Measured Wealth Private Client Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Measured Wealth Private Client Group, LLC reported 685 stock positions worth $371.0 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 7.9% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 7.7%) and Vanguard High DVD Yield ETF (VYM, 6.8%). Compared with Q2 2025, it opened 507 new positions, sold out of 1, added to 49 and reduced 101. The biggest buy was SPDR Gold Shares (GLD, shares +2%) and the biggest sale United Parcel Service Class B (UPS, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PORTSMOUTH, NH
- CIK
- 0001720235
- Portfolio Value
- $371.0M (Q3 2025)
- SEC Filing
- 0001720235-25-000010 ↗ filed Nov 14, 2025
Holdings Value
Holdings 685 stocks · $371.0M
| SPYV SS SPDR P S&P 500 Value ETF | 7.91% | 530,255 | $29.3M | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 7.67% | 150,102 | $28.5M | Add +3.4% |
| VYM Vanguard High DVD Yield ETF | 6.78% | 178,370 | $25.1M | Add +2.6% |
| GLD SPDR Gold Shares | 6.28% | 65,590 | $23.3M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.67% | 26,009 | $17.3M | Reduce -1.0% |
| XLV SS Health Care Select Sector | 4.58% | 122,098 | $17.0M | Add +4.1% |
| XLK SS Technology Select Sector | 4.43% | 58,338 | $16.4M | Reduce -0.5% |
| UPS United Parcel Service Class B | 3.81% | 169,006 | $14.1M | Reduce -0.0% |
| XLP SS Consumer Staples Sel Sect | 2.61% | 123,471 | $9.7M | Add +2.6% |
| XLC SS Comm Select Sector SPDR | 2.37% | 74,161 | $8.8M | Add +3.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.95% | 69,058 | $7.2M | Reduce -1.8% |
| TLT iShares 20+ Year Treasury BD | 1.86% | 77,309 | $6.9M | Add +11.6% |
| NVDA Nvidia Corp. | 1.72% | 34,133 | $6.4M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.46% | 8,107 | $5.4M | Add +2.4% |
| IYR iShares US Real Estate ETF | 1.37% | 52,256 | $5.1M | Add +5.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.26% | 81,902 | $4.7M | Reduce -8.9% |
| AAPL Apple Inc. | 1.22% | 17,745 | $4.5M | Reduce -9.9% |
| XLB SS Materials Select Sector | 1.10% | 45,737 | $4.1M | Add +3.7% |
| OEF iShares S&P 100 ETF | 1.09% | 12,153 | $4.0M | Reduce -1.3% |
| DGRO iShares Core Dividend Growth | 1.06% | 57,981 | $3.9M | No change |
| XLF SS Financial Select Sector | 1.02% | 70,275 | $3.8M | Reduce -3.7% |
| AVGO Broadcom Inc. | 1.02% | 11,430 | $3.8M | Add +1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.99% | 42,179 | $3.7M | Reduce -19.3% |
| MSFT Microsoft Corp. | 0.83% | 5,975 | $3.1M | Reduce -9.5% |
| AGG iShares Core U.S. Aggregate | 0.67% | 24,849 | $2.5M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.58% | 6,822 | $2.2M | Reduce -9.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.54% | 6,533 | $2.0M | No change |
