account_balance
Investment manager · 13F filer · SEC CIK 1720235
Measured Wealth Private Client Group, LLC
Reported value$398Mas of Sep 30, 2026
Positions738 81 new, 35 sold out
Top 10 weight42.2%VYM alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VYMVanguard Whitehall FDS
6.9%
SPYGSPDR Series Trust
5.3%
GLDSPDR Gold Trust
4.6%
XLKSelect Sector SPDR Tr
4.4%Trimmed −2%
SMHVaneck ETF Trust
3.8%
RSPInvesco Exchange Traded Fd T
3.8%Trimmed −12%
UPSUnited Parcel Service Inc
3.7%
SPYSPDR S&P 500 ETF Trust
3.5%
EEMiShares Tr
3.4%Trimmed −3%
XLVSelect Sector SPDR Tr
2.8%Trimmed −4%
SPYVSPDR Series Trust
2.6%
VYMVanguard Whitehall FDS
6.9%
SPYGSPDR Series Trust
5.3%
GLDSPDR Gold Trust
4.6%
XLKSelect Sector SPDR Tr
4.4%−2%
SMHVaneck ETF Trust
3.8%
RSPInvesco Exchange Traded Fd T
3.8%
UPSUnited Parcel Service Inc
3.7%
SPYSPDR S&P 500 ETF Trust
3.5%
EEMiShares Tr
3.4%
XLV2.8%
SPYV2.6%
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VYM Vanguard Whitehall FDS 6.9% Held
SPYG SPDR Series Trust 5.3% Held
GLD SPDR Gold Trust 4.6% HeldXLK Select Sector SPDR Tr 4.4% Trimmed −2%
SMH Vaneck ETF Trust 3.8% Held
RSP Invesco Exchange Traded Fd T 3.8% Trimmed −12%
UPS United Parcel Service Inc 3.7% HeldSPY SPDR S&P 500 ETF Trust 3.5% HeldEEM iShares Tr 3.4% Trimmed −3%
XLV Select Sector SPDR Tr 2.8% Trimmed −4%
SPYV SPDR Series Trust 2.6% Held
NVDA NVIDIA Corp 2.0% Added +2%What changed
Biggest moves since Jun 30, 2026
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