Filed: 5/13/2026ACC: 0001720235-26-000004
📋 What this filing means
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 726 equity positions with a total reported market value of $366.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
726
Positions
$366.11M
Total AUM (reported)
3.91M
Total Shares
Allocation by class
COM$81.61M22.3%
STATE STREET SPD$31.42M8.6%
GOLD SHS$26.00M7.1%
HIGH DIV YLD$23.90M6.5%
CL B$18.18M5.0%
STATE STREET HEA$17.96M4.9%
S&P500 EQL WGT$16.41M4.5%
Portfolio Concentration
Top 3$73.34M20.0%
4–10$104.56M28.6%
11–25$67.46M18.4%
Rest$120.76M33.0%
Top 3 weight
20.0%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 3.91M
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
3.91M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole726
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings726
Rows:
SPDR GOLD TR
SOLEShares60.43K
TypeSH
Market value$26.00M
7.10%
Sole
0.00
Shared
0.00
None
60.43K
VANGUARD WHITEHALL FDS
SOLEShares161.38K
TypeSH
Market value$23.90M
6.53%
Sole
0.00
Shared
0.00
None
161.38K
SPDR SERIES TRUST
SOLEShares414.21K
TypeSH
Market value$23.44M
6.40%
Sole
0.00
Shared
0.00
None
414.21K
SELECT SECTOR SPDR TR
SOLEShares122.49K
TypeSH
Market value$17.96M
4.91%
Sole
0.00
Shared
0.00
None
122.49K
UNITED PARCEL SVCS INC
SOLEShares169.01K
TypeSH
Market value$16.63M
4.54%
Sole
0.00
Shared
0.00
None
169.01K
INVESCO EXCHANGE TRADED FD T
SOLEShares85.48K
TypeSH
Market value$16.41M
4.48%
Sole
0.00
Shared
0.00
None
85.48K
SELECT SECTOR SPDR TR
SOLEShares117.75K
TypeSH
Market value$15.65M
4.27%
Sole
0.00
Shared
0.00
None
117.75K
SELECT SECTOR SPDR TR
SOLEShares140.87K
TypeSH
Market value$15.62M
4.27%
Sole
0.00
Shared
0.00
None
140.87K
STATE STR SPDR S&P 500 ETF T
SOLEShares18.42K
TypeSH
Market value$11.98M
3.27%
Sole
0.00
Shared
0.00
None
18.42K
VANECK ETF TRUST
SOLEShares26.94K
TypeSH
Market value$10.33M
2.82%
Sole
0.00
Shared
0.00
None
26.94K
ISHARES TR
SOLEShares76.76K
TypeSH
Market value$6.65M
1.82%
Sole
0.00
Shared
0.00
None
76.76K
SELECT SECTOR SPDR TR
SOLEShares134.06K
TypeSH
Market value$6.15M
1.68%
Sole
0.00
Shared
0.00
None
134.06K
SELECT SECTOR SPDR TR
SOLEShares72.10K
TypeSH
Market value$5.91M
1.61%
Sole
0.00
Shared
0.00
None
72.10K
NVIDIA CORPORATION
SOLEShares33.12K
TypeSH
Market value$5.78M
1.58%
Sole
0.00
Shared
0.00
None
33.12K
APPLE INC
SOLEShares20.76K
TypeSH
Market value$5.27M
1.44%
Sole
0.00
Shared
0.00
None
20.76K
SELECT SECTOR SPDR TR
SOLEShares98.78K
TypeSH
Market value$4.88M
1.33%
Sole
0.00
Shared
0.00
None
98.78K
SPDR SERIES TRUST
SOLEShares49.72K
TypeSH
Market value$4.87M
1.33%
Sole
0.00
Shared
0.00
None
49.72K
ISHARES TR
SOLEShares6.75K
TypeSH
Market value$4.41M
1.20%
Sole
0.00
Shared
0.00
None
6.75K
ISHARES TR
SOLEShares57.98K
TypeSH
Market value$4.07M
1.11%
Sole
0.00
Shared
0.00
None
57.98K
SELECT SECTOR SPDR TR
SOLEShares33.53K
TypeSH
Market value$3.65M
1.00%
Sole
0.00
Shared
0.00
None
33.53K
ISHARES TR
SOLEShares60.05K
TypeSH
Market value$3.41M
