Fund HoldingsMeasured Wealth Private Client Group, LLC

Total Portfolio Value
$413.73M
Total Bought
$165.39M
Total Sold
$152.71M
Net Transaction
+$12.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500GRW
0173,973+173,973020,7015.00%+20,701
SELECT SECTOR SPDR TR
ST STR TECHN ETF
091,922+91,922017,5134.23%+17,513
SELECT SECTOR SPDR TR
ST STR CARE ETF
068,105+68,105010,8062.61%+10,806
ISHARES TR60,046205,993+145,9473,41014,0923.41%+10,682
SPDR SERIES TRUST
ST STR P500VAL
0174,125+174,125010,5852.56%+10,585
SPDR SERIES TRUST
ST STR SP BANK
0104,704+104,70407,1431.73%+7,143
SPDR SERIES TRUST
ST STR SP BIOT
045,038+45,03807,1271.72%+7,127
ISHARES TR0161,440+161,44006,8311.65%+6,831
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0141,572+141,57206,4191.55%+6,419
ETF SER SOLUTIONS
DEFIA QUANT ETF
036,862+36,86206,0961.47%+6,096
VANECK ETF TRUST
SEMICONDUCTR ETF
26,93724,944-1,99310,32816,3613.95%+6,033
SELECT SECTOR SPDR TR
ST STR STAPL ETF
071,484+71,48405,9381.44%+5,938
GLOBAL X FDS
GLOBAL X URANIUM
0131,220+131,22005,7341.39%+5,734
SELECT SECTOR SPDR TR
ST STR INDL ETF
028,757+28,75705,3271.29%+5,327
SPDR SERIES TRUST
ST STR SP PHARMA
068,306+68,30604,5271.09%+4,527
VANGUARD WHITEHALL FDS0178,824+178,824028,2606.83%+28,260
SELECT SECTOR SPDR TR
ST STR DISCR ETF
036,212+36,21204,2471.03%+4,247
SELECT SECTOR SPDR TR
ST STR ENERG ETF
070,983+70,98303,7700.91%+3,770
GLOBAL X FDS
US INFR DEV ETF
052,983+52,98303,1220.75%+3,122
SELECT SECTOR SPDR TR
ST STR SVC ETF
019,148+19,14802,0510.50%+2,051
STATE STR SPDR S&P 500 ETF T(SPY)018,404+18,404013,7433.32%+13,743
SPDR SERIES TRUST
ST STR P400MID
024,516+24,51601,6560.40%+1,656
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
082,579+82,579017,5704.25%+17,570
MAGNA INTL INC(MGA)017,165+17,16501,1270.27%+1,127
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
013,456+13,45601,1030.27%+1,103
SMITHFIELD FOODS INC(SFD)041,868+41,86801,0160.25%+1,016
NVIDIA CORPORATION(NVDA)033,439+33,43906,6911.62%+6,691
APPLIED MATLS INC2,8252,469-3569661,7850.43%+820
FLEX LTD(FLEX)09,817+9,81701,5910.38%+1,591
APPLE INC(AAPL)020,887+20,88706,0441.46%+6,044
AVNET INC07,617+7,61706770.16%+677
SELECT SECTOR SPDR TR
ST STR MATER ETF
011,943+11,94306070.15%+607
DIEBOLD NIXDORF INC(DBD)1,2397,669+6,430936520.16%+559
INDIVIOR PHARMACEUTICALS INC(INDV)013,398+13,39805500.13%+550
UNITED PARCEL SVCS INC(UPS)0159,528+159,528017,1494.14%+17,149
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,827+8,82704730.11%+473
ISHARES TR06,498+6,49804,8661.18%+4,866
DAVITA INC(DVA)01,952+1,95204340.10%+434
CENTENE CORP DEL(CNC)06,652+6,65204270.10%+427
HOST HOTELS & RESORTS INC(HST)56,90662,845+5,9391,0901,4900.36%+400
GARRETT MOTION INC(GTX)40,36831,165-9,2037331,1290.27%+396
VICTORIAS SECRET AND CO(VSXY)04,615+4,61503850.09%+385
SPDR SERIES TRUST
ST STR SP400VAL
04,008+4,00803800.09%+380
APPLE HOSPITALITY REIT INC(APLE)022,059+22,05903710.09%+371
BANK NOVA SCOTIA B C03,977+3,97703450.08%+345
GLOBAL X FDS
GLOBAL X COPPER
