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 Vanguard Whitehall Fds (VYM, 6.8%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 5.0%), Spdr Gold Tr (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
VYMVanguard Whitehall Fds	6.8%	6.5%	178,824	+10.8%	$28.3M
SPYGState Street Spdr Portfolio S&p 500 Grow	5.0%	1.3%	173,973	+249.9%	$20.7M
GLDSpdr Gold Tr	4.4%	7.1%	49,217	-18.6%	$18.1M
RSPInvesco Exchange Traded Fd T	4.2%	4.5%	82,579	-3.4%	$17.6M
XLKSelect Sector Spdr Tr	4.2%	4.3%	91,922	-21.9%	$17.5M
UPSUnited Parcel Svcs Inc	4.1%	4.5%	159,528	-5.6%	$17.1M
SMHVaneck ETF Trust	4.0%	2.8%	24,944	-7.4%	$16.4M
EEMIshares Tr	3.4%	0.9%	205,993	+243.1%	$14.1M
SPYState Str Spdr S&p 500 ETF T	3.3%	3.3%	18,404	-0.1%	$13.7M
XLVSelect Sector Spdr Tr	2.6%	4.9%	68,105	-44.4%	$10.8M
SPYVState Street Spdr Portfolio S&p 500 Valu	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	1.6%	1.6%	33,439	+1.0%	$6.7M
XLUSelect Sector Spdr Tr	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
XLPSelect Sector Spdr Tr	1.4%	1.6%	71,484	-0.9%	$5.9M
URAGlobal X Fds	1.4%	—	131,220	—	$5.7M
XLISelect Sector Spdr Tr	1.3%	0.9%	28,757	+39.3%	$5.3M
IVVIshares Tr	1.2%	1.2%	6,498	-3.7%	$4.9M
TLTIshares Tr	1.1%	1.8%	54,219	-29.4%	$4.7M
XPHSpdr Series Trust	1.1%	—	68,306	—	$4.5M
DGROIshares Tr	1.1%	1.1%	57,981	+0.0%	$4.4M
XLYSelect Sector Spdr Tr	1.0%	1.0%	36,212	+8.0%	$4.2M
XLESelect Sector Spdr Tr	0.9%	0.5%	70,983	+129.3%	$3.8M
PAVEGlobal X U.s. Infrastructure Development	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	0.5%	0.5%	14,353	-2.8%	$2.0M
VVVanguard Index Fds	0.5%	0.5%	5,601	+0.2%	$1.9M
EYLDCambria ETF Tr	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 Tr	0.4%	0.5%	4,417	-22.5%	$1.6M
FLEXFlex Ltd Ord	0.4%	—	9,817	—	$1.6M
BMYBristol-Myers Squibb Co	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 & Resorts Inc	0.4%	0.3%	62,845	+10.4%	$1.5M
DFUVDimensional ETF Trust	0.4%	0.4%	26,856	-0.0%	$1.5M
AITApplied Indl Technologies in	0.4%	0.3%	4,289	-1.7%	$1.5M
DFATDimensional ETF Trust	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 Invs 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 State Street Spdr Portfolio S&p 500 Grow+249.9% shares
EEM Ishares Tr+243.1% shares
XLE Select Sector Spdr Tr+129.3% shares
XLI Select Sector Spdr Tr+39.3% shares
VYM Vanguard Whitehall Fds+10.8% shares
HST Host Hotels & Resorts Inc+10.4% shares
BMY Bristol-Myers Squibb Co+8.4% shares
XLY Select Sector Spdr Tr+8.0% shares

Reduced

XLC Select Sector Spdr Tr-86.4% shares
SPYV State Street Spdr Portfolio S&p 500 Valu-58.0% shares
XLV Select Sector Spdr Tr-44.4% shares
TLT Ishares Tr-29.4% shares
OEF Ishares Tr-22.5% shares
SPMD Spdr Series Trust-22.3% shares
XLK Select Sector Spdr Tr-21.9% shares
GLD Spdr Gold Tr-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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Vanguard Whitehall Fds (VYM) at 6.8%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 5.0%, Spdr Gold Tr (GLD) at 4.4%, Invesco Exchange Traded Fd T (RSP) at 4.2% and Select Sector Spdr Tr (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 State Street Spdr Portfolio S&p 500 Grow (SPYG) (+249.9% shares), Ishares Tr (EEM) (+243.1% shares) and Select Sector Spdr Tr (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 Tr (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), State Street Spdr Portfolio S&p 500 Valu (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.