Institutions / Measured Wealth Private Client Group, LLC
Measured Wealth Private Client Group, LLC
CIK 1720235 · Institution · as of Dec 31, 2025
Portfolio value
$378.05M
Positions
732
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 732 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Gold Tr | $25.82M | 6.8% |
| SPDR Series Trust | $24.37M | 6.4% |
| Vanguard Whitehall Fds | $24.21M | 6.4% |
| Select Sector SPDR Tr | $19.74M | 5.2% |
| Select Sector SPDR Tr | $17.21M | 4.6% |
| Select Sector SPDR Tr | $16.87M | 4.5% |
| United Parcel Service Inc | $16.76M | 4.4% |
| Invesco Exchange Traded Fd T | $16.50M | 4.4% |
| SPDR S&P 500 ETF Tr | $13.64M | 3.6% |
| VanEck ETF Trust | $9.50M | 2.5% |
| iShares MSCI UAE ETF | $7.02M | 1.9% |
| NVIDIA Corp | $6.17M | 1.6% |
| Select Sector SPDR Tr | $6.05M | 1.6% |
| Select Sector SPDR Tr | $5.98M | 1.6% |
| SPDR Series Trust | $5.93M | 1.6% |
| Apple Inc. | $5.85M | 1.5% |
| Select Sector SPDR Tr | $5.36M | 1.4% |
| iShares Tr | $4.88M | 1.3% |
| Select Sector SPDR Tr | $4.05M | 1.1% |
| iShares Tr | $4.03M | 1.1% |
| Broadcom Inc. | $3.77M | 1.0% |
| Select Sector SPDR Tr | $3.35M | 0.9% |
| iShares Tr | $2.90M | 0.8% |
| Microsoft Corp | $2.86M | 0.8% |
| iShares Tr | $2.73M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.