Measured Wealth Private Client Group, LLC
CIK: 0001720235Latest portfolio: $378.0M · Q4 2025
Holdings
732
Total Value
$378.0M
New Positions
90
Closed Positions
55
Top Holdings
View All 732 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GQ9SPDR GOLD TR | 65,142 | $25.8M | 6.83% | -448 | |
| 2 | SPYVSPDR SERIES TRUST | 429,035 | $24.4M | 6.45% | -101,220 | |
| 3 | VYMVANGUARD WHITEHALL FDS | 168,719 | $24.2M | 6.41% | -9,651 | |
| 4 | XLVSELECT SECTOR SPDR TR | 127,527 | $19.7M | 5.22% | +5K | |
| 5 | XLKSELECT SECTOR SPDR TR | 119,542 | $17.2M | 4.55% | +61K | |
| 6 | XLCSELECT SECTOR SPDR TR | 143,339 | $16.9M | 4.46% | +69K | |
| 7 | UPSUNITED PARCEL SERVICE INC | 169,006 | $16.8M | 4.43% | — | |
| 8 | RSPINVESCO EXCHANGE TRADED FD T | 86,132 | $16.5M | 4.36% | -63,970 | |
| 9 | SPYSPDR S&P 500 ETF TR | 19,999 | $13.6M | 3.61% | -6,010 | |
| 10 | SMHVANECK ETF TRUST | 26,382 | $9.5M | 2.51% | +26K | |
| 11 | TLTISHARES TR | 80,508 | $7.0M | 1.86% | +3K | |
| 12 | NVDANVIDIA CORPORATION | 33,077 | $6.2M | 1.63% | -1,056 | |
| 13 | XLUSELECT SECTOR SPDR TR | 141,757 | $6.1M | 1.60% | +100K | |
| 14 | XLFSELECT SECTOR SPDR TR | 109,203 | $6.0M | 1.58% | +39K | |
| 15 | SPYGSPDR SERIES TRUST | 55,582 | $5.9M | 1.57% | -13,476 | |
| 16 | AAPLAPPLE INC | 21,503 | $5.8M | 1.55% | +4K | |
| 17 | XLFISELECT SECTOR SPDR TR | 68,963 | $5.4M | 1.42% | -54,508 | |
| 18 | IVVISHARES TR | 7,119 | $4.9M | 1.29% | -988 | |
| 19 | XLYSELECT SECTOR SPDR TR | 33,935 | $4.1M | 1.07% | +34K | |
| 20 | DGROISHARES TR | 57,981 | $4.0M | 1.06% | — | |
| 21 | AVGOBROADCOM INC | 10,902 | $3.8M | 1.00% | -528 | |
| 22 | XLISELECT SECTOR SPDR TR | 21,603 | $3.4M | 0.89% | +18K | |
| 23 | AGGISHARES TR | 29,020 | $2.9M | 0.77% | +4K | |
| 24 | MSFTMICROSOFT CORP | 5,920 | $2.9M | 0.76% | -55 | |
| 25 | MCHIISHARES TR | 45,401 | $2.7M | 0.72% | +27K |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($6.168584537732862e+194T)
Industrials0.0% ($1.676312271193105e+176T)
Healthcare0.0% ($1.0276946706286145e+121T)
Consumer Cyclical0.0% ($6.095034413973594e+105T)
Unknown0.0% ($2.581653571754115e+103T)
Consumer Defensive0.0% ($1.1691081845364231e+55T)
Basic Materials0.0% ($1.0795133982592053e+41T)
Utilities0.0% ($1.0379133382981773e+41T)
Energy0.0% ($1.0376972282081711e+40T)
Real Estate0.0% ($5.855412195840323e+23T)
Communication Services0.0% ($269245175162612908032.0T)
Filing History
Fund Information
Measured Wealth Private Client Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $378.0M across 732 holdings. The largest position is SPDR GOLD TR (GQ9), representing 6.8% of the portfolio. Compared to the previous quarter, the fund opened 90 new positions and closed 56 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.