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 $413.73 million in total holdings as of June 30, 2026.Measured Wealth Private Client Group, LLC owns shares of 723 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 20.65% 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 700 new stocks and bought additional shares in 113 stocks.Measured Wealth Private Client Group, LLC sold shares of 209 stocks and completely divested from 61 stocks this quarter.Largest Holdings Vanguard High Dividend Yield ETF $28,259,533SPDR Portfolio S&P 500 Growth ETF $20,701,058SPDR Gold Shares $18,130,437Invesco S&P 500 Equal Weight ETF $17,570,319Technology Select Sector SPDR Fund $17,513,004 Largest New Holdings this Quarter 78464A797 - SPDR S&P Bank ETF $7,142,907 Holding78464A870 - SPDR S&P Biotech ETF $7,127,264 Holding464287713 - iShares U.S. Telecommunications ETF $6,830,526 Holding26922A420 - ETF SER SOLUTIONS $6,096,238 Holding37954Y871 - Global X Uranium ETF $5,734,314 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 124,249 shares (about $14.78M)iShares MSCI Emerging Markets ETF 145,947 shares (about $9.98M)SPDR S&P Bank ETF 104,704 shares (about $7.14M)SPDR S&P Biotech ETF 45,038 shares (about $7.13M)iShares U.S. Telecommunications ETF 161,440 shares (about $6.83M) Largest Sales this Quarter SPDR S&P Homebuilders ETF 14 shares (about $∞T)Stifel Financial 274 shares (about $∞T)VanEck Long/Flat Trend ETF 8 shares (about $∞T)First Trust Nasdaq Artificial Intelligence and Robotics ETF 10 shares (about $∞T)First Trust NASDAQ-100 Technology Sector Index Fund 14 shares (about $∞T) 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$28,259,533$2,757,463 â–²10.8%178,8246.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$20,701,058$14,784,396 â–²249.9%173,9735.0%ETFGLDSPDR Gold Shares$18,130,437$4,131,354 â–¼-18.6%49,2174.4%ETFRSPInvesco S&P 500 Equal Weight ETF$17,570,319$618,309 â–¼-3.4%82,5794.2%ETFXLKTechnology Select Sector SPDR Fund$17,513,004$4,920,186 â–¼-21.9%91,9224.2%ETFUPSUnited Parcel Service$17,149,260$1,018,885 â–¼-5.6%159,5284.1%IndustrialsSMHVanEck Semiconductor ETF$16,360,520$1,307,189 â–¼-7.4%24,9444.0%ETFEEMiShares MSCI Emerging Markets ETF$14,091,981$9,984,234 â–²243.1%205,9933.4%ETFSPYSPDR S&P 500 ETF Trust$13,743,335$10,455 â–¼-0.1%18,4043.3%ETFXLVHealth Care Select Sector SPDR Fund$10,805,528$8,628,715 â–¼-44.4%68,1052.