Measured Wealth Private Client Group, LLC
726 holdingsFiling period: 2026-06-30Current AUM: $409.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 178.8K | $28.3M | $28.9M | 7.05% | +17.4K | 2026-06-30 |
| 2 | SPYG | SPDR SERIES TRUST | 174.0K | $20.7M | $20.7M | 5.06% | +124.2K | 2026-06-30 |
| 3 | GLD | SPDR GOLD TR | 49.2K | $18.1M | $19.4M | 4.74% | -11,215 | 2026-06-30 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 82.6K | $17.6M | $17.7M | 4.32% | -2,906 | 2026-06-30 |
| 5 | XLK | SELECT SECTOR SPDR TR | 91.9K | $17.5M | $16.9M | 4.13% | -25,825 | 2026-06-30 |
| 6 | UPS | UNITED PARCEL SVCS INC | 159.5K | $17.1M | $16.3M | 3.99% | -9,478 | 2026-06-30 |
| 7 | SMH | VANECK ETF TRUST | 24.9K | $16.4M | $13.5M | 3.30% | -1,993 | 2026-06-30 |
| 8 | EEM | ISHARES TR | 206.0K | $14.1M | $13.5M | 3.31% | +145.9K | 2026-06-30 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18.4K | $13.7M | $13.9M | 3.41% | -14 | 2026-06-30 |
| 10 | XLV | SELECT SECTOR SPDR TR | 68.1K | $10.8M | $11.4M | 2.79% | -54,385 | 2026-06-30 |
| 11 | SPYV | SPDR SERIES TRUST | 174.1K | $10.6M | $10.9M | 2.67% | -240,089 | 2026-06-30 |
| 12 | KBE | SPDR SERIES TRUST | 104.7K | $7.1M | $7.1M | 1.74% | -- | 2026-06-30 |
| 13 | XBI | SPDR SERIES TRUST | 45.0K | $7.1M | $6.9M | 1.70% | -- | 2026-06-30 |
| 14 | IYZ | ISHARES TR | 161.4K | $6.8M | $6.8M | 1.67% | -- | 2026-06-30 |
| 15 | NVDA | NVIDIA CORPORATION | 33.4K | $6.7M | $7.1M | 1.73% | +319 | 2026-06-30 |
| 16 | XLU | SELECT SECTOR SPDR TR | 141.6K | $6.4M | $5.8M | 1.43% | +7.5K | 2026-06-30 |
| 17 | QTUM | ETF SER SOLUTIONS | 36.9K | $6.1M | $5.3M | 1.29% | -- | 2026-06-30 |
| 18 | AAPL | APPLE INC | 20.9K | $6.0M | $6.9M | 1.69% | +125 | 2026-06-30 |
| 19 | XLP | SELECT SECTOR SPDR TR | 71.5K | $5.9M | $6.0M | 1.46% | -613 | 2026-06-30 |
| 20 | URA | GLOBAL X FDS | 131.2K | $5.7M | $5.5M | 1.34% | -- | 2026-06-30 |
| 21 | XLI | SELECT SECTOR SPDR TR | 28.8K | $5.3M | $4.9M | 1.19% | +8.1K | 2026-06-30 |
| 22 | IVV | ISHARES TR | 6.5K | $4.9M | $4.9M | 1.20% | -251 | 2026-06-30 |
| 23 | TLT | ISHARES TR | 54.2K | $4.7M | $4.4M | 1.07% | -22,539 | 2026-06-30 |
| 24 | XPH | SPDR SERIES TRUST | 68.3K | $4.5M | $4.6M | 1.11% | -- | 2026-06-30 |
| 25 | DGRO | ISHARES TR | 58.0K | $4.4M | $4.5M | 1.10% | -- | 2026-06-30 |
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