Measured Wealth Private Client Group, LLC
13F Reported Value
ⓘ$413.7M
Holdings
723
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$GLD
$IVZ
$OHI
$CAC
$CAH
$MCYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$28.3M178,824 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$20.7M173,973 sh- —
Quality
$18.1M49,217 sh - —
Quality
$17.6M82,579 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$17.5M91,922 sh- 58.6
Quality
$17.1M159,528 sh VANECK ETF TRUST - SEMICONDUCTR ETF
—Quality
$16.4M24,944 shISHARES TR - MSCI EMG MKT ETF
—Quality
$14.1M205,993 sh- —
Quality
$13.7M18,404 sh SELECT SECTOR SPDR TR - ST STR CARE ETF
—Quality
$10.8M68,105 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $28.3M | 178,824 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $20.7M | 173,973 |
| SPDR GOLD TRUST$GLD | — | $18.1M | 49,217 |
| Invesco Ltd.$IVZ | — | $17.6M | 82,579 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $17.5M | 91,922 |
 UNITED PARCEL SERVICE INC$UPS | 58.6 | $17.1M | 159,528 |
| VANECK ETF TRUST - SEMICONDUCTR ETF | — | $16.4M | 24,944 |
| ISHARES TR - MSCI EMG MKT ETF | — | $14.1M | 205,993 |
 SPDR S&P 500 ETF TRUST$SPY | — | $13.7M | 18,404 |
| SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $10.8M | 68,105 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Measured Wealth Private Client Group, LLC's 723 positions.
Showing top 10 of 723 holdings.
Sector Allocation
Other
$235.4M
Financials
$63.2M
Technology
$39.8M
Industrials
$31.6M
Healthcare
$11.8M
Consumer Discretionary
$8.1M
Materials
$5.8M
Consumer Staples
$5.8M
Top Holdings — Measured Wealth Private Client Group, LLC (Q2 2026)
Top 150 of 723 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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 | $GLD | SPDR GOLD TRUST | $18.1M | 4.4% | -19% | — |
| 4 | $IVZ | Invesco Ltd. | $17.6M | 4.3% | -3% | — |
| 5 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $17.5M | 4.2% | -22% | — |
| 6 | $UPS | UNITED PARCEL SERVICE INC | $17.1M | 4.1% | -6% | 58.6 |
| 7 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $16.4M | 4.0% | -7% | — |
| 8 | — | ISHARES TR - MSCI EMG MKT ETF | $14.1M | 3.4% | +243% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $13.7M | 3.3% | -0% | — |
| 10 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $10.8M | 2.6% | -44% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500VAL | $10.6M | 2.6% | -58% | — |
| 12 | — | SPDR SERIES TRUST - ST STR SP BANK | $7.1M | 1.7% | NEW | — |
| 13 | — | SPDR SERIES TRUST - ST STR SP BIOT | $7.1M | 1.7% | NEW | — |
| 14 | — | ISHARES TR - US TELECOM ETF | $6.8M | 1.6% | NEW | — |
| 15 |  $NVDA | NVIDIA CORP | $6.7M | 1.6% | +1% | 85.9 |
| 16 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $6.4M | 1.6% | +6% | — |
| 17 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $6.1M | 1.5% | NEW | — |
| 18 |  $AAPL | Apple Inc. | $6.0M | 1.5% | +1% | 76.4 |
| 19 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $5.9M | 1.4% | -1% | — |
| 20 |  $YMM | Full Truck Alliance Co. Ltd. | $5.7M | 1.4% | NEW | — |
| 21 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $5.3M | 1.3% | +39% | — |
