Measured Wealth Private Client Group, LLC

Est. AUM

$365.4M

13F long equity, this entity only

Positions

723

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR GOLD TR	GOLD SHS	$26.0M	60432	7.12%	SOLE
2	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$23.9M	161375	6.54%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$23.4M	414214	6.41%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET HEA	$18.0M	122490	4.92%	SOLE
5	UNITED PARCEL SVCS INC	CL B	$16.6M	169006	4.55%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$16.4M	85485	4.49%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET TEC	$15.6M	117747	4.28%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET COM	$15.6M	140868	4.27%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.0M	18418	3.28%	SOLE
10	VANECK ETF TRUST	SEMICONDUCTR ETF	$10.3M	26937	2.83%	SOLE
11	ISHARES TR	20 YR TR BD ETF	$6.7M	76758	1.82%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET UTI	$6.2M	134064	1.68%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET CON	$5.9M	72097	1.62%	SOLE
14	NVIDIA CORPORATION	COM	$5.8M	33120	1.58%	SOLE
15	APPLE INC	COM	$5.3M	20762	1.44%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET FIN	$4.9M	98780	1.33%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	49724	1.33%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$4.4M	6749	1.21%	SOLE
19	ISHARES TR	CORE DIV GRWTH	$4.1M	57981	1.11%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET CON	$3.7M	33528	1.00%	SOLE
21	ISHARES TR	MSCI EMG MKT ETF	$3.4M	60046	0.93%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET MAT	$3.4M	67364	0.92%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET IND	$3.3M	20644	0.91%	SOLE
24	BROADCOM INC	COM	$2.9M	9385	0.80%	SOLE
25	ISHARES TR	CORE US AGGBD ET	$2.8M	28181	0.77%	SOLE
26	ISHARES TR	U.S. REAL ES ETF	$2.6M	27171	0.70%	SOLE
27	MICROSOFT CORP	COM	$2.1M	5745	0.58%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.9M	30950	0.52%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	31537	0.51%	SOLE
30	ISHARES TR	S&P 100 ETF	$1.8M	5698	0.50%	SOLE
31	CAMBRIA ETF TR	EMRG SHAREHLDR	$1.7M	41953	0.48%	SOLE
32	ISHARES TR	MSCI CHINA ETF	$1.7M	29811	0.46%	SOLE
33	CITIGROUP INC	COM NEW	$1.7M	14765	0.46%	SOLE
34	VANGUARD INDEX FDS	LARGE CAP ETF	$1.7M	5589	0.46%	SOLE
35	BRISTOL-MYERS SQUIBB CO	COM	$1.5M	25075	0.42%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4416	0.39%	SOLE
37	EXELON CORP	COM	$1.4M	28440	0.38%	SOLE
38	EVERSOURCE ENERGY	COM	$1.4M	19831	0.38%	SOLE
39	ALTRIA GROUP INC	COM	$1.3M	20136	0.36%	SOLE
40	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.3M	26866	0.36%	SOLE
41	NATIONAL FUEL GAS CO	COM	$1.3M	13529	0.35%	SOLE
42	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.3M	20338	0.35%	SOLE
43	NORTHEAST BK PORTLAND ME	COM	$1.2M	11104	0.34%	SOLE
44	OMEGA HEALTHCARE INVS INC	COM	$1.2M	27236	0.33%	SOLE
45	RYDER SYS INC	COM	$1.2M	5779	0.32%	SOLE
46	APPLIED INDL TECHNOLOGIES IN	COM	$1.2M	4363	0.32%	SOLE
47	ISHARES TR	MSCI ACWI EX US	$1.1M	16307	0.31%	SOLE
48	HOST HOTELS & RESORTS INC	COM	$1.1M	56906	0.30%	SOLE
49	ENACT HLDGS INC	COM	$1.1M	26122	0.29%	SOLE
50	EMCOR GROUP INC	COM	$1.0M	1415	0.29%	SOLE

1–50 of 723

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.