Institutional Manager · CIK 0001720235
Measured Wealth Private Client Group, LLC
Portsmouth, NH · File #028-18627
Latest AUM
$378.0M
Positions
732
Top-10 Concentration
62.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025732 pos · $378.0M
- 13F HOLDINGS REPORTQ/E Sep 2025698 pos · $371.0M
- 13F HOLDINGS REPORTQ/E Jun 2025179 pos · $334.2M
- 13F HOLDINGS REPORTQ/E Mar 2025170 pos · $311.5M
- 13F HOLDINGS REPORTQ/E Dec 2024172 pos · $309.5M
- 13F HOLDINGS REPORTQ/E Sep 2024179 pos · $299.0M
- 13F HOLDINGS REPORTQ/E Jun 2024186 pos · $284.7M
- 13F HOLDINGS REPORTQ/E Mar 2024185 pos · $286.3M
- 13F HOLDINGS REPORTQ/E Dec 2023166 pos · $248.7M
- 13F HOLDINGS REPORTQ/E Sep 2023172 pos · $263.3M
- 13F HOLDINGS REPORTQ/E Jun 2023173 pos · $259.7M
- 13F HOLDINGS REPORTQ/E Mar 2023164 pos · $242.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 65,142 | $25.8M | 8.78% |
| 2 | SPDR SERIES TRUST | 78464A508 | 429,035 | $24.4M | 8.29% |
| 3 | VANGUARD WHITEHALL FDS | 921946406 | 168,719 | $24.2M | 8.23% |
| 4 | SELECT SECTOR SPDR TR | 81369Y209 | 127,527 | $19.7M | 6.71% |
| 5 | SELECT SECTOR SPDR TR | 81369Y803 | 119,542 | $17.2M | 5.85% |
| 6 | SELECT SECTOR SPDR TR | 81369Y852 | 143,339 | $16.9M | 5.74% |
| 7 | UNITED PARCEL SERVICE INC | UPS | 169,006 | $16.8M | 5.70% |
| 8 | INVESCO EXCHANGE TRADED FD T | IVZ | 86,132 | $16.5M | 5.61% |
| 9 | SPDR S&P 500 ETF TR | SPY | 19,999 | $13.6M | 4.64% |
| 10 | VANECK ETF TRUST | 92189F676 | 26,382 | $9.5M | 3.23% |
| 11 | ISHARES TR | 464287432 | 80,508 | $7.0M | 2.39% |
| 12 | NVIDIA CORPORATION | NVDA | 33,077 | $6.2M | 2.10% |
| 13 | SELECT SECTOR SPDR TR | 81369Y886 | 141,757 | $6.1M | 2.06% |
| 14 | SELECT SECTOR SPDR TR | 81369Y605 | 109,203 | $6.0M | 2.03% |
| 15 | SPDR SERIES TRUST | 78464A409 | 55,582 | $5.9M | 2.02% |
| 16 | APPLE INC | AAPL | 21,503 | $5.8M | 1.99% |
| 17 | SELECT SECTOR SPDR TR | 81369Y308 | 68,963 | $5.4M | 1.82% |
| 18 | ISHARES TR | 464287200 | 7,119 | $4.9M | 1.66% |
| 19 | SELECT SECTOR SPDR TR | 81369Y407 | 33,935 | $4.1M | 1.38% |
| 20 | ISHARES TR | 46434V621 | 57,981 | $4.0M | 1.37% |