StockDriftsStockDriftsTop 50 Measured Wealth Private Client Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 6.83% | 178.8K | $28.3M | +10.81%(+17.45K) | $96.27(+72.71%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 5% | 174.0K | $20.7M | +249.88%(+124.25K) | $88.91(+38.21%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.38% | 49.2K | $18.1M | -18.56%(-11.21K) | $193.37(+109.03%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.25% | 82.6K | $17.6M | -3.40%(-2.91K) | $171.28(+29.47%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.23% | 91.9K | $17.5M | -21.93%(-25.82K) | $91.61(+108.19%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 4.14% | 159.5K | $17.1M | -5.61%(-9.48K) | $126.74(-18.78%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 3.95% | 24.9K | $16.4M | -7.40%(-1.99K) | $338.22(+73.80%) | 2026-06-30 | |
| EEM | ISHARES TR | 3.41% | 206.0K | $14.1M | +243.06%(+145.95K) | $59.35(+14.08%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.32% | 18.4K | $13.7M | -0.08%(-14) | $357.91(+116.63%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.61% | 68.1K | $10.8M | -44.40%(-54.38K) | $130.61(+28.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.83% | +55.39% | +8.93% | +53.34% |
| Top 20 Holdings Unweighted | +18.65% | +67.05% | +10.43% | +64.23% |
Measured Wealth Private Client Group, LLC reports $413.73M in US-listed equity holdings across 723 positions in its most recent 13F filing. Its largest disclosed positions are VYM (6.8%), SPYG (5.0%) and GLD (4.4%). The top 20 holdings account for 58.71% of reported assets. Its disclosed equity book has returned +55.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Measured Wealth Private Client Group, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Measured Wealth Private Client Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1720235). View Measured Wealth Private Client Group, LLC’s 13F filings on SEC