McGlone Suttner Wealth Management
Latest statistics and disclosures from McGlone Suttner Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, IUSV, AVUS, SCHX, FBND, and represent 50.55% of McGlone Suttner Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWD, IWV, IUSV, FBND, DFAC, AVUS, CGCP, SCHX, IBDR, CGXU.
- Started 11 new stock positions in IBCA, CFG, MDB, BAI, MU, FN, IXUS, IWF, IWD, ZM. IWV.
- Reduced shares in these 10 stocks: IBDQ, COP, NVDA, IDYN, SNPS, GOOGL, MSFT, ZS, PG, TXN.
- Sold out of its positions in AWK, ADP, BDX, IDYN, CI, IBDQ, K, Marsh & McLennan Companies, PSTG, SNPS. TXN, ZS.
- McGlone Suttner Wealth Management was a net buyer of stock by $13M.
- McGlone Suttner Wealth Management has $743M in assets under management (AUM), dropping by 4.03%.
- Central Index Key (CIK): 0001964819
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Portfolio Holdings for McGlone Suttner Wealth Management
McGlone Suttner Wealth Management holds 190 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 19.9 | $148M | 3.7M | 39.59 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 8.9 | $66M | +2% | 644k | 102.54 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 7.8 | $58M | +2% | 516k | 111.78 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.7 | $57M | 2.1M | 26.91 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.3 | $47M | +3% | 1.0M | 46.04 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.9 | $37M | 733k | 49.90 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 4.2 | $31M | +3% | 1.4M | 22.64 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.9 | $22M | +3% | 733k | 29.55 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 2.9 | $21M | +2% | 286k | 74.28 |
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| Ishares Core Msci Emkt (IEMG) | 2.0 | $15M | +3% | 222k | 67.22 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.0 | $15M | +3% | 209k | 69.67 |
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| Ishares Tr Investment Grade (IGEB) | 1.8 | $13M | +5% | 293k | 45.66 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $12M | +4% | 123k | 99.88 |
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| Microsoft Corporation (MSFT) | 1.0 | $7.4M | -3% | 15k | 483.63 |
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| Apple (AAPL) | 0.9 | $6.8M | -3% | 25k | 271.86 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $6.8M | 31k | 219.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $6.6M | -4% | 21k | 313.00 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.9 | $6.4M | -3% | 112k | 56.69 |
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| NVIDIA Corporation (NVDA) | 0.8 | $5.7M | -6% | 31k | 186.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $5.6M | -2% | 39k | 143.52 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.5 | $3.9M | +24% | 162k | 24.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $3.8M | 58k | 66.00 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.4M | -2% | 11k | 322.21 |
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| Meta Platforms Cl A (META) | 0.4 | $3.1M | -4% | 4.8k | 660.03 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.9M | +11% | 8.7k | 335.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.8M | +8% | 23k | 120.18 |
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| Abbvie (ABBV) | 0.4 | $2.7M | +2% | 12k | 228.49 |
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| Amazon (AMZN) | 0.4 | $2.7M | -5% | 12k | 230.82 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.5M | +5% | 3.7k | 684.87 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.5M | 23k | 111.41 |
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| Broadcom (AVGO) | 0.3 | $2.5M | +2% | 7.2k | 346.11 |
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| Caterpillar (CAT) | 0.3 | $2.5M | +5% | 4.3k | 572.85 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $2.4M | +16% | 97k | 24.28 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.3M | 16k | 148.69 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $2.3M | 87k | 26.14 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.2M | +3% | 11k | 206.96 |
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| Tesla Motors (TSLA) | 0.3 | $2.2M | -3% | 4.8k | 449.75 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.3 | $2.1M | +8% | 75k | 27.38 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.0M | +6% | 17k | 120.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.0M | NEW | 9.7k | 210.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $2.0M | 17k | 123.26 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $2.0M | +13% | 80k | 25.46 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $2.0M | NEW | 5.2k | 386.86 |
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| Cisco Systems (CSCO) | 0.3 | $1.9M | 25k | 77.03 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.9M | 14k | 139.16 |
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| Procter & Gamble Company (PG) | 0.2 | $1.8M | -13% | 13k | 143.31 |
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| Applied Materials (AMAT) | 0.2 | $1.7M | -5% | 6.6k | 256.98 |
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| Fidelity Covington Trust Fidelity Fund Lr (FFLG) | 0.2 | $1.7M | 56k | 29.94 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $1.7M | 31k | 54.84 |
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| Bank of America Corporation (BAC) | 0.2 | $1.7M | +3% | 30k | 55.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.7M | 7.8k | 211.78 |
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| MetLife (MET) | 0.2 | $1.6M | +4% | 21k | 78.94 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.6M | +8% | 1.8k | 878.74 |
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| Home Depot (HD) | 0.2 | $1.5M | -5% | 4.4k | 344.09 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $1.5M | +8% | 69k | 21.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | +3% | 2.8k | 502.59 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.4M | +7% | 28k | 50.29 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.2 | $1.4M | +42% | 59k | 23.41 |
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| Merck & Co (MRK) | 0.2 | $1.4M | -11% | 13k | 105.26 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.3M | +6% | 14k | 93.20 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | -4% | 4.3k | 305.65 |
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| Coca-Cola Company (KO) | 0.2 | $1.3M | +3% | 18k | 69.91 |
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| General Dynamics Corporation (GD) | 0.2 | $1.2M | +10% | 3.7k | 336.68 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +10% | 1.1k | 1075.09 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.2M | 44k | 27.43 |
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| Wec Energy Group (WEC) | 0.2 | $1.2M | 11k | 105.46 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $1.2M | 46k | 25.53 |
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| Blackrock (BLK) | 0.2 | $1.2M | +6% | 1.1k | 1070.74 |
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| Philip Morris International (PM) | 0.2 | $1.1M | +6% | 7.2k | 160.40 |
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| Abbott Laboratories (ABT) | 0.2 | $1.1M | 8.9k | 125.29 |
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| International Business Machines (IBM) | 0.1 | $1.1M | +4% | 3.7k | 296.22 |
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| Prudential Financial (PRU) | 0.1 | $1.1M | +8% | 9.5k | 112.88 |
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| Pepsi (PEP) | 0.1 | $1.1M | -5% | 7.4k | 143.52 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.0M | +10% | 9.0k | 116.09 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.0M | 11k | 89.46 |
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| American Express Company (AXP) | 0.1 | $987k | -8% | 2.7k | 369.89 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $948k | 4.5k | 212.08 |
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| Emcor (EME) | 0.1 | $933k | 1.5k | 611.97 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $903k | 8.5k | 106.70 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $899k | -8% | 5.1k | 177.75 |
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| Us Bancorp Del Com New (USB) | 0.1 | $891k | +4% | 17k | 53.36 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $874k | -10% | 3.0k | 287.83 |
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| Prologis (PLD) | 0.1 | $859k | +23% | 6.7k | 127.66 |
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| Qualcomm (QCOM) | 0.1 | $852k | +7% | 5.0k | 171.04 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $849k | +100% | 20k | 42.69 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $849k | +27% | 39k | 22.07 |
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| CSX Corporation (CSX) | 0.1 | $840k | +4% | 23k | 36.25 |
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| Southern Company (SO) | 0.1 | $792k | +5% | 9.1k | 87.20 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $762k | 13k | 56.81 |
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| Wp Carey (WPC) | 0.1 | $753k | +6% | 12k | 64.36 |
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| ConocoPhillips (COP) | 0.1 | $749k | -36% | 8.0k | 93.61 |
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| Hartford Financial Services (HIG) | 0.1 | $746k | +2% | 5.4k | 137.79 |
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| Verizon Communications (VZ) | 0.1 | $739k | 18k | 40.73 |
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| Gilead Sciences (GILD) | 0.1 | $712k | +23% | 5.8k | 122.73 |
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| salesforce (CRM) | 0.1 | $700k | -5% | 2.6k | 264.95 |
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| American Electric Power Company (AEP) | 0.1 | $696k | 6.0k | 115.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $682k | +55% | 1.4k | 487.97 |
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| At&t (T) | 0.1 | $678k | +5% | 27k | 24.84 |