| 22 | — | ISHARES TR - CORE S&P500 ETF | $4.9M | 1.2% | -4% | — |
| 23 | — | ISHARES TR - 20 YR TR BD ETF | $4.7M | 1.1% | -29% | — |
| 24 | — | SPDR SERIES TRUST - ST STR SP PHARMA | $4.5M | 1.1% | NEW | — |
| 25 | — | ISHARES TR - CORE DIV GRWTH | $4.4M | 1.1% | +0% | — |
| 26 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $4.2M | 1.0% | +8% | — |
| 27 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.8M | 0.9% | +129% | — |
| 28 | — | GLOBAL X FDS - US INFR DEV ETF | $3.1M | 0.8% | NEW | — |
| 29 |  $AVGO | Broadcom Inc. | $3.0M | 0.7% | -15% | 84.5 |
| 30 | — | ISHARES TR - CORE US AGGBD ET | $2.6M | 0.6% | -6% | — |
| 31 |  $MSFT | MICROSOFT CORP | $2.1M | 0.5% | -1% | 79.8 |
| 32 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $2.1M | 0.5% | -86% | — |
| 33 |  $C | CITIGROUP INC | $2.0M | 0.5% | -3% | 65 |
| 34 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.9M | 0.5% | +0% | — |
| 35 | — | CAMBRIA ETF TR - EMRG SHAREHLDR | $1.8M | 0.4% | -6% | — |
| 36 |  $AMAT | APPLIED MATERIALS INC /DE | $1.8M | 0.4% | -13% | 72.3 |
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.4% | +6% | — |
| 38 | — | SPDR SERIES TRUST - ST STR P400MID | $1.7M | 0.4% | -22% | — |
| 39 | — | ISHARES TR - S&P 100 ETF | $1.6M | 0.4% | -22% | — |
| 40 |  $FLEX | FLEX LTD. | $1.6M | 0.4% | -20% | — |
| 41 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.6M | 0.4% | +8% | 70.4 |
| 42 |  $ES | EVERSOURCE ENERGY | $1.5M | 0.4% | +6% | 66.1 |
| 43 |  $MO | ALTRIA GROUP, INC. | $1.5M | 0.4% | +4% | 67.4 |
| 44 |  $HST | HOST HOTELS & RESORTS, INC. | $1.5M | 0.4% | +10% | 67.3 |
| 45 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.5M | 0.4% | -0% | — |
| 46 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $1.5M | 0.3% | -2% | 58.7 |
| 47 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.4M | 0.3% | -1% | — |
| 48 |  $R | RYDER SYSTEM INC | $1.4M | 0.3% | -8% | 57.8 |
| 49 | $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.4M | 0.3% | +7% | 56.5 |
| 50 |  $ACT | Enact Holdings, Inc. | $1.2M | 0.3% | +3% | 39.3 |
| 51 | — | NORTHEAST BK PORTLAND ME - COM | $1.2M | 0.3% | -18% | — |
| 52 |  $EME | EMCOR Group, Inc. | $1.2M | 0.3% | +2% | 69.3 |
| 53 | $CAH | CARDINAL HEALTH INC | $1.1M | 0.3% | +11% | 62.4 |
| 54 |  $GTX | Garrett Motion Inc. | $1.1M | 0.3% | -23% | 56.8 |
| 55 |  $MGA | MAGNA INTERNATIONAL INC | $1.1M | 0.3% | NEW | — |
| 56 |  $EWBC | EAST WEST BANCORP INC | $1.1M | 0.3% | +7% | 65.6 |
| 57 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $1.1M | 0.3% | +0% | — |
| 58 |  $HWC | HANCOCK WHITNEY CORP | $1.1M | 0.3% | +5% | 53 |
| 59 |  $BPOP | POPULAR, INC. | $1.1M | 0.3% | +4% | 69.4 |
| 60 |  $B | BARRICK MINING CORP | $1.0M | 0.3% | +13% | 69.6 |
| 61 |  $SFD | SMITHFIELD FOODS INC | $1.0M | 0.3% | NEW | 57.2 |
| 62 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $1.0M | 0.2% | -13% | 76.4 |
| 63 |  $JBL | JABIL INC | $1.0M | 0.2% | +0% | 57.4 |
| 64 |  $JPM | JPMORGAN CHASE & CO | $998,727 | 0.2% | -8% | 70.7 |
| 65 |  $APH | AMPHENOL CORP /DE/ | $969,407 | 0.2% | +0% | 79.3 |
| 66 | $MCY | MERCURY GENERAL CORP | $950,197 | 0.2% | +5% | 76.6 |
