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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) |
|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 1 shares | $34 |
| PROGRESS SOFTWARE CORP | COM | 743312100 | — | 1 shares | $30 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 1 shares | $30 |
| EMBECTA CORP | COMMON STOCK | 29082K105 | — | 5 shares | $28 |
| RED VIOLET INC | COM | 75704L104 | — | 0 shares | $23 |
| NETAPP INC | COM | 64110D104 | — | 0 shares | $20 |
| GAP INC | COM | 364760108 | — | 1 shares | $17 |
| C3 AI INC | CL A | 12468P104 | — | 2 shares | $17 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 0 shares | $14 |
| CHEMOURS CO | COM | 163851108 | — | 1 shares | $14 |
| STIFEL FINL CORP | COM | 860630102 | — | 0 shares | $12 |
| TERADATA CORP DEL | COM | 88076W103 | — | 0 shares | $12 |
| SYNAPTICS INC | COM | 87157D109 | — | 0 shares | $11 |
| SPDR SERIES TRUST | ST STR SP HOME | 78464A888 | — | 0 shares | $11 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | — | 1 shares | $10 |
| AMPLITUDE INC | COM CL A | 03213A104 | — | 1 shares | $10 |
| EXLSERVICE HLDGS INC | COM | 302081104 | — | 0 shares | $8 |
| KINGSOFT CLOUD HLDGS LTD | ADS | 49639K101 | — | 1 shares | $8 |
| CEVA INC | COM | 157210105 | — | 0 shares | $7 |
| ESSENT GROUP LTD | COM | G3198U102 | — | 0 shares | $6 |
| GORILLA TECHNOLOGY GROUP INC | SHS NEW | G4000K175 | — | 0 shares | $5 |
| VANECK ETF TRUST | LONG/FLAT TREND | 92189F148 | — | 0 shares | $4 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | — | 0 shares | $3 |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | 33738R720 | — | 0 shares | $3 |
| CINEVERSE CORP | COM CL A | 172406308 | — | 1 shares | $2 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 | — | 0 shares | $2 |
| HUCKLEBERRY AI INC | COM CL B | 257554105 | — | 1 shares | $2 |
| SOUNDHOUND AI INC | CLASS A COM | 836100107 | — | 0 shares | $2 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | — | 0 shares | $1 |
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | — | 1 shares | $1 |
| SHUTTERSTOCK INC | COM | 825690100 | — | 0 shares | $1 |
| NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | — | 1 shares | $1 |
| HEALTH CATALYST INC | COM | 42225T107 | — | 0 shares | $1 |
| CERENCE INC | COM | 156727109 | — | 0 shares | $1 |
| UIPATH INC | CL A | 90364P105 | — | 0 shares | $1 |
| LAS VEGAS SANDS CORP | COM | 517834107 | — | 0 shares | $0 |
| AGNC INVT CORP | COM | 00123Q104 | — | 0 shares | $0 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 0 shares | $0 |