§ 13F · FUND PROFILE
Measured Wealth Private Client Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $334.2T (13F)Positions · 179Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$378.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 65K | $25.8T | 6.8% | NEW |
| 2 | SPYV | SPDR SERIES TRUST | 429K | $24.4T | 6.4% | NEW |
| 3 | VYM | VANGUARD WHITEHALL FDS | 169K | $24.2T | 6.4% | NEW |
| 4 | XLV | SELECT SECTOR SPDR TR | 128K | $19.7T | 5.2% | NEW |
| 5 | XLK | SELECT SECTOR SPDR TR | 120K | $17.2T | 4.6% | NEW |
| 6 | XLC | SELECT SECTOR SPDR TR | 143K | $16.9T | 4.5% | NEW |
| 7 | UPS | UNITED PARCEL SERVICE INC | 169K | $16.8T | 4.4% | NEW |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 86K | $16.5T | 4.4% | NEW |
| 9 | SPY | SPDR S&P 500 ETF TR | 20K | $13.6T | 3.6% | NEW |
| 10 | SMH | VANECK ETF TRUST | 26K | $9.5T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEASURED SIGNAL
AC read
Measured Wealth Private Client Group, LLC is a Other fund managing $334194.1 trillion in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed