Measured Wealth Private Client Group, LLC 13F Holdings · Q2 2026
Measured Wealth Private Client Group, LLC reported 697 securities worth $413.73M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VYM (6.83%), SPYG (5.00%), GLD (4.38%). Among its top 25 positions this quarter: 6 new, 7 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $28.3M | 6.83% | 178,824 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $20.7M | 5.00% | 173,973 | Added |
| 3 | GLD | SPDR GOLD TR | $18.1M | 4.38% | 49,217 | Trimmed |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $17.6M | 4.25% | 82,579 | Trimmed |
| 5 | XLK | SELECT SECTOR SPDR TR | $17.5M | 4.23% | 91,922 | Trimmed |
| 6 | UPS | UNITED PARCEL SVCS INC | $17.1M | 4.15% | 159,528 | Trimmed |
| 7 | SMH | VANECK ETF TRUST | $16.4M | 3.95% | 24,944 | Trimmed |
| 8 | EEM | ISHARES TR | $14.1M | 3.41% | 205,993 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $13.7M | 3.32% | 18,404 | Trimmed |
| 10 | XLV | SELECT SECTOR SPDR TR | $10.8M | 2.61% | 68,105 | Trimmed |
| 11 | SPYV | SPDR SERIES TRUST | $10.6M | 2.56% | 174,125 | Trimmed |
| 12 | KBE | SPDR SERIES TRUST | $7.1M | 1.73% | 104,704 | New |
| 13 | XBI | SPDR SERIES TRUST | $7.1M | 1.72% | 45,038 | New |
| 14 | IYZ | ISHARES TR | $6.8M | 1.65% | 161,440 | New |
| 15 | NVDA | NVIDIA CORPORATION | $6.7M | 1.62% | 33,439 | Added |
| 16 | XLU | SELECT SECTOR SPDR TR | $6.4M | 1.55% | 141,572 | Added |
| 17 | QTUM | ETF SER SOLUTIONS | $6.1M | 1.47% | 36,862 | New |
| 18 | AAPL | APPLE INC | $6.0M | 1.46% | 20,887 | Added |
| 19 | XLP | SELECT SECTOR SPDR TR | $5.9M | 1.44% | 71,484 | Trimmed |
| 20 | URA | GLOBAL X FDS | $5.7M | 1.39% | 131,220 | New |
| 21 | XLI | SELECT SECTOR SPDR TR | $5.3M | 1.29% | 28,757 | Added |
| 22 | IVV | ISHARES TR | $4.9M | 1.18% | 6,498 | Trimmed |
| 23 | TLT | ISHARES TR | $4.7M | 1.13% | 54,219 | Trimmed |
| 24 | XPH | SPDR SERIES TRUST | $4.5M | 1.09% | 68,306 | New |
| 25 | DGRO | ISHARES TR | $4.4M | 1.06% | 57,981 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR