Measured Wealth Private Client Group, LLC ETF holdings
Portsmouth, NH
Reported $278.4M in 158 ETFs in its Form 13F for June 30, 2026.
ETF value
$278.4M
ETFs held
158
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
67.3%
of $413.7M
Top 10 of 158 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield ETF | $28.3M | 178,824 | +17,449 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $20.7M | 173,973 | +124,249 shares |
| GLD | SPDR Gold Shares | $18.1M | 49,217 | −11,215 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $17.6M | 82,579 | −2,906 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $17.5M | 91,922 | −25,825 shares |
| SMH | VanEck Semiconductor ETF | $16.4M | 24,944 | −1,993 shares |
| EEM | iShares MSCI Emerging Markets ETF | $14.1M | 205,993 | +145,947 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.7M | 18,404 | −14 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $10.8M | 68,105 | −54,385 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $10.6M | 174,125 | −240,089 shares |
148 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001720235. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Measured Wealth Private Client Group, LLC own?
Measured Wealth Private Client Group, LLC reported 158 ETF positions worth $278.4M in its Form 13F for June 30, 2026. The largest was VYM, at $28.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.