| 67 |  $MLI | MUELLER INDUSTRIES INC | $935,006 | 0.2% | +3% | 68.7 |
| 68 |  $AZZ | AZZ INC | $933,866 | 0.2% | -1% | 58.4 |
| 69 |  $BTSG | BrightSpring Health Services, Inc. | $932,773 | 0.2% | -5% | 63.3 |
| 70 |  $BFH | BREAD FINANCIAL HOLDINGS, INC. | $931,268 | 0.2% | -8% | 52.5 |
| 71 |  $PHIN | PHINIA INC. | $927,748 | 0.2% | +7% | 53.1 |
| 72 |  $TTMI | TTM TECHNOLOGIES INC | $927,058 | 0.2% | -23% | 62.6 |
| 73 |  $IBKR | Interactive Brokers Group, Inc. | $917,228 | 0.2% | -3% | 77 |
| 74 |  $OPLN | OPENLANE, Inc. | $915,322 | 0.2% | -1% | 61 |
| 75 |  $JNJ | JOHNSON & JOHNSON | $897,530 | 0.2% | +6% | 69 |
| 76 |  $JAZZ | Jazz Pharmaceuticals plc | $872,070 | 0.2% | -2% | — |
| 77 |  $IAG | IAMGOLD CORP | $862,916 | 0.2% | +11% | 33.1 |
| 78 |  $TRV | TRAVELERS COMPANIES, INC. | $833,223 | 0.2% | +8% | 75.9 |
| 79 |  $FHI | FEDERATED HERMES, INC. | $809,746 | 0.2% | +12% | 67.5 |
| 80 |  $FBP | FIRST BANCORP /PR/ | $803,608 | 0.2% | -14% | 57.9 |
| 81 |  $SLV | iShares Silver Trust | $801,515 | 0.2% | +20% | — |
| 82 |  $AER | AerCap Holdings N.V. | $788,087 | 0.2% | +7% | — |
| 83 |  $ENVA | Enova International, Inc. | $776,114 | 0.2% | -8% | 69.9 |
| 84 | $IVZ | Invesco Ltd. | $755,555 | 0.2% | +6% | — |
| 85 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.2% | +0% | 73.8 |
| 86 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $725,191 | 0.2% | +400% | — |
| 87 |  $AA | Alcoa Corp | $720,418 | 0.2% | +9% | 63.4 |
| 88 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $719,857 | 0.2% | -2% | — |
| 89 |  $INCY | INCYTE CORP | $708,387 | 0.2% | +15% | 77.4 |
| 90 |  $KRYS | Krystal Biotech, Inc. | $701,341 | 0.2% | +3% | 79.2 |
| 91 |  $VRT | Vertiv Holdings Co | $691,738 | 0.2% | +0% | 81 |
| 92 |  $AVT | AVNET INC | $676,509 | 0.2% | NEW | 48.5 |
| 93 |  $DHT | DHT Holdings, Inc. | $668,357 | 0.2% | +56% | — |
| 94 |  $XOM.R34088 | EXXON MOBIL CORP | $667,502 | 0.2% | -9% | 57.9 |
| 95 |  $ADI | ANALOG DEVICES INC | $656,522 | 0.2% | -0% | 79.2 |
| 96 |  $PTCT | PTC THERAPEUTICS, INC. | $656,231 | 0.2% | +9% | 35.4 |
| 97 |  $DBD | DIEBOLD NIXDORF, Inc | $652,018 | 0.2% | +519% | 57.2 |
| 98 |  $ARW | ARROW ELECTRONICS, INC. | $651,968 | 0.2% | -13% | 55.7 |
| 99 |  $CSCO | CISCO SYSTEMS, INC. | $649,554 | 0.2% | -1% | 70.3 |
| 100 | — | ISHARES TR - U.S. REAL ES ETF | $640,085 | 0.1% | -77% | — |
| 101 |  $HG | Hamilton Insurance Group, Ltd. | $633,660 | 0.1% | +9% | — |
| 102 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $607,063 | 0.1% | -82% | — |
| 103 |  $SPNT | SiriusPoint Ltd | $606,888 | 0.1% | +10% | — |
| 104 |  $BAP | CREDICORP LTD | $589,824 | 0.1% | -6% | — |
| 105 |  $AMZN | AMAZON COM INC | $576,726 | 0.1% | +11% | 68.7 |
| 106 |  $CRUS | CIRRUS LOGIC, INC. | $573,623 | 0.1% | +5% | 66.8 |
| 107 |  $SBS | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP | $568,168 | 0.1% | +408% | 51 |
| 108 |  $AXON | AXON ENTERPRISE, INC. | $560,610 | 0.1% | +0% | 56.6 |
| 109 |  $UNH | UNITEDHEALTH GROUP INC | $553,204 | 0.1% | +0% | 62.7 |
| 110 |  $IRM | IRON MOUNTAIN INC | $551,469 | 0.1% | +0% | 62.9 |
