Filed: 11/14/2025ACC: 0001720235-25-000010
📋 What this filing means
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 698 equity positions with a total reported market value of $371.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
698
Positions
$371.02M
Total AUM (reported)
3.79M
Total Shares
Allocation by class
COM$83.36M22.5%
PRTFLO S&P500 VL$29.34M7.9%
S&P500 EQL WGT$28.47M7.7%
HIGH DIV YLD$25.14M6.8%
GOLD SHS$23.32M6.3%
TR UNIT$17.33M4.7%
SBI HEALTHCARE$16.99M4.6%
Portfolio Concentration
Top 3$82.95M22.4%
4–10$106.65M28.7%
11–25$69.11M18.6%
Rest$112.30M30.3%
Top 3 weight
22.4%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 3.79M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole698
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings698
Rows:
SPDR SERIES TRUST
SOLEShares530.25K
TypeSH
Market value$29.34M
7.91%
Sole
0.00
Shared
0.00
None
530.25K
INVESCO EXCHANGE TRADED FD T
SOLEShares150.10K
TypeSH
Market value$28.47M
7.67%
Sole
0.00
Shared
0.00
None
150.10K
VANGUARD WHITEHALL FDS
SOLEShares178.37K
TypeSH
Market value$25.14M
6.78%
Sole
0.00
Shared
0.00
None
178.37K
SPDR GOLD TR
SOLEShares65.59K
TypeSH
Market value$23.32M
6.28%
Sole
0.00
Shared
0.00
None
65.59K
SPDR S&P 500 ETF TR
SOLEShares26.01K
TypeSH
Market value$17.33M
4.67%
Sole
0.00
Shared
0.00
None
26.01K
SELECT SECTOR SPDR TR
SOLEShares122.10K
TypeSH
Market value$16.99M
4.58%
Sole
0.00
Shared
0.00
None
122.10K
SELECT SECTOR SPDR TR
SOLEShares58.34K
TypeSH
Market value$16.44M
4.43%
Sole
0.00
Shared
0.00
None
58.34K
UNITED PARCEL SERVICE INC
SOLEShares169.01K
TypeSH
Market value$14.12M
3.80%
Sole
0.00
Shared
0.00
None
169.01K
SELECT SECTOR SPDR TR
SOLEShares123.47K
TypeSH
Market value$9.68M
2.61%
Sole
0.00
Shared
0.00
None
123.47K
SELECT SECTOR SPDR TR
SOLEShares74.16K
TypeSH
Market value$8.78M
2.37%
Sole
0.00
Shared
0.00
None
74.16K
SPDR SERIES TRUST
SOLEShares69.06K
TypeSH
Market value$7.22M
1.95%
Sole
0.00
Shared
0.00
None
69.06K
ISHARES TR
SOLEShares77.31K
TypeSH
Market value$6.91M
1.86%
Sole
0.00
Shared
0.00
None
77.31K
NVIDIA CORPORATION
SOLEShares34.13K
TypeSH
Market value$6.37M
1.72%
Sole
0.00
Shared
0.00
None
34.13K
ISHARES TR
SOLEShares8.11K
TypeSH
Market value$5.43M
1.46%
Sole
0.00
Shared
0.00
None
8.11K
ISHARES TR
SOLEShares52.26K
TypeSH
Market value$5.07M
1.37%
Sole
0.00
Shared
0.00
None
52.26K
SPDR SERIES TRUST
SOLEShares81.90K
TypeSH
Market value$4.68M
1.26%
Sole
0.00
Shared
0.00
None
81.90K
APPLE INC
SOLEShares17.75K
TypeSH
Market value$4.52M
1.22%
Sole
0.00
Shared
0.00
None
17.75K
SELECT SECTOR SPDR TR
SOLEShares45.74K
TypeSH
Market value$4.10M
1.10%
Sole
0.00
Shared
0.00
None
45.74K
ISHARES TR
SOLEShares12.15K
TypeSH
Market value$4.04M
1.09%
Sole
0.00
Shared
0.00
None
12.15K
ISHARES TR
SOLEShares57.98K
TypeSH
Market value$3.95M
1.06%
Sole
0.00
Shared
0.00
None
57.98K
SELECT SECTOR SPDR TR
SOLEShares70.28K
TypeSH
