Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Measured Wealth Private Client Group, LLC (CIK 1720235) reported $366.1M across 691 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($26.0M, 7.10%), VYM ($23.9M, 6.53%), SPYV ($23.4M, 6.40%), XLV ($18.0M, 4.91%), UPS ($16.6M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $26.0M | 7.10% | 60,432 | Trimmed |
| 2 | VYM | VANGUARD WHITEHALL FDS | $23.9M | 6.53% | 161,375 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $23.4M | 6.40% | 414,214 | Trimmed |
| 4 | XLV | SELECT SECTOR SPDR TR | $18.0M | 4.91% | 122,490 | Trimmed |
| 5 | UPS | UNITED PARCEL SVCS INC | $16.6M | 4.54% | 169,006 | Hold |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $16.4M | 4.48% | 85,485 | Trimmed |
| 7 | XLC | SELECT SECTOR SPDR TR | $15.6M | 4.27% | 140,868 | Trimmed |
| 8 | XLK | SELECT SECTOR SPDR TR | $15.6M | 4.27% | 117,747 | Trimmed |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $12.0M | 3.27% | 18,418 | Trimmed |
| 10 | SMH | VANECK ETF TRUST | $10.3M | 2.82% | 26,937 | Added |
| 11 | TLT | ISHARES TR | $6.7M | 1.82% | 76,758 | Trimmed |
| 12 | XLU | SELECT SECTOR SPDR TR | $6.2M | 1.68% | 134,064 | Trimmed |
| 13 | XLP | SELECT SECTOR SPDR TR | $5.9M | 1.61% | 72,097 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $5.8M | 1.58% | 33,120 | Added |
| 15 | AAPL | APPLE INC | $5.3M | 1.44% | 20,762 | Trimmed |
| 16 | XLF | SELECT SECTOR SPDR TR | $4.9M | 1.33% | 98,780 | Trimmed |
| 17 | SPYG | SPDR SERIES TRUST | $4.9M | 1.33% | 49,724 | Trimmed |
| 18 | IVV | ISHARES TR | $4.4M | 1.20% | 6,749 | Trimmed |
| 19 | DGRO | ISHARES TR | $4.1M | 1.11% | 57,981 | Hold |
| 20 | XLY | SELECT SECTOR SPDR TR | $3.7M | 1.00% | 33,528 | Trimmed |
| 21 | EEM | ISHARES TR | $3.4M | 0.93% | 60,046 | Added |
| 22 | XLB | SELECT SECTOR SPDR TR | $3.4M | 0.92% | 67,364 | Added |
| 23 | XLI | SELECT SECTOR SPDR TR | $3.3M | 0.91% | 20,644 | Trimmed |
| 24 | AVGO | BROADCOM INC | $2.9M | 0.79% | 9,385 | Trimmed |
| 25 | AGG | ISHARES TR | $2.8M | 0.76% | 28,181 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31