Q2 2026 13F · SEC CIK 1720235

Measured Wealth Private Client Group, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $413.7M
Reported positions: 719
Top holdings a year, 3 yrs: +17.5%
Assets under management: $528.3M

Measured Wealth Private Client Group, LLC is a wealth manager that reported 719 positions worth $413.7M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Vym (VYM, 6.8%), Spdr Series Trust (SPYG, 5.0%), Spdr Gold Shares (GLD, 4.4%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

Measured Wealth Private Client Group, LLC holdings largest 50 of 719 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Measured Wealth Private Client Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VYMVym	6.8%	6.5%	178,824	+10.8%	$28.3M
SPYGSpdr Series Trust	5.0%	1.3%	173,973	+249.9%	$20.7M
GLDSpdr Gold Shares	4.4%	7.1%	49,217	-18.6%	$18.1M
RSPInvesco S&p 500 Equal Weight ETF	4.2%	4.5%	82,579	-3.4%	$17.6M
XLKState Street Technology Select Sector Sp	4.2%	4.3%	91,922	-21.9%	$17.5M
UPSUnited Parcel Svcs Inc Cl B	4.1%	4.5%	159,528	-5.6%	$17.1M
SMHVaneck Semiconductor ETF	4.0%	2.8%	24,944	-7.4%	$16.4M
EEMIshares	3.4%	0.9%	205,993	+243.1%	$14.1M
SPYSpdr S&p 500 ETF Tr	3.3%	3.3%	18,404	-0.1%	$13.7M
XLVSelect Sector Spdr Tr	2.6%	4.9%	68,105	-44.4%	$10.8M
SPYVSpdr Series Trust	2.6%	6.4%	174,125	-58.0%	$10.6M
KBESpdr Series Trust	1.7%	—	104,704	—	$7.1M
XBISpdr Series Trust	1.7%	—	45,038	—	$7.1M
IYZIshares Tr	1.7%	—	161,440	—	$6.8M
NVDANvidia Corporation Com	1.6%	1.6%	33,439	+1.0%	$6.7M
XLUSpdr	1.6%	1.7%	141,572	+5.6%	$6.4M
QTUMETF Ser Solutions	1.5%	—	36,862	—	$6.1M
AAPLApple Inc	1.5%	1.4%	20,887	+0.6%	$6.0M
XLPState Street Consumer Staples Select Sec	1.4%	1.6%	71,484	-0.9%	$5.9M
URAGlobal X Uranium ETF	1.4%	—	131,220	—	$5.7M
XLISelect Sector Spdr Tr	1.3%	0.9%	28,757	+39.3%	$5.3M
IVVIshares Core S&p 500 ETF	1.2%	1.2%	6,498	-3.7%	$4.9M
TLTIshares 20 Year Treasury Bond ETF	1.1%	1.8%	54,219	-29.4%	$4.7M
XPHSpdr Series Trust	1.1%	—	68,306	—	$4.5M
DGROIshares Core Dividend Growth ETF	1.1%	1.1%	57,981	+0.0%	$4.4M
XLYConsumer Discretionary Select S	1.0%	1.0%	36,212	+8.0%	$4.2M
XLEState Street Energy Select Sector Spdr E	0.9%	0.5%	70,983	+129.3%	$3.8M
PAVEGlobal X Fds	0.8%	—	52,983	—	$3.1M
AVGOBroadcom Inc	0.7%	0.8%	7,939	-15.4%	$3.0M
AGGIshares Tr	0.6%	0.8%	26,494	-6.0%	$2.6M
MSFTMicrosoft Corp	0.5%	0.6%	5,711	-0.6%	$2.1M
XLCSelect Sector Spdr Tr	0.5%	4.3%	19,148	-86.4%	$2.1M
CCitigroup Inc Com New	0.5%	0.5%	14,353	-2.8%	$2.0M
VVVanguard Inx Lrg	0.5%	0.5%	5,601	+0.2%	$1.9M
EYLDCambria Emerging Shareholder Yield ETF	0.4%	0.5%	39,536	-5.8%	$1.8M
AMATApplied Matls Inc	0.4%	—	2,469	—	$1.8M
VTIVanguard Index Fds	0.4%	0.4%	4,695	+6.3%	$1.7M
SPMDSpdr Series Trust	0.4%	0.5%	24,516	-22.3%	$1.7M
OEFIshares S&p 100 ETF	0.4%	0.5%	4,417	-22.5%	$1.6M
FLEXFlex Ltd	0.4%	—	9,817	—	$1.6M
BMYBristol-Myers Squibb Co Com	0.4%	0.4%	27,186	+8.4%	$1.6M
ESEversource Energy	0.4%	0.4%	20,931	+5.5%	$1.5M
MOAltria Group Inc	0.4%	0.4%	20,843	+3.5%	$1.5M
HSTHost Hotels and Resorts Inc	0.4%	0.3%	62,845	+10.4%	$1.5M
DFUVDimensional U.s. Marketwide Val	0.4%	0.4%	26,856	-0.0%	$1.5M
AITApplied Indl Technologies Inc Com	0.4%	0.3%	4,289	-1.7%	$1.5M
DFATDimensional U.s. Targeted Value	0.3%	0.3%	20,187	-0.7%	$1.4M
RRyder Sys Inc	0.3%	0.3%	5,340	-7.6%	$1.4M
OHIOmega Healthcare Investors Inc	0.3%	0.3%	29,186	+7.2%	$1.4M
ACTEnact Hldgs Inc	0.3%	0.3%	27,007	+3.4%	$1.2M

