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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
SO icon
201
Southern Company
SO
$102B
$194K 0.05%
2,030
– –
TNK icon
202
Teekay Tankers
TNK
$3.18B
$193K 0.05%
+2,981
New +$224K
IVE icon
203
iShares S&P 500 Value ETF
IVE
$50.4B
$193K 0.05%
850
– –
IWF icon
204
iShares Russell 1000 Growth ETF
IWF
$126B
$190K 0.05%
1,532
– –
GOOG icon
205
Alphabet (Google) Class C
GOOG
$4.15T
$190K 0.05%
537
– –
WFC icon
206
Wells Fargo
WFC
$270B
$190K 0.05%
2,295
– –
MPC icon
207
Marathon Petroleum
MPC
$109B
$182K 0.04%
711
– –
DVY icon
208
iShares Select Dividend ETF
DVY
$24B
$182K 0.04%
1,163
– –
KO icon
209
Coca-Cola
KO
$382B
$181K 0.04%
2,225
-150
-6% -$11.8K
VZ icon
210
Verizon
VZ
$210B
$177K 0.04%
4,180
+608
+17% +$28.5K
CPA icon
211
Copa Holdings
CPA
$5.28B
$174K 0.04%
+1,121
New +$146K
WM icon
212
Waste Management
WM
$88.6B
$173K 0.04%
775
+2
+0.3% +$445
MCHP icon
213
Microchip Technology
MCHP
$39.7B
$173K 0.04%
+1,894
New +$169K
HD icon
214
Home Depot
HD
$317B
$172K 0.04%
488
-141
-22% -$45.9K
SLYG icon
215
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5B
$171K 0.04%
1,436
-180
-11% -$19.5K
CNQ icon
216
Canadian Natural Resources
CNQ
$105B
$168K 0.04%
+4,250
New +$193K
UGI icon
217
UGI
UGI
$8.11B
$166K 0.04%
4,813
-19,516
-80% -$690K
WEC icon
218
WEC Energy
WEC
$34.8B
$165K 0.04%
1,412
– –
INSW icon
219
International Seaways
INSW
$5.06B
$158K 0.04%
+2,060
New +$167K
PAYX icon
220
Paychex
PAYX
$44.5B
$158K 0.04%
1,604
-70
-4% -$6.62K
TSLA icon
221
Tesla
TSLA
$1.49T
$157K 0.04%
374
-17
-4% -$6.76K
DELL icon
222
Dell
DELL
$334B
$156K 0.04%
361
-45
-11% -$13K
LMT icon
223
Lockheed Martin
LMT
$123B
$154K 0.04%
302
-202
-40% -$109K
CAT icon
224
Caterpillar
CAT
$368B
$152K 0.04%
143
+10
+8% +$8.79K
YUM icon
225
Yum! Brands
YUM
$41.6B
$150K 0.04%
938
– –
7 8
9
10 11

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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.