Measured Wealth Private Client Group, LLC
CIK 1720235 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- VYM6.83%
- SPYG5.00%
- GLD4.38%
- RSP4.25%
- XLK4.23%
- UPS4.14%
- SMH3.95%
- EEM3.41%
- SPY3.32%
- XLV2.61%
Share classes counted separately42.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYVWeight decreased · -3.84 pp6.40% → 2.56%Shares -240.09K (-57.96%)
- SPYGWeight increased · +3.67 pp1.33% → 5.00%Shares +124.25K (+249.88%)
- GLDWeight decreased · -2.72 pp7.10% → 4.38%Shares -11.21K (-18.56%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $28.26M | 6.83% | 178.82K shares | 6.53% → 6.83%+0.30 pp +17.45K (+10.81%) | Added | ↗▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $20.70M | 5.00% | 173.97K shares | 1.33% → 5.00%+3.67 pp +124.25K (+249.88%) | Added | ↗▾ |
| 03 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $18.13M | 4.38% | 49.22K shares | 7.10% → 4.38%-2.72 pp -11.21K (-18.56%) | Reduced | ↗▾ |
| 04 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $17.57M | 4.25% | 82.58K shares | 4.48% → 4.25%-0.23 pp -2.91K (-3.40%) | Reduced | ↗▾ |
| 05 | XLKSS TECHNOLOGY SELECT SECTORST STR TECHN ETF View history and evidence | $17.51M | 4.23% | 91.92K shares | 4.27% → 4.23%-0.04 pp -25.82K (-21.93%) | Reduced | ↗▾ |
| 06 | UPSUNITED PARCEL SERVICE-CL BCL B View history and evidence | $17.15M | 4.14% | 159.53K shares | 4.54% → 4.14%-0.40 pp -9.48K (-5.61%) | Reduced | ↗▾ |
| 07 | SMHVANECK SEMICONDUCTOR ETFSEMICONDUCTR ETF View history and evidence | $16.36M | 3.95% | 24.94K shares | 2.82% → 3.95%+1.13 pp -1.99K (-7.40%) | Reduced | ↗▾ |
| 08 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $14.09M | 3.41% | 205.99K shares | 0.93% → 3.41%+2.48 pp +145.95K (+243.06%) | Added | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $13.74M | 3.32% | 18.40K shares | 3.27% → 3.32%+0.05 pp -14 (-0.08%) | Reduced | ↗▾ |
| 10 | XLVSS HEALTH CARE SELECT SECTORST STR CARE ETF View history and evidence | $10.81M | 2.61% | 68.11K shares | 4.91% → 2.61%-2.30 pp -54.38K (-44.40%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 55
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SUB ISHARES SHORT-TERM NATIONAL | Non-derivative | -1,577 | -$167.95K | SEC filing ↗ | SEC filing ↗ |
| VTEB VANGUARD TAX-EXEMPT BOND ETF | Non-derivative | -2,092 | -$104.37K | SEC filing ↗ | SEC filing ↗ |
| MTUM ISHARES MSCI USA MOMENTUM FA | Non-derivative | -254 | -$60.96K | SEC filing ↗ | SEC filing ↗ |
3 / 55 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1720235 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 413733816
}Research all 723 reported holdings.
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