MEASURED WEALTH PRIVATE CLIENT GROUP LLC
Q3 2026 Form 13-F
PORTSMOUTH, NEW HAMPSHIRE
CIK 0001720235
· CRD 170442
· SEC-registered investment adviser
$398.0M Reported Value Total
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC reports 1,399 total accounts under management (AUM). There are 1,398 discretionary accounts valued at $528,309,568, and 1 non-discretionary accounts valued at $32,383.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-17
Reported value
$398.0M
Quarter over quarter
-2.2%
Holdings
728
Top-10 concentration
42.2%
Key People
Form ADV owners & control persons
Edward Heath Benway
MANAGING MEMBER/PRESIDENT
Edward Robert Miller
CHIEF INVESTMENT OFFICER
Lori Ann Weston
CHIEF COMPLIANCE OFFICER
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | November 10, 2026 |
| Form | 13F-HR |
| Reported value | $398.0M |
| Positions | 728 |
| Change in reported value | -3.8% |
| New positions | 51 |
| Exited positions | 64 |
| Position turnover | 14.5% |
| Top-10 concentration | 42.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 10, 2026
|
728 | $398.0M |
|
Q2 2026 13F
Filed Aug 10, 2026
|
714 | $413.7M |
|
Q1 2026 13F
Filed May 13, 2026
|
717 | $366.1M |
|
Q4 2025 13F
Filed Feb 10, 2026
|
726 | $378.0M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
692 | $371.0M |
|
Q2 2025 13F
Filed Aug 13, 2025
|
179 | $334.2M |
|
Q1 2025 13F
Filed May 12, 2025
|
170 | $311.5M |
|
Q4 2024 13F
Filed Jan 27, 2025
|
172 | $309.5M |
|
Q3 2024 13F
Filed Oct 28, 2024
|
179 | $299.0M |
|
Q2 2024 13F
Filed Aug 12, 2024
|
186 | $284.7M |
|
Q1 2024 13F
Filed Apr 18, 2024
|
185 | $286.3M |
|
Q4 2023 13F
Filed Feb 6, 2024
|
176 | $271.4M |
|
Q3 2023 13F
Filed Oct 18, 2023
|
166 | $248.7M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
172 | $263.3M |
|
Q1 2023 13F
Filed May 1, 2023
|
173 | $259.7M |
|
Q4 2022 13F
Filed Jan 23, 2023
|
164 | $242.9M |
|
Q3 2022 13F
Filed Oct 27, 2022
|
148 | $226.3M |
|
Q2 2022 13F
Filed Jul 25, 2022
|
174 | $226.5M |
|
Q1 2022 13F
Filed May 3, 2022
|
170 | $272.1M |
|
Q4 2021 13F
Filed Jan 28, 2022
|
159 | $283.0M |
15 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VYM VANGUARD WHITEHALL FDS | $27.4M | 6.87% |
| 2 | SPYG SPDR SERIES TRUST | $21.1M | 5.29% |
| 3 | GLD SPDR GOLD TR | $18.4M | 4.63% |
| 4 | XLK SELECT SECTOR SPDR TR | $17.6M | 4.41% |
| 5 | SMH VANECK ETF TRUST | $15.2M | 3.82% |
| 6 | RSP INVESCO EXCHANGE TRADED FD T | $15.1M | 3.8% |
| 7 | UPS UNITED PARCEL SVCS INC | $14.9M | 3.74% |
| 8 | SPY STATE STR SPDR S&P 500 ETF T | $14.0M | 3.52% |
| 9 | EEM ISHARES TR | $13.4M | 3.37% |
| 10 | XLV SELECT SECTOR SPDR TR | $11.0M | 2.76% |
| 11 | SPYV SPDR SERIES TRUST | $10.5M | 2.63% |
| 12 | NVDA NVIDIA CORPORATION | $7.8M | 1.96% |
| 13 | XBI SPDR SERIES TRUST | $7.5M | 1.89% |
| 14 | AAPL APPLE INC | $7.1M | 1.78% |
| 15 | IYZ ISHARES TR | $6.7M | 1.69% |
| 16 | KBE SPDR SERIES TRUST | $6.6M | 1.67% |
| 17 | XLP SELECT SECTOR SPDR TR | $5.7M | 1.44% |
| 18 | QTUM ETF SER SOLUTIONS | $5.6M | 1.41% |
| 19 | URA GLOBAL X FDS | $5.4M | 1.37% |
| 20 | XLU SELECT SECTOR SPDR TR | $5.0M | 1.27% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.