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Portfolio (Quarterly) Guide ↗

Measured Wealth Private Client Group, LLC

· CIK 0001720235
13F Portfolio $414M AUM 723 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 120 New 129 Added 247 Reduced 116 Exited
Page 28 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WCN WASTE CONNECTIONS INC Industrials 89.0 $15K 0.00% -38.0 -29.9% $166.69 -0.4%
542 VBK VANGUARD INDEX FDS 40.0 $15K 0.00% $365.70 -1.9%
543 AYI ACUITY INC Industrials 38.0 $14K 0.00% -274.0 -87.8% $376.68 -9.2%
544 EVEREST GROUP LTD 40.0 $14K 0.00% $357.23
545 TMUS T-MOBILE US INC Communication Services 85.0 $14K 0.00% $167.73 +6.0%
546 FHN FIRST HORIZON CORPORATION Financial Services 551.0 $14K 0.00% NEW $25.64 -4.8%
547 TGT TARGET CORP Consumer Defensive 108.0 $14K 0.00% $130.61 +26.2%
548 QQEW FIRST TR EXCHANGE-TRADED FD 88.0 $14K 0.00% -11.0 -11.1% $158.94 +4.6%
549 URBN URBAN OUTFITTERS INC Consumer Cyclical 191.0 $14K 0.00% +13.0 +7.3% $70.86 +11.3%
550 BAI BLACKROCK ETF TRUST 252.0 $13K 0.00% NEW $52.72 -14.6%
551 SUI SUN CMNTYS INC Real Estate 110.0 $13K 0.00% $119.91 +3.3%
552 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 172.0 $13K 0.00% -26.0 -13.1% $76.43 -6.0%
553 PAR PAR TECHNOLOGY CORP Technology 732.0 $13K 0.00% +209.0 +40.0% $17.42 +11.0%
554 JNK SPDR SERIES TRUST 132.0 $13K 0.00% $96.37 -0.3%
555 ONTO ONTO INNOVATION INC Technology 33.0 $12K 0.00% -70.0 -68.0% $378.45 -23.3%
556 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 472.0 $12K 0.00% $25.95 +36.4%
557 STN STANTEC INC Industrials 175.0 $12K 0.00% NEW $68.91 +8.4%
558 CLX CLOROX CO DEL Consumer Defensive 126.0 $12K 0.00% $95.44 +8.7%
559 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,554.0 $12K 0.00% NEW $7.68 -19.9%
560 DBEF DBX ETF TR 216.0 $12K 0.00% $54.63 +2.1%
Page 28 of 37  ·  723 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.2%
Industrials 19.9%
Technology 19.1%
Healthcare 8.0%
Consumer Cyclical 5.3%
Basic Materials 2.9%
Utilities 2.8%
Real Estate 2.5%
Consumer Defensive 2.3%
Energy 2.2%