR - US TELECOM ETFetf/fund | — | $6.8M | 1.6% | 161K | New | — | — | 13F |
| 15 | NVIDIA CORP | Technology | $6.7M | 1.6% | 33K | +1.0% | 10+ qtrs | 86.0 | 13F | |
| 16 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund | — | $6.4M | 1.6% | 142K | +6% | — | — | 13F |
| 17 | — | ETF SER SOLUTIONS - DEFIA QUANT ETFetf/fund | — | $6.1M | 1.5% | 37K | New | — | — | 13F |
| 18 | Apple Inc. | Technology | $6.0M | 1.5% | 21K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETFetf/fund | — | $5.9M | 1.4% | 71K | -0.9% | — | — | 13F |
| 20 | Full Truck Alliance Co. Ltd. | Technology | $5.7M | 1.4% | 131K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $5.3M | 1.3% | 29K | +39% | — | — | 13F |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $4.9M | 1.2% | 6,498 | -4% | — | — | 13F |
| 23 | — | ISHARES TR - 20 YR TR BD ETFetf/fund | — | $4.7M | 1.1% | 54K | -29% | — | — | 13F |
| 24 | — | SPDR SERIES TRUST - ST STR SP PHARMAetf/fund | — | $4.5M | 1.1% | 68K | New | — | — | 13F |
| 25 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $4.4M | 1.1% | 58K | — | — | — | 13F |
| 26 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $4.2M | 1.0% | 36K | +8% | |||
| 27 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $3.8M | 0.9% | 71K | +129% | |||
| 28 | — | GLOBAL X FDS - US INFR DEV ETF | — | $3.1M | 0.8% | 53K | New | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $3.0M | 0.7% | 7,939 | -15% | |||
| 30 | — | ISHARES TR - CORE US AGGBD ET | — | $2.6M | 0.6% | 26K | -6% | |||
| 31 | $MSFT | MICROSOFT CORP | Technology | $2.1M | 0.5% | 5,711 | -0.6% | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $2.1M | 0.5% | 19K | -86% | |||
| 33 | $C | CITIGROUP INC | Financials | $2.0M | 0.5% | 14K | -3% | |||
| 34 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $1.9M | 0.5% | 5,601 | +0.2% | |||
| 35 | — | CAMBRIA ETF TR - EMRG SHAREHLDR | — | $1.8M | 0.4% | 40K | -6% | |||
| 36 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.8M | 0.4% | 2,469 | -13% | |||
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.7M | 0.4% | 4,695 | +6% | |||
| 38 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.7M | 0.4% | 25K | -22% | |||
| 39 | — | ISHARES TR - S&P 100 ETF | — | $1.6M | 0.4% | 4,417 | -22% | |||
| 40 | $FLEX | FLEX LTD. | Technology | $1.6M | 0.4% | 9,817 | -20% | |||
| 41 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.6M | 0.4% | 27K | +8% | |||
| 42 | $ES | EVERSOURCE ENERGY | Utilities | $1.5M | 0.4% | 21K | +6% | |||
| 43 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.5M | 0.4% | 21K | +4% | |||
| 44 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $1.5M | 0.4% | 63K | +10% | |||
| 45 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $1.5M | 0.4% | 27K | -0.0% | |||
| 46 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $1.5M | 0.3% | 4,289 | -2% | |||
| 47 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $1.4M | 0.3% | 20K | -0.7% | |||
| 48 | $R | RYDER SYSTEM INC | Consumer Discretionary | $1.4M | 0.3% | 5,340 | -8% | |||
| 49 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $1.4M | 0.3% | 29K | +7% | |||
| 50 | $ACT | Enact Holdings, Inc. | Financials | $1.2M | 0.3% | 27K | +3% | |||
| 51 | — | NORTHEAST BK PORTLAND ME - COM | — | $1.2M | 0.3% | 9,104 | -18% | |||
| 52 | $EME | EMCOR Group, Inc. | Industrials | $1.2M | 0.3% | 1,448 | +2% | |||
| 53 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.1M | 0.3% | 4,800 | +11% | |||
| 54 | $GTX | Garrett Motion Inc. | Industrials | $1.1M | 0.3% | 31K | -23% | |||
