Measured Wealth Private Client Group, LLC
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 413,734
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 723 | 413,734 | 13F-HR | Measured Wealth Private Client Group, LLC |
| Q1 2026 | 5/13/2026 | 726 | 366,114 | 13F-HR | Measured Wealth Private Client Group, LLC |
| Q4 2025 | 2/10/2026 | 732 | 378,047 | 13F-HR | Measured Wealth Private Client Group, LLC |
| Q3 2025 | 11/14/2025 | 698 | 371,016 | 13F-HR | Measured Wealth Private Client Group, LLC |
| Q2 2025 | 8/13/2025 | 179 | 334,194 | 13F-HR | Measured Wealth Private Client Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.9 K | 32.6% | 14.63 K | 0 | 14.63 K |
| ETFs | 277.9 K | 67.2% | 32.81 K | 0 | 32.81 K |
| Debt | 86 | 0.0% | 0 | 2 | -2 |
| Other | 872 | 0.2% | 172 | 0 | 172 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
413,734
Holdings
723
QoQ value change ($000)
47,620
(13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.