Measured Wealth Private Client Group
Measured Wealth Private Client Group reported 723 stocks worth $414M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VYM (6.8%), SPYG (5.0%) and GLD (4.4%). Compared with Q1 2026, the fund opened new positions in KBE, XBI and IYZ, added to VYM, SPYG and EEM, trimmed GLD, RSP and XLK and sold out of SUB, VTEB and MTUM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VYM Vanguard Whitehall Fds | $28.3M | 6.8% | 179K | +17K (+11%) | 8 of 8 | |
| 2 |  SPYG Spdr Series Trust | $20.7M | 5.0% | 174K | +124K (+250%) | 8 of 8 | |
| 3 |  GLD Spdr Gold TR | $18.1M | 4.4% | 49K | −11K (−19%) | 8 of 8 | |
| 4 |  RSP Invesco Exchange Traded FD T | $17.6M | 4.3% | 83K | −2,906 (−3%) | 8 of 8 | |
| 5 |  XLK Select Sector Spdr TR | $17.5M | 4.2% | 92K | −26K (−22%) | 8 of 8 | |
| 6 |  UPS United Parcel Service Inc | $17.1M | 4.1% | 160K | −9,478 (−6%) | 7 of 8 | |
| 7 |  SMH Vaneck ETF Trust | $16.4M | 4.0% | 25K | −1,993 (−7%) | 6 of 8 | |
| 8 |  EEM Ishares Msci Emerging | $14.1M | 3.4% | 206K | +146K (+243%) | 4 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $13.7M | 3.3% | 18K | No change | 8 of 8 | |
| 10 |  XLV State Street | $10.8M | 2.6% | 68K | −54K (−44%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SUB Ishares Short Term Ntnl | $168K | 1,577 |
 VTEB Vanguard Mun BD Fds | $104K | 2,092 |
HONEYWELL INTL INC | $92K | 408 |
 MTUM Ishares Msci USA Momntum | $61K | 254 |
 USMV Ishares TR | $46K | 501 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Measured Wealth Private Client Group 13F FAQ
What does Measured Wealth Private Client Group own?
Measured Wealth Private Client Group reported 723 stocks worth $414M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VYM (6.8%), SPYG (5.0%) and GLD (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Measured Wealth Private Client Group buy and sell in Q2 2026?
Compared with Q1 2026: 54 new positions, 112 added to, 201 trimmed and 62 sold out. New positions include KBE, XBI and IYZ. It sold all of SUB, VTEB and MTUM.
When will Measured Wealth Private Client Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Measured Wealth Private Client Group's portfolio worth?
The Q2 2026 filing reports $414M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.