| 55 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $1.1M | 0.3% | 17K | New | |||
| 56 | $EWBC | EAST WEST BANCORP INC | Financials | $1.1M | 0.3% | 8,631 | +7% | |||
| 57 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.1M | 0.3% | 13K | — | |||
| 58 | $HWC | HANCOCK WHITNEY CORP | Financials | $1.1M | 0.3% | 14K | +5% | |||
| 59 | $BPOP | POPULAR, INC. | Financials | $1.1M | 0.3% | 6,413 | +4% | |||
| 60 | $B | BARRICK MINING CORP | Materials | $1.0M | 0.3% | 28K | +13% | |||
| 61 | $SFD | SMITHFIELD FOODS INC | Consumer Staples | $1.0M | 0.3% | 42K | New | |||
| 62 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $1.0M | 0.2% | 8,753 | -13% | |||
| 63 | $JBL | JABIL INC | Technology | $1.0M | 0.2% | 2,609 | — | |||
| 64 | $JPM | JPMORGAN CHASE & CO | Financials | $999K | 0.2% | 3,051 | -8% | |||
| 65 | $APH | AMPHENOL CORP /DE/ | Technology | $969K | 0.2% | 5,498 | — | |||
| 66 | $MCY | MERCURY GENERAL CORP | Financials | $950K | 0.2% | 8,912 | +5% | |||
| 67 | $MLI | MUELLER INDUSTRIES INC | Materials | $935K | 0.2% | 7,606 | +3% | |||
| 68 | $AZZ | AZZ INC | Industrials | $934K | 0.2% | 6,023 | -0.6% | |||
| 69 | $BTSG | BrightSpring Health Services, Inc. | Healthcare | $933K | 0.2% | 13K | -5% | |||
| 70 | $BFH | BREAD FINANCIAL HOLDINGS, INC. | Financials | $931K | 0.2% | 8,595 | -8% | |||
| 71 | $PHIN | PHINIA INC. | Industrials | $928K | 0.2% | 11K | +7% | |||
| 72 | $TTMI | TTM TECHNOLOGIES INC | Technology | $927K | 0.2% | 4,957 | -23% | |||
| 73 | $IBKR | Interactive Brokers Group, Inc. | Financials | $917K | 0.2% | 11K | -3% | |||
| 74 | $OPLN | OPENLANE, Inc. | Consumer Discretionary | $915K | 0.2% | 22K | -0.9% | |||
| 75 | $JNJ | JOHNSON & JOHNSON | Healthcare | $898K | 0.2% | 3,534 | +6% | |||
| 76 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $872K | 0.2% | 3,619 | -2% | |||
| 77 | $IAG | IAMGOLD CORP | Materials | $863K | 0.2% | 54K | +11% | |||
| 78 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $833K | 0.2% | 2,524 | +8% | |||
| 79 | $FHI | FEDERATED HERMES, INC. | Financials | $810K | 0.2% | 15K | +12% | |||
| 80 | $FBP | FIRST BANCORP /PR/ | Financials | $804K | 0.2% | 31K | -14% | |||
| 81 | $SLV | iShares Silver Trust | Financials | $802K | 0.2% | 15K | +20% | |||
| 82 | $AER | AerCap Holdings N.V. | Industrials | $788K | 0.2% | 5,406 | +7% | |||
| 83 | $ENVA | Enova International, Inc. | Financials | $776K | 0.2% | 3,224 | -8% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $756K | 0.2% | 8,126 | +6% | |||
| 85 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.2% | 1 | — | |||
| 86 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $725K | 0.2% | 8,249 | +400% | |||
| 87 | $AA | Alcoa Corp | Materials | $720K | 0.2% | 14K | +9% | |||
| 88 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $720K | 0.2% | 8,743 | -2% | |||
| 89 | $INCY | INCYTE CORP | Healthcare | $708K | 0.2% | 6,249 | +15% | |||
| 90 | $KRYS | Krystal Biotech, Inc. | Healthcare | $701K | 0.2% | 1,887 | +3% | |||
| 91 | $VRT | Vertiv Holdings Co | Technology | $692K | 0.2% | 2,066 | — | |||
| 92 | $AVT | AVNET INC | Technology | $677K | 0.2% | 7,617 | New | |||
| 93 | $DHT | DHT Holdings, Inc. | Industrials | $668K | 0.2% | 40K | +56% | |||
| 94 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $668K | 0.2% | 4,882 | -9% | |||
| 95 | $ADI | ANALOG DEVICES INC | Technology | $657K | 0.2% | 1,653 | -0.4% | |||
| 96 | $PTCT | PTC THERAPEUTICS, INC. | Healthcare | $656K | 0.2% | 8,045 | +9% | |||