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| Cardinal Health (CAH) | 0.1 | $659k | +11% | 3.2k | 205.50 |
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| Kinder Morgan (KMI) | 0.1 | $645k | +2% | 24k | 27.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $612k | 897.00 | 681.75 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $606k | 10k | 59.54 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $594k | 3.1k | 191.55 |
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| Bank First National Corporation (BFC) | 0.1 | $594k | 4.9k | 121.82 |
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| Public Service Enterprise (PEG) | 0.1 | $582k | +6% | 7.2k | 80.30 |
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| Netflix (NFLX) | 0.1 | $564k | +562% | 6.0k | 93.76 |
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| Norfolk Southern (NSC) | 0.1 | $562k | +13% | 1.9k | 288.76 |
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| Oshkosh Corporation (OSK) | 0.1 | $562k | 4.5k | 125.64 |
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| Chevron Corporation (CVX) | 0.1 | $561k | -33% | 3.7k | 152.40 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $555k | +21% | 20k | 27.62 |
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| TJX Companies (TJX) | 0.1 | $540k | 3.5k | 153.63 |
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| Advanced Micro Devices (AMD) | 0.1 | $531k | +32% | 2.5k | 214.14 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $530k | +3% | 2.8k | 190.97 |
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| Amphenol Corp Cl A (APH) | 0.1 | $524k | -5% | 3.9k | 135.14 |
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| L3harris Technologies (LHX) | 0.1 | $521k | +14% | 1.8k | 293.64 |
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| Costco Wholesale Corporation (COST) | 0.1 | $505k | 585.00 | 862.51 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.1 | $501k | -7% | 9.9k | 50.66 |
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| Republic Services (RSG) | 0.1 | $499k | -2% | 2.4k | 211.91 |
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| Nicolet Bankshares (NIC) | 0.1 | $498k | 4.1k | 121.31 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $484k | +11% | 6.6k | 73.56 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $476k | 985.00 | 483.62 |
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| Oracle Corporation (ORCL) | 0.1 | $463k | -16% | 2.4k | 194.90 |
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| Cadence Design Systems (CDNS) | 0.1 | $461k | 1.5k | 312.58 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $455k | 1.8k | 258.80 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.1 | $452k | 17k | 26.37 |
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| PNC Financial Services (PNC) | 0.1 | $434k | -27% | 2.1k | 208.72 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $433k | 3.8k | 113.71 |
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| Deere & Company (DE) | 0.1 | $422k | +59% | 907.00 | 465.52 |
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| Moody's Corporation (MCO) | 0.1 | $416k | 815.00 | 510.67 |
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| Fifth Third Ban (FITB) | 0.1 | $413k | 8.8k | 46.81 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $409k | 4.0k | 100.89 |
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| Metropcs Communications (TMUS) | 0.1 | $408k | 2.0k | 203.07 |
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| Fabrinet SHS (FN) | 0.1 | $406k | NEW | 892.00 | 455.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $400k | 1.3k | 313.86 |
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| Crown Castle Intl (CCI) | 0.1 | $396k | +21% | 4.5k | 88.87 |
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| Illinois Tool Works (ITW) | 0.1 | $392k | 1.6k | 246.24 |
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| Goldman Sachs (GS) | 0.1 | $391k | +11% | 444.00 | 879.83 |
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| UnitedHealth (UNH) | 0.1 | $389k | -30% | 1.2k | 330.03 |
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| Danaher Corporation (DHR) | 0.1 | $389k | +12% | 1.7k | 228.93 |
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| Pfizer (PFE) | 0.1 | $385k | -30% | 16k | 24.90 |
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| Ge Aerospace Com New (GE) | 0.1 | $380k | 1.2k | 307.96 |
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| Altria (MO) | 0.1 | $379k | 6.6k | 57.66 |
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| Visa Com Cl A (V) | 0.1 | $377k | -17% | 1.1k | 350.65 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $366k | NEW | 4.3k | 84.64 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $366k | 630.00 | 580.71 |
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| Palo Alto Networks (PANW) | 0.0 | $364k | 2.0k | 184.20 |
