Measured Wealth Private Client Group, LLC Top Holdings and 13F Report (2026) About Measured Wealth Private Client Group, LLCInvestment ActivityMeasured Wealth Private Client Group, LLC has $366.11 million in total holdings as of March 31, 2026.Measured Wealth Private Client Group, LLC owns shares of 726 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Measured Wealth Private Client Group, LLC has purchased 719 new stocks and bought additional shares in 101 stocks.Measured Wealth Private Client Group, LLC sold shares of 207 stocks and completely divested from 68 stocks this quarter.Largest Holdings SPDR Gold Shares $26,003,144Vanguard High Dividend Yield ETF $23,899,666SPDR Portfolio S&P 500 Value ETF $23,436,219Health Care Select Sector SPDR Fund $17,958,291United Parcel Service $16,626,810 Largest New Holdings this Quarter 44107P104 - Host Hotels & Resorts $1,090,319 Holding172755100 - Cirrus Logic $529,598 Holding042735100 - Arrow Electronics $504,947 Holding29357K103 - Enova International $475,269 HoldingY2065G121 - DHT $474,618 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 29,126 shares (about $1.78M)Bristol Myers Squibb 18,842 shares (about $1.14M)Host Hotels & Resorts 56,906 shares (about $1.09M)iShares MSCI Emerging Markets ETF 16,043 shares (about $911.08K)iShares 1-3 Year Treasury Bond ETF 10,102 shares (about $834.12K) Largest Sales this Quarter Reinsurance Group of America 55 shares (about $∞T)Owens Corning 49 shares (about $∞T)NetApp 53 shares (about $∞T)Essent Group 258 shares (about $∞T)SPDR Gold Shares 4,710 shares (about $2.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeasured Wealth Private Client Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$26,003,144$2,026,655 â–¼-7.2%60,4327.1%FinanceVYMVanguard High Dividend Yield ETF$23,899,666$1,087,648 â–¼-4.4%161,3756.5%Financial ServicesSPYVSPDR Portfolio S&P 500 Value ETF$23,436,219$838,572 â–¼-3.5%414,2146.4%ETFXLVHealth Care Select Sector SPDR Fund$17,958,291$738,476 â–¼-3.9%122,4904.9%ETFUPSUnited Parcel Service$16,626,8100.0%169,0064.5%TransportationRSPInvesco S&P 500 Equal Weight ETF$16,406,240$124,172 â–¼-0.8%85,4854.5%ETFXLKTechnology Select Sector SPDR Fund$15,648,562$238,555 â–¼-1.5%117,7474.3%ETFXLCCommunication Services Select Sector SPDR Fund$15,616,677$273,936 â–¼-1.7%140,8684.3%ETFSPYSPDR S&P 500 ETF Trust$11,977,756$1,028,170 â–¼-7.9%18,4183.3%FinanceSMHVanEck Semiconductor ETF$10,327,646$212,787 â–²2.1%26,9372.8%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$6,654,116$325,086 â–¼-4.7%76,7581.8%ETFXLUUtilities Select Sector SPDR Fund$6,152,219$353,033 â–¼-5.4%134,0641.7%ETFXLPConsumer Staples Select Sector SPDR Fund$5,910,533$256,926 â–²4.5%72,0971.6%ETFNVDANVIDIA$5,776,166$7,499 â–²0.1%33,1201.6%Computer and TechnologyAAPLApple$5,269,142$188,057 â–¼-3.4%20,7621.