Measured Wealth Private Client Group, LLC holds a diversified book of 692 stocks worth $413.7M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened SS SPDR S&P Bank ETF and trimmed SPDR Gold Shares. Their largest long position is Vanguard High DVD Yield ETF at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Measured Wealth Private Client Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $329.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $255.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $104.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $104.1B |
| UBS Group AG | 80 / 80 | $94.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $12.6B |
| Rockefeller Capital Management L.P. | 80 / 80 | $12.2B |
| Allworth Financial LP | 80 / 80 | $7.1B |
Ranked by how many of Measured Wealth Private Client Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall FDS HIGH DIV YLD | $28.3M | 178.8K | 6.8% | ▲+11% Added · +17K sh | |
| 2 | SPDR Series Trust ST STR P500GRW | $20.7M | 174.0K | 5.0% | ▲+250% Added · +124K sh | |
| 3 | SPDR Gold TR GOLD SHS | $18.1M | 49.2K | 4.4% | ▼−19% Reduced · −11K sh | |
| 4 | Invesco Exchange Traded FD T S&P500 EQL WGT | $17.6M | 82.6K | 4.2% | ▼−3.4% Reduced · −3K sh | |
| 5 | Select Sector SPDR TR ST STR TECHN ETF | $17.5M | 91.9K | 4.2% | ▼−22% Reduced · −26K sh | |
| 6 | United Parcel Svcs Inc CL B | $17.1M | 159.5K | 4.1% | ▼−5.6% Reduced · −9K sh | |
| 7 | Vaneck ETF Trust SEMICONDUCTR ETF | $16.4M | 24.9K | 4.0% | ▼−7.4% Reduced · −2K sh | |
| 8 | Ishares TR MSCI EMG MKT ETF | $14.1M | 206.0K | 3.4% | ▲+243% Added · +146K sh | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $13.7M | 18.4K | 3.3% | ▼−0.1% Reduced · −14 sh | |
| 10 | Select Sector SPDR TR ST STR CARE ETF | $10.8M | 68.1K | 2.6% | ▼−44% Reduced · −54K sh | |
| 11 | SPDR Series Trust ST STR P500VAL | $10.6M | 174.1K | 2.6% | ▼−58% Reduced · −240K sh | |
| 12 | SPDR Series Trust ST STR SP BANK | $7.1M | 104.7K | 1.7% | ▲New New position | |
| 13 | SPDR Series Trust ST STR SP BIOT | $7.1M | 45.0K | 1.7% | ▲New New position | |
| 14 | Ishares TR US TELECOM ETF | $6.8M | 161.4K | 1.7% | ▲New New position | |
| 15 | Nvidia Corporation COM | $6.7M | 33.4K | 1.6% | ▲+1.0% Added · +319 sh | |
| 16 | Select Sector SPDR TR ST STR UTIL ETF | $6.4M | 141.6K | 1.6% | ▲+5.6% Added · +8K sh | |
| 17 | ETF Ser Solutions DEFIA QUANT ETF | $6.1M | 36.9K | 1.5% | ▲New New position | |
| 18 | Apple Inc COM | $6.0M | 20.9K | 1.5% | ▲+0.6% Added · +125 sh | |
| 19 | Select Sector SPDR TR ST STR STAPL ETF | $5.9M | 71.5K | 1.4% | ▼−0.8% Reduced · −613 sh | |
| 20 | Global X FDS GLOBAL X URANIUM | $5.7M | 131.2K | 1.4% | ▲New New position | |
| 21 | Select Sector SPDR TR ST STR INDL ETF | $5.3M | 28.8K | 1.3% | ▲+39% Added · +8K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $4.9M | 6.5K | 1.2% | ▼−3.7% Reduced · −251 sh | |
| 23 | Ishares TR 20 YR TR BD ETF | $4.7M | 54.2K | 1.1% | ▼−29% Reduced · −23K sh | |
