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 $397.98 million in total holdings as of September 30, 2026.Measured Wealth Private Client Group, LLC owns shares of 738 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 3.28% of the portfolio was purchased this quarter.About 4.71% of the portfolio was sold this quarter.This quarter, Measured Wealth Private Client Group, LLC has purchased 692 new stocks and bought additional shares in 83 stocks.Measured Wealth Private Client Group, LLC sold shares of 283 stocks and completely divested from 39 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $27,350,545SPDR Portfolio S&P 500 Growth ETF $21,058,217SPDR Gold Shares $18,442,433Technology Select Sector SPDR Fund $17,552,348VanEck Semiconductor ETF $15,206,121 Largest New Holdings this Quarter 46138B103 - Invesco DB Commodity Index Tracking Fund $637,868 Holding69318G106 - PBF Energy $633,150 Holding24665A103 - Delek US $608,929 Holding92645B103 - Victory Capital $568,926 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $498,142 Holding Largest Purchases this Quarter International Seaways 6,233 shares (about $686.50K)Invesco DB Commodity Index Tracking Fund 19,736 shares (about $637.87K)PBF Energy 8,227 shares (about $633.15K)Delek US 8,532 shares (about $608.93K)Victory Capital 5,144 shares (about $568.93K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 9,784 shares (about $2.04M)SMITHFIELD FOODS INC 34,889 shares (about $653.12K)Utilities Select Sector SPDR Fund 13,766 shares (about $542.93K)EMCOR Group 709 shares (about $534.94K)GARRETT MOTION INC 19,622 shares (about $510.76K) 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 PortfolioSectorVYMVanguard High Dividend Yield ETF$27,350,545$402,899 ▼-1.5%176,2286.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$21,058,217$354,347 ▼-1.7%171,0945.3%ETFGLDSPDR Gold Shares$18,442,433$301,242 ▼-1.6%48,4264.6%ETFXLKTechnology Select Sector SPDR Fund$17,552,348$441,417 ▼-2.5%89,6674.4%ETFSMHVanEck Semiconductor ETF$15,206,121$15,225 ▲0.1%24,9693.8%ETFRSPInvesco S&P 500 Equal Weight ETF$15,142,805$2,035,266 ▼-11.8%72,7953.8%ETFUPSUnited Parcel Service$14,887,608$18,688 ▼-0.1%159,3283.7%IndustrialsSPYSPDR S&P 500 ETF Trust$14,008,613$26,692 ▼-0.2%18,3693.5%ETFEEMiShares MSCI Emerging Markets ETF$13,399,209$359,063 ▼-2.6%200,6173.4%ETFXLVHealth Care Select Sector SPDR Fund$10,988,021$482,185 ▼-4.2%65,2422.