| 97 | $DBD | DIEBOLD NIXDORF, Inc | Technology | $652K | 0.2% | 7,669 | +519% | |||
| 98 | $ARW | ARROW ELECTRONICS, INC. | Technology | $652K | 0.2% | 3,055 | -13% | |||
| 99 | $CSCO | CISCO SYSTEMS, INC. | Technology | $650K | 0.2% | 5,530 | -1% | |||
| 100 | — | ISHARES TR - U.S. REAL ES ETF | — | $640K | 0.1% | 6,260 | -77% | |||
| 101 | $HG | Hamilton Insurance Group, Ltd. | Financials | $634K | 0.1% | 19K | +9% | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $607K | 0.1% | 12K | -82% | |||
| 103 | $SPNT | SiriusPoint Ltd | Financials | $607K | 0.1% | 25K | +10% | |||
| 104 | $BAP | CREDICORP LTD | Financials | $590K | 0.1% | 1,514 | -6% | |||
| 105 | $AMZN | AMAZON COM INC | Consumer Discretionary | $577K | 0.1% | 2,420 | +11% | |||
| 106 | $CRUS | CIRRUS LOGIC, INC. | Technology | $574K | 0.1% | 3,862 | +5% | |||
| 107 | $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | Utilities | $568K | 0.1% | 98K | +408% | |||
| 108 | $AXON | AXON ENTERPRISE, INC. | Industrials | $561K | 0.1% | 1,000 | — | |||
| 109 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $553K | 0.1% | 1,331 | — | |||
| 110 | $IRM | IRON MOUNTAIN INC | Real Estate | $551K | 0.1% | 4,366 | — | |||
| 111 | $INDV | Indivior Pharmaceuticals, Inc. | Healthcare | $550K | 0.1% | 13K | New | |||
| 112 | $DOV | DOVER Corp | Industrials | $548K | 0.1% | 2,443 | — | |||
| 113 | $LIN | LINDE PLC | Materials | $526K | 0.1% | 1,014 | +7% | |||
| 114 | $FIVE | FIVE BELOW, INC | Consumer Discretionary | $515K | 0.1% | 2,867 | +34% | |||
| 115 | $CIB | Grupo Cibest S.A. | Financials | $506K | 0.1% | 6,375 | -12% | |||
| 116 | $MDT | Medtronic plc | Healthcare | $503K | 0.1% | 6,430 | +0.5% | |||
| 117 | $APP | AppLovin Corp | Technology | $501K | 0.1% | 972 | -6% | |||
| 118 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $499K | 0.1% | 252 | +48% | |||
| 119 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $473K | 0.1% | 8,827 | -91% | |||
| 120 | $ABBV | AbbVie Inc. | Healthcare | $468K | 0.1% | 1,861 | -13% | |||
| 121 | $RTX | RTX Corp | Industrials | $468K | 0.1% | 2,467 | +1% | |||
| 122 | — | ISHARES TR - PFD AND INCM SEC | — | $461K | 0.1% | 15K | +4% | |||
| 123 | $NRG | NRG ENERGY, INC. | Utilities | $456K | 0.1% | 3,121 | -55% | |||
| 124 | $MS | MORGAN STANLEY | Financials | $440K | 0.1% | 2,103 | -5% | |||
| 125 | $DVA | DAVITA INC. | Healthcare | $434K | 0.1% | 1,952 | New | |||
| 126 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $434K | 0.1% | 632 | -11% | |||
| 127 | $CNC | CENTENE CORP | Healthcare | $427K | 0.1% | 6,652 | New | |||
| 128 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $413K | 0.1% | 1,872 | +2% | |||
| 129 | $VSXY | Victoria's Secret & Co. | Consumer Discretionary | $385K | 0.1% | 4,615 | New | |||
| 130 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $380K | 0.1% | 4,008 | -2% | |||
| 131 | $APLE | Apple Hospitality REIT, Inc. | Real Estate | $371K | 0.1% | 22K | New | |||
| 132 | $NEE | NEXTERA ENERGY INC | Utilities | $370K | 0.1% | 4,220 | — | |||
| 133 | $KR | KROGER CO | Consumer Staples | $365K | 0.1% | 6,577 | -48% | |||
| 134 | $EIX | EDISON INTERNATIONAL | Utilities | $365K | 0.1% | 4,901 | +30% | |||
| 135 | $PEP | PEPSICO INC | Consumer Staples | $363K | 0.1% | 2,683 | +7% | |||
| 136 | $SPCE | Virgin Galactic Holdings, Inc | Industrials | $363K | 0.1% | 125K | — | |||
| 137 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $351K | 0.1% | 702 | — | |||
| 138 | $DJP | BARCLAYS BANK PLC | Financials | $350K | 0.1% | 8,005 | -3% | |||