| 24 | SPDR Series Trust ST STR SP PHARMA | $4.5M | 68.3K | 1.1% | ▲New New position | |
| 25 | Ishares TR CORE DIV GRWTH | $4.4M | 58.0K | 1.1% | —Held | |
| 26 | Select Sector SPDR TR ST STR DISCR ETF | $4.2M | 36.2K | 1.0% | ▲+8.0% Added · +3K sh | |
| 27 | Select Sector SPDR TR ST STR ENERG ETF | $3.8M | 71.0K | 0.9% | ▲+129% Added · +40K sh | |
| 28 | Global X FDS US INFR DEV ETF | $3.1M | 53.0K | 0.8% | ▲New New position | |
| 29 | Broadcom Inc COM | $3.0M | 7.9K | 0.7% | ▼−15% Reduced · −1K sh | |
| 30 | Ishares TR CORE US AGGBD ET | $2.6M | 26.5K | 0.6% | ▼−6.0% Reduced · −2K sh | |
| 31 | Microsoft Corp COM | $2.1M | 5.7K | 0.5% | ▼−0.6% Reduced · −34 sh | |
| 32 | Select Sector SPDR TR ST STR SVC ETF | $2.1M | 19.1K | 0.5% | ▼−86% Reduced · −122K sh | |
| 33 | Citigroup Inc COM NEW | $2.0M | 14.4K | 0.5% | ▼−2.8% Reduced · −412 sh | |
| 34 | Vanguard Index FDS LARGE CAP ETF | $1.9M | 5.6K | 0.5% | ▲+0.2% Added · +12 sh | |
| 35 | Cambria ETF TR EMRG SHAREHLDR | $1.8M | 39.5K | 0.4% | ▼−5.8% Reduced · −2K sh | |
| 36 | Applied Matls Inc COM | $1.8M | 2.5K | 0.4% | ▼−13% Reduced · −356 sh | |
| 37 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.7K | 0.4% | ▲+6.3% Added · +279 sh | |
| 38 | SPDR Series Trust ST STR P400MID | $1.7M | 24.5K | 0.4% | ▼−22% Reduced · −7K sh | |
| 39 | Ishares TR S&P 100 ETF | $1.6M | 4.4K | 0.4% | ▼−22% Reduced · −1K sh | |
| 40 | Flex Ltd ORD | $1.6M | 9.8K | 0.4% | ▼−20% Reduced · −2K sh | |
| 41 | Bristol-Myers Squibb Co COM | $1.6M | 27.2K | 0.4% | ▲+8.4% Added · +2K sh | |
| 42 | Eversource Energy COM | $1.5M | 20.9K | 0.4% | ▲+5.5% Added · +1K sh | |
| 43 | Altria Group Inc COM | $1.5M | 20.8K | 0.4% | ▲+3.5% Added · +707 sh | |
| 44 | Host Hotels & Resorts Inc COM | $1.5M | 62.8K | 0.4% | ▲+10% Added · +6K sh | |
| 45 | Dimensional ETF Trust US MKTWIDE VALUE | $1.5M | 26.9K | 0.4% | ▼~0% Reduced · −10 sh | |
| 46 | Applied Indl Technologies In COM | $1.5M | 4.3K | 0.4% | ▼−1.7% Reduced · −74 sh | |
| 47 | Dimensional ETF Trust US TARGETED VLU | $1.4M | 20.2K | 0.3% | ▼−0.7% Reduced · −151 sh | |
| 48 | Ryder Sys Inc COM | $1.4M | 5.3K | 0.3% | ▼−7.6% Reduced · −439 sh | |
| 49 | Omega Healthcare Invs Inc COM | $1.4M | 29.2K | 0.3% | ▲+7.2% Added · +2K sh | |
| 50 | Enact Hldgs Inc COM | $1.2M | 27.0K | 0.3% | ▲+3.4% Added · +885 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1720235/holdings"
Use Arkolith to show Measured Wealth Private Client Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 723 | $413.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 726 | $366.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 732 | $378.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 698 | $371.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 179 | $334.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 170 | $311.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 172 | $309.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 179 | $299.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.