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Manager record

Measured Wealth Private Client Group, LLC

Portsmouth, NH · CIK 1720235 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$413.73MReported 13F valueQ2 2026 · as filed
723Holdings listed
+13.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $334.2M$334.2MQ2 2025179 holdingsQ3 2025: $371.0M$371.0MQ3 2025698 holdingsQ4 2025: $378.0M$378.0MQ4 2025732 holdingsQ1 2026: $366.1M$366.1MQ1 2026726 holdingsQ2 2026: $413.7M$413.7MQ2 2026723 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$413.73M · 723 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$366.11M · 726 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$378.05M · 732 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$371.02M · 698 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$334.19M · 179 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology