Top Institutional Investors

Measured Wealth Private Client Group, LLC — 13F Holdings & Portfolio

CIK 1720235 · latest 13F-HR filed 2026-08-10

Backtest portfolio

Measured Wealth Private Client Group, LLC manages $413.7M in 13F-reported U.S. long-equity assets across 723 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VYM (6.83%), SPYG (5.00%), GLD (4.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 54 new positions and exited 57; 324 existing positions rose in reported value and 187 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$413.7M

Long-equity book

Holdings
723

Distinct positions

Period
2026-06-30

Filed 2026-08-10

Q/Q Activity
+54 / −57 / ↑324 / ↓187

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VYM6.8% · +11%SPYG5.0% · +250%GLD4.4% · -19%RSP4.2% · -3%XLK4.2% · -22%UPS4.1% · -6%SMH4.0% · -7%EEM3.4% · +243%SPY3.3% · -0%XLV2.6% · -44%SPYV2.6% · -58%KBE1.7% · newXBI1.7% · newIYZ1.7% · newNVDA1.6% · +1%XLU1.6% · +6%QTUM1.5% · newAAPL1.5% · +1%XLP1.4% · -1%URA1.4% · newXLI1.3% · +39%IVV1.2% · -4%TLT1.1% · -29%XPH1.1% · newDGRO1.1% · 0%XLY1.0% · +8%XLE0.9% · +129%PAVE0.8% · newAVGO0.7% · -15%AGG0.6% · -6%MSFT0.5% · -1%XLC0.5% · -86%C0.5% · -3%VV0.5% · +0%EYLD0.4% · -6%AMAT0.4% · -13%VTI0.4% · +6%SPMD0.4% · -22%OEF0.4% · -22%FLEX0.4% · -20%BMY0.4% · +8%ES0.4% · +6%MO0.4% · +4%HST0.4% · +10%DFUV0.4% · -0%AIT0.4% · -2%DFAT0.3% · -1%R0.3% · -8%OHI0.3% · +7%ACT0.3% · +3%NBN0.3% · -18%EME0.3% · +2%CAH0.3% · +11%GTX0.3% · -23%MGA0.3% · newEWBC0.3% · +7%DFUS0.3% · 0%HWC0.3% · +5%BPOP0.3% · +4%B0.2% · +13%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 17, 2026.

Assets Under Management
$528.3M
Discretionary
$528.3M
Employees
14
Accounts
1,399
Address
14 SAGAMORE ROAD
RYE, NH 03870
Phone
(603) 431-1444
Website
Name Title / Status Ownership Type
BENWAY, EDWARD, HEATH ControlMANAGING MEMBER/PRESIDENT
since Apr 2014
75% or moreIndividual
MILLER, EDWARD, ROBERT ControlCHIEF INVESTMENT OFFICER
since Jun 2021
Less than 5%Individual
WESTON, LORI, ANN ControlCHIEF COMPLIANCE OFFICER
since Jul 2025
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since Jun 30, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 10, 2025 filing
  • AddedWESTON, LORI, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBENWAY, EDWARD, HEATH · title CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRESIDENT → MANAGING MEMBER/PRESIDENT
Mar 25, 2022 filing
  • AddedMILLER, EDWARD, ROBERT · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Mar 29, 2019 filing
  • ChangedBENWAY, EDWARD, HEATH · title CHIEF COMPLIANCE OFFICER/MANAGING MEMBER → CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRESIDENT
Jun 30, 2014 filing (earliest on record)
  • ListedBENWAY, EDWARD, HEATH · CHIEF COMPLIANCE OFFICER/MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 324 →