| 111 |  $INDV | Indivior Pharmaceuticals, Inc. | $549,720 | 0.1% | NEW | 58.5 |
| 112 |  $DOV | DOVER Corp | $547,916 | 0.1% | +0% | 58.1 |
| 113 |  $LIN | LINDE PLC | $526,205 | 0.1% | +7% | — |
| 114 |  $FIVE | FIVE BELOW, INC | $515,458 | 0.1% | +34% | 69.5 |
| 115 |  $CIB | Grupo Cibest S.A. | $506,366 | 0.1% | -12% | — |
| 116 |  $MDT | Medtronic plc | $503,019 | 0.1% | +0% | 68.7 |
| 117 |  $APP | AppLovin Corp | $500,804 | 0.1% | -6% | 84.4 |
| 118 |  $FIX | COMFORT SYSTEMS USA INC | $499,451 | 0.1% | +48% | 77.7 |
| 119 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $473,215 | 0.1% | -91% | — |
| 120 |  $ABBV | AbbVie Inc. | $468,427 | 0.1% | -13% | 72.6 |
| 121 |  $RTX | RTX Corp | $468,114 | 0.1% | +1% | 73.2 |
| 122 | — | ISHARES TR - PFD AND INCM SEC | $461,100 | 0.1% | +4% | — |
| 123 |  $NRG | NRG ENERGY, INC. | $455,892 | 0.1% | -55% | 51.9 |
| 124 |  $MS | MORGAN STANLEY | $439,703 | 0.1% | -5% | 75.8 |
| 125 |  $DVA | DAVITA INC. | $434,281 | 0.1% | NEW | 60.4 |
| 126 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $433,732 | 0.1% | -11% | — |
| 127 |  $CNC | CENTENE CORP | $426,992 | 0.1% | NEW | 58.2 |
| 128 |  $LOW | LOWES COMPANIES INC | $412,757 | 0.1% | +2% | 60.8 |
| 129 |  $VSXY | Victoria's Secret & Co. | $385,260 | 0.1% | NEW | 65.6 |
| 130 | — | SPDR SERIES TRUST - ST STR SP400VAL | $380,159 | 0.1% | -2% | — |
| 131 |  $APLE | Apple Hospitality REIT, Inc. | $370,812 | 0.1% | NEW | 55.2 |
| 132 |  $NEE | NEXTERA ENERGY INC | $370,389 | 0.1% | +0% | 64.6 |
| 133 |  $KR | KROGER CO | $365,210 | 0.1% | -48% | 52.6 |
| 134 |  $EIX | EDISON INTERNATIONAL | $364,879 | 0.1% | +30% | 61.2 |
| 135 |  $PEP | PEPSICO INC | $363,278 | 0.1% | +7% | 63.4 |
| 136 |  $SPCE | Virgin Galactic Holdings, Inc | $362,666 | 0.1% | +0% | 11.2 |
| 137 |  $BRK.B | BERKSHIRE HATHAWAY INC | $351,374 | 0.1% | +0% | 73.8 |
| 138 |  $DJP | BARCLAYS BANK PLC | $349,899 | 0.1% | -3% | — |
| 139 | $IVZ | Invesco Ltd. | $349,050 | 0.1% | -1% | — |
| 140 |  $BNS | BANK OF NOVA SCOTIA | $345,363 | 0.1% | NEW | 71.1 |
| 141 | — | GLOBAL X FDS - GLOBAL X COPPER | $343,594 | 0.1% | NEW | — |
| 142 |  $AFL | AFLAC INC | $335,687 | 0.1% | +0% | 61.3 |
| 143 |  $JXN | Jackson Financial Inc. | $329,901 | 0.1% | +7% | 60.4 |
| 144 |  $GOOG | Alphabet Inc. | $327,652 | 0.1% | +17% | 78.2 |
| 145 |  $AMBP | Ardagh Metal Packaging S.A. | $325,600 | 0.1% | -12% | — |
| 146 |  $MRK | Merck & Co., Inc. | $323,563 | 0.1% | +0% | 59.9 |
| 147 |  $AMGN | AMGEN INC | $318,303 | 0.1% | -3% | 79.2 |
| 148 |  $ADP | AUTOMATIC DATA PROCESSING INC | $313,082 | 0.1% | -2% | 69.8 |
| 149 |  $STT | STATE STREET CORP | $310,707 | 0.1% | -9% | 71.5 |
| 150 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $305,591 | 0.1% | -60% | 71.6 |
New Positions (49)
$YMM Full Truck Alliance Co. Ltd.$5.7M$MGA MAGNA INTERNATIONAL INC$1.1M$SFD SMITHFIELD FOODS INC$1.0M$INDV Indivior Pharmaceuticals, Inc.$549,720$DVA DAVITA INC.$434,281$CNC CENTENE CORP$426,992$VSXY Victoria's Secret & Co.$385,260$APLE Apple Hospitality REIT, Inc.$370,812$BNS BANK OF NOVA SCOTIA$345,363Exited Positions (51)
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