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MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $414M
1-Year Est. Return 32.23%
This Fund
S&P 500
This Quarter Est. Return
+16.7%
1 Year Est. Return
+32.23%
3 Year Est. Return
+84.32%
5 Year Est. Return
+96.96%
10 Year Est. Return
–
AUM
$414M
AUM Growth
+$47.6M
Cap. Flow
+$3.84M
Cap. Flow %
0.93%
Top 10 Hldgs %
42.13%
Holding
773
New
50
Increased
110
Reduced
209
Closed
58

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.2M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.53M
3
IYZ icon
iShares US Telecommunications ETF
IYZ
+$6.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$6.71M
5
URA icon
Global X Uranium ETF
URA
+$6.65M

Top Sells

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$14.4M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$13.9M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.09M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.68M
5
GLD icon
SPDR Gold Trust
GLD
+$4.65M

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.33%
2 Industrials 7.75%
3 Technology 7.66%
4 Financials 6.24%
5 Healthcare 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
426
Schwab International Equity ETF
SCHF
$70.1B
$27K 0.01%
974
– –
KDP icon
427
Keurig Dr Pepper
KDP
$44.3B
$27K 0.01%
824
– –
SHEL icon
428
Shell
SHEL
$266B
$26.9K 0.01%
347
-63
-15% -$5.44K
TXRH icon
429
Texas Roadhouse
TXRH
$12.4B
$26.9K 0.01%
139
-57
-29% -$9.71K
CHDN icon
430
Churchill Downs
CHDN
$6.07B
$26.8K 0.01%
299
+43
+17% +$3.85K
PODD icon
431
Insulet
PODD
$10.2B
$26.6K 0.01%
175
+30
+21% +$5K
VEEV icon
432
Veeva Systems
VEEV
$44.5B
$26.6K 0.01%
150
– –
CHRD icon
433
Chord Energy
CHRD
$8.01B
$26.5K 0.01%
232
– –
PPG icon
434
PPG Industries
PPG
$25B
$26.4K 0.01%
218
– –
ENTG icon
435
Entegris
ENTG
$21.2B
$26.4K 0.01%
+147
New +$21.2K
BR icon
436
Broadridge
BR
$19.7B
$26.4K 0.01%
193
-161
-45% -$24.3K
CRH icon
437
CRH
CRH
$62.7B
$26.4K 0.01%
247
– –
SNY icon
438
Sanofi
SNY
$106B
$26K 0.01%
610
– –
SOLV icon
439
Solventum
SOLV
$15.6B
$26K 0.01%
337
– –
SBCF icon
440
Seacoast Banking Corp of Florida
SBCF
$3.35B
$26K 0.01%
781
-301
-28% -$9.39K
SHOO icon
441
Steven Madden
SHOO
$3.2B
$25.9K 0.01%
616
– –
BP icon
442
BP
BP
$113B
$25.9K 0.01%
700
– –
UBER icon
443
Uber
UBER
$155B
$25.8K 0.01%
357
– –
MSM icon
444
MSC Industrial Direct
MSM
$6.78B
$25.6K 0.01%
215
– –
CRM icon
445
Salesforce
CRM
$213B
$25.6K 0.01%
163
– –
ATR icon
446
AptarGroup
ATR
$8.1B
$25.5K 0.01%
204
+36
+21% +$4.37K
COLM icon
447
Columbia Sportswear
COLM
$2.95B
$25.5K 0.01%
413
+219
+113% +$13.6K
DD icon
448
DuPont de Nemours
DD
$17.8B
$25.5K 0.01%
188
-1
-0.5% -$142
IYW icon
449
iShares US Technology ETF
IYW
$25.5B
$25.5K 0.01%
101
– –
QSR icon
450
Restaurant Brands International
QSR
$28B
$25.4K 0.01%
350
– –
16 17
18
19 20

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RBWA
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HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
VR
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BWM
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PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SCP
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WCM
Winthrop Capital Management Carmel, Indiana $414M AUM 21.65% 1-Year Est. Return

Measured Wealth Private Client Group's Q2 2026 Portfolio in Review

As of Q2 2026, Measured Wealth Private Client Group held 773 positions worth $414M, up 13% from $366M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Measured Wealth Private Client Group's Q2 2026 filing shows 50 new, 110 increased, 209 reduced and 58 closed positions. Its largest new stake was iShares US Telecommunications ETF: 161,440 shares worth $6.83M. The largest sale was State Street SPDR Portfolio S&P 500 Value ETF, an estimated $14.4M.

By sector, the portfolio is most concentrated in Miscellaneous at 67% of assets, up from 67% a quarter earlier, followed by Industrials and Technology.

  • Measured Wealth Private Client Group's largest Q2 2026 buy was iShares US Telecommunications ETF: 161,440 shares worth $6.83M.
  • Measured Wealth Private Client Group added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026, an estimated $14.2M increase.
  • Measured Wealth Private Client Group's biggest Q2 2026 reduction was State Street SPDR Portfolio S&P 500 Value ETF, cutting an estimated $14.4M.
  • Measured Wealth Private Client Group fully exited iShares Short-Term National Muni Bond ETF in Q2 2026, selling an estimated $168K.
  • Measured Wealth Private Client Group's ten largest holdings make up 42% of its $414M portfolio in Q2 2026.
  • Measured Wealth Private Client Group opened 50 new positions and closed 58 in Q2 2026.
  • Measured Wealth Private Client Group's portfolio value rose 13% quarter-over-quarter to $414M.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.