| MTG Mgic Investment Corp. | 0.46% | 60,141 | $1.7M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 5,064 | $1.7M | Reduce -2.0% |
| C Citigroup Inc. | 0.44% | 16,082 | $1.6M | Reduce -11.7% |
| EYLD Cambria Emerg Shrhldr Yield | 0.43% | 42,462 | $1.6M | Reduce -6.2% |
| APP AppLovin Corp. Class A | 0.42% | 2,176 | $1.6M | Reduce -13.2% |
| R Ryder System Inc. | 0.37% | 7,228 | $1.4M | Reduce -9.4% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.36% | 26,535 | $1.3M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 4,184 | $1.2M | Reduce -1.5% |
| MCHI iShares MSCI China ETF | 0.33% | 18,641 | $1.2M | Add +55.2% |
| DFAT Dimensional US Target Value | 0.33% | 21,011 | $1.2M | Reduce -3.8% |
| DFUV Dimensional US Marketwide Va | 0.33% | 27,189 | $1.2M | Reduce -1.3% |
| NRG NRG Energy Inc. | 0.31% | 7,136 | $1.2M | Reduce -6.7% |
| AIT Applied Industrial Tech Inc. | 0.31% | 4,414 | $1.2M | Reduce -5.2% |
| EME Emcor Group Inc. | 0.30% | 1,731 | $1.1M | Reduce -16.1% |
| NBN Northeast Bank | 0.30% | 11,104 | $1.1M | Reduce -21.3% |
| ACT Enact Holdings Inc. | 0.29% | 28,375 | $1.1M | Reduce -3.5% |
| MO Altria Group Inc. | 0.29% | 16,424 | $1.1M | Add +13.3% |
| EXC Exelon Corp. | 0.29% | 23,936 | $1.1M | Add +10.5% |
| ORI Old Republic Intl Corp. | 0.29% | 25,020 | $1.1M | Reduce -3.4% |
| SYF Synchrony Financial | 0.27% | 14,233 | $1.0M | Reduce -9.8% |
| NFG National Fuel Gas Co. | 0.27% | 10,760 | $994K | Add +4.1% |
| DFUS Dimensional US Eq MKT ETF | 0.26% | 13,559 | $982K | No change |
| IAG Iamgold Corp. | 0.26% | 75,887 | $981K | Reduce -15.0% |
| B Barrick Mining Corp. | 0.26% | 29,046 | $952K | Reduce -13.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.25% | 11,804 | $943K | Reduce -5.9% |
| GGME Invesco Next Gen Media and G | 0.24% | 14,097 | $907K | Reduce -8.1% |
| MLI Mueller Industries Inc. | 0.24% | 8,811 | $891K | Reduce -12.6% |
| KR Kroger Co. | 0.23% | 12,834 | $865K | Add +94.8% |
| INGR Ingredion Inc. | 0.23% | 7,019 | $857K | Reduce -0.5% |
| HWC Hancock Whitney Corp. | 0.23% | 13,380 | $838K | Add +0.9% |
| FLEX Flex Ltd. | 0.22% | 14,185 | $822K | Reduce -9.4% |
| VZ Verizon Communications Inc. | 0.22% | 18,685 | $821K | Add +4.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.22% | 7,832 | $798K | Reduce -5.0% |
| UGI Ugi Corp. | 0.21% | 23,944 | $796K | Reduce -4.8% |
| IBKR Interactive Brokers Gro Class A | 0.21% | 11,424 | $786K | Reduce -11.3% |
| FBP First Bancorp Puerto Rico | 0.21% | 35,352 | $780K | Reduce -3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 1 | $754K | No change |
| APH Amphenol Corp. Class A | 0.20% | 5,998 | $742K | No change |
| VIRT Virtu Financial Inc. Class A | 0.20% | 20,586 | $731K | Add +0.6% |
| ARCC Ares Capital Corp. | 0.20% | 35,784 | $730K | Reduce -2.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.20% | 1,808 | $728K | No change |
