Measured Wealth Private Client Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$14.2M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$9.53M |
| 3 |
iShares US Telecommunications ETF
IYZ
|
+$6.86M |
| 4 |
State Street SPDR S&P Bank ETF
KBE
|
+$6.71M |
| 5 |
Global X Uranium ETF
URA
|
+$6.65M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$14.4M |
| 2 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$13.9M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$8.09M |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$4.68M |
| 5 |
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% |
Similar funds
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.