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$4,876,769$514,584 â–¼-9.5%98,7801.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,868,468$573,556 â–¼-10.5%49,7241.3%ETFIVViShares Core S&P 500 ETF$4,408,810$241,704 â–¼-5.2%6,7491.2%ETFDGROiShares Core Dividend Growth ETF$4,069,1070.0%57,9811.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,653,881$44,355 â–¼-1.2%33,5281.0%FinanceEEMiShares MSCI Emerging Markets ETF$3,410,012$911,082 â–²36.5%60,0460.9%FinanceXLBMaterials Select Sector SPDR Fund$3,366,179$496,552 â–²17.3%67,3640.9%ETFXLIIndustrial Select Sector SPDR Fund$3,338,757$155,099 â–¼-4.4%20,6440.9%ETFAVGOBroadcom$2,904,791$469,533 â–¼-13.9%9,3850.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,797,526$83,287 â–¼-2.9%28,1810.8%FinanceIYRiShares U.S. Real Estate ETF$2,569,290$69,029 â–¼-2.6%27,1710.7%ETFMSFTMicrosoft$2,126,568$64,778 â–¼-3.0%5,7450.6%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,896,003$1,784,264 â–²1,596.8%30,9500.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,867,600$325,469 â–¼-14.8%31,5370.5%ETFOEFiShares S&P 100 ETF$1,812,266$277,978 â–¼-13.3%5,6980.5%ETFEYLDCambria Emerging Shareholder Yield ETF$1,737,274$911 â–¼-0.1%41,9530.5%ETFMCHIiShares MSCI China ETF$1,674,782$875,846 â–¼-34.3%29,8110.5%ETFCCitigroup$1,674,443$30,279 â–¼-1.8%14,7650.5%Financial ServicesVVVanguard Large-Cap ETF$1,670,2730.0%5,5890.5%ETFBMYBristol Myers Squibb$1,520,799$1,142,767 â–²302.3%25,0750.4%MedicalVTIVanguard Total Stock Market ETF$1,416,719$4,812 â–¼-0.3%4,4160.4%ETFEXCExelon$1,394,129$23,481 â–²1.7%28,4400.4%UtilitiesESEversource Energy$1,373,892$306,287 â–²28.7%19,8310.4%UtilitiesMOAltria Group$1,328,760$9,898 â–¼-0.7%20,1360.4%Consumer StaplesDFUVDimensional US Marketwide Value ETF$1,301,926$3,150 â–¼-0.2%26,8660.4%ETFNFGNational Fuel Gas$1,271,185$54,027 â–²4.4%13,5290.3%EnergyDFATDimensional U.S. Targeted Value ETF$1,270,108$13,552 â–¼-1.1%20,3380.3%ETFNBNNortheast Bancorp$1,247,8010.0%11,1040.3%FinanceOHIOmega Healthcare Investors$1,193,482$614,926 â–²106.3%27,2360.3%FinanceRRyder System$1,183,019$129,377 â–¼-9.9%5,7790.3%TransportationAITApplied Industrial Technologies$1,157,630$75,884 â–¼-6.2%4,3630.3%IndustrialsACWXiShares MSCI ACWI ex U.S. ETF$1,116,540$6,915 â–²0.6%16,3070.3%ManufacturingHSTHost Hotels & Resorts$1,090,319$1,090,319 â–²New Holding56,9060.3%FinanceACTEnact$1,066,043$91,129 â–¼-7.9%26,1220.3%FinanceEMEEMCOR Group$1,044,713$220,756 â–¼-17.4%1,4150.3%ConstructionNRGNRG Energy$1,014,531$42,528 â–¼-4.0%6,9420.3%UtilitiesBARRICK MNG CORP$1,004,372$6,404 â–¼-0.6%24,6230.3%COM SHSJPMJPMorgan Chase & Co.