Measured Wealth Private Client Group, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$378.0M

Holdings

732

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (732 positions)

#StockSharesValue% PortfolioType
1
GQ9SPDR GOLD TR
65,142$25.8M6.83%
2
SPYVSPDR SERIES TRUST
429,035$24.4M6.45%
3
VYMVANGUARD WHITEHALL FDS
168,719$24.2M6.41%
4
XLVSELECT SECTOR SPDR TR
127,527$19.7M5.22%
5
XLKSELECT SECTOR SPDR TR
119,542$17.2M4.55%
6
XLCSELECT SECTOR SPDR TR
143,339$16.9M4.46%
7
UPSUNITED PARCEL SERVICE INC
169,006$16.8M4.43%
8
RSPINVESCO EXCHANGE TRADED FD T
86,132$16.5M4.36%
9
SPYSPDR S&P 500 ETF TR
19,999$13.6M3.61%
10
SMHVANECK ETF TRUST
26,382$9.5M2.51%
11
TLTISHARES TR
80,508$7.0M1.86%
12
NVDANVIDIA CORPORATION
33,077$6.2M1.63%
13
XLUSELECT SECTOR SPDR TR
141,757$6.1M1.60%
14
XLFSELECT SECTOR SPDR TR
109,203$6.0M1.58%
15
SPYGSPDR SERIES TRUST
55,582$5.9M1.57%
16
AAPLAPPLE INC
21,503$5.8M1.55%
17
XLFISELECT SECTOR SPDR TR
68,963$5.4M1.42%
18
IVVISHARES TR
7,119$4.9M1.29%
19
XLYSELECT SECTOR SPDR TR
33,935$4.1M1.07%
20
DGROISHARES TR
57,981$4.0M1.06%
21
AVGOBROADCOM INC
10,902$3.8M1.00%
22
XLISELECT SECTOR SPDR TR
21,603$3.4M0.89%
23
AGGISHARES TR
29,020$2.9M0.77%
24
MSFTMICROSOFT CORP
5,920$2.9M0.76%
25
MCHIISHARES TR
45,401$2.7M0.72%
26
IYRISHARES TR
27,901$2.6M0.69%
27
XLBSELECT SECTOR SPDR TR
57,427$2.6M0.69%
28
EEMISHARES TR
44,003$2.4M0.64%
29
OEFISHARES TR
6,572$2.3M0.60%
30
SPMDSPDR SERIES TRUST
37,033$2.1M0.57%
31
JPMJPMORGAN CHASE & CO.
6,383$2.1M0.54%
32
VVVANGUARD INDEX FDS
5,589$1.8M0.47%
33
TRVCCITIGROUP INC
15,032$1.8M0.46%
34
MTGMGIC INVT CORP WIS
58,984$1.7M0.46%
35
EYLDCAMBRIA ETF TR
41,975$1.6M0.43%
36
VTIVANGUARD INDEX FDS
4,431$1.5M0.39%
37
DFUVDIMENSIONAL ETF TRUST
26,931$1.3M0.33%
38
RRYDER SYS INC
6,411$1.2M0.32%
39
DFATDIMENSIONAL ETF TRUST
20,555$1.2M0.32%
40
PEOEXELON CORP
27,961$1.2M0.32%
41
AITAPPLIED INDL TECHNOLOGIES IN
4,649$1.2M0.32%
42
MOALTRIA GROUP INC
20,286$1.2M0.31%
43
NBNNORTHEAST BK PORTLAND ME
11,104$1.2M0.31%
44
NRANRG ENERGY INC
7,233$1.2M0.30%
45
SYFSYNCHRONY FINANCIAL
13,475$1.1M0.30%
46
ACTENACT HLDGS INC
28,355$1.1M0.30%
47
ACWXISHARES TR
16,206$1.1M0.29%
48
IMGIAMGOLD CORP
65,613$1.1M0.29%
49
BBARRICK MNG CORP