| CALM Cal-Maine Foods Inc. | 0.20% | 7,728 | $727K | Add +33.3% |
| CVS CVS Health Corp. | 0.19% | 9,523 | $718K | New |
| AXON Axon Enterprise Inc. | 0.19% | 1,000 | $718K | No change |
| BPOP Popular Inc. | 0.19% | 5,625 | $714K | Add +22.7% |
| MFC Manulife Financial Corp. | 0.19% | 22,712 | $707K | Reduce -57.0% |
| DORM Dorman Products Inc. | 0.19% | 4,442 | $692K | Reduce -6.5% |
| LRN Stride Inc. | 0.19% | 4,619 | $688K | Add +3.8% |
| AER Aercap Holdings NV | 0.18% | 5,500 | $666K | Reduce -3.8% |
| DFAS Dimensional US Small Cap ETF | 0.18% | 9,510 | $651K | No change |
| TRV The Travelers Cos Inc. | 0.18% | 2,326 | $649K | Reduce -12.7% |
| XOM Exxon Mobil Corp. | 0.17% | 5,743 | $647K | Reduce -7.8% |
| JNJ Johnson & Johnson | 0.17% | 3,371 | $625K | Reduce -4.3% |
| CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC | 0.17% | 4,026 | $622K | Add +13.1% |
| FHI Federated Hermes Inc. | 0.17% | 11,830 | $614K | New |
| JBL Jabil Inc. | 0.17% | 2,823 | $613K | Add +2.1% |
| JAZZ Jazz Pharmaceuticals PLC | 0.17% | 4,648 | $613K | Reduce -4.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.16% | 9,378 | $610K | Reduce -0.0% |
| MDT Medtronic PLC | 0.16% | 6,400 | $610K | No change |
| XLI SS Industrial Select Sector | 0.16% | 3,915 | $604K | Reduce -15.6% |
| AGZ iShares Agency Bond ETF | 0.16% | 5,402 | $596K | Reduce -17.9% |
| EXEL Exelixis Inc. | 0.16% | 14,193 | $586K | Add +4.7% |
| TTMI TTM Technologies | 0.16% | 10,139 | $584K | Add +17.2% |
| EEM iShares MSCI Emerging Market | 0.16% | 10,907 | $582K | New |
| BTSG Brightspring Health Services | 0.15% | 19,432 | $574K | Add +30.7% |
| TYL Tyler Technologies Inc. | 0.15% | 1,064 | $557K | No change |
| SANM Sanmina Corp. | 0.15% | 4,827 | $556K | Reduce -11.7% |
| ITRI Itron Inc. | 0.15% | 4,364 | $544K | Add +10.8% |
| ABBV Abbvie Inc. | 0.15% | 2,343 | $542K | Reduce -8.7% |
| T AT&T Inc. | 0.14% | 18,942 | $535K | Reduce -0.4% |
| AZZ Azz Inc. | 0.14% | 4,901 | $535K | New |
| MCY Mercury General Corp. | 0.14% | 6,280 | $532K | New |
| MSI Motorola Solutions Inc. | 0.14% | 1,137 | $520K | Reduce -3.1% |
Lines left out (10) · $368 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| INTU Intuit Inc. | COM | 0 | $300 |
| JEPI JPMorgan Equity Premium Inco | EQUITY PREMIUM | 0 | $28 |
| VT Vanguard Tot World STK ETF | TT WRLD ST ETF | 0 | $12 |
| SYNA Synaptics Inc. | COM | 0 | $7 |
| CEVA Ceva Inc. | COM | 0 | $6 |
| SSTK Shutterstock Inc. | COM | 0 | $6 |
| SOUN Soundhound AI Inc. Class A | CLASS A COM | 0 | $5 |
| FHLC Fidelity MSCI Health Care | MSCI HLTH CARE I | 0 | $2 |
| CRNC Cerence Inc. | COM | 0 | $1 |
| PATH Uipath Inc. Class A | CL A | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $371.0M.
Portfolio Sells Q2 2025 → Q3 2025
| UPS United Parcel Service Class B | Reduce -0.0% | 3.81% | −1.30 |
| MFC Manulife Financial Corp. | Reduce -57.0% | 0.19% | −0.31 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -19.3% | 0.99% | −0.29 |
| GAP The Gap Inc. | Reduce -89.7% | 0.03% | −0.26 |
| ALSN Allison Transmission Holding | Reduce -84.6% | 0.03% | −0.23 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -8.9% | 1.26% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 4.67% | −0.19 |
| UNM Unum Group | Reduce -55.7% | 0.11% | −0.18 |
| MSFT Microsoft Corp. | Reduce -9.5% | 0.83% | −0.15 |
| MWA Mueller Water Products Inc. Class A | Reduce -60.4% | 0.08% | −0.14 |
| BMA Banco Macro SA-ADR | Reduce -77.7% | 0.02% | −0.14 |
| XLF SS Financial Select Sector | Reduce -3.7% | 1.02% | −0.12 |
| PLMR Palomar Holdings Inc. | Reduce -57.1% | 0.05% | −0.12 |
| IP International Paper Co. | Reduce -60.7% | 0.06% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -43.9% | 0.09% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Reduce -36.5% | 0.11% | −0.09 |
| GM General Motors Co. | Reduce -69.5% | 0.04% | −0.08 |
| NBN Northeast Bank | Reduce -21.3% | 0.30% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -1.1% | 0.67% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -9.4% | 0.58% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -48.6% | 0.06% | −0.07 |
| EYLD Cambria Emerg Shrhldr Yield | Reduce -6.2% | 0.43% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.8% | 1.95% | −0.06 |
| UGI Ugi Corp. | Reduce -4.8% | 0.21% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -34.2% | 0.08% | −0.06 |
| NRG NRG Energy Inc. | Reduce -6.7% | 0.31% | −0.06 |
| MTG Mgic Investment Corp. | Reduce -2.8% | 0.46% | −0.06 |
| INGR Ingredion Inc. | Reduce -0.5% | 0.23% | −0.06 |
| AGZ iShares Agency Bond ETF | Reduce -17.9% | 0.16% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -64.1% | 0.02% | −0.05 |
| LEN Lennar Corp. Class A | Reduce -77.9% | 0.01% | −0.05 |
| CNA Cna Financial Corp. | Reduce -39.7% | 0.06% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -47.2% | 0.04% | −0.05 |
| ARCC Ares Capital Corp. | Reduce -2.2% | 0.20% | −0.04 |
| SYF Synchrony Financial | Reduce -9.8% | 0.27% | −0.04 |
| V Visa Inc. Class A | Reduce -26.4% | 0.07% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -15.6% | 0.16% | −0.04 |
| SLV iShares Silver Trust | Reduce -44.9% | 0.07% | −0.04 |
| TRV The Travelers Cos Inc. | Reduce -12.7% | 0.18% | −0.04 |
| IRM Iron Mountain Inc. | Reduce -5.0% | 0.22% | −0.04 |
| GGME Invesco Next Gen Media and G | Reduce -8.1% | 0.24% | −0.04 |
| CAT Caterpillar Inc. | Reduce -42.8% | 0.06% | −0.04 |
| ACN Accenture PLC Class A | Reduce -8.1% | 0.08% | −0.04 |
| HD Home Depot Inc. | Reduce -33.6% | 0.07% | −0.04 |
| BROOKLINE BANCORP INC | Sold out | 0.00% | −0.04 |
| ACT Enact Holdings Inc. | Reduce -3.5% | 0.29% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -27.5% | 0.08% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -15.7% | 0.10% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -1.3% | 1.09% | −0.03 |
| PHM Pultegroup Inc. | Reduce -49.4% | 0.04% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| GLD SPDR Gold Shares | Add +2.0% | 6.28% | +0.42 |
| CVS CVS Health Corp. | New | 0.19% | +0.19 |
| FHI Federated Hermes Inc. | New | 0.17% | +0.17 |
| EEM iShares MSCI Emerging Market | New | 0.16% | +0.16 |
| AZZ Azz Inc. | New | 0.14% | +0.14 |
| MCY Mercury General Corp. | New | 0.14% | +0.14 |
| MCHI iShares MSCI China ETF | Add +55.2% | 0.33% | +0.13 |
