Measured Wealth Private Client Group, Llc Portfolio Stock Holdings
Measured Wealth Private Client Group, Llc disclosed 726 stock positions valued at approximately $366.1 million in its latest SEC 13F filing. The largest holdings include SPDR GOLD TR, VANGUARD WHITEHALL FDS, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 726
- Portfolio Value
- $366.1M
Holdings by Sector
Measured Wealth Private Client Group, Llc Portfolio Holdings in Q1 2026
696 holdings in the latest reporting period.
Page 1 of 7
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GLD | Other | 7.10% | 60,432 | -4,710 | -7.23% | $26,003,144 |
| VANGUARD WHITEHALL FDS | VYM | Other | 6.53% | 161,375 | -7,344 | -4.35% | $23,899,666 |
| SPDR SERIES TRUST | SPYV | Other | 6.40% | 414,214 | -14,821 | -3.45% | $23,436,219 |
| SELECT SECTOR SPDR TR | XLV | Other | 4.91% | 122,490 | -5,037 | -3.95% | $17,958,291 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 4.54% | 169,006 | - | - | $16,626,810 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 4.48% | 85,485 | -647 | -0.75% | $16,406,240 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.27% | 117,747 | -1,795 | -1.50% | $15,648,562 |
| SELECT SECTOR SPDR TR | XLC | Other | 4.27% | 140,868 | -2,471 | -1.72% | $15,616,677 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.27% | 18,418 | -1,581 | -7.91% | $11,977,756 |
| VANECK ETF TRUST | SMH | Other | 2.82% | 26,937 | +555 | +2.10% | $10,327,646 |
| ISHARES TR | TLT | Other | 1.82% | 76,758 | -3,750 | -4.66% | $6,654,116 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.68% | 134,064 | -7,693 | -5.43% | $6,152,219 |
| SELECT SECTOR SPDR TR | XLP | Other | 1.61% | 72,097 | +3,134 | +4.54% | $5,910,533 |
| NVIDIA CORPORATION | NVDA | Technology | 1.58% | 33,120 | +43 | +0.13% | $5,776,166 |
| APPLE INC | AAPL | Technology | 1.44% | 20,762 | -741 | -3.45% | $5,269,142 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.33% | 98,780 | -10,423 | -9.54% | $4,876,769 |
| SPDR SERIES TRUST | SPYG | Other | 1.33% | 49,724 | -5,858 | -10.54% | $4,868,468 |
| ISHARES TR | IVV | Other | 1.20% | 6,749 | -370 | -5.20% | $4,408,810 |
| ISHARES TR | DGRO | Other | 1.11% | 57,981 | - | - | $4,069,107 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.00% | 33,528 | -407 | -1.20% | $3,653,881 |
| ISHARES TR | EEM | Other | 0.93% | 60,046 | +16,043 | +36.46% | $3,410,012 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.92% | 67,364 | +9,937 | +17.30% | $3,366,179 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.91% | 20,644 | -959 | -4.44% | $3,338,757 |
| BROADCOM INC | AVGO | Technology | 0.79% | 9,385 | -1,517 | -13.91% | $2,904,791 |
| ISHARES TR | AGG | Other | 0.76% | 28,181 | -839 | -2.89% | $2,797,526 |
| ISHARES TR | IYR | Other | 0.70% | 27,171 | -730 | -2.62% | $2,569,290 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 5,745 | -175 | -2.96% | $2,126,568 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.52% | 30,950 | +29,126 | +1596.82% | $1,896,003 |
| SPDR SERIES TRUST | SPMD | Other | 0.51% | 31,537 | -5,496 | -14.84% | $1,867,600 |
