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Measured Wealth Private Client Group, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $397,975,889
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD WHITEHALL FDS · HIGH DIV YLD · 921946406 · shares: $27,350,545
- SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $21,058,217
- SPDR GOLD TR · GOLD SHS · 78463V107 · shares: $18,442,433
- SELECT SECTOR SPDR TR · ST STR TECHN ETF · 81369Y803 · shares: $17,552,348
- VANECK ETF TRUST · SEMICONDUCTR ETF · 92189F676 · shares: $15,206,121
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $15,142,805
- UNITED PARCEL SVCS INC · CL B · 911312106 · shares: $14,887,608
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $14,008,613
- ISHARES TR · MSCI EMG MKT ETF · 464287234 · shares: $13,399,209
- SELECT SECTOR SPDR TR · ST STR CARE ETF · 81369Y209 · shares: $10,988,021
Reported holdings
738 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 20 shares | $6,517 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 297 shares | $6,463 |
| DANAHER CORP DEL | COM | 235851102 | — | 29 shares | $6,425 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | — | 75 shares | $6,424 |
| HEALTHCARE RLTY TR | CL A COM | 42226K105 | — | 350 shares | $6,209 |
| EVEREST GROUP LTD | COM | G3223R108 | — | 17 shares | $6,208 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 | — | 679 shares | $6,172 |
| MYERS INDS INC | COM | 628464109 | — | 200 shares | $6,154 |
| BATH & BODY WORKS INC | COM | 070830104 | — | 382 shares | $6,081 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | — | 121 shares | $6,067 |
| STANTEC INC | COM | 85472N109 | — | 90 shares | $6,062 |
| VISTEON CORP | COM NEW | 92839U206 | — | 67 shares | $5,808 |
| US BANCORP | COM NEW | 902973304 | — | 98 shares | $5,660 |
| HARLEY DAVIDSON INC | COM | 412822108 | — | 231 shares | $5,636 |
| MPLX LP | COM UNIT REP LTD | 55336V100 | — | 100 shares | $5,632 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 84 shares | $5,608 |
| BADGER METER INC | COM | 056525108 | — | 45 shares | $5,559 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 91 shares | $5,507 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 32 shares | $5,463 |
| RITHM CAPITAL CORP | COM NEW | 64828T201 | — | 592 shares | $5,287 |
| NUVEEN MULTI ASSET INCOME FU | COM | 670750108 | — | 364 shares | $5,260 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 15 shares | $5,095 |
| EQUINIX INC | COM | 29444U700 | — | 5 shares | $5,058 |
| FRANKLIN XRP TRUST | FRANKLIN XRP ETF | 355233107 | — | 309 shares | $5,000 |
| MASTERBRAND INC | COMMON STOCK | 57638P104 | — | 712 shares | $4,984 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 116 shares | $4,862 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 25 shares | $4,727 |
| TEMPLETON EMERGING MKTS INCO | COM | 880192109 | — | 750 shares | $4,613 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | — | 65 shares | $4,512 |
| GLOBAL X FDS | GLOBX SUPDV US | 37950E291 | — | 237 shares | $4,460 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | — | 107 shares | $4,270 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 60 shares | $4,237 |
| SPROTT FDS TR | JR COPPER MINERS | 85208P501 | — | 95 shares | $4,161 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 37 shares | $4,143 |
| SPDR SERIES TRUST | ST STR PFD ETF | 78464A292 | — | 146 shares | $4,138 |
| KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 | — | 350 shares | $3,941 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 46 shares | $3,780 |
| POET TECHNOLOGIES INC | COM NEW | 73044W302 | — | 500 shares | $3,740 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | — | 50 shares | $3,674 |
| ARMATA PHARMACEUTICALS INC | COM | 04216R102 | — | 1,000 shares | $3,670 |
| LENNOX INTL INC | COM | 526107107 | — | 10 shares | $3,550 |