Top Trims

Show all 187 →

New Positions

Show all 54 →

Exited Positions

Show all 57 →

Measured Wealth Private Client Group, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD WHITEHALL FDS VYM 921946406 $28.3M 6.83% 178,824 SH
2 SPDR SERIES TRUST SPYG 78464A409 $20.7M 5.00% 173,973 SH
3 SPDR GOLD TR GLD 78463V107 $18.1M 4.38% 49,217 SH
4 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $17.6M 4.25% 82,579 SH
5 SELECT SECTOR SPDR TR XLK 81369Y803 $17.5M 4.23% 91,922 SH
6 UNITED PARCEL SVCS INC UPS 911312106 $17.1M 4.14% 159,528 SH
7 VANECK ETF TRUST SMH 92189F676 $16.4M 3.95% 24,944 SH
8 ISHARES TR EEM 464287234 $14.1M 3.41% 205,993 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $13.7M 3.32% 18,404 SH
10 SELECT SECTOR SPDR TR XLV 81369Y209 $10.8M 2.61% 68,105 SH
11 SPDR SERIES TRUST SPYV 78464A508 $10.6M 2.56% 174,125 SH
12 SPDR SERIES TRUST KBE 78464A797 $7.1M 1.73% 104,704 SH
13 SPDR SERIES TRUST XBI 78464A870 $7.1M 1.72% 45,038 SH
14 ISHARES TR IYZ 464287713 $6.8M 1.65% 161,440 SH
15 NVIDIA CORPORATION NVDA 67066G104 $6.7M 1.62% 33,439 SH
16 SELECT SECTOR SPDR TR XLU 81369Y886 $6.4M 1.55% 141,572 SH
17 ETF SER SOLUTIONS QTUM 26922A420 $6.1M 1.47% 36,862 SH
18 APPLE INC AAPL 037833100 $6.0M 1.46% 20,887 SH
19 SELECT SECTOR SPDR TR XLP 81369Y308 $5.9M 1.44% 71,484 SH
20 GLOBAL X FDS URA 37954Y871 $5.7M 1.39% 131,220 SH
21 SELECT SECTOR SPDR TR XLI 81369Y704 $5.3M 1.29% 28,757 SH
22 ISHARES TR IVV 464287200 $4.9M 1.18% 6,498 SH
23 ISHARES TR TLT 464287432 $4.7M 1.13% 54,219 SH
24 SPDR SERIES TRUST XPH 78464A722 $4.5M 1.09% 68,306 SH
25 ISHARES TR DGRO 46434V621 $4.4M 1.06% 57,981 SH
26 SELECT SECTOR SPDR TR XLY 81369Y407 $4.2M 1.03% 36,212 SH
27 SELECT SECTOR SPDR TR XLE 81369Y506 $3.8M 0.91% 70,983 SH
28 GLOBAL X FDS PAVE 37954Y673 $3.1M 0.75% 52,983 SH
29 BROADCOM INC AVGO 11135F101 $3.0M 0.72% 7,939 SH
30 ISHARES TR AGG 464287226 $2.6M 0.63% 26,494 SH
31 MICROSOFT CORP MSFT 594918104 $2.1M 0.51% 5,711 SH
32 SELECT SECTOR SPDR TR XLC 81369Y852 $2.1M 0.50% 19,148 SH
33 CITIGROUP INC C 172967424 $2.0M 0.49% 14,353 SH
34 VANGUARD INDEX FDS VV 922908637 $1.9M 0.47% 5,601 SH
35 CAMBRIA ETF TR EYLD 132061706 $1.8M 0.43% 39,536 SH
36 APPLIED MATLS INC AMAT 038222105 $1.8M 0.43% 2,469 SH
37 VANGUARD INDEX FDS VTI 922908769 $1.7M 0.42% 4,695 SH
38 SPDR SERIES TRUST SPMD 78464A847 $1.7M 0.40% 24,516 SH
39 ISHARES TR OEF 464287101 $1.6M 0.39% 4,417 SH
40 FLEX LTD FLEX Y2573F102 $1.6M 0.38% 9,817 SH
41 BRISTOL-MYERS SQUIBB CO BMY 110122108 $1.6M 0.38% 27,186 SH
42 EVERSOURCE ENERGY ES 30040W108 $1.5M 0.37% 20,931 SH
43 ALTRIA GROUP INC MO 02209S103 $1.5M 0.36% 20,843 SH
44 HOST HOTELS & RESORTS INC HST 44107P104 $1.5M 0.36% 62,845 SH
45 DIMENSIONAL ETF TRUST DFUV 25434V724 $1.5M 0.36% 26,856 SH
46 APPLIED INDL TECHNOLOGIES IN AIT 03820C105 $1.5M 0.35% 4,289 SH
47 DIMENSIONAL ETF TRUST DFAT 25434V609 $1.4M 0.34% 20,187 SH
48 RYDER SYS INC R 783549108 $1.4M 0.34% 5,340 SH
49 OMEGA HEALTHCARE INVS INC OHI 681936100 $1.4M 0.34% 29,186 SH
50 ENACT HLDGS INC ACT 29249E109 $1.2M 0.30% 27,007 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $413.7M 723 0001720235-26-000006
2026-03-31 2026-05-13 $366.1M 726 0001720235-26-000004
2025-12-31 2026-02-10 $378.0M 732 0001720235-26-000002
2025-09-30 2025-11-14 $371.0M 698 0001720235-25-000010
Filer Information
Address
303 ISLINGTON STREET
PORTSMOUTH, NH 03801
Phone
(603) 431-1444
Filing Manager
Measured Wealth Private Client Group, LLC
PORTSMOUTH, NH
Signatory
Lori Weston
Chief Compliance Officer