13F Insight
DOSSIER · 13F-HR · Q2 2026

Measured Wealth Private Client Group, LLC

$414M in tracked AUM across 723 positions as of Q2 2026.

MW
CIK 0001720235 · last filed Jun 30, 2026
Total AUM
$414M
as of Q2 2026
Holdings
723
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Measured Wealth Private Client Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VYM
VANGUARD WHITEHALL FDS
$28M179K6.8%02
SPYG
SPDR SERIES TRUST
$21M174K5.0%03
GLD
SPDR GOLD TR
$18M49K4.4%04
RSP
INVESCO EXCHANGE TRADED FD T
$18M83K4.2%05
XLK
SELECT SECTOR SPDR TR
$18M92K4.2%06
UPS
UNITED PARCEL SVCS INC
$17M160K4.1%07
SMH
VANECK ETF TRUST
$16M25K4.0%08
EEM
ISHARES TR
$14M206K3.4%09
SPY
STATE STR SPDR S&P 500 ETF T
$14M18K3.3%10
XLV
SELECT SECTOR SPDR TR
$11M68K2.6%

Filing history

2026Q2Jun 30
$414M▲ 13.0%
723 positionsView →2026Q1Mar 31
$366M▼ 3.2%
726 positionsView →2025Q4Dec 31
$378M▲ 59.4%
732 positionsView →2025Q3Sep 30
$237M▼ 29.0%
318 positionsLocked2025Q2Jun 30
$334M▲ 7.3%
179 positionsLocked2025Q1Mar 31
$312M▲ 0.7%
170 positionsLocked2024Q4Dec 31
$309M▲ 3.5%
172 positionsLocked2024Q3Sep 30
$299M▲ 5.0%
179 positionsLocked2024Q2Jun 30
$285M▼ 0.6%
186 positionsLocked2024Q1Mar 31
$286M▲ 5.5%
185 positionsLocked2023Q4Dec 31
$271M▲ 9.2%
176 positionsLocked2023Q3Sep 30
$249M▼ 5.5%
166 positionsLocked
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