0.93%
Sole
0.00
Shared
0.00
None
60.05K
SELECT SECTOR SPDR TR
SOLEShares67.36K
TypeSH
Market value$3.37M
0.92%
Sole
0.00
Shared
0.00
None
67.36K
SELECT SECTOR SPDR TR
SOLEShares20.64K
TypeSH
Market value$3.34M
0.91%
Sole
0.00
Shared
0.00
None
20.64K
BROADCOM INC
SOLEShares9.38K
TypeSH
Market value$2.90M
0.79%
Sole
0.00
Shared
0.00
None
9.38K
ISHARES TR
SOLEShares28.18K
TypeSH
Market value$2.80M
0.76%
Sole
0.00
Shared
0.00
None
28.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRSOLE | GOLD SHS | 60.43K | SH | $26.00M 7.10% | 0.00 | 0.00 | 60.43K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 161.38K | SH | $23.90M 6.53% | 0.00 | 0.00 | 161.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 414.21K | SH | $23.44M 6.40% | 0.00 | 0.00 | 414.21K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 122.49K | SH | $17.96M 4.91% | 0.00 | 0.00 | 122.49K |
UNITED PARCEL SVCS INCSOLE | CL B | 169.01K | SH | $16.63M 4.54% | 0.00 | 0.00 | 169.01K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 85.48K | SH | $16.41M 4.48% | 0.00 | 0.00 | 85.48K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 117.75K | SH | $15.65M 4.27% | 0.00 | 0.00 | 117.75K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 140.87K | SH | $15.62M 4.27% | 0.00 | 0.00 | 140.87K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 18.42K | SH | $11.98M 3.27% | 0.00 | 0.00 | 18.42K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 26.94K | SH | $10.33M 2.82% | 0.00 | 0.00 | 26.94K |
ISHARES TRSOLE | 20 YR TR BD ETF | 76.76K | SH | $6.65M 1.82% | 0.00 | 0.00 | 76.76K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 134.06K | SH | $6.15M 1.68% | 0.00 | 0.00 | 134.06K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 72.10K | SH | $5.91M 1.61% | 0.00 | 0.00 | 72.10K |
NVIDIA CORPORATIONSOLE | COM | 33.12K | SH | $5.78M 1.58% | 0.00 | 0.00 | 33.12K |
APPLE INCSOLE | COM | 20.76K | SH | $5.27M 1.44% | 0.00 | 0.00 | 20.76K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 98.78K | SH | $4.88M 1.33% | 0.00 | 0.00 | 98.78K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 49.72K | SH | $4.87M 1.33% | 0.00 | 0.00 | 49.72K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.75K | SH | $4.41M 1.20% | 0.00 | 0.00 | 6.75K |
ISHARES TRSOLE | CORE DIV GRWTH | 57.98K | SH | $4.07M 1.11% | 0.00 | 0.00 | 57.98K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 33.53K | SH | $3.65M 1.00% | 0.00 | 0.00 | 33.53K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 60.05K | SH | $3.41M 0.93% | 0.00 | 0.00 | 60.05K |
SELECT SECTOR SPDR TRSOLE | STATE STREET MAT | 67.36K | SH | $3.37M 0.92% | 0.00 | 0.00 | 67.36K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 20.64K | SH | $3.34M 0.91% | 0.00 | 0.00 | 20.64K |
BROADCOM INCSOLE | COM | 9.38K | SH | $2.90M 0.79% | 0.00 | 0.00 | 9.38K |
ISHARES TRSOLE | CORE US AGGBD ET | 28.18K | SH | $2.80M 0.76% | 0.00 | 0.00 | 28.18K |
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