MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Filed: 8/13/2025ACC: 0001720235-25-000005

📋 What this filing means

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 179 equity positions with a total reported market value of $334.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

179

Positions

$334.19M

Total AUM (reported)

3.50M

Total Shares

Allocation by class

COM$70.06M21.0%

PRTFLO S&P500 VL$27.66M8.3%

S&P500 EQL WGT$26.38M7.9%

HIGH DIV YLD$23.17M6.9%

GOLD SHS$19.61M5.9%

CL B$17.06M5.1%

TR UNIT$16.24M4.9%

Portfolio Concentration

Top 3$77.21M23.1%

4–10$101.08M30.2%

11–25$65.06M19.5%

Rest$90.85M27.2%

Top 3 weight

23.1%

Top 10 weight

53.3%

Voting Authority Distribution

Total shares with voting rights: 3.50M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.50M

% of voting shares100.0%

Investment Discretion (by position count)

Sole179

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings179

Rows:

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares528.42K

TypeSH

Market value$27.66M

8.28%

Sole

0.00

Shared

0.00

None

528.42K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares145.18K

TypeSH

Market value$26.38M

7.90%

Sole

0.00

Shared

0.00

None

145.18K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares173.80K

TypeSH

Market value$23.17M

6.93%

Sole

0.00

Shared

0.00

None

173.80K

SPDR GOLD TR

SOLE

GOLD SHS

Shares64.32K

TypeSH

Market value$19.61M

5.87%

Sole

0.00

Shared

0.00

None

64.32K

UNITED PARCEL SERVICE INC

SOLE

CL B

Shares169.06K

TypeSH

Market value$17.06M

5.11%

Sole

0.00

Shared

0.00

None

169.06K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares26.28K

TypeSH

Market value$16.24M

4.86%

Sole

0.00

Shared

0.00

None

26.28K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares117.33K

TypeSH

Market value$15.82M

4.73%

Sole

0.00

Shared

0.00

None

117.33K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares58.63K

TypeSH

Market value$14.85M

4.44%

Sole

0.00

Shared

0.00

None

58.63K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares120.31K

TypeSH

Market value$9.74M

2.91%

Sole

0.00

Shared

0.00

None

120.31K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares71.54K

TypeSH

Market value$7.76M

2.32%

Sole

0.00

Shared

0.00

None

71.54K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares70.30K

TypeSH

Market value$6.70M

2.01%

Sole

0.00

Shared

0.00

None

70.30K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares69.29K

TypeSH

Market value$6.11M

1.83%

Sole

0.00

Shared

0.00

None

69.29K

NVIDIA CORPORATION

SOLE

COM

Shares34.03K

TypeSH

Market value$5.38M

1.61%

Sole

0.00

Shared

0.00

None

34.03K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares7.92K

TypeSH

Market value$4.92M

1.47%

Sole

0.00

Shared

0.00

None

7.92K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P400

Shares89.93K

TypeSH

Market value$4.89M

1.46%

Sole

0.00

Shared

0.00

None

89.93K

ISHARES TR

SOLE

U.S. REAL ES ETF

Shares49.68K

TypeSH

Market value$4.71M

1.41%

Sole

0.00

Shared

0.00

None

49.68K

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares52.24K

TypeSH

Market value$4.27M

1.28%

Sole

0.00

Shared

0.00

None

52.24K

APPLE INC

SOLE

COM

Shares19.69K

TypeSH

Market value$4.04M

1.21%

Sole

0.00

Shared

0.00

None

19.69K

SELECT SECTOR SPDR TR

SOLE

SBI MATERIALS

Shares44.11K

TypeSH

Market value$3.87M

1.16%

Sole

0.00

Shared

0.00

None

44.11K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares72.94K

TypeSH

Market value$3.82M

1.14%

Sole

0.00

Shared

0.00

None

72.94K

ISHARES TR

SOLE

S&P 100 ETF

Shares12.31K

TypeSH

Market value$3.75M

1.12%

Sole

0.00

Shared

0.00

None

12.31K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares57.98K

TypeSH

Market value$3.71M

1.11%

Sole

0.00

Shared

0.00

None

57.98K

MICROSOFT CORP

SOLE

COM

Shares6.60K

TypeSH

Market value$3.28M

0.98%

Sole

0.00

Shared

0.00

None

6.60K

BROADCOM INC

SOLE

COM

Shares11.32K

TypeSH

Market value$3.12M

0.93%

Sole

0.00

Shared

0.00

None

11.32K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares25.12K

TypeSH

Market value$2.49M

0.75%

Sole

0.00

Shared

0.00

None

25.12K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	528.42K	SH	$27.66M 8.28%	528.42K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	145.18K	SH	$26.38M 7.90%	145.18K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	173.80K	SH	$23.17M 6.93%	173.80K
SPDR GOLD TRSOLE	GOLD SHS	64.32K	SH	$19.61M 5.87%	64.32K
UNITED PARCEL SERVICE INCSOLE	CL B	169.06K	SH	$17.06M 5.11%	169.06K
SPDR S&P 500 ETF TRSOLE	TR UNIT	26.28K	SH	$16.24M 4.86%	26.28K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	117.33K	SH	$15.82M 4.73%	117.33K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	58.63K	SH	$14.85M 4.44%	58.63K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	120.31K	SH	$9.74M 2.91%	120.31K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	71.54K	SH	$7.76M 2.32%	71.54K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	70.30K	SH	$6.70M 2.01%	70.30K
ISHARES TRSOLE	20 YR TR BD ETF	69.29K	SH	$6.11M 1.83%	69.29K
NVIDIA CORPORATIONSOLE	COM	34.03K	SH	$5.38M 1.61%	34.03K
ISHARES TRSOLE	CORE S&P500 ETF	7.92K	SH	$4.92M 1.47%	7.92K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P400	89.93K	SH	$4.89M 1.46%	89.93K
ISHARES TRSOLE	U.S. REAL ES ETF	49.68K	SH	$4.71M 1.41%	49.68K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	52.24K	SH	$4.27M 1.28%	52.24K
APPLE INCSOLE	COM	19.69K	SH	$4.04M 1.21%	19.69K
SELECT SECTOR SPDR TRSOLE	SBI MATERIALS	44.11K	SH	$3.87M 1.16%	44.11K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	72.94K	SH	$3.82M 1.14%	72.94K
ISHARES TRSOLE	S&P 100 ETF	12.31K	SH	$3.75M 1.12%	12.31K
ISHARES TRSOLE	CORE DIV GRWTH	57.98K	SH	$3.71M 1.11%	57.98K
MICROSOFT CORPSOLE	COM	6.60K	SH	$3.28M 0.98%	6.60K
BROADCOM INCSOLE	COM	11.32K	SH	$3.12M 0.93%	11.32K
ISHARES TRSOLE	CORE US AGGBD ET	25.12K	SH	$2.49M 0.75%	25.12K

Page 1 of 8

…