Grufity logo
Grufity logo

Latest Measured Wealth Private Client Group, LLC Stock Portfolio

$366Million | No. of Holdings #698

Measured Wealth Private Client Group, LLC Performance

2026 Q1-0.13%
YTD-0.13%
2025+21.75%

About Measured Wealth Private Client Group, LLC and 13F Hedge Fund Stock Holdings

Measured Wealth Private Client Group, LLC is a hedge fund based in Portsmouth, NH. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Measured Wealth Private Client Group, LLC reported an equity portfolio of $366.1 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Measured Wealth Private Client Group, LLC are GLD, VIGI, BIL. The fund has invested 7.1% of it's portfolio in SPDR GOLD TR and 6.5% of portfolio in VANGUARD WHITEHALL FDS. <br><br> The fund managers got completely rid off INFOSYS LTD (INFY), HEALTH CATALYST INC (HCAT) and GORILLA TECHNOLOGY GROUP INC (GRRR) stocks. They significantly reduced their stock positions in AVNET INC (AVT), BANCO MACRO S A (BMA) and ADOBE INC (ADBE). Measured Wealth Private Client Group, LLC opened new stock positions in HOST HOTELS & RESORTS INC (HST), CIRRUS LOGIC INC (CRUS) and ARROW ELECTRS INC (ARW). The fund showed a lot of confidence in some stocks as they added substantially to PHINIA INC, ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB).
Measured Wealth Private Client Group, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$366Million
  as of May 13, 2026

Measured Wealth Private Client Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Measured Wealth Private Client Group, LLC made a return of -0.13% in the last quarter. In trailing 12 months, it's portfolio return was 23.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
host hotels & resorts inc1,090,320
cirrus logic inc529,598
arrow electrs inc504,947
enova intl inc475,269
dht holdings inc474,618
krystal biotech inc471,692
tim s a332,238
centrais elet bras sa322,597
New stocks bought by Measured Wealth Private Client Group, LLC

Additions

Ticker% Inc.
phinia inc55,494
ishares tr5,373
select sector spdr tr1,596
ishares inc1,034
rush enterprises inc857
state str corp563
applied matls inc455
cboe global mkts inc441
Additions to existing portfolio by Measured Wealth Private Client Group, LLC

Reductions

Ticker% Reduced
hanover ins group inc-94.86
invesco exchange traded fd t-92.05
dorman prods inc-91.78
dell technologies inc-91.64
deutsche bk ag-90.41
virtu finl inc-90.27
sanmina corp-87.88
cna finl corp-87.02
Measured Wealth Private Client Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Measured Wealth Private Client Group, LLC

Sector Distribution

Measured Wealth Private Client Group, LLC has about 70.8% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Financial Services
  • Healthcare
  • Utilities
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others70.8
Industrials7.8
Technology6.6
Financial Services4.6
Healthcare2.7
Utilities2.2
Consumer Cyclical1.3
Consumer Defensive1.1

Market Cap. Distribution

Measured Wealth Private Client Group, LLC has about 23.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED70.8
LARGE-CAP15.7
MEGA-CAP7.8
MID-CAP5.6

Stocks belong to which Index?

About 24.2% of the stocks held by Measured Wealth Private Client Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others75.8
S&P 50020.2
RUSSELL 20004
Top 5 Winners (%)%
CC
chemours co
83.3 %
MRNA
moderna inc
72.3 %
TPL
texas pacific land corporati
65.2 %
ARMP
armata pharmaceuticals inc
63.1 %
solstice advanced matls inc
56.8 %
Top 5 Winners ($)$
GLD
spdr gold tr
2.1 M
VIGI
vanguard whitehall fds
0.8 M
AFK
vaneck etf trust
0.6 M
XLB
select sector spdr tr
0.4 M
XLB
select sector spdr tr
0.3 M
Top 5 Losers (%)%
PAR
par technology corp
-63.3 %
TEAM
atlassian corporation
-57.7 %
U
unity software inc
-50.0 %
scilex holding co
-44.9 %
klaviyo inc
-40.1 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-1.3 M
XLB
select sector spdr tr
-1.0 M
XLB
select sector spdr tr
-1.0 M
MSFT
microsoft corp
-0.7 M
SPY
state str spdr s&p 500 etf t
-0.6 M

Measured Wealth Private Client Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Measured Wealth Private Client Group, LLC

Measured Wealth Private Client Group, LLC has 698 stocks in it's portfolio. About 48.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for Measured Wealth Private Client Group, LLC last quarter.

$364.71MTotal Value
500Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Measured Wealth Private Client Group, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.3%16,307
$1.12M
0.3%
increased 0.62 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.12%14,532
$440.6K
0.12%
increased 3.76 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.05%1,715
$182.0K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.05%1,577
$168.0K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.03%2,591
$110.3K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.03%1,317
$97.9K
0.03%
increased 95.11 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.02%802
$88.0K
0.02%
decreased 36.04 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.01%191
$20.4K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0%190
$18.0K
0%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
1.11%57,981
$4.07M
1.11%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.01%496
$23.8K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Measured Wealth Private Client Group, LLC's holding in Ishares Inc over time
0.03%1,850
$119.8K
0.03%
decreased 4.39 percentreduced