| ORGANON & CO | COMMON STOCK | 68622V106 | — | 254 shares | $3,480 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 111 shares | $3,435 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 42 shares | $3,289 |
| CNA FINL CORP | COM | 126117100 | — | 68 shares | $3,052 |
| VANGUARD WORLD FD | MRNGSTR CAP ETF | 921910873 | — | 10 shares | $2,952 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 33 shares | $2,947 |
| FIDELITY COVINGTON TRUST | FUN LAR COR ETF | 316092360 | — | 49 shares | $2,894 |
| TELUS CORPORATION | COM | 87971M103 | — | 300 shares | $2,517 |
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 | — | 150 shares | $2,423 |
| KLAVIYO INC | COM SER A | 49845K101 | — | 145 shares | $2,281 |
| FIDELITY COVINGTON TRUST | DIVID ETF RISI | 316092832 | — | 33 shares | $2,250 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | — | 54 shares | $2,243 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 112 shares | $2,140 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 17 shares | $2,128 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 20 shares | $2,062 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 10 shares | $2,036 |
| EOG RES INC | COM | 26875P101 | — | 14 shares | $1,929 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 57 shares | $1,891 |
| CLOROX CO DEL | COM | 189054109 | — | 23 shares | $1,863 |
| CHEWY INC | CL A | 16679L109 | — | 100 shares | $1,820 |
| KRAFT HEINZ CO | COM | 500754106 | — | 80 shares | $1,818 |
| INNOVATIVE INDL PPTYS INC | COM | 45781V101 | — | 32 shares | $1,686 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | — | 11 shares | $1,599 |
| ENDEAVOUR SILVER CORP | COM | 29258Y103 | — | 150 shares | $1,287 |
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | — | 68 shares | $1,234 |
| BLUE BIRD CORP | COM | 095306106 | — | 19 shares | $1,055 |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | — | 200 shares | $994 |
| VIRTU FINL INC | CL A | 928254101 | — | 17 shares | $934 |
| AMPLIFY ETF TR | ALTRNTV HARV ETF | 032108474 | — | 33 shares | $819 |
| UNUM GROUP | COM | 91529Y106 | — | 8 shares | $739 |
| NEW JERSEY RES CORP | COM | 646025106 | — | 14 shares | $708 |
| BANCO MACRO S A | SPON ADR B | 05961W105 | — | 10 shares | $669 |
| V F CORP | COM | 918204108 | — | 47 shares | $661 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | — | 30 shares | $627 |
| ADI GLOBAL DISTR INC | COM SHS | 001026103 | — | 34 shares | $609 |
| MAGNUM ICE CREAM CO NV | ORD SHS | N5505D105 | — | 25 shares | $445 |
| B & G FOODS INC | COM | 05508R106 | — | 150 shares | $431 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 46137V316 | — | 10 shares | $372 |
| VERSANT MEDIA GROUP INC | COM CL A | 925283103 | — | 10 shares | $317 |
| FAIR ISAAC CORP | COM | 303250104 | — | 1 shares | $312 |
| OLIN CORP | COM PAR $1 | 680665205 | — | 16 shares | $248 |
| ADOBE INC | COM | 00724F101 | — | 1 shares | $207 |
| NYLIM MACKAY DEFINEDTERM MUN | COM | 56064K100 | — | 14 shares | $191 |
| SYLVAMO CORP | COMMON STOCK | 871332102 | — | 5 shares | $163 |
| INTUIT | COM | 461202103 | — | 0 shares | $121 |
| XOMETRY INC | CLASS A COM | 98423F109 | — | 1 shares | $101 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 2 shares | $99 |
| MONGODB INC | CL A | 60937P106 | — | 0 shares | $98 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 1 shares | $89 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 1 shares | $84 |
| REINSURANCE GROUP AMER INC | COM NEW | 759351604 | — | 0 shares | $78 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 0 shares | $68 |
| ELASTIC N V | ORD SHS | N14506104 | — | 1 shares | $64 |
| RUBRIK INC. | CL A | 781154109 | — | 1 shares | $64 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 1 shares | $55 |
| NICE LTD | SPONSORED ADR | 653656108 | — | 0 shares | $52 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 0 shares | $51 |
| AMBARELLA INC | SHS | G037AX101 | — | 1 shares | $51 |
| OWENS CORNING NEW | COM | 690742101 | — | 0 shares | $35 |