Universe · entity
Measured Wealth Private Client Group, LLC
Institutional manager (13F) · CIK 1720235
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $282M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR GOLD TR | $26M | 60,432 |
| 2 | VANGUARD WHITEHALL FDS | $24M | 161,375 |
| 3 | SPDR SERIES TRUST | $23M | 414,214 |
| 4 | SELECT SECTOR SPDR TR | $18M | 122,490 |
| 5 | UNITED PARCEL SVCS INC | $17M | 169,006 |
| 6 | INVESCO EXCHANGE TRADED FD T | $16M | 85,485 |
| 7 | SELECT SECTOR SPDR TR | $16M | 117,747 |
| 8 | SELECT SECTOR SPDR TR | $16M | 140,868 |
| 9 | STATE STR SPDR S&P 500 ETF T | $12M | 18,418 |
| 10 | VANECK ETF TRUST | $10M | 26,937 |
| 11 | ISHARES TR | $7M | 76,758 |
| 12 | SELECT SECTOR SPDR TR | $6M | 134,064 |
| 13 | SELECT SECTOR SPDR TR | $6M | 72,097 |
| 14 | NVIDIA CORPORATION | $6M | 33,120 |
| 15 | APPLE INC | $5M | 20,762 |
| 16 | SELECT SECTOR SPDR TR | $5M | 98,780 |
| 17 | SPDR SERIES TRUST | $5M | 49,724 |
| 18 | ISHARES TR | $4M | 6,749 |
| 19 | ISHARES TR | $4M | 57,981 |
| 20 | SELECT SECTOR SPDR TR | $4M | 33,528 |
| 21 | ISHARES TR | $3M | 60,046 |
| 22 | SELECT SECTOR SPDR TR | $3M | 67,364 |
| 23 | SELECT SECTOR SPDR TR | $3M | 20,644 |
| 24 | BROADCOM INC | $3M | 9,385 |
| 25 | ISHARES TR | $3M | 28,181 |
| 26 | ISHARES TR | $3M | 27,171 |
| 27 | MICROSOFT CORP | $2M | 5,745 |
| 28 | SELECT SECTOR SPDR TR | $2M | 30,950 |
| 29 | SPDR SERIES TRUST | $2M | 31,537 |
| 30 | ISHARES TR | $2M | 5,698 |
| 31 | CAMBRIA ETF TR | $2M | 41,953 |
| 32 | ISHARES TR | $2M | 29,811 |
| 33 | CITIGROUP INC | $2M | 14,765 |
| 34 | VANGUARD INDEX FDS | $2M | 5,589 |
| 35 | BRISTOL-MYERS SQUIBB CO | $2M | 25,075 |
| 36 | VANGUARD INDEX FDS | $1M | 4,416 |
| 37 | EXELON CORP | $1M | 28,440 |
| 38 | EVERSOURCE ENERGY | $1M | 19,831 |
| 39 | ALTRIA GROUP INC | $1M | 20,136 |
| 40 | DIMENSIONAL ETF TRUST | $1M | 26,866 |
| 41 | NATIONAL FUEL GAS CO | $1M | 13,529 |
| 42 | DIMENSIONAL ETF TRUST | $1M | 20,338 |
| 43 | NORTHEAST BK PORTLAND ME | $1M | 11,104 |
| 44 | OMEGA HEALTHCARE INVS INC | $1M | 27,236 |
| 45 | RYDER SYS INC | $1M | 5,779 |
| 46 | APPLIED INDL TECHNOLOGIES IN | $1M | 4,363 |
| 47 | ISHARES TR | $1M | 16,307 |
| 48 | HOST HOTELS & RESORTS INC | $1M | 56,906 |
| 49 | ENACT HLDGS INC | $1M | 26,122 |
| 50 | EMCOR GROUP INC | $1M | 1,415 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.