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Latest Measured Wealth Private Client Group, LLC Stock Portfolio

$413Million | No. of Holdings #689

Measured Wealth Private Client Group, LLC Performance

2026 Q2+8.37%
YTD+8.23%
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 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Measured Wealth Private Client Group, LLC reported an equity portfolio of $413.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Measured Wealth Private Client Group, LLC are VIGI, BIL, GLD. The fund has invested 6.8% of it's portfolio in VANGUARD WHITEHALL FDS and 5% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ), VANGUARD MUN BD FDS (VTEB) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in GAP INC (GPS), ISHARES TR (ACWF) and UNUM GROUP (UNM). Measured Wealth Private Client Group, LLC opened new stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (IJR) and ETF SER SOLUTIONS (ACIO). The fund showed a lot of confidence in some stocks as they added substantially to AVNET INC (AVT), CINEVERSE CORP and COMPANHIA DE SANEAMENTO BASI (SBS).
Measured Wealth Private Client Group, LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$413Million
  as of Aug 10, 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 8.37% in the last quarter. In trailing 12 months, it's portfolio return was 26.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust7,142,910
spdr series trust7,127,260
ishares tr6,830,530
etf ser solutions6,096,240
global x fds5,734,310
spdr series trust4,526,640
global x fds3,121,760
magna intl inc1,127,050
New stocks bought by Measured Wealth Private Client Group, LLC

Additions

Ticker% Inc.
avnet inc761,600
diebold nixdorf inc518
companhia de saneamento basi408
vanguard world fd399
intel corp399
ishares tr300
ge aerospace275
ge vernova inc270
Additions to existing portfolio by Measured Wealth Private Client Group, LLC

Reductions

Ticker% Reduced
ishares tr-93.71
ishares tr-93.67
select sector spdr tr-91.06
select sector spdr tr-86.41
select sector spdr tr-82.27
exelon corp-82.00
ugi corp new-80.22
national fuel gas co-79.86
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 72.2% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
Sector%
Others72.2
Industrials7.5
Technology7.3
Financial Services4.4
Healthcare2.8
Consumer Cyclical1.4

Market Cap. Distribution

Measured Wealth Private Client Group, LLC has about 23.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED72.2
LARGE-CAP15.8
MEGA-CAP7.8
MID-CAP3.9

Stocks belong to which Index?

About 22.9% 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%
Others77.1
S&P 50018.8
RUSSELL 20004.1
Top 5 Winners (%)%
sandisk corp
161.2 %
DELL
dell technologies inc
153.8 %
XMTR
xometry inc
135.0 %
FLEX
flex ltd
133.0 %
COHU
cohu inc
128.6 %
Top 5 Winners ($)$
AFK
vaneck etf trust
7.1 M
XLB
select sector spdr tr
6.0 M
BIL
spdr series trust
2.4 M
SPY
state str spdr s&p 500 etf t
1.8 M
CSD
invesco exchange traded fd t
1.8 M
Top 5 Losers (%)%
healthy choice wellness corp
-100.0 %
SBS
companhia de saneamento basi
-71.9 %
VB
vanguard index fds
-65.7 %
EDV
vanguard world fd
-65.6 %
EMBC
embecta corp
-63.6 %
Top 5 Losers ($)$
GLD
spdr gold tr
-3.4 M
SBS
companhia de saneamento basi
-1.5 M
EDV
vanguard world fd
-1.4 M
VB
vanguard index fds
-0.4 M
XLB
select sector spdr tr
-0.4 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 689 stocks in it's portfolio. About 42.1% of the portfolio is in top 10 stocks. GLD proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for Measured Wealth Private Client Group, LLC last quarter.

$412.20MTotal Value
500Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Measured Wealth Private Client Group, LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.11%15,123
$461.1K
0.11%
increased 4.07 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.03%2,591
$107.3K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.02%1,317
$100.8K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.02%786
$85.9K
0.02%
decreased 2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0.02%1,025
$78.0K
0.02%
decreased 93.71 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0%191
$20.3K
0%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Measured Wealth Private Client Group, LLC's holding in Etf Ser Solutions over time
1.47%36,862
$6.10M
1.47%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
1.06%57,981
$4.39M
1.06%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Measured Wealth Private Client Group, LLC's holding in Ishares Tr over time
0%253
$20.9K
0%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Measured Wealth Private Client Group, LLC's holding in Ishares Inc over time
0.03%1,577
$118.7K
0.03%
decreased 14.76 percentreduced