Measured Wealth Private Client Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Measured Wealth Private Client Group, LLC 13F Holdings
CIK 0001720235 · PORTSMOUTH, NH
As of Sep 30, 2025, Measured Wealth Private Client Group, LLC reported
698 positions worth $354.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 530,255 | $29.3M | 8.28% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 150,102 | $28.5M | 8.04% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 178,370 | $25.1M | 7.09% |
| SPDR GOLD TRUST | GQ9 | — | 65,590 | $23.3M | 6.58% |
| SPDR S&P 500 ETF TRUST | SPY | — | 26,009 |
|
7.3M4.89% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 122,098 |
7.0M | 4.80% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 58,338 |
6.4M | 4.64% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 169,006 |
4.1M | 3.98% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 123,471 | $9.7M | 2.73% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 74,161 | $8.8M | 2.48% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 69,058 | $7.2M | 2.04% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 77,309 | $6.9M | 1.95% |
| NVIDIA CORP | NVDA | Technology | 34,133 | $6.4M | 1.80% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,107 | $5.4M | 1.53% |
| ISHARES US REAL ESTATE ETF | IYR | — | 52,256 | $5.1M | 1.43% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 81,902 | $4.7M | 1.32% |
| APPLE INC | AAPL | Technology | 17,745 | $4.5M | 1.28% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 45,737 | $4.1M | 1.16% |
| ISHARES S&P 100 ETF | OEF | — | 12,153 | $4.0M | 1.14% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 57,981 | $3.9M | 1.11% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 70,275 | $3.8M | 1.07% |
| BROADCOM INC | AVGO | Technology | 11,430 | $3.8M | 1.06% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 42,179 | $3.7M | 1.04% |
| MICROSOFT CORP | MSFT | Technology | 5,975 | $3.1M | 0.87% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 24,849 | $2.5M | 0.70% |