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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
XT icon
476
iShares Future Exponential Technologies ETF
XT
$3.95B
$20.9K 0.01%
+253
New +$19.8K
ETN icon
477
Eaton
ETN
$160B
$20.9K 0.01%
49
– –
IVZ icon
478
Invesco
IVZ
$14.6B
$20.7K 0.01%
785
– –
AZTA icon
479
Azenta
AZTA
$1.37B
$20.5K ﹤0.01%
802
– –
COF icon
480
Capital One
COF
$135B
$20.4K ﹤0.01%
102
– –
AHR icon
481
American Healthcare REIT
AHR
$11.9B
$20.4K ﹤0.01%
392
– –
THRO
482
iShares U.S. Thematic Rotation Active ETF
THRO
$6.8B
$20.4K ﹤0.01%
474
– –
ALC icon
483
Alcon
ALC
$34.1B
$20.4K ﹤0.01%
304
– –
SPCX
484
SpaceX
SPCX
$1.95T
$20.3K ﹤0.01%
+119
New +$20.2K
EXEL icon
485
Exelixis
EXEL
$14.6B
$20.3K ﹤0.01%
373
-411
-52% -$20K
GVI icon
486
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$20.3K ﹤0.01%
191
– –
XLG icon
487
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$20.1K ﹤0.01%
329
– –
SJM icon
488
J.M. Smucker
SJM
$13.5B
$20.1K ﹤0.01%
179
– –
DB icon
489
Deutsche Bank
DB
$77.7B
$20.1K ﹤0.01%
594
-568
-49% -$18.4K
VB icon
490
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$20K ﹤0.01%
66
-110
-63% -$31.5K
JBHT icon
491
JB Hunt Transport Services
JBHT
$25.7B
$20K ﹤0.01%
69
– –
REXR icon
492
Rexford Industrial Realty
REXR
$8.2B
$19.8K ﹤0.01%
592
– –
ALGT icon
493
Allegiant Air
ALGT
$2.14B
$19.5K ﹤0.01%
166
– –
VHT icon
494
Vanguard Health Care ETF
VHT
$19.3B
$19.1K ﹤0.01%
+64
New +$17.8K
MOD icon
495
Modine Manufacturing
MOD
$10.3B
$19K ﹤0.01%
71
-44
-38% -$11.6K
IAU icon
496
iShares Gold Trust
IAU
$65.8B
$18.7K ﹤0.01%
248
– –
HLN icon
497
Haleon
HLN
$42.2B
$18.6K ﹤0.01%
1,997
– –
TECK icon
498
Teck Resources
TECK
$33.9B
$18.5K ﹤0.01%
311
– –
UL icon
499
Unilever
UL
$138B
$18.5K ﹤0.01%
307
-155
-34% -$8.96K
PRU icon
500
Prudential Financial
PRU
$42.1B
$18.5K ﹤0.01%
+171
New +$17.4K
18 19
20
21 22

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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
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
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.