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, SCHX, AVUS, FBND, and represent 50.51% of McGlone Suttner Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAC, IUSV, AVUS, FBND, CGCP, AAPL, META, FHLC, SCHX, FERG.
- Started 7 new stock positions in LEU, FERG, AMD, HOOD, AWK, Blackrock Etf Trust, PNR.
- Reduced shares in these 10 stocks: , JCI, , PLTR, PHM, SPOT, SPYV, SNPS, , .
- Sold out of its positions in AMP, FTNT, HBAN, IXUS, PHM, MMM, JCI.
- McGlone Suttner Wealth Management was a net buyer of stock by $10M.
- McGlone Suttner Wealth Management has $715M in assets under management (AUM), dropping by 7.90%.
- Central Index Key (CIK): 0001964819
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Portfolio Holdings for McGlone Suttner Wealth Management
McGlone Suttner Wealth Management holds 191 positions in its portfolio as reported in the September 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) | 20.0 | $143M | 3.7M | 38.57 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 8.7 | $63M | 625k | 99.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.7 | $55M | 2.1M | 26.34 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 7.7 | $55M | 504k | 108.70 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.4 | $46M | +2% | 986k | 46.24 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.7 | $33M | 725k | 46.12 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 4.2 | $30M | +2% | 1.3M | 22.72 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.9 | $21M | 710k | 29.62 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 2.6 | $19M | +3% | 279k | 66.87 |
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| Ishares Core Msci Emkt (IEMG) | 2.0 | $14M | 215k | 65.92 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.9 | $14M | 203k | 68.46 |
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| Ishares Tr Investment Grade (IGEB) | 1.8 | $13M | 278k | 46.05 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $12M | +2% | 117k | 100.25 |
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| Microsoft Corporation (MSFT) | 1.2 | $8.3M | 16k | 517.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $6.8M | 31k | 215.79 |
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| Apple (AAPL) | 0.9 | $6.7M | +11% | 26k | 254.63 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.9 | $6.5M | +2% | 117k | 55.71 |
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| NVIDIA Corporation (NVDA) | 0.9 | $6.2M | 33k | 186.58 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $5.6M | 40k | 140.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $5.4M | +4% | 22k | 243.10 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $3.8M | 58k | 65.26 |
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| Meta Platforms Cl A (META) | 0.5 | $3.6M | +19% | 5.0k | 734.37 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.4M | +2% | 11k | 315.43 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.4 | $3.2M | +2% | 130k | 24.30 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.4 | $3.1M | 123k | 25.19 |
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| Amazon (AMZN) | 0.4 | $2.7M | 12k | 219.57 |
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| Abbvie (ABBV) | 0.4 | $2.7M | 12k | 231.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.6M | 7.9k | 328.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.5M | 21k | 118.83 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.3M | 3.5k | 669.26 |
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| Broadcom (AVGO) | 0.3 | $2.3M | -3% | 7.0k | 329.93 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.3M | 22k | 103.06 |
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| Procter & Gamble Company (PG) | 0.3 | $2.3M | 15k | 153.65 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.3M | 16k | 145.65 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $2.2M | +2% | 86k | 26.23 |
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| Tesla Motors (TSLA) | 0.3 | $2.2M | 5.0k | 444.74 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $2.0M | +2% | 83k | 24.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $2.0M | 17k | 120.72 |
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| Caterpillar (CAT) | 0.3 | $2.0M | 4.1k | 477.15 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.9M | +2% | 10k | 185.43 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.3 | $1.9M | 14k | 140.05 |
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| Home Depot (HD) | 0.3 | $1.9M | 4.7k | 405.16 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.3 | $1.9M | +3% | 69k | 27.29 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.8M | 16k | 112.75 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $1.8M | +3% | 70k | 25.52 |
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| Cisco Systems (CSCO) | 0.2 | $1.7M | +2% | 25k | 68.42 |
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| Fidelity Covington Trust Fidelity Fund Lr (FFLG) | 0.2 | $1.7M | 56k | 29.48 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.7M | 7.9k | 208.70 |
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| MetLife (MET) | 0.2 | $1.6M | +3% | 20k | 82.37 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $1.6M | +5% | 30k | 53.66 |
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| Bank of America Corporation (BAC) | 0.2 | $1.5M | 29k | 51.59 |
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| Applied Materials (AMAT) | 0.2 | $1.4M | 7.0k | 204.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | 2.7k | 502.74 |
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| McDonald's Corporation (MCD) | 0.2 | $1.4M | +2% | 4.5k | 303.88 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $1.3M | 64k | 21.22 |
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| Wec Energy Group (WEC) | 0.2 | $1.3M | 11k | 114.59 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.3M | 26k | 50.07 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.2M | +2% | 1.6k | 758.01 |
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| Merck & Co (MRK) | 0.2 | $1.2M | +2% | 15k | 83.93 |
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| ConocoPhillips (COP) | 0.2 | $1.2M | +2% | 13k | 94.59 |
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| Blackrock (BLK) | 0.2 | $1.2M | +2% | 1.0k | 1165.44 |
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| Abbott Laboratories (ABT) | 0.2 | $1.2M | 8.9k | 133.94 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $1.2M | +2% | 46k | 25.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.2M | 43k | 27.30 |
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| Coca-Cola Company (KO) | 0.2 | $1.2M | 17k | 66.32 |
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| General Dynamics Corporation (GD) | 0.2 | $1.1M | +4% | 3.3k | 341.02 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.1M | +2% | 13k | 83.82 |
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| Pepsi (PEP) | 0.2 | $1.1M | +6% | 7.9k | 140.43 |
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| Netflix (NFLX) | 0.2 | $1.1M | -8% | 907.00 | 1198.38 |
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| Philip Morris International (PM) | 0.2 | $1.1M | +3% | 6.7k | 162.20 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | -24% | 5.5k | 182.42 |
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| International Business Machines (IBM) | 0.1 | $1.0M | 3.6k | 282.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $991k | 11k | 87.31 |
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| Emcor (EME) | 0.1 | $973k | 1.5k | 649.65 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $972k | +5% | 41k | 23.47 |
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| American Express Company (AXP) | 0.1 | $967k | 2.9k | 332.19 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $924k | 4.5k | 206.52 |
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| Prudential Financial (PRU) | 0.1 | $913k | +4% | 8.8k | 103.73 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $887k | -7% | 8.1k | 108.96 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $881k | 8.4k | 104.51 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $878k | 3.4k | 259.60 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $867k | 9.9k | 87.21 |
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| Chevron Corporation (CVX) | 0.1 | $858k | 5.5k | 155.29 |
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| Southern Company (SO) | 0.1 | $817k | -12% | 8.6k | 94.77 |
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| Verizon Communications (VZ) | 0.1 | $811k | +3% | 18k | 43.95 |
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| Oracle Corporation (ORCL) | 0.1 | $800k | 2.8k | 281.20 |
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| Eli Lilly & Co. (LLY) | 0.1 | $792k | 1.0k | 762.78 |
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| CSX Corporation (CSX) | 0.1 | $786k | 22k | 35.51 |
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| Qualcomm (QCOM) | 0.1 | $771k | -13% | 4.6k | 166.38 |
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| Us Bancorp Del Com New (USB) | 0.1 | $770k | +4% | 16k | 48.33 |
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| Wp Carey (WPC) | 0.1 | $742k | +3% | 11k | 67.57 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $741k | -22% | 13k | 55.33 |
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| At&t (T) | 0.1 | $731k | +2% | 26k | 28.24 |
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| