Filed: 2/10/2026ACC: 0001720235-26-000002
📋 What this filing means
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 732 equity positions with a total reported market value of $378.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
732
Positions
$378.05M
Total AUM (reported)
3.97M
Total Shares
Allocation by class
COM$85.04M22.5%
STATE STREET SPD$33.66M8.9%
GOLD SHS$25.82M6.8%
HIGH DIV YLD$24.21M6.4%
STATE STREET HEA$19.74M5.2%
CL B$18.00M4.8%
STATE STREET TEC$17.21M4.6%
Portfolio Concentration
Top 3$74.40M19.7%
4–10$110.23M29.2%
11–25$70.92M18.8%
Rest$122.50M32.4%
Top 3 weight
19.7%
Top 10 weight
48.8%
Voting Authority Distribution
Total shares with voting rights: 3.97M
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
3.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole732
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings732
Rows:
SPDR GOLD TR
SOLEShares65.14K
TypeSH
Market value$25.82M
6.83%
Sole
0.00
Shared
0.00
None
65.14K
SPDR SERIES TRUST
SOLEShares429.04K
TypeSH
Market value$24.37M
6.45%
Sole
0.00
Shared
0.00
None
429.04K
VANGUARD WHITEHALL FDS
SOLEShares168.72K
TypeSH
Market value$24.21M
6.41%
Sole
0.00
Shared
0.00
None
168.72K
SELECT SECTOR SPDR TR
SOLEShares127.53K
TypeSH
Market value$19.74M
5.22%
Sole
0.00
Shared
0.00
None
127.53K
SELECT SECTOR SPDR TR
SOLEShares119.54K
TypeSH
Market value$17.21M
4.55%
Sole
0.00
Shared
0.00
None
119.54K
SELECT SECTOR SPDR TR
SOLEShares143.34K
TypeSH
Market value$16.87M
4.46%
Sole
0.00
Shared
0.00
None
143.34K
UNITED PARCEL SERVICE INC
SOLEShares169.01K
TypeSH
Market value$16.76M
4.43%
Sole
0.00
Shared
0.00
None
169.01K
INVESCO EXCHANGE TRADED FD T
SOLEShares86.13K
TypeSH
Market value$16.50M
4.36%
Sole
0.00
Shared
0.00
None
86.13K
SPDR S&P 500 ETF TR
SOLEShares20K
TypeSH
Market value$13.64M
3.61%
Sole
0.00
Shared
0.00
None
20K
VANECK ETF TRUST
SOLEShares26.38K
TypeSH
Market value$9.50M
2.51%
Sole
0.00
Shared
0.00
None
26.38K
ISHARES TR
SOLEShares80.51K
TypeSH
Market value$7.02M
1.86%
Sole
0.00
Shared
0.00
None
80.51K
NVIDIA CORPORATION
SOLEShares33.08K
TypeSH
Market value$6.17M
1.63%
Sole
0.00
Shared
0.00
None
33.08K
SELECT SECTOR SPDR TR
SOLEShares141.76K
TypeSH
Market value$6.05M
1.60%
Sole
0.00
Shared
0.00
None
141.76K
SELECT SECTOR SPDR TR
SOLEShares109.20K
TypeSH
Market value$5.98M
1.58%
Sole
0.00
Shared
0.00
None
109.20K
SPDR SERIES TRUST
SOLEShares55.58K
TypeSH
Market value$5.93M
1.57%
Sole
0.00
Shared
0.00
None
55.58K
APPLE INC
SOLEShares21.50K
TypeSH
Market value$5.85M
1.55%
Sole
0.00
Shared
0.00
None
21.50K
SELECT SECTOR SPDR TR
SOLEShares68.96K
TypeSH
Market value$5.36M
1.42%
Sole
0.00
Shared
0.00
None
68.96K
ISHARES TR
SOLEShares7.12K
TypeSH
Market value$4.88M
1.29%
Sole
0.00
Shared
0.00
None
7.12K
SELECT SECTOR SPDR TR
SOLEShares33.94K
TypeSH
Market value$4.05M
1.07%
Sole
0.00
Shared
0.00
None
33.94K
ISHARES TR
SOLEShares57.98K
TypeSH
Market value$4.03M
1.06%
Sole
0.00
Shared
0.00
None
57.98K
BROADCOM INC