$976,343$901,330 â–¼-48.0%3,3190.3%FinanceAMATApplied Materials$965,601$791,622 â–²455.0%2,8250.3%Computer and TechnologyDFUSDimensional U.S. Equity ETF$954,165$6,524 â–¼-0.7%13,4560.3%ETFCMCanadian Imperial Bank of Commerce$948,732$35,437 â–¼-3.6%10,0130.3%FinanceIAGIamgold$926,076$308,761 â–¼-25.0%49,2070.3%Basic MaterialsKRKroger$923,863$55,209 â–¼-5.6%12,7680.3%Retail/WholesaleCAHCardinal Health$915,887$591,290 â–²182.2%4,3340.3%MedicalXOMExxonMobil$907,045$76,011 â–¼-7.7%5,3460.2%EnergyUGIUGI$886,062$2,768 â–¼-0.3%24,3290.2%UtilitiesHWCHancock Whitney$878,687$18,632 â–¼-2.1%13,8180.2%FinanceEWBCEast West Bancorp$862,194$260,067 â–²43.2%8,0760.2%FinanceSLViShares Silver Trust$854,203$15,672 â–¼-1.8%12,5360.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$849,645$834,122 â–²5,373.4%10,2900.2%ManufacturingAAAlcoa$839,141$198,327 â–²30.9%12,6510.2%IndustrialsBPOPPopular$825,816$23,211 â–¼-2.7%6,1550.2%FinanceMLIMueller Industries$816,374$111,908 â–¼-12.1%7,3680.2%IndustrialsJNJJohnson & Johnson$815,452$5,378 â–¼-0.7%3,3360.2%MedicalFLEXFlex$801,099$110,300 â–¼-12.1%12,2380.2%Computer and TechnologyHIGThe Hartford Insurance Group$784,604$119,949 â–²18.0%5,8020.2%FinanceFBPFirst BanCorp.$768,511$14,012 â–²1.9%35,9790.2%FinanceAZZAZZ$757,912$751 â–¼-0.1%6,0570.2%IndustrialsMCYMercury General$750,421$171,804 â–²29.7%8,5130.2%FinanceFHIFederated Hermes$743,411$5,501 â–²0.7%13,1090.2%FinanceGARRETT MOTION INC$733,487$98,336 â–²15.5%40,3680.2%COMIBKRInteractive Brokers Group$731,600$63,784 â–¼-8.0%10,9080.2%FinancePHINPHINIA$722,944$721,644 â–²55,494.7%10,5630.2%Auto/Tires/TrucksBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceBFHBread Financial$703,067$286,529 â–²68.8%9,3880.2%FinanceJAZZJazz Pharmaceuticals$699,674$45,750 â–¼-6.1%3,7010.2%MedicalAERAercap$695,091$31,140 â–¼-4.3%5,0670.2%TransportationAPHAmphenol$694,672$63,175 â–¼-8.3%5,4980.2%Computer and TechnologyJBLJabil$693,041$41,173 â–¼-5.6%2,6090.2%Computer and TechnologyTRVTravelers Companies$680,198$48,127 â–¼-6.6%2,3320.2%FinanceKAROPENLANE$652,552$263,895 â–²67.9%22,3860.2%Auto/Tires/TrucksDFASDimensional U.S. Small Cap ETF$634,906$35,209 â–¼-5.3%8,9260.2%ETFTTMITTM Technologies$628,846$255,825 â–¼-28.9%6,4550.2%Computer and TechnologyKBWBInvesco KBW Bank ETF$607,642$245,984 â–²68.0%7,6800.2%ManufacturingMGKVanguard Mega Cap Growth ETF$606,3650.0%1,6500.2%ETFBRIGHTSPRING HEALTH SVCS INC$602,846$111,979 â–¼-15.7%14,1480.2%COMSBSCompanhia de saneamento Basico Do Estado De Sao Paulo - Sabesp$590,019$42,805 â–²7.8%19,3390.2%UtilitiesMDTMedtronic$554,5600.0%6,4000.2%MedicalBAPCredicorp$548,115$25,099 â–¼-4.4%1,6160.1%FinanceCRUSCirrus Logic$529,598$529,598 â–²New Holding3,6620.1%Computer and TechnologyADIAnalog Devices$528,112$7,635 â–¼-1.4%1,6600.1%Computer and TechnologyGRUPO CIBEST SA$527,072$43,832 â–¼-7.7%7,2390.1%SPON ADSVRTVertiv$517,698$9,773 â–¼-1.9%2,0660.1%Computer and TechnologyINCYIncyte$513,330$155,957 â–²43.6%5,4540.1%MedicalHAMILTON INSURANCE GROUP LTD$512,748$214,150 â–²71.7%17,1890.1%CL BShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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