§ 13F · FUND PROFILE
Measured Wealth Private Client Group, LLC.
AUM · $414M (13F)Positions · 723Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 179K | $28M | 6.8% | +11% |
| 2 | SPYG | SPDR SERIES TRUST | 174K | $21M | 5.0% | +250% |
| 3 | GLD | SPDR GOLD TR | 49K | $18M | 4.4% | −19% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 83K | $18M | 4.2% | −3% |
| 5 | XLK | SELECT SECTOR SPDR TR | 92K | $18M | 4.2% | −22% |
| 6 | UPS | UNITED PARCEL SVCS INC | 160K | $17M | 4.1% | −6% |
| 7 | SMH | VANECK ETF TRUST | 25K | $16M | 4.0% | −7% |
| 8 | EEM | ISHARES TR | 206K | $14M | 3.4% | +243% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $14M | 3.3% | ±0% |
| 10 | XLV | SELECT SECTOR SPDR TR | 68K | $11M | 2.6% | −44% |
§ 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 $414 million in assets. The fund runs a broad portfolio of 723 positions.
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