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$10,470,483$173,793 ▼-1.6%171,2822.6%ETFNVDANVIDIA$7,815,214$178,366 ▲2.3%34,2202.0%TechnologyXBISPDR S&P Biotech ETF$7,512,506$410,914 ▲5.8%47,6441.9%ETFAAPLApple$7,096,928$141,199 ▲2.0%21,3111.8%TechnologyIYZiShares U.S. Telecommunications ETF$6,715,387$67,288 ▲1.0%163,0741.7%ETFKBESPDR S&P Bank ETF$6,629,565$10,178 ▲0.2%104,8651.7%ETFXLPConsumer Staples Select Sector SPDR Fund$5,717,146$44,491 ▼-0.8%70,9321.4%ETFETF SER SOLUTIONS$5,624,647$35,631 ▲0.6%37,0971.4%DEFIA QUANT ETFURAGlobal X Uranium ETF$5,448,651$219,534 ▲4.2%136,7291.4%ETFXLUUtilities Select Sector SPDR Fund$5,040,650$542,929 ▼-9.7%127,8061.3%ETFIVViShares Core S&P 500 ETF$4,837,645$138,612 ▼-2.8%6,3171.2%ETFXLIIndustrial Select Sector SPDR Fund$4,786,571$15,195 ▼-0.3%28,6661.2%ETFXLEEnergy Select Sector SPDR Fund$4,641,416$275,951 ▲6.3%75,4701.2%ETFDGROiShares Core Dividend Growth ETF$4,371,1880.0%57,9811.1%ETFXPHSPDR S&P Pharmaceuticals ETF$4,328,285$111,605 ▼-2.5%66,5891.1%ETFTLTiShares 20+ Year Treasury Bond ETF$4,152,317$64,869 ▼-1.5%53,3851.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,931,518$9,796 ▼-0.2%36,1221.0%ETFMSFTMicrosoft$2,912,165$16,925 ▼-0.6%5,6780.7%TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$2,795,888$14,280 ▲0.5%53,2550.7%ETFAVGOBroadcom$2,684,190$103,954 ▼-3.7%7,6430.7%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,504,890$189 ▲0.0%26,4960.6%ETFCCitigroup$1,876,399$17,997 ▲1.0%14,4920.5%FinanceEYLDCambria Emerging Shareholder Yield ETF$1,865,063$16,850 ▼-0.9%39,1820.5%ETFVVVanguard Large-Cap ETF$1,854,601$116,110 ▼-5.9%5,2710.5%ETFXLCCommunication Services Select Sector SPDR Fund$1,798,654$326,261 ▼-15.4%16,2080.5%ETFVTIVanguard Total Stock Market ETF$1,735,751$21,332 ▼-1.2%4,6380.4%ETFBMYBristol Myers Squibb$1,648,421$47,986 ▼-2.8%26,4170.4%HealthcareOEFiShares S&P 100 ETF$1,600,798$86,726 ▼-5.1%4,1900.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,509,438$36,059 ▼-2.3%23,9440.4%ETFDFUVDimensional US Marketwide Value ETF$1,477,0800.0%26,8560.4%ETFMOAltria Group$1,468,064$64,511 ▲4.6%21,8010.4%Consumer StaplesESEversource Energy$1,390,411$47,478 ▲3.5%21,6710.3%UtilitiesHSTHost Hotels & Resorts$1,390,352$16,748 ▼-1.2%62,0970.3%Real EstateAMATApplied Materials$1,383,362$120,693 ▲9.6%2,7050.3%TechnologyAITApplied Industrial Technologies$1,374,761$50,511 ▼-3.5%4,1370.3%IndustrialsOHIOmega Healthcare Investors$1,359,245$7,641 ▲0.6%29,3510.3%Real EstateDFATDimensional U.S. Targeted Value ETF$1,278,239$62,985 ▼-4.7%19,2390.3%ETFRRyder System$1,202,417$14,355 ▼-1.2%5,2770.3%IndustrialsFLEXFlex$1,138,726$58,955 ▲5.5%10,3530.3%TechnologyACTEnact$1,136,361$31,969 ▼-2.7%26,2680.3%ETFMGAMagna International$1,124,603$31,708 ▲2.9%17,6630.3%Consumer DiscretionaryDFUSDimensional U.S. Equity ETF$1,117,2520.0%13,4560.3%ETFBARRICK MNG CORP$1,103,906$31,357 ▼-2.8%27,1430.3%COM SHSEWBCEast West Bancorp$1,066,913$2,726 ▼-0.3%8,6090.3%FinanceCAHCardinal Health$1,059,456$8,454 ▼-0.8%4,7620.3%HealthcareHWCHancock Whitney$992,279$49,996 ▼-4.8%13,7740.2%FinanceJPMJPMorgan Chase & Co.