Measured Wealth Private Client Group, LLC: 13F holdings
CIK 17202352026Q2
| Positions | 723 |
|---|---|
| Reported value | $413.7m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VYM VANGUARD WHITEHALL FDS | 178,824 | $28.3m | 6.8% |
| SPYG SPDR SERIES TRUST | 173,973 | $20.7m | 5.0% |
| GLD SPDR GOLD TR | 49,217 | $18.1m | 4.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 82,579 | $17.6m | 4.2% |
| XLK SELECT SECTOR SPDR TR | 91,922 | $17.5m | 4.2% |
| UPS UNITED PARCEL SVCS INC | 159,528 | $17.1m | 4.1% |
| SMH VANECK ETF TRUST | 24,944 | $16.4m | 4.0% |
| EEM ISHARES TR | 205,993 | $14.1m | 3.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 18,404 | $13.7m | 3.3% |
| XLV SELECT SECTOR SPDR TR | 68,105 | $10.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1720235")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.