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| Cummins (CMI) | 0.0 | $359k | 703.00 | 510.62 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.0 | $358k | NEW | 11k | 33.30 |
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| Citigroup Com New (C) | 0.0 | $354k | 3.0k | 116.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $329k | +7% | 5.3k | 62.47 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $328k | 1.9k | 177.37 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $326k | 2.0k | 162.04 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $322k | 1.2k | 279.04 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $319k | -18% | 18k | 17.67 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $318k | 7.3k | 43.43 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $312k | 2.5k | 126.60 |
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| Medtronic SHS (MDT) | 0.0 | $299k | -4% | 3.1k | 96.05 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $293k | -6% | 9.8k | 29.89 |
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| Pentair SHS (PNR) | 0.0 | $290k | -7% | 2.8k | 104.13 |
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| Stryker Corporation (SYK) | 0.0 | $288k | -7% | 821.00 | 351.28 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $285k | 8.4k | 33.81 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $275k | 2.4k | 113.92 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $271k | 3.1k | 88.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $268k | NEW | 566.00 | 473.30 |
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| Casey's General Stores (CASY) | 0.0 | $265k | -6% | 479.00 | 552.19 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $263k | +2% | 1.4k | 183.39 |
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| Arista Networks Com Shs (ANET) | 0.0 | $261k | -13% | 2.0k | 131.04 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $260k | 3.5k | 74.17 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $256k | 918.00 | 279.06 |
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| Zoom Communications Cl A (ZM) | 0.0 | $254k | NEW | 2.9k | 86.29 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $253k | 3.1k | 80.63 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $252k | 1.0k | 250.81 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $249k | -7% | 437.00 | 570.26 |
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| Nextera Energy (NEE) | 0.0 | $244k | -38% | 3.0k | 80.29 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $239k | -34% | 1.5k | 161.02 |
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| Cintas Corporation (CTAS) | 0.0 | $239k | -19% | 1.3k | 188.12 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $232k | 1.0k | 224.66 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $229k | 4.5k | 50.58 |
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| Mongodb Cl A (MDB) | 0.0 | $226k | NEW | 538.00 | 419.69 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $225k | 928.00 | 242.76 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $222k | 2.0k | 113.10 |
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| Ishares Tr Ibonds Dec 2035 (IBCA) | 0.0 | $221k | NEW | 8.5k | 25.94 |
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| Associated Banc- (ASB) | 0.0 | $218k | 8.5k | 25.76 |
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| Uber Technologies (UBER) | 0.0 | $217k | 2.7k | 81.71 |
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| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.0 | $217k | 4.5k | 47.83 |
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| Micron Technology (MU) | 0.0 | $214k | NEW | 749.00 | 285.44 |
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| Fidelity National Information Services (FIS) | 0.0 | $212k | -8% | 3.2k | 66.46 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $204k | -57% | 761.00 | 268.20 |
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| Citizens Financial (CFG) | 0.0 | $203k | NEW | 3.5k | 58.41 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $200k | -58% | 899.00 | 222.66 |
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Past Filings by McGlone Suttner Wealth Management
SEC 13F filings are viewable for McGlone Suttner Wealth Management going back to 2022
- McGlone Suttner Wealth Management 2025 Q4 filed Jan. 15, 2026
- McGlone Suttner Wealth Management 2025 Q3 filed Oct. 20, 2025
- McGlone Suttner Wealth Management 2025 Q2 filed July 14, 2025
- McGlone Suttner Wealth Management 2025 Q1 filed April 29, 2025
- McGlone Suttner Wealth Management 2024 Q4 filed Jan. 21, 2025
- McGlone Suttner Wealth Management 2024 Q3 filed Oct. 10, 2024
- McGlone Suttner Wealth Management 2024 Q2 filed July 18, 2024
- McGlone Suttner Wealth Management 2024 Q1 filed April 18, 2024
- McGlone Suttner Wealth Management 2023 Q4 filed Jan. 18, 2024
- McGlone Suttner Wealth Management 2023 Q3 filed Oct. 19, 2023
- McGlone Suttner Wealth Management 2023 Q2 filed July 25, 2023
- McGlone Suttner Wealth Management 2023 Q1 filed April 20, 2023
- McGlone Suttner Wealth Management 2022 Q4 filed Feb. 9, 2023