| 139 | $IVZ | Invesco Ltd. | Financials | $349K | 0.1% | 2,464 | -1% | |||
| 140 | $BNS | BANK OF NOVA SCOTIA | Financials | $345K | 0.1% | 3,977 | New | |||
| 141 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $344K | 0.1% | 4,464 | New | |||
| 142 | $AFL | AFLAC INC | Financials | $336K | 0.1% | 2,863 | — | |||
| 143 | $JXN | Jackson Financial Inc. | Financials | $330K | 0.1% | 3,222 | +7% | |||
| 144 | $GOOGL | Alphabet Inc. | Technology | $328K | 0.1% | 917 | +17% | |||
| 145 | $AMBP | Ardagh Metal Packaging S.A. | Industrials | $326K | 0.1% | 69K | -12% | |||
| 146 | $MRK | Merck & Co., Inc. | Healthcare | $324K | 0.1% | 2,518 | — | |||
| 147 | $AMGN | AMGEN INC | Healthcare | $318K | 0.1% | 879 | -3% | |||
| 148 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $313K | 0.1% | 1,398 | -2% | |||
| 149 | $STT | STATE STREET CORP | Financials | $311K | 0.1% | 1,832 | -9% | |||
| 150 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $306K | 0.1% | 2,306 | -60% |
What changed in Q2 2026
Against the previous quarter's 13F: 49 new, 113 added to, 212 trimmed, 51 sold out. Share-count changes; largest moves by dollar size first.
New positions (49)
- SPDR SERIES TRUST - ST STR SP BANK$7.1M
first bought this quarter
- SPDR SERIES TRUST - ST STR SP BIOT$7.1M
first bought this quarter
- ISHARES TR - US TELECOM ETF$6.8M
first bought this quarter
- ETF SER SOLUTIONS - DEFIA QUANT ETF$6.1M
first bought this quarter
first bought this quarter
- SPDR SERIES TRUST - ST STR SP PHARMA$4.5M
first bought this quarter
+43 more in the Excel export
Added to (113)
- SPDR SERIES TRUST - ST STR P500GRW+250%
now $20.7M
- ISHARES TR - MSCI EMG MKT ETF+243%
now $14.1M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD+11%
now $28.3M
- SELECT SECTOR SPDR TR - ST STR ENERG ETF+129%
now $3.8M
- SELECT SECTOR SPDR TR - ST STR INDL ETF+39%
now $5.3M
- VANGUARD WORLD FD - MEGA GRWTH IND+400%
now $725K
+107 more in the Excel export
Trimmed (212)
- SPDR SERIES TRUST - ST STR P500VAL-58%
now $10.6M
- SELECT SECTOR SPDR TR - ST STR SVC ETF-86%
now $2.1M
- SELECT SECTOR SPDR TR - ST STR CARE ETF-44%
now $10.8M
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-22%
now $17.5M
- SELECT SECTOR SPDR TR - ST STR FINL ETF-91%
now $473K
now $18.1M · held 10+ qtrs, 2 trims in a row
+206 more in the Excel export
Sold out (51)
- ISHARES TRwas $168K
- VANGUARD MUN BD FDSwas $104K
- ISHARES TRwas $61K
- ISHARES TRwas $46K
$HBANHUNTINGTON BANCSHARES INC /MD/was $39K
- ISHARES INCwas $37K
+45 more in the Excel export
Holdings by quarter
Every 13F Measured Wealth Private Client Group, LLC has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow Measured Wealth Private Client Group?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Measured Wealth Private Client Group's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-4.1%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter; 43% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Measured Wealth Private Client Group, LLC disclosed 723 positions worth $413.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 49 new positions and exited 51. The portfolio is most concentrated in Other (56.9% of disclosed assets). All figures are sourced directly from Measured Wealth Private Client Group, LLC’s Form 13F-HR filing with the SEC under CIK 1720235.
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AI-Powered Hedge Fund Analysis: Measured Wealth Private Client Group, LLC
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