Measured Wealth Private Client Group, LLC
Measured Wealth Private Client Group, LLC reported 723 positions worth $413.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VYM (6.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VYM | SH | $28.3M | 6.83% | 178,824 | — | — | |
| ▸ 2 | SPYG | SH | $20.7M | 5.00% | 173,973 | — | — | |
| ▸ 3 | GLD | SH | $18.1M | 4.38% | 49,217 | — | — | |
| ▸ 4 | RSP | SH | $17.6M | 4.25% | 82,579 | — | — | |
| ▸ 5 | XLK | SH | $17.5M | 4.23% | 91,922 | — | — | |
| ▸ 6 | UPS | SH | $17.1M | 4.14% | 159,528 | — | — | |
| ▸ 7 | SMH | SH | $16.4M | 3.95% | 24,944 | — | — | |
| ▸ 8 | EEM | SH | $14.1M | 3.41% | 205,993 | — | — | |
| ▸ 9 | SPY | SH | $13.7M | 3.32% | 18,404 | — | — | |
| ▸ 10 | XLV | SH | $10.8M | 2.61% | 68,105 | — | — |
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Frequently Asked Questions
What stocks does Measured Wealth Private Client Group, LLC hold as of Q2 2026?
Measured Wealth Private Client Group, LLC reported 723 positions worth $413.7M in its Q2 2026 13F filing. Largest positions: VYM (6.8%), SPYG (5.0%), GLD (4.4%), RSP (4.2%) and XLK (4.2%).
What did Measured Wealth Private Client Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Measured Wealth Private Client Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.