SEC Form 13F

Measured Wealth Private Client Group, LLC 13F Holdings

Inspect Measured Wealth Private Client Group, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-11T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-11
Reported value
$413,733,816
Positions
719

Read this manager's filing book

Step 1 of 3

Disclosed positions

Measured Wealth Private Client Group, LLC: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer
VANGUARD WHITEHALL FDS
Ticker
VYM
Class
HIGH DIV YLD
Reported value
$28,259,533
Reported amount
178,824
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001720235-26-000006
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

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Disclosed positions

See the complete disclosed positions

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VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$28,259,533178,824SHNone
SPDR SERIES TRUSTSPYGST STR P500GRW$20,701,058173,973SHNone
SPDR GOLD TRGLDGOLD SHS$18,130,43749,217SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$17,570,31982,579SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$17,513,00491,922SHNone
UNITED PARCEL SVCS INCUPSCL B$17,149,260159,528SHNone
VANECK ETF TRUSTSMHSEMICONDUCTR ETF$16,360,52024,944SHNone
ISHARES TREEMMSCI EMG MKT ETF$14,091,981205,993SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$13,743,33518,404SHNone
SELECT SECTOR SPDR TRXLVST STR CARE ETF$10,805,52868,105SHNone
SPDR SERIES TRUSTSPYVST STR P500VAL$10,585,043174,125SHNone
SPDR SERIES TRUSTKBEST STR SP BANK$7,142,907104,704SHNone
SPDR SERIES TRUSTXBIST STR SP BIOT$7,127,26445,038SHNone
ISHARES TRIYZUS TELECOM ETF$6,830,526161,440SHNone
NVIDIA CORPORATIONNVDACOM$6,690,85433,439SHNone
SELECT SECTOR SPDR TRXLUST STR UTIL ETF$6,418,852141,572SHNone
ETF SER SOLUTIONSQTUMDEFIA QUANT ETF$6,096,23836,862SHNone
APPLE INCAAPLCOM$6,043,97420,887SHNone
SELECT SECTOR SPDR TRXLPST STR STAPL ETF$5,938,21271,484SHNone
GLOBAL X FDSURAGLOBAL X URANIUM$5,734,314131,220SHNone
SELECT SECTOR SPDR TRXLIST STR INDL ETF$5,326,70828,757SHNone
ISHARES TRIVVCORE S&P500 ETF$4,866,3256,498SHNone
ISHARES TRTLT20 YR TR BD ETF$4,685,57154,219SHNone
SPDR SERIES TRUSTXPHST STR SP PHARMA$4,526,63968,306SHNone
ISHARES TRDGROCORE DIV GRWTH$4,394,38057,981SHNone
SELECT SECTOR SPDR TRXLYST STR DISCR ETF$4,246,94336,212SHNone
SELECT SECTOR SPDR TRXLEST STR ENERG ETF$3,769,91570,983SHNone
GLOBAL X FDSPAVEUS INFR DEV ETF$3,121,75852,983SHNone
BROADCOM INCAVGOCOM$2,999,0057,939SHNone
ISHARES TRAGGCORE US AGGBD ET$2,622,38426,494SHNone
MICROSOFT CORPMSFTCOM$2,130,2585,711SHNone
SELECT SECTOR SPDR TRXLCST STR SVC ETF$2,051,37519,148SHNone
CITIGROUP INCCCOM NEW$2,008,79714,353SHNone
VANGUARD INDEX FDSVVLARGE CAP ETF$1,926,2405,601SHNone
CAMBRIA ETF TREYLDEMRG SHAREHLDR$1,795,33039,536SHNone
APPLIED MATLS INCAMATCOM$1,785,1892,469SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,737,3634,695SHNone
SPDR SERIES TRUSTSPMDST STR P400MID$1,656,28624,516SHNone
ISHARES TROEFS&P 100 ETF$1,615,9364,417SHNone
FLEX LTDFLEXORD$1,591,0419,817SHNone
BRISTOL-MYERS SQUIBB COBMYCOM$1,566,45727,186SHNone
EVERSOURCE ENERGYESCOM$1,512,68320,931SHNone
ALTRIA GROUP INCMOCOM$1,499,63820,843SHNone
HOST HOTELS & RESORTS INCHSTCOM$1,490,05562,845SHNone
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$1,477,34926,856SHNone
APPLIED INDL TECHNOLOGIES INAITCOM$1,450,3904,289SHNone
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$1,411,07120,187SHNone
RYDER SYS INCRCOM$1,408,5325,340SHNone
OMEGA HEALTHCARE INVS INCOHICOM$1,391,58829,186SHNone
ENACT HLDGS INCACTCOM$1,234,49927,007SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 3 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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