Measured Wealth Private Client Group, LLC
656 holdingsFiling period: 2026-06-30Current AUM: $406.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard Whitehall Fds | 178.8K | $28.3M | $29.0M | 7.15% | +17.4K | 2026-06-30 |
| 2 | SPYG | Spdr Series Trust | 174.0K | $20.7M | $20.8M | 5.11% | +124.2K | 2026-06-30 |
| 3 | GLD | Spdr Gold TR | 49.2K | $18.1M | $18.1M | 4.45% | -11,215 | 2026-06-30 |
| 4 | RSP | Invesco Exchange Traded FD T | 82.6K | $17.6M | $17.9M | 4.41% | -2,906 | 2026-06-30 |
| 5 | XLK | Select Sector Spdr TR | 91.9K | $17.5M | $17.1M | 4.21% | -25,825 | 2026-06-30 |
| 6 | UPS | United Parcel Svcs Inc | 159.5K | $17.1M | $16.0M | 3.94% | -9,478 | 2026-06-30 |
| 7 | SMH | VanEck ETF Trust | 24.9K | $16.4M | $13.5M | 3.32% | -1,993 | 2026-06-30 |
| 8 | EEM | iShares TR | 206.0K | $14.1M | $12.7M | 3.13% | +145.9K | 2026-06-30 |
| 9 | SPY | State Str Spdr S&P 500 ETF T | 18.4K | $13.7M | $14.1M | 3.47% | -14 | 2026-06-30 |
| 10 | XLV | Select Sector Spdr TR | 68.1K | $10.8M | $12.2M | 3.00% | -54,385 | 2026-06-30 |
| 11 | SPYV | Spdr Series Trust | 174.1K | $10.6M | $11.1M | 2.74% | -240,089 | 2026-06-30 |
| 12 | KBE | Spdr Series Trust | 104.7K | $7.1M | $6.9M | 1.70% | -- | 2026-06-30 |
| 13 | XBI | Spdr Series Trust | 45.0K | $7.1M | $6.8M | 1.67% | -- | 2026-06-30 |
| 14 | IYZ | iShares TR | 161.4K | $6.8M | $6.3M | 1.54% | -- | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 33.4K | $6.7M | $7.2M | 1.78% | +319 | 2026-06-30 |
| 16 | XLU | Select Sector Spdr TR | 141.6K | $6.4M | $6.0M | 1.48% | +7.5K | 2026-06-30 |
| 17 | QTUM | ETF Ser Solutions | 36.9K | $6.1M | $5.1M | 1.26% | -- | 2026-06-30 |
| 18 | AAPL | Apple Inc | 20.9K | $6.0M | $7.2M | 1.77% | +125 | 2026-06-30 |
| 19 | XLP | Select Sector Spdr TR | 71.5K | $5.9M | $6.3M | 1.55% | -613 | 2026-06-30 |
| 20 | URA | Global X Fds | 131.2K | $5.7M | $4.5M | 1.11% | -- | 2026-06-30 |
| 21 | XLI | Select Sector Spdr TR | 28.8K | $5.3M | $4.8M | 1.18% | +8.1K | 2026-06-30 |
| 22 | IVV | iShares TR | 6.5K | $4.9M | $5.0M | 1.23% | -251 | 2026-06-30 |
| 23 | TLT | iShares TR | 54.2K | $4.7M | $4.4M | 1.09% | -22,539 | 2026-06-30 |
| 24 | XPH | Spdr Series Trust | 68.3K | $4.5M | $4.3M | 1.06% | -- | 2026-06-30 |
| 25 | DGRO | iShares TR | 58.0K | $4.4M | $4.6M | 1.14% | -- | 2026-06-30 |
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