Measured Wealth Private Client Group, LLC
CIK 1720235
13F filing for Q2 2026・No. 4,393
- Holdings
- US$413.73M
- Quarter change
- +US$47.62M
- Entries
- 723
- Net bought (estimate)
- +US$7.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 54
- Sold out 62
- Cut 203
- Added 112
- Corporate actions 4
- Unchanged 323
Largest holdings
692 stocks worth US$413.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 178,824 | US$28.26M | 6.83% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 173,973 | US$20.7M | 5.00% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 49,217 | US$18.13M | 4.38% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Cut | 82,579 | US$17.57M | 4.25% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 91,922 | US$17.51M | 4.23% |
| UPSUNITED PARCEL SVCS INCCL B | Cut | 159,528 | US$17.15M | 4.15% |
| SMHVANECK ETF TRUSTSEMICONDUCTR ETF | Cut | 24,944 | US$16.36M | 3.95% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 205,993 | US$14.09M | 3.41% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 18,404 | US$13.74M | 3.32% |
| SELECT SECTOR SPDR TRST STR CARE ETF | Cut | 68,105 | US$10.81M | 2.61% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.