What Measured Wealth Private Client Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SPYG Spdr Series Trust+249.9% shares
EEM Ishares+243.1% shares
XLE State Street Energy Select Sector Spdr E+129.3% shares
XLI Select Sector Spdr Tr+39.3% shares
VYM Vym+10.8% shares
HST Host Hotels and Resorts Inc+10.4% shares
BMY Bristol-Myers Squibb Co Com+8.4% shares
XLY Consumer Discretionary Select S+8.0% shares

Reduced

XLC Select Sector Spdr Tr-86.4% shares
SPYV Spdr Series Trust-58.0% shares
XLV Select Sector Spdr Tr-44.4% shares
TLT Ishares 20 Year Treasury Bond ETF-29.4% shares
OEF Ishares S&p 100 ETF-22.5% shares
SPMD Spdr Series Trust-22.3% shares
XLK State Street Technology Select Sector Sp-21.9% shares
GLD Spdr Gold Shares-18.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.3% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: +10.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$413.7M	719
Q1 2026	$366.1M	723
Q4 2025	$378.0M	729
Q3 2025	$371.0M	695
Q2 2025	$334.2M	179
Q1 2025	$311.5M	170
Q4 2024	$309.5M	172
Q3 2024	$299.0M	179
Q2 2024	$284.7M	186
Q1 2024	$286.3M	185
Q4 2023	$271.4M	176
Q3 2023	$248.7M	166

Questions about Measured Wealth Private Client Group, LLC's portfolio

What stocks does Measured Wealth Private Client Group, LLC own?

Measured Wealth Private Client Group, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 719 positions worth $413.7M. The largest are Vym (VYM) at 6.8%, Spdr Series Trust (SPYG) at 5.0%, Spdr Gold Shares (GLD) at 4.4%, Invesco S&p 500 Equal Weight ETF (RSP) at 4.2% and State Street Technology Select Sector Sp (XLK) at 4.2%.

What did Measured Wealth Private Client Group, LLC buy last quarter?

In Q2 2026, Measured Wealth Private Client Group, LLC added Spdr Series Trust (SPYG) (+249.9% shares), Ishares (EEM) (+243.1% shares) and State Street Energy Select Sector Spdr E (XLE) (+129.3% shares), compared with its Q1 2026 filing.

What did Measured Wealth Private Client Group, LLC sell last quarter?

In Q2 2026, Measured Wealth Private Client Group, LLC cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Select Sector Spdr Tr (XLB), cut from its top 50 iShares US Real Estate ETF (IYR), cut from its top 50 Ishares Tr (MCHI), cut from its top 50 Exelon Corp (EXC), Select Sector Spdr Tr (XLC) (-86.4% shares), Spdr Series Trust (SPYV) (-58.0% shares) and Select Sector Spdr Tr (XLV) (-44.4% shares), compared with its Q1 2026 filing.

How has Measured Wealth Private Client Group, LLC's portfolio performed?

A portfolio copying Measured Wealth Private Client Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.3% against +20.1%. Over 5 years: +10.4% a year against +11.6%.

When is Measured Wealth Private Client Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Measured Wealth Private Client Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Measured Wealth Private Client Group, LLC manage?

Measured Wealth Private Client Group, LLC reported $528.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $413.7M.