24,780$1.1M0.29%
50
APPAPPLOVIN CORP
1,589$1.1M0.28%
51
ORIOLD REP INTL CORP
23,427$1.1M0.28%
52
EMEEMCOR GROUP INC
1,714$1.0M0.28%
53
NFGNATIONAL FUEL GAS CO
12,954$1.0M0.27%
54
ESEVERSOURCE ENERGY
15,410$1.0M0.27%
55
CVSCVS HEALTH CORP
12,947$1.0M0.27%
56
DFUSDIMENSIONAL ETF TRUST
13,548$1.0M0.27%
57
MLIMUELLER INDS INC
8,378$961K0.25%
58
CMCANADIAN IMPERIAL BANK OF CO
10,387$941K0.25%
59
LNCLINCOLN NATL CORP IND
20,709$922K0.24%
60
UGIUGI CORP NEW
24,405$913K0.24%
61
HWCHANCOCK WHITNEY CORPORATION
14,111$898K0.24%
62
KRKROGER CO
13,531$845K0.22%
63
FLEXFLEX LTD
13,923$841K0.22%
64
SLVISHARES SILVER TR
12,766$822K0.22%
65
APHAMPHENOL CORP NEW
5,998$810K0.21%
66
BPOPPOPULAR INC
6,328$787K0.21%
67
IBKRINTERACTIVE BROKERS GROUP IN
11,859$762K0.20%
68
AERAERCAP HOLDINGS NV
5,294$761K0.20%
69
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754K0.20%
70
FBPFIRST BANCORP P R
35,323$732K0.19%
71
TRVTRAVELERS COMPANIES INC
2,497$724K0.19%
72
XOMEXXON MOBIL CORP
5,794$697K0.18%
73
JNJJOHNSON & JOHNSON
3,358$694K0.18%
74
MGKVANGUARD WORLD FD
1,650$681K0.18%
75
HIGHARTFORD INSURANCE GROUP INC
4,915$677K0.18%
76
FHIFEDERATED HERMES INC
13,012$677K0.18%
77
JAZZJAZZ PHARMACEUTICALS PLC
3,943$670K0.18%
78
DFASDIMENSIONAL ETF TRUST
9,421$656K0.17%
79
AZZAZZ INC
6,063$649K0.17%
80
SANMSANMINA CORPORATION
4,231$634K0.17%
81
EWBCEAST WEST BANCORP INC
5,640$633K0.17%
82
JBLJABIL INC
2,764$630K0.17%
83
BTSGBRIGHTSPRING HEALTH SVCS INC
16,776$628K0.17%
84
TTMITTM TECHNOLOGIES INC
9,081$626K0.17%
85
MCYMERCURY GENL CORP NEW
6,564$617K0.16%
86
MDTMEDTRONIC PLC
6,400$614K0.16%
87
DELLDELL TECHNOLOGIES INC
4,857$611K0.16%
88
GTXGARRETT MOTION INC
34,956$609K0.16%
89
OHIOMEGA HEALTHCARE INVS INC
13,203$585K0.15%
90
THGHANOVER INS GROUP INC
3,172$579K0.15%
91
AXONAXON ENTERPRISE INC
1,000$567K0.15%
92
MFCMANULIFE FINL CORP
15,405$558K0.15%
93
IRMIRON MTN INC DEL
6,525$541K0.14%
94
AXSAXIS CAP HLDGS LTD
4,937$528K0.14%
95
GGMEINVESCO EXCHANGE TRADED FD T
8,868$528K0.14%
96
AAALCOA CORP
9,661$513K0.14%
97
AMZNAMAZON COM INC
2,182$503K0.13%
98
ABBVABBVIE INC
2,192$500K0.13%
99
CIB1NGRUPO CIBEST SA
7,841$498K0.13%
100
BAPCREDICORP LTD
1,690$485K0.13%
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