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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%

No holdings matched the selected filter criteria.

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HCM
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BWM
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PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
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WCM
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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.