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$10,585,043$14,594,989 â–¼-58.0%174,1252.6%ETFKBESPDR S&P Bank ETF$7,142,907$7,142,907 â–²New Holding104,7041.7%ETFXBISPDR S&P Biotech ETF$7,127,264$7,127,264 â–²New Holding45,0381.7%ETFIYZiShares U.S. Telecommunications ETF$6,830,526$6,830,526 â–²New Holding161,4401.7%ETFNVDANVIDIA$6,690,854$63,829 â–²1.0%33,4391.6%TechnologyXLUUtilities Select Sector SPDR Fund$6,418,852$340,412 â–²5.6%141,5721.6%ETFETF SER SOLUTIONS$6,096,238$6,096,238 â–²New Holding36,8621.5%DEFIA QUANT ETFAAPLApple$6,043,974$36,171 â–²0.6%20,8871.5%TechnologyXLPConsumer Staples Select Sector SPDR Fund$5,938,212$50,922 â–¼-0.9%71,4841.4%ETFURAGlobal X Uranium ETF$5,734,314$5,734,314 â–²New Holding131,2201.4%ETFXLIIndustrial Select Sector SPDR Fund$5,326,708$1,502,785 â–²39.3%28,7571.3%ETFIVViShares Core S&P 500 ETF$4,866,325$187,973 â–¼-3.7%6,4981.2%ETFTLTiShares 20+ Year Treasury Bond ETF$4,685,571$1,947,806 â–¼-29.4%54,2191.1%ETFXPHSPDR S&P Pharmaceuticals ETF$4,526,639$4,526,639 â–²New Holding68,3061.1%ETFDGROiShares Core Dividend Growth ETF$4,394,3800.0%57,9811.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$4,246,943$314,779 â–²8.0%36,2121.0%ETFXLEEnergy Select Sector SPDR Fund$3,769,915$2,126,157 â–²129.3%70,9830.9%ETFPAVEGlobal X U.S. Infrastructure Development ETF$3,121,758$3,121,758 â–²New Holding52,9830.8%ETFAVGOBroadcom$2,999,005$546,235 â–¼-15.4%7,9390.7%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,622,384$166,980 â–¼-6.0%26,4940.6%ETFMSFTMicrosoft$2,130,258$12,682 â–¼-0.6%5,7110.5%TechnologyXLCCommunication Services Select Sector SPDR Fund$2,051,375$13,040,180 â–¼-86.4%19,1480.5%ETFCCitigroup$2,008,797$57,662 â–¼-2.8%14,3530.5%FinanceVVVanguard Large-Cap ETF$1,926,240$4,127 â–²0.2%5,6010.5%ETFEYLDCambria Emerging Shareholder Yield ETF$1,795,330$109,756 â–¼-5.8%39,5360.4%ETFAMATApplied Materials$1,785,189$257,403 â–¼-12.6%2,4690.4%TechnologyVTIVanguard Total Stock Market ETF$1,737,363$103,243 â–²6.3%4,6950.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,656,286$474,334 â–¼-22.3%24,5160.4%ETFOEFiShares S&P 100 ETF$1,615,936$468,647 â–¼-22.5%4,4170.4%ETFFLEXFlex$1,591,041$392,371 â–¼-19.8%9,8170.4%TechnologyBMYBristol Myers Squibb$1,566,457$121,636 â–²8.4%27,1860.4%HealthcareESEversource Energy$1,512,683$79,497 â–²5.5%20,9310.4%UtilitiesMOAltria Group$1,499,638$50,868 â–²3.5%20,8430.4%Consumer StaplesHSTHost Hotels & Resorts$1,490,055$140,814 â–²10.4%62,8450.4%Real EstateDFUVDimensional US Marketwide Value ETF$1,477,349$550 â–¼0.0%26,8560.4%ETFAITApplied Industrial Technologies$1,450,390$25,024 â–¼-1.7%4,2890.4%IndustrialsDFATDimensional U.S. Targeted Value ETF$1,411,071$10,555 â–¼-0.7%20,1870.3%ETFRRyder System$1,408,532$115,795 â–¼-7.6%5,3400.3%IndustrialsOHIOmega Healthcare Investors$1,391,588$92,976 â–²7.2%29,1860.3%Real EstateACTEnact$1,234,499$40,454 â–²3.4%27,0070.3%ETFNBNNortheast Bancorp$1,206,606$265,072 â–¼-18.0%9,1040.3%FinanceEMEEMCOR Group$1,201,673$27,386 â–²2.3%1,4480.3%IndustrialsCAHCardinal Health$1,140,399$110,714 â–²10.8%4,8000.3%HealthcareGARRETT MOTION INC$1,129,108$333,425 â–¼-22.8%31,1650.3%COMMGAMagna International$1,127,054$1,127,054 â–²New