Measured Wealth Private Client Group, LLC
•CIK: 1720235•Filing: Q4 2025
Measured Wealth Private Client Group, LLC manages $378M across a diversified portfolio of 719 positions. The fund exhibits significant concentration in quality and sector-specific exposure, notably holding GQ9 at $25.8M and SPYV at $24.4M. Core allocations include VYM ($24.2M), XLV ($19.7M), and XLK ($17.2M), suggesting a strategic tilt toward established value and technology sectors. This structure indicates a disciplined, multi-asset approach targeting stable, large-cap growth.
Total AUM
$378.0M
QoQ Performance
+1.9%
Positions
594
Top 10 Concentration
51.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GQ9
SPYV
VYM
XLV
GQ96.8%
SPYV6.4%
VYM6.4%
XLV5.2%
XLK4.6%
XLC4.5%
UPS4.4%
RSP4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.2%
Technology5.4%
ETF5.2%
Industrial4.9%
Healthcare1.3%
Financial1.2%
Consumer Staples0.7%
Consumer0.4%
🚪 Exited Positionssold since Q3 2025
+494 more exited positions
Changes from Q3 2025
NEW14 new positions
↑72 increased
↓88 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023