04,464+4,46403440.08%+344
CITIGROUP INC(C)014,353+14,35302,0090.49%+2,009
BRIGHTSPRING HEALTH SVCS INC(BTSG)013,375+13,37509330.23%+933
ISHARES TR
CORE DIV GRWTH
57,98157,98104,0694,3941.06%+325
VANGUARD INDEX FDS04,695+4,69501,7370.42%+1,737
JABIL INC(JBL)2,6092,60906931,0060.24%+313
ENOVA INTL INC(ENVA)3,4993,224-2754757760.19%+301
SPDR SERIES TRUST
ST STR SP400GRW
02,682+2,68203010.07%+301
TTM TECHNOLOGIES INC(TTMI)04,957+4,95709270.22%+927
FRONTLINE PLC(FRO)08,490+8,49002950.07%+295
APPLIED INDL TECHNOLOGIES IN(AIT)04,289+4,28901,4500.35%+1,450
AMPHENOL CORP05,498+5,49809690.23%+969
COMFORT SYS USA INC(FIX)0252+25204990.12%+499
OPENLANE INC(OPLN)22,38622,195-1916539150.22%+263
VANGUARD INDEX FDS05,601+5,60101,9260.47%+1,926
EAST WEST BANCORP INC(EWBC)8,0768,631+5558621,1140.27%+252
KRYSTAL BIOTECH INC(KRYS)1,8261,887+614727010.17%+230
BREAD FINANCIAL HOLDINGS INC9,3888,595-7937039310.23%+228
POPULAR INC(BPOP)6,1556,413+2588261,0530.25%+227
RYDER SYS INC(R)05,340+5,34001,4090.34%+1,409
CARDINAL HEALTH INC(CAH)4,3344,800+4669161,1400.28%+225
SPDR SERIES TRUST
ST STR SP600SM C
02,029+2,02902210.05%+221
CISCO SYS INC(CSCO)5,6075,530-774356500.16%+215
PHINIA INC(PHIN)10,56311,263+7007239280.22%+205
HANCOCK WHITNEY CORPORATION(HWC)014,468+14,46801,0810.26%+1,081
MERCURY GENL CORP NEW(MCY)8,5138,912+3997509500.23%+200
OMEGA HEALTHCARE INVS INC(OHI)27,23629,186+1,9501,1931,3920.34%+198
INCYTE CORP(INCY)5,4546,249+7955137080.17%+195
DHT HOLDINGS INC(DHT)25,97840,433+14,4554756680.16%+194
TEEKAY TANKERS LTD(TNK)02,981+2,98101930.05%+193
UNITEDHEALTH GROUP INC(UNH)01,331+1,33105530.13%+553
INTERACTIVE BROKERS GROUP IN(IBKR)010,538+10,53809170.22%+917
AZZ INC6,0576,023-347589340.23%+176
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
26,86626,856-101,3021,4770.36%+175
COPA HOLDINGS SA(CPA)01,121+1,12101740.04%+174
VERTIV HOLDINGS CO(VRT)2,0662,06605186920.17%+174
MICROCHIP TECHNOLOGY INC.(MCHP)01,894+1,89401730.04%+173
JAZZ PHARMACEUTICALS PLC(JAZZ)3,7013,619-827008720.21%+172
SPDR SERIES TRUST
ST STR SP600GRWO
01,436+1,43601710.04%+171
ALTRIA GROUP INC(MO)20,13620,843+7071,3291,5000.36%+171
ENACT HLDGS INC027,007+27,00701,2340.30%+1,234
CANADIAN NAT RES LTD MED TER(CNQ)04,250+4,25001680.04%+168
INTERNATIONAL SEAWAYS INC(INSW)02,060+2,06001580.04%+158
EMCOR GROUP INC(EME)01,448+1,44801,2020.29%+1,202
TRAVELERS COMPANIES INC(TRV)02,524+2,52408330.20%+833
PTC THERAPEUTICS INC(PTCT)7,3958,045+6505046560.16%+152
INVESCO EXCH TRADED FD TR II7,6808,126+4466087560.18%+148
ARROW ELECTRS INC3,5213,055-4665056520.16%+147
DIMENSIONAL ETF TRUST
US TARGETED VLU
20,33820,187-1511,2701,4110.34%+141
EVERSOURCE ENERGY(ES)19,83120,931+1,1001,3741,5130.37%+139
AXON ENTERPRISE INC(AXON)01,000+1,00005610.14%+561
ANALOG DEVICES INC(ADI)1,6601,653-75286570.16%+128
SPDR SERIES TRUST
ST STR BACKE ETF
05,631+5,63101260.03%+126
AMAZON COM INC(AMZN)02,420+2,42005770.14%+577
HAMILTON INSURANCE GROUP LTD(HG)17,18918,670+1,4815136340.15%+121
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