Holding17,1650.3%Consumer DiscretionaryEWBCEast West Bancorp$1,114,176$71,645 â–²6.9%8,6310.3%FinanceDFUSDimensional U.S. Equity ETF$1,102,5850.0%13,4560.3%ETFHWCHancock Whitney$1,081,049$48,568 â–²4.7%14,4680.3%FinanceBPOPPopular$1,052,886$42,358 â–²4.2%6,4130.3%FinanceBARRICK MNG CORP$1,025,281$120,878 â–²13.4%27,9140.2%COM SHSSMITHFIELD FOODS INC$1,015,718$1,015,718 â–²New Holding41,8680.2%COMCMCanadian Imperial Bank of Commerce$1,006,595$144,900 â–¼-12.6%8,7530.2%FinanceJBLJabil$1,005,7350.0%2,6090.2%TechnologyJPMJPMorgan Chase & Co.$998,727$87,728 â–¼-8.1%3,0510.2%FinanceAPHAmphenol$969,4070.0%5,4980.2%TechnologyMCYMercury General$950,197$42,541 â–²4.7%8,9120.2%FinanceMLIMueller Industries$935,006$29,257 â–²3.2%7,6060.2%IndustrialsAZZAZZ$933,866$5,272 â–¼-0.6%6,0230.2%IndustrialsBRIGHTSPRING HEALTH SVCS INC$932,773$53,909 â–¼-5.5%13,3750.2%COMBFHBread Financial$931,268$85,922 â–¼-8.4%8,5950.2%FinancePHINPHINIA$927,748$57,660 â–²6.6%11,2630.2%Consumer DiscretionaryTTMITTM Technologies$927,058$280,156 â–¼-23.2%4,9570.2%TechnologyIBKRInteractive Brokers Group$917,228$32,205 â–¼-3.4%10,5380.2%FinanceKAROPENLANE$915,322$7,877 â–¼-0.9%22,1950.2%IndustrialsJNJJohnson & Johnson$897,530$50,286 â–²5.9%3,5340.2%HealthcareJAZZJazz Pharmaceuticals$872,070$19,760 â–¼-2.2%3,6190.2%HealthcareIAGIamgold$862,916$83,477 â–²10.7%54,4770.2%MaterialsTRVTravelers Companies$833,223$63,383 â–²8.2%2,5240.2%FinanceFHIFederated Hermes$809,746$85,867 â–²11.9%14,6640.2%FinanceFBPFirst BanCorp.$803,608$134,365 â–¼-14.3%30,8250.2%FinanceSLViShares Silver Trust$801,515$131,215 â–²19.6%14,9900.2%ETFAERAercap$788,087$49,419 â–²6.7%5,4060.2%IndustrialsENVAEnova International$776,114$66,201 â–¼-7.9%3,2240.2%FinanceKBWBInvesco KBW Bank ETF$755,555$41,469 â–²5.8%8,1260.2%ETFBRK.ABerkshire Hathaway$748,8500.0%10.2%FinanceMGKVanguard Mega Cap Growth ETF$725,191$580,135 â–²399.9%8,2490.2%ETFAAAlcoa$720,418$60,795 â–²9.2%13,8170.2%MaterialsDFASDimensional U.S. Small Cap ETF$719,857$15,067 â–¼-2.1%8,7430.2%ETFINCYIncyte$708,387$90,121 â–²14.6%6,2490.2%HealthcareKRYSKrystal Biotech$701,341$22,672 â–²3.3%1,8870.2%HealthcareVRTVertiv$691,7380.0%2,0660.2%IndustrialsAVTAvnet$676,509$676,420 â–²761,600.0%7,6170.2%TechnologyDHTDHT$668,357$238,941 â–²55.6%40,4330.2%EnergyXOMExxonMobil$667,502$63,441 â–¼-8.7%4,8820.2%EnergyADIAnalog Devices$656,522$2,780 â–¼-0.4%1,6530.2%TechnologyPTCTPTC Therapeutics$656,231$53,021 â–²8.8%8,0450.2%HealthcareDIEBOLD NIXDORF INC$652,018$546,678 â–²519.0%7,6690.2%COM SHSARWArrow Electronics$651,968$99,449 â–¼-13.2%3,0550.2%TechnologyCSCOCisco Systems$649,554$9,044 â–¼-1.4%5,5300.2%TechnologyIYRiShares U.S. Real Estate ETF$640,085$2,138,150 â–¼-77.0%6,2600.2%ETFShowing largest 100 holdings. 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