Measured Wealth Private Client Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Measured Wealth Private Client Group, Llc disclosed 716 stock positions valued at approximately $413.73M as of quarter-end June 30, 2026. The largest holdings include VANGUARD WHITEHALL FDS, SPDR SERIES TRUST, and SPDR GOLD TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 716
- Portfolio Value
- $413.73M
Holdings by Sector
Measured Wealth Private Client Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | VYM | Other | 6.83% | 178,824 | +17,449 | +10.81% | $28,259,533 |
| SPDR SERIES TRUST | SPYG | Other | 5.00% | 173,973 | +124,249 | +249.88% | $20,701,058 |
| SPDR GOLD TR | GLD | Other | 4.38% | 49,217 | -11,215 | -18.56% | $18,130,437 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 4.25% | 82,579 | -2,906 | -3.40% | $17,570,319 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.23% | 91,922 | -25,825 | -21.93% | $17,513,004 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 4.14% | 159,528 | -9,478 | -5.61% | $17,149,260 |
| VANECK ETF TRUST | SMH | Other | 3.95% | 24,944 | -1,993 | -7.40% | $16,360,520 |
| ISHARES TR | EEM | Other | 3.41% | 205,993 | +145,947 | +243.06% | $14,091,981 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.32% | 18,404 | -14 | -0.08% | $13,743,335 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.61% | 68,105 | -54,385 | -44.40% | $10,805,528 |
| SPDR SERIES TRUST | SPYV | Other | 2.56% | 174,125 | -240,089 | -57.96% | $10,585,043 |
| SPDR SERIES TRUST | KBE | Other | 1.73% | 104,704 | +104,704 | +100.00% | $7,142,907 |
| SPDR SERIES TRUST | XBI | Other | 1.72% | 45,038 | +45,038 | +100.00% | $7,127,264 |
| ISHARES TR | IYZ | Other | 1.65% | 161,440 | +161,440 | +100.00% | $6,830,526 |
| NVIDIA CORPORATION | NVDA | Technology | 1.62% | 33,439 | +319 | +0.96% | $6,690,854 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.55% | 141,572 | +7,508 | +5.60% | $6,418,852 |
| ETF SER SOLUTIONS | QTUM | Other | 1.47% | 36,862 | +36,862 | +100.00% | $6,096,238 |
| APPLE INC | AAPL | Technology | 1.46% | 20,887 | +125 | +0.60% | $6,043,974 |
| SELECT SECTOR SPDR TR | XLP | Other | 1.44% | 71,484 | -613 | -0.85% | $5,938,212 |
| GLOBAL X FDS | URA | Other | 1.39% | 131,220 | +131,220 | +100.00% | $5,734,314 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.29% | 28,757 | +8,113 | +39.30% | $5,326,708 |
| ISHARES TR | IVV | Other | 1.18% | 6,498 | -251 | -3.72% | $4,866,325 |
| ISHARES TR | TLT | Other | 1.13% | 54,219 | -22,539 | -29.36% | $4,685,571 |
| SPDR SERIES TRUST | XPH | Other | 1.09% | 68,306 | +68,306 | +100.00% | $4,526,639 |
| ISHARES TR | DGRO | Other | 1.06% | 57,981 | - | - | $4,394,380 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.03% | 36,212 | +2,684 | +8.01% | $4,246,943 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.91% | 70,983 | +40,033 | +129.35% | $3,769,915 |
| GLOBAL X FDS | PAVE | Other | 0.75% | 52,983 | +52,983 | +100.00% | $3,121,758 |
| BROADCOM INC | AVGO | Technology | 0.72% | 7,939 | -1,446 | -15.41% | $2,999,005 |
| ISHARES TR | AGG | Other | 0.63% | 26,494 | -1,687 | -5.99% | $2,622,384 |
Showing 30 of 716 holdings in the latest reporting period.