§ 13F · FUND PROFILE
Measured Wealth Private Client Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $334M (13F)Positions · 179Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 60K | $26M | 7.1% | −7% |
| 2 | VYM | VANGUARD WHITEHALL FDS | 161K | $24M | 6.5% | −4% |
| 3 | SPYV | SPDR SERIES TRUST | 414K | $23M | 6.4% | −3% |
| 4 | XLV | SELECT SECTOR SPDR TR | 122K | $18M | 4.9% | −4% |
| 5 | UPS | UNITED PARCEL SVCS INC | 169K | $17M | 4.5% | ±0% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 85K | $16M | 4.5% | −1% |
| 7 | XLK | SELECT SECTOR SPDR TR | 118K | $16M | 4.3% | −1% |
| 8 | XLC | SELECT SECTOR SPDR TR | 141K | $16M | 4.3% | −2% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $12M | 3.3% | −8% |
| 10 | SMH | VANECK ETF TRUST | 27K | $10M | 2.8% | +2% |
§ 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 $334 million in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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