| ISHARES TR | OEF | Other | 0.50% | 5,698 | -874 | -13.30% | $1,812,266 |
| CAMBRIA ETF TR | EYLD | Other | 0.47% | 41,953 | -22 | -0.05% | $1,737,274 |
| ISHARES TR | MCHI | Other | 0.46% | 29,811 | -15,590 | -34.34% | $1,674,782 |
| CITIGROUP INC | C | Financial Services | 0.46% | 14,765 | -267 | -1.78% | $1,674,443 |
| VANGUARD INDEX FDS | VV | Other | 0.46% | 5,589 | - | - | $1,670,273 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.42% | 25,075 | +18,842 | +302.29% | $1,520,799 |
| VANGUARD INDEX FDS | VTI | Other | 0.39% | 4,416 | -15 | -0.34% | $1,416,719 |
| EXELON CORP | EXC | Utilities | 0.38% | 28,440 | +479 | +1.71% | $1,394,129 |
| EVERSOURCE ENERGY | ES | Utilities | 0.38% | 19,831 | +4,421 | +28.69% | $1,373,892 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.36% | 20,136 | -150 | -0.74% | $1,328,760 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.36% | 26,866 | -65 | -0.24% | $1,301,926 |
| NATIONAL FUEL GAS CO | NFG | Energy | 0.35% | 13,529 | +575 | +4.44% | $1,271,185 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.35% | 20,338 | -217 | -1.06% | $1,270,108 |
| NORTHEAST BK PORTLAND ME | NBN | Financial Services | 0.34% | 11,104 | - | - | $1,247,801 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 0.33% | 27,236 | +14,033 | +106.29% | $1,193,482 |
| RYDER SYS INC | R | Industrials | 0.32% | 5,779 | -632 | -9.86% | $1,183,019 |
| APPLIED INDL TECHNOLOGIES IN | AIT | Industrials | 0.32% | 4,363 | -286 | -6.15% | $1,157,630 |
| ISHARES TR | ACWX | Other | 0.30% | 16,307 | +101 | +0.62% | $1,116,540 |
| HOST HOTELS & RESORTS INC | HST | Real Estate | 0.30% | 56,906 | +56,906 | +100.00% | $1,090,319 |
| ENACT HLDGS INC | ACT | Financial Services | 0.29% | 26,122 | -2,233 | -7.88% | $1,066,043 |
| EMCOR GROUP INC | EME | Industrials | 0.29% | 1,415 | -299 | -17.44% | $1,044,713 |
| NRG ENERGY INC | NRG | Utilities | 0.28% | 6,942 | -291 | -4.02% | $1,014,531 |
| BARRICK MNG CORP | B | Other | 0.27% | 24,623 | -157 | -0.63% | $1,004,372 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 3,319 | -3,064 | -48.00% | $976,343 |
| APPLIED MATLS INC | AMAT | Technology | 0.26% | 2,825 | +2,316 | +455.01% | $965,601 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.26% | 13,456 | -92 | -0.68% | $954,165 |
| CANADIAN IMPERIAL BANK OF CO | CM | Financial Services | 0.26% | 10,013 | -374 | -3.60% | $948,732 |
| IAMGOLD CORP | IAG | Basic Materials | 0.25% | 49,207 | -16,406 | -25.00% | $926,076 |
| KROGER CO | KR | Consumer Defensive | 0.25% | 12,768 | -763 | -5.64% | $923,863 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.25% | 4,334 | +2,798 | +182.16% | $915,887 |
| EXXON MOBIL CORP | XOM | Energy | 0.25% | 5,346 | -448 | -7.73% | $907,045 |
| UGI CORP NEW | UGI | Utilities | 0.24% | 24,329 | -76 | -0.31% | $886,062 |
| HANCOCK WHITNEY CORPORATION | HWC | Financial Services | 0.24% | 13,818 | -293 | -2.08% | $878,687 |
| EAST WEST BANCORP INC | EWBC | Financial Services | 0.24% | 8,076 | +2,436 | +43.19% | $862,194 |
| ISHARES SILVER TR | SLV | Other | 0.23% | 12,536 | -230 | -1.80% | $854,203 |
| ISHARES TR | SHY | Other | 0.23% | 10,290 | +10,102 | +5373.40% | $849,645 |
| ALCOA CORP | AA | Basic Materials | 0.23% | 12,651 | +2,990 | +30.95% | $839,141 |
| POPULAR INC | BPOP | Financial Services | 0.23% | 6,155 | -173 | -2.73% | $825,816 |
| MUELLER INDS INC | MLI | Industrials | 0.22% | 7,368 | -1,010 | -12.06% | $816,374 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.22% | 3,336 | -22 | -0.66% | $815,452 |
| FLEXTRONICS INTL LTD | FLEX | Other | 0.22% | 12,238 | -1,685 | -12.10% | $801,099 |
| HARTFORD INSURANCE GROUP INC | HIG | Financial Services | 0.21% | 5,802 | +887 | +18.05% | $784,604 |
| FIRST BANCORP CORPORATION | FBP | Financial Services | 0.21% | 35,979 | +656 | +1.86% | $768,511 |
| AZZ INC | AZZ | Industrials | 0.21% | 6,057 | -6 | -0.10% | $757,912 |
| MERCURY GENL CORP NEW | MCY | Financial Services | 0.20% | 8,513 | +1,949 | +29.69% | $750,421 |
| FEDERATED HERMES INC | FHI | Financial Services | 0.20% | 13,109 | +97 | +0.75% | $743,411 |
| GARRETT MOTION INC | GTX | Consumer Cyclical | 0.20% | 40,368 | +5,412 | +15.48% | $733,487 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.20% | 10,908 | -951 | -8.02% | $731,600 |
| PHINIA INC | PHIN | Consumer Cyclical | 0.20% | 10,563 | +10,544 | +55494.74% | $722,944 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.20% | 1 | - | - | $718,140 |
| BREAD FINANCIAL HOLDINGS INC | BFH | Financial Services | 0.19% | 9,388 | +3,826 | +68.79% | $703,067 |
| AERCAP HOLDINGS NV | AER | Other | 0.19% | 5,067 | -227 | -4.29% | $695,091 |
| AMPHENOL CORP | APH | Technology | 0.19% | 5,498 | -500 | -8.34% | $694,672 |
| JABIL INC | JBL | Technology | 0.19% | 2,609 | -155 | -5.61% | $693,041 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.19% | 2,332 | -165 | -6.61% | $680,198 |
| OPENLANE INC | KAR | Consumer Cyclical | 0.18% | 22,386 | +9,053 | +67.90% | $652,552 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.17% | 8,926 | -495 | -5.25% | $634,906 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 0.17% | 6,455 | -2,626 | -28.92% | $628,846 |
| INVESCO EXCH TRADED FD TR II | KBWB | Other | 0.17% | 7,680 | +3,109 | +68.02% | $607,642 |
| VANGUARD WORLD FD | MGK | Other | 0.17% | 1,650 | - | - | $606,365 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 0.16% | 14,148 | -2,628 | -15.67% | $602,846 |
| COMPANHIA DE SANEAMENTO BASI | SBS | Utilities | 0.16% | 19,339 | +1,403 | +7.82% | $590,019 |
| MEDTRONIC PLC | MDT | Other | 0.15% | 6,400 | - | - | $554,560 |
| CREDICORP LTD | BAP | Other | 0.15% | 1,616 | -74 | -4.38% | $548,115 |
| CIRRUS LOGIC INC | CRUS | Technology | 0.14% | 3,662 | +3,662 | +100.00% | $529,598 |
| ANALOG DEVICES INC | ADI | Technology | 0.14% | 1,660 | -24 | -1.43% | $528,112 |
| GRUPO CIBEST SA | 40090E106 | Other | 0.14% | 7,239 | -602 | -7.68% | $527,072 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.14% | 2,066 | -39 | -1.85% | $517,698 |
| INCYTE CORP | INCY | Healthcare | 0.14% | 5,454 | +1,657 | +43.64% | $513,330 |
| HAMILTON INSURANCE GROUP LTD | G42706104 | Other | 0.14% | 17,189 | +7,179 | +71.72% | $512,748 |
| DOVER CORP | DOV | Industrials | 0.14% | 2,443 | - | - | $509,243 |