SOLEShares10.90K
TypeSH
Market value$3.77M
1.00%
Sole
0.00
Shared
0.00
None
10.90K
SELECT SECTOR SPDR TR
SOLEShares21.60K
TypeSH
Market value$3.35M
0.89%
Sole
0.00
Shared
0.00
None
21.60K
ISHARES TR
SOLEShares29.02K
TypeSH
Market value$2.90M
0.77%
Sole
0.00
Shared
0.00
None
29.02K
MICROSOFT CORP
SOLEShares5.92K
TypeSH
Market value$2.86M
0.76%
Sole
0.00
Shared
0.00
None
5.92K
ISHARES TR
SOLEShares45.40K
TypeSH
Market value$2.73M
0.72%
Sole
0.00
Shared
0.00
None
45.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 65.14K | SH | $25.82M 6.83% | 0.00 | 0.00 | 65.14K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 429.04K | SH | $24.37M 6.45% | 0.00 | 0.00 | 429.04K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 168.72K | SH | $24.21M 6.41% | 0.00 | 0.00 | 168.72K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 127.53K | SH | $19.74M 5.22% | 0.00 | 0.00 | 127.53K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 119.54K | SH | $17.21M 4.55% | 0.00 | 0.00 | 119.54K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 143.34K | SH | $16.87M 4.46% | 0.00 | 0.00 | 143.34K |
UNITED PARCEL SERVICE INCSOLE | CL B | 169.01K | SH | $16.76M 4.43% | 0.00 | 0.00 | 169.01K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 86.13K | SH | $16.50M 4.36% | 0.00 | 0.00 | 86.13K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 20K | SH | $13.64M 3.61% | 0.00 | 0.00 | 20K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 26.38K | SH | $9.50M 2.51% | 0.00 | 0.00 | 26.38K |
ISHARES TRSOLE | 20 YR TR BD ETF | 80.51K | SH | $7.02M 1.86% | 0.00 | 0.00 | 80.51K |
NVIDIA CORPORATIONSOLE | COM | 33.08K | SH | $6.17M 1.63% | 0.00 | 0.00 | 33.08K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 141.76K | SH | $6.05M 1.60% | 0.00 | 0.00 | 141.76K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 109.20K | SH | $5.98M 1.58% | 0.00 | 0.00 | 109.20K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 55.58K | SH | $5.93M 1.57% | 0.00 | 0.00 | 55.58K |
APPLE INCSOLE | COM | 21.50K | SH | $5.85M 1.55% | 0.00 | 0.00 | 21.50K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 68.96K | SH | $5.36M 1.42% | 0.00 | 0.00 | 68.96K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.12K | SH | $4.88M 1.29% | 0.00 | 0.00 | 7.12K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 33.94K | SH | $4.05M 1.07% | 0.00 | 0.00 | 33.94K |
ISHARES TRSOLE | CORE DIV GRWTH | 57.98K | SH | $4.03M 1.06% | 0.00 | 0.00 | 57.98K |
BROADCOM INCSOLE | COM | 10.90K | SH | $3.77M 1.00% | 0.00 | 0.00 | 10.90K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 21.60K | SH | $3.35M 0.89% | 0.00 | 0.00 | 21.60K |
ISHARES TRSOLE | CORE US AGGBD ET | 29.02K | SH | $2.90M 0.77% | 0.00 | 0.00 | 29.02K |
MICROSOFT CORPSOLE | COM | 5.92K | SH | $2.86M 0.76% | 0.00 | 0.00 | 5.92K |
ISHARES TRSOLE | MSCI CHINA ETF | 45.40K | SH | $2.73M 0.72% | 0.00 | 0.00 | 45.40K |
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