Market value$3.79M
1.02%
Sole
0.00
Shared
0.00
None
70.28K
BROADCOM INC
SOLEShares11.43K
TypeSH
Market value$3.77M
1.02%
Sole
0.00
Shared
0.00
None
11.43K
SELECT SECTOR SPDR TR
SOLEShares42.18K
TypeSH
Market value$3.68M
0.99%
Sole
0.00
Shared
0.00
None
42.18K
MICROSOFT CORP
SOLEShares5.97K
TypeSH
Market value$3.09M
0.83%
Sole
0.00
Shared
0.00
None
5.97K
ISHARES TR
SOLEShares24.85K
TypeSH
Market value$2.49M
0.67%
Sole
0.00
Shared
0.00
None
24.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 530.25K | SH | $29.34M 7.91% | 0.00 | 0.00 | 530.25K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 150.10K | SH | $28.47M 7.67% | 0.00 | 0.00 | 150.10K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 178.37K | SH | $25.14M 6.78% | 0.00 | 0.00 | 178.37K |
SPDR GOLD TRSOLE | GOLD SHS | 65.59K | SH | $23.32M 6.28% | 0.00 | 0.00 | 65.59K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 26.01K | SH | $17.33M 4.67% | 0.00 | 0.00 | 26.01K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 122.10K | SH | $16.99M 4.58% | 0.00 | 0.00 | 122.10K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 58.34K | SH | $16.44M 4.43% | 0.00 | 0.00 | 58.34K |
UNITED PARCEL SERVICE INCSOLE | CL B | 169.01K | SH | $14.12M 3.80% | 0.00 | 0.00 | 169.01K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 123.47K | SH | $9.68M 2.61% | 0.00 | 0.00 | 123.47K |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 74.16K | SH | $8.78M 2.37% | 0.00 | 0.00 | 74.16K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 69.06K | SH | $7.22M 1.95% | 0.00 | 0.00 | 69.06K |
ISHARES TRSOLE | 20 YR TR BD ETF | 77.31K | SH | $6.91M 1.86% | 0.00 | 0.00 | 77.31K |
NVIDIA CORPORATIONSOLE | COM | 34.13K | SH | $6.37M 1.72% | 0.00 | 0.00 | 34.13K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.11K | SH | $5.43M 1.46% | 0.00 | 0.00 | 8.11K |
ISHARES TRSOLE | U.S. REAL ES ETF | 52.26K | SH | $5.07M 1.37% | 0.00 | 0.00 | 52.26K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 81.90K | SH | $4.68M 1.26% | 0.00 | 0.00 | 81.90K |
APPLE INCSOLE | COM | 17.75K | SH | $4.52M 1.22% | 0.00 | 0.00 | 17.75K |
SELECT SECTOR SPDR TRSOLE | SBI MATERIALS | 45.74K | SH | $4.10M 1.10% | 0.00 | 0.00 | 45.74K |
ISHARES TRSOLE | S&P 100 ETF | 12.15K | SH | $4.04M 1.09% | 0.00 | 0.00 | 12.15K |
ISHARES TRSOLE | CORE DIV GRWTH | 57.98K | SH | $3.95M 1.06% | 0.00 | 0.00 | 57.98K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 70.28K | SH | $3.79M 1.02% | 0.00 | 0.00 | 70.28K |
BROADCOM INCSOLE | COM | 11.43K | SH | $3.77M 1.02% | 0.00 | 0.00 | 11.43K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 42.18K | SH | $3.68M 0.99% | 0.00 | 0.00 | 42.18K |
MICROSOFT CORPSOLE | COM | 5.97K | SH | $3.09M 0.83% | 0.00 | 0.00 | 5.97K |
ISHARES TRSOLE | CORE US AGGBD ET | 24.85K | SH | $2.49M 0.67% | 0.00 | 0.00 | 24.85K |
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