| NVDA Nvidia Corp. | Add +0.3% | 1.72% | +0.11 |
| SPCE Virgin Galactic Holdings Inc. | New | 0.10% | +0.10 |
| KR Kroger Co. | Add +94.8% | 0.23% | +0.09 |
| AVGO Broadcom Inc. | Add +1.0% | 1.02% | +0.08 |
| OPLN Openlane Inc. | New | 0.08% | +0.08 |
| CLS Celestica Inc. | New | 0.08% | +0.08 |
| PTCT PTC Therapeutics Inc. | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| PRIM Primoris Services Corp. | New | 0.06% | +0.06 |
| NEM Newmont Corp. | New | 0.06% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| DVY iShares Select Dividend ETF | New | 0.05% | +0.05 |
| AMBP Ardagh Metal Packaging SA | New | 0.05% | +0.05 |
| FIX Comfort Systems USA Inc. | New | 0.05% | +0.05 |
| SO The Southern Co. | New | 0.05% | +0.05 |
| AJG Arthur J Gallagher & Co. | New | 0.05% | +0.05 |
| TMHC Taylor Morrison Home Corp. | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | New | 0.05% | +0.05 |
| TTMI TTM Technologies | Add +17.2% | 0.16% | +0.05 |
| MTB M & T Bank Corp. | New | 0.05% | +0.05 |
| GTX Garrett Motion Inc. | New | 0.05% | +0.05 |
| SMH Vaneck Semiconductor ETF | New | 0.05% | +0.05 |
| NTRS Northern Trust Corp. | New | 0.05% | +0.05 |
| BTSG Brightspring Health Services | Add +30.7% | 0.15% | +0.05 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | New | 0.05% | +0.05 |
| VC Visteon Corp. | New | 0.05% | +0.05 |
| BNY Bank of New York Mellon Corp. | New | 0.05% | +0.05 |
| UNP Union Pacific Corp. | New | 0.05% | +0.05 |
| SNA Snap-on Inc. | New | 0.05% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.05% | +0.05 |
| WM Waste Management Inc. | New | 0.05% | +0.05 |
| HON Honeywell International Inc. | New | 0.05% | +0.05 |
| CMI Cummins Inc. | New | 0.04% | +0.04 |
| EWBC East West Bancorp Inc. | New | 0.04% | +0.04 |
| WEC WEC Energy Group Inc. | New | 0.04% | +0.04 |
| EVMO Eaton Vance Mortgage Opp ETF | New | 0.04% | +0.04 |
| NUE Nucor Corp. | New | 0.04% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +3.7% | 2.37% | +0.04 |
| FCX Freeport-McMoran Inc. | New | 0.04% | +0.04 |
| BPOP Popular Inc. | Add +22.7% | 0.19% | +0.04 |
| FTDR Frontdoor Inc. | New | 0.04% | +0.04 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.04% | +0.04 |
Notes & Other Activity Q2 2025 → Q3 2025
| INTU Intuit Inc. | COM | New | 0 | $300 |
| JEPI JPMorgan Equity Premium Inco | EQUITY PREMIUM | New | 0 | $28 |
| VT Vanguard Tot World STK ETF | TT WRLD ST ETF | New | 0 | $12 |
| SYNA Synaptics Inc. | COM | New | 0 | $7 |
| CEVA Ceva Inc. | COM | New | 0 | $6 |
| SSTK Shutterstock Inc. | COM | New | 0 | $6 |
| SOUN Soundhound AI Inc. Class A | CLASS A COM | New | 0 | $5 |
| FHLC Fidelity MSCI Health Care | MSCI HLTH CARE I | New | 0 | $2 |
| CRNC Cerence Inc. | COM | New | 0 | $1 |
| PATH Uipath Inc. Class A | CL A | New | 0 | $1 |
| AGNC AGNC Investment Corp. | COM | New | 0 | $0 |
| CFG Citizens Financial Group | COM | New | 0 | $0 |
| LVS Las Vegas Sands Corp. | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 692 | $413.7M | VYM, SPYG, GLD, RSP, XLK |
| Q1 2026 | 700 | $366.1M | GLD, VYM, SPYV, XLV, UPS |
| Q4 2025 | 719 | $378.0M | GLD, SPYV, VYM, XLV, XLK |
| Q3 2025 | 685 | $371.0M | SPYV, RSP, VYM, GLD, SPY |
| Q2 2025 | 179 | $334.2M | SPYV, RSP, VYM, GLD, UPS |
| Q1 2025 | 170 | $311.5M | SPYV, RSP, VYM, GLD, UPS |
| Q4 2024 | 172 | $309.5M | RSP, SPYV, VYM, GLD, SPY |
| Q3 2024 | 179 | $299.0M | RSP, SPYV, VYM, SPY, SPMD |
| Q2 2024 | 186 | $284.7M | SPYG, SPYV, SPMD, SPY, VYM |
| Q1 2024 | 185 | $286.3M | SPYV, SPYG, SPMD, SPY, VYM |