$980,293$29,114 ▼-2.9%2,9630.2%FinanceIAGIamgold$954,706$48,216 ▼-4.8%51,8580.2%MaterialsBPOPPopular$937,208$59,693 ▼-6.0%6,0290.2%FinanceMLIMueller Industries$936,061$475,061 ▲103.1%15,4440.2%IndustrialsAPHAmphenol$926,963$463,482 ▲100.0%10,9960.2%TechnologyCMCanadian Imperial Bank of Commerce$917,799$46,606 ▼-4.8%8,3300.2%FinanceJNJJohnson & Johnson$917,589$18,002 ▼-1.9%3,4660.2%HealthcareINSWInternational Seaways$913,391$686,503 ▲302.6%8,2930.2%EnergyIBKRInteractive Brokers Group$911,688$11,532 ▲1.3%10,6730.2%FinanceDHTDHT$887,362$25,211 ▼-2.8%39,3160.2%EnergyMCYMercury General$872,747$8,205 ▼-0.9%8,8290.2%FinanceAVTAvnet$845,440$84,154 ▲11.1%8,4590.2%TechnologyBFHBread Financial$831,364$8,798 ▼-1.0%8,5050.2%FinanceTRVTravelers Companies$828,529$71,302 ▼-7.9%2,3240.2%FinanceJAZZJazz Pharmaceuticals$820,507$17,364 ▼-2.1%3,5440.2%HealthcareAZZAZZ$819,241$9,810 ▲1.2%6,0960.2%IndustrialsFHIFederated Hermes$809,304$17,306 ▼-2.1%14,3570.2%FinanceAERAerCap$772,999$2,870 ▼-0.4%5,3860.2%IndustrialsBRIGHTSPRING HEALTH SVCS INC$769,700$10,669 ▲1.4%13,5630.2%COMTTMITTM Technologies$768,978$160,060 ▲26.3%6,2600.2%TechnologyMGKVanguard Mega Cap Growth ETF$764,2920.0%8,2490.2%ETFNBNNortheast Bancorp$750,171$375,704 ▼-33.4%6,0660.2%FinanceJBLJabil$748,4310.0%2,6090.2%TechnologyBRK.ABerkshire Hathaway$747,0050.0%10.2%FinanceBANK OF NY MELLON CORP$743,254$528,912 ▲246.8%5,1390.2%COMFBPFirst BanCorp.$729,144$82,787 ▼-10.2%27,6820.2%FinanceKBWBInvesco KBW Bank ETF$717,816$8,985 ▲1.3%8,2290.2%ETFARWArrow Electronics$705,516$12,031 ▲1.7%3,1080.2%TechnologyVIRGIN GALACTIC HOLDINGS INC$704,115$328,900 ▲87.7%235,4900.2%COM NEWINCYIncyte$689,875$68,441 ▼-9.0%5,6850.2%HealthcareDFASDimensional U.S. Small Cap ETF$676,8440.0%8,7430.2%ETFAMZNAmazon.com$642,498$39,611 ▲6.6%2,5790.2%Consumer DiscretionaryADIAnalog Devices$638,703$17,059 ▼-2.6%1,6100.2%TechnologyDBCInvesco DB Commodity Index Tracking Fund$637,868$637,868 ▲New Holding19,7360.2%ETFPBFPBF Energy$633,150$633,150 ▲New Holding8,2270.2%EnergyKRYSKrystal Biotech$625,545$1,995 ▼-0.3%1,8810.2%HealthcareSPNTSiriusPoint$619,757$6,547 ▲1.1%25,5570.2%FinanceDKDelek US$608,929$608,929 ▲New Holding8,5320.2%EnergyFIVEFive Below$601,402$28,105 ▼-4.5%2,7390.2%Consumer DiscretionaryCSCOCisco Systems$595,1940.0%5,5300.1%TechnologyHAMILTON INSURANCE GROUP LTD$577,242$39,615 ▼-6.4%17,4710.1%CL BENVAEnova International$571,349$32,586 ▲6.0%3,4190.1%FinanceVCTRVictory Capital$568,926$568,926 ▲New Holding5,1440.1%FinanceEMEEMCOR Group$557,577$534,942 ▼-49.0%7390.1%IndustrialsShowing largest 100 holdings. 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