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CIK: 0001720235
Total reported value
$413.7M
$413.7M
726 檔
26.1%
At the close of Q1 2026, Measured Wealth Private Client Group, LLC disclosed equity holdings valued at approximately $413.7M, spread across 726 reported holdings.
In Q1 2026, Measured Wealth Private Client Group, LLC adopted a defensive or profit-taking posture, trimming 113 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 726 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 7.10% | -2.72% | -7.23% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.53% | +0.30% | -4.35% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.40% | -3.84% | -3.45% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-Other | 4.91% | -2.30% | -3.95% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.54% | -0.40% | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.48% | -0.23% | -0.75% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 4.27% | -0.04% | -1.50% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.27% | -3.77% | -1.72% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.27% | +0.05% | -7.91% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.82% | +1.13% | +2.10% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.82% | -0.69% | -4.66% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.68% | -0.13% | -5.43% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.61% | -0.17% | +4.54% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.04% | +0.13% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.44% | +0.02% | -3.45% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.33% | -1.22% | -9.54% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +3.67% | -10.54% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.02% | -5.20% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.11% | -0.05% | — | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.00% | +0.03% | -1.20% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.93% | +2.48% | +36.46% | |
| 22 | XLB | Ss Materials Select Sector | ETF-Other | 0.92% | -0.77% | +17.30% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 0.91% | +0.38% | -4.44% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.07% | -13.91% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | -0.13% | -2.89% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.70% | -0.55% | -2.62% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.07% | -2.96% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | +0.39% | +1596.82% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.51% | -0.11% | -14.84% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.50% | -0.11% | -13.30% | |
| 31 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.47% | -0.04% | -0.05% | |
| 32 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.46% | -0.44% | -34.34% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.46% | +0.03% | -1.78% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-Other | 0.46% | +0.01% | — | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.04% | +302.29% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.03% | -0.34% | |
| 37 | EXC | Exelon CORP | Stock-Utilities | 0.38% | -0.32% | +1.71% | |
| 38 | ES | Eversource Energy | Stock-Utilities | 0.38% | -0.01% | +28.69% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.36% | — | -0.74% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.36% | — | -0.24% | |
| 41 | NFG | National Fuel Gas Co | Stock-Energy | 0.35% | -0.30% | +4.44% | |
| 42 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | -0.01% | -1.06% | |
| 43 | NBN | Northeast Bank | Stock-Other | 0.34% | -0.05% | — | |
| 44 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.33% | +0.01% | +106.29% | |
| 45 | R | Ryder System Inc | Stock-Industrials | 0.32% | +0.02% | -9.86% | |
| 46 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.32% | +0.03% | -6.15% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.30% | -0.28% | +0.62% | |
| 48 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.30% | +0.06% | — | |
| 49 | ACT | Enact Holdings Inc | Stock-Other | 0.29% | +0.01% | -7.88% | |
| 50 | EME | Emcor Group Inc | Stock-Industrials | 0.29% | — | -17.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.5% | +1596.82% | Add |
| 2 | BMY | Bristol-myers Squibb Co | +0.3% | +302.29% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +0.3% | +2.10% | Add |
| 4 | EEM | Ishares Msci Emerging Market | +0.3% | +36.46% | Add |
| 5 | GLD | Spdr Gold Shares | +0.3% | -7.23% | Trim |
| 6 | AMAT | Applied Materials Inc | +0.2% | +455.01% | Add |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +5373.40% | Add |
| 8 | XLB | Ss Materials Select Sector | +0.2% | +17.30% | Add |
| 9 | PHIN | Phinia Inc | +0.2% | +55494.74% | Add |
| 10 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +4.54% | Add |
| 11 | OHI | Omega Healthcare Investors | +0.2% | +106.29% | Add |
| 12 | CAH | Cardinal Health Inc | +0.2% | +182.16% | Add |
| 13 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -4.35% | Trim |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -0.75% | Trim |
| 15 | ES | Eversource Energy | +0.1% | +28.69% | Add |
| 16 | UPS | United Parcel Service-cl B | +0.1% | — | Unchanged |
| 17 | AA | Alcoa CORP | +0.1% | +30.95% | Add |
| 18 | BFH | Bread Financial Holdings Inc | +0.1% | +68.79% | Add |
| 19 | OPLN | Openlane Inc | +0.1% | +67.90% | Add |
| 20 | NFG | National Fuel Gas Co | +0.1% | +4.44% | Add |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -5.43% | Trim |
| 22 | CBOE | Cboe Global Markets Inc | +0.1% | +441.30% | Add |
| 23 | ✓ | Hamilton Insurance Group LTD | +0.1% | +71.72% | Add |
| 24 | EWBC | East West Bancorp Inc | +0.1% | +43.19% | Add |
| 25 | KBWB | Invesco Kbw Bank ETF | +0.1% | +68.02% | Add |
| 26 | SPNT | SiriusPoint Ltd. | +0.1% | +81.48% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | -7.73% | Trim |
| 28 | LMT | Lockheed Martin CORP | +0.1% | +194.74% | Add |
| 29 | STT | State Street CORP | +0.1% | +563.61% | Add |
| 30 | EXC | Exelon CORP | +0.1% | +1.71% | Add |
| 31 | RUSHA | Rush Enterprises Inc-cl A | +0.1% | +857.75% | Add |
| 32 | VRT | Vertiv Holdings Co-a | +0.1% | -1.85% | Trim |
| 33 | SBS | Cia Saneamento Basico De-adr | +0.1% | +7.82% | Add |
| 34 | MO | Altria Group Inc | +0.1% | -0.74% | Trim |
| 35 | DGRO | Ishares Core Dividend Growth | +0.1% | — | Unchanged |
| 36 | FIVE | Five Below | 0% | +24.09% | Add |
| 37 | GM | General Motors Co | 0% | +133.95% | Add |
| 38 | INCY | Incyte CORP | 0% | +43.64% | Add |
| 39 | MCY | Mercury General CORP | 0% | +29.69% | Add |
| 40 | EYLD | Cambria Emerg Shrhldr Yield | 0% | -0.05% | Trim |
| 41 | PTCT | Ptc Therapeutics Inc | 0% | +49.00% | Add |
| 42 | GTX | Garrett Motion Inc | 0% | +15.48% | Add |
| 43 | JNJ | Johnson & Johnson | 0% | -0.66% | Trim |
| 44 | AZZ | Azz Inc | 0% | -0.10% | Trim |
| 45 | ELAN | Elanco Animal Health Inc | 0% | +19.49% | Add |
| 46 | HIG | Hartford Insurance Group Inc | 0% | +18.05% | Add |
| 47 | NBN | Northeast Bank | 0% | — | Unchanged |
| 48 | KR | Kroger Co | 0% | -5.64% | Trim |
| 49 | DFUV | Dimensional US Marketwide Va | 0% | -0.24% | Trim |
| 50 | DFAT | Dimensional US Target Value | 0% | -1.06% | Trim |
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 726 disclosed positions in Q1 2026.
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, VYM, SPYV) accounted for 26.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
HST
市值: $1.1M
Top Position Liquidated / Trimmed
CEG
前期市值: $298.9K
During Q1 2026, Measured Wealth Private Client Group, LLC's top holdings by market value included GLD (7.1%)、VYM (6.5%)、SPYV (6.4%). The largest single position, GLD, represented 7.1% of total portfolio value.
In Q1 2026, Measured Wealth Private Client Group, LLC made 181 total portfolio adjustments, initiating 17 new buys, adding to 46 positions, trimming 113 holdings, and fully liquidating 5 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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