Measured Wealth Private Client Group, LLC - Portfolio overview

Measured Wealth Private Client Group, LLC has 812 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 7.04%
2. VYM - VANGUARD WHITEHALL FDS, 6.47%
3. SPYV - SPDR SERIES TRUST, 6.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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