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CIK: 0001720235
Total reported value
$413.7M
$413.7M
732 檔
26.9%
During the Q4 2025 filing period, Measured Wealth Private Client Group, LLC (CIK: 0001720235) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $413.7M across 732 reported positions.
During Q4 2025, Measured Wealth Private Client Group, LLC performed routine portfolio adjustments (5 new buys, 20 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 732 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 6.83% | -2.72% | -0.68% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.45% | -3.84% | -19.09% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.41% | +0.30% | -5.41% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 5.22% | -2.30% | +4.45% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 4.55% | -0.04% | +104.91% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.46% | -3.77% | +93.28% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.43% | -0.40% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.36% | -0.23% | -42.62% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.61% | +0.05% | -23.11% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.51% | +1.13% | +4512.24% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.86% | -0.69% | +4.14% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | +0.04% | -3.09% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.60% | -0.13% | +236.08% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 1.58% | -1.22% | +55.39% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.57% | +3.67% | -19.51% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.02% | +21.18% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.42% | -0.17% | -44.15% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.02% | -12.19% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.07% | +0.03% | +260938.46% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.06% | -0.05% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | -0.07% | -4.62% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.89% | +0.38% | +451.80% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | -0.13% | +16.79% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.07% | -0.92% | |
| 25 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.72% | -0.44% | +143.55% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.69% | -0.55% | -46.61% | |
| 27 | XLB | Ss Materials Select Sector | ETF-Other | 0.69% | -0.77% | +25.56% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.64% | +2.48% | +303.44% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.60% | -0.11% | -45.92% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.57% | -0.11% | -54.78% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.03% | -6.44% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.47% | +0.01% | -14.45% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.46% | +0.03% | -6.53% | |
| 34 | MTG | Mgic Investment CORP | Stock-Financials | 0.46% | -0.06% | -1.92% | |
| 35 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.43% | -0.04% | -1.15% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.03% | -12.50% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.33% | — | -0.95% | |
| 38 | R | Ryder System Inc | Stock-Industrials | 0.32% | +0.02% | -11.30% | |
| 39 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | -0.01% | -2.17% | |
| 40 | EXC | Exelon CORP | Stock-Utilities | 0.32% | -0.32% | +16.82% | |
| 41 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.32% | +0.03% | +5.32% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | — | +23.51% | |
| 43 | NBN | Northeast Bank | Stock-Other | 0.31% | -0.05% | — | |
| 44 | NRG | Nrg Energy Inc | Stock-Utilities | 0.30% | -0.17% | +1.36% | |
| 45 | SYF | Synchrony Financial | Stock-Financials | 0.30% | -0.04% | -5.33% | |
| 46 | ACT | Enact Holdings Inc | Stock-Other | 0.30% | +0.01% | -0.07% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.29% | -0.28% | +72.81% | |
| 48 | IAG | Iamgold CORP | Stock-Other | 0.29% | -0.04% | -13.54% | |
| 49 | B | Barrick Mining CORP | Stock-Materials | 0.29% | -0.02% | -14.69% | |
| 50 | APP | Applovin Corp-class A | Stock-Tech | 0.28% | +0.01% | -26.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +2.5% | +4512.24% | Add |
| 2 | XLC | Ss Comm Select Sector Spdr | +2.1% | +93.28% | Add |
| 3 | XLY | Ss Consumer Disc Select Sect | +1.1% | +260938.46% | Add |
| 4 | XLI | Ss Industrial Select Sector | +0.7% | +451.80% | Add |
| 5 | XLV | Ss Health Care Select Sector | +0.6% | +4.45% | Add |
| 6 | UPS | United Parcel Service-cl B | +0.6% | — | Unchanged |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.6% | +236.08% | Add |
| 8 | XLF | Ss Financial Select Sector | +0.6% | +55.39% | Add |
| 9 | GLD | Spdr Gold Shares | +0.6% | -0.68% | Trim |
| 10 | EEM | Ishares Msci Emerging Market | +0.5% | +303.44% | Add |
| 11 | MCHI | Ishares Msci China ETF | +0.4% | +143.55% | Add |
| 12 | AAPL | Apple Inc | +0.3% | +21.18% | Add |
| 13 | ES | Eversource Energy | +0.3% | +1135.77% | Add |
| 14 | DELL | Dell Technologies -c | +0.2% | +4397.22% | Add |
| 15 | LNC | Lincoln National CORP | +0.2% | +145.66% | Add |
| 16 | SLV | Ishares Silver Trust | +0.2% | +96.64% | Add |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +72.81% | Add |
| 18 | EWBC | East West Bancorp Inc | +0.1% | +260.61% | Add |
| 19 | XLK | Ss Technology Select Sector | +0.1% | +104.91% | Add |
| 20 | GTX | Garrett Motion Inc | +0.1% | +150.65% | Add |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +16.79% | Add |
| 22 | VZ | Verizon Communications Inc | -0.1% | -46.11% | Trim |
| 23 | CVSA | Covista Inc | -0.1% | -46.65% | Trim |
| 24 | DORM | Dorman Products Inc | -0.1% | -44.71% | Trim |
| 25 | AGZ | Ishares Agency Bond ETF | -0.1% | -76.79% | Trim |
| 26 | ITRI | Itron Inc | -0.1% | -69.52% | Trim |
| 27 | CALM | Cal-maine Foods Inc | -0.1% | -62.55% | Trim |
| 28 | APP | Applovin Corp-class A | -0.1% | -26.98% | Trim |
| 29 | ARCC | Ares Capital CORP | -0.2% | -72.40% | Trim |
| 30 | VIRT | Virtu Financial Inc-class A | -0.2% | -79.08% | Trim |
| 31 | LRN | Stride Inc | -0.2% | -59.08% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.2% | -12.19% | Trim |
| 33 | INGR | Ingredion Inc | -0.2% | -76.54% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | -0.2% | -60.76% | Trim |
| 35 | HRB | H&r Block Inc | -0.3% | -68.91% | Trim |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.4% | -5.41% | Trim |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -19.51% | Trim |
| 38 | XLB | Ss Materials Select Sector | -0.4% | +25.56% | Add |
| 39 | OEF | Ishares S&p 100 ETF | -0.5% | -45.92% | Trim |
| 40 | IYR | Ishares US Real Estate ETF | -0.7% | -46.61% | Trim |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.7% | -54.78% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -23.11% | Trim |
| 43 | XLP | Ss Consumer Staples Sel Sect | -1.2% | -44.15% | Trim |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | -1.5% | -19.09% | Trim |
| 45 | RSP | Invesco S&p 500 Equal Weight | -3.3% | -42.62% | Trim |
| 46 | THG | Hanover Insurance Group Inc/ | — | NEW | New buy |
| 47 | AA | Alcoa CORP | — | NEW | New buy |
| 48 | DB | Deutsche Bank Aktiengesellschaft | — | NEW | New buy |
| 49 | BFH | Bread Financial Holdings Inc | — | NEW | New buy |
| 50 | ELAN | Elanco Animal Health Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Measured Wealth Private Client Group, LLC reported a total U.S. public equity portfolio value of $413.7M across 732 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLD, SPYV, VYM) accounted for 26.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
THG
市值: $579.7K
Top Position Liquidated / Trimmed
SPYV
前期市值: $29.3M
During Q4 2025, Measured Wealth Private Client Group, LLC's top holdings by market value included GLD (6.8%)、SPYV (6.5%)、VYM (6.4%). The largest single position, GLD, represented 6.8% of total portfolio value.
In Q4 2025, Measured Wealth Private Client Group, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 24 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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