Institutional Fund
Measured Wealth Private Client Group, LLC
Portsmouth, NHCIK 17202355 filings on record
Portfolio Value
$366.11M
Q1 2026
Holdings
700
Reported positions
New Buys
50
Opened this quarter
QoQ Change
-3.2%
from $378.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Gold Tr7.1%
- Vanguard Whitehall Fds6.5%
- Spdr Series Trust6.4%
- Select Sector Spdr Tr4.9%
- United Parcel Service Inc4.5%
- Invesco Exchange Traded Fd T4.5%
- Other66.0%
Portfolio Holdings
700 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 60.4K | $26.00M | 7.1% | −4.7K | Reduced |
| 2 | Vanguard Whitehall Fds | 161.4K | $23.90M | 6.5% | −7.3K | Reduced |
| 3 | Spdr Series Trust | 414.2K | $23.44M | 6.4% | −14.8K | Reduced |
| 4 | Select Sector Spdr Tr | 122.5K | $17.96M | 4.9% | −5.0K | Reduced |
| 5 | United Parcel Service Inc | 169.0K | $16.63M | 4.5% | 0 | Held |
| 6 | Invesco Exchange Traded Fd T | 85.5K | $16.41M | 4.5% | −647 | Reduced |
| 7 | Select Sector Spdr Tr | 117.7K | $15.65M | 4.3% | −1.8K | Reduced |
| 8 | Select Sector Spdr Tr | 140.9K | $15.62M | 4.3% | −2.5K | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 18.4K | $11.98M | 3.3% | −1.6K | Reduced |
| 10 | Vaneck ETF Trust | 26.9K | $10.33M | 2.8% | +555 | Added |
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