Measured Wealth Private Client Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.56M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$1.1M |
| 3 |
Host Hotels & Resorts
HST
|
+$1.09M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$944K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$836K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold Trust
GLD
|
+$2.11M |
| 2 |
MGIC Investment
MTG
|
+$1.24M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.1M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.07M |
| 5 |
iShares MSCI China ETF
MCHI
|
+$936K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 8% |
| 2 | Technology | 6.86% |
| 3 | Financials | 6.57% |
| 4 | Healthcare | 2.96% |
| 5 | Utilities | 1.94% |
Similar funds
Measured Wealth Private Client Group's Q1 2026 Portfolio in Review
As of Q1 2026, Measured Wealth Private Client Group held 786 positions worth $366M, down 3.2% from $378M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Measured Wealth Private Client Group withdrew a net $11.5M in Q1 2026, closing 67 positions and reducing 205 holdings. Its most notable exit was Constellation Energy, an estimated $299K position sold in full.
By sector, the portfolio is most concentrated in Industrials at 8% of assets, up from 7.9% a quarter earlier, followed by Technology and Financials.
Against the trend, Measured Wealth Private Client Group opened a new position in Host Hotels & Resorts worth $1.09M.
- Measured Wealth Private Client Group's largest Q1 2026 buy was Host Hotels & Resorts: 56,906 shares worth $1.09M.
- Measured Wealth Private Client Group added most to State Street Energy Select Sector SPDR ETF in Q1 2026, an estimated $1.56M increase.
- Measured Wealth Private Client Group's biggest Q1 2026 reduction was SPDR Gold Trust, cutting an estimated $2.11M.
- Measured Wealth Private Client Group fully exited Constellation Energy in Q1 2026, selling an estimated $299K.
- Measured Wealth Private Client Group's ten largest holdings make up 49% of its $366M portfolio in Q1 2026.
- Measured Wealth Private Client Group opened 48 new positions and closed 67 in Q1 2026.
- Measured Wealth Private Client Group's portfolio value fell 3.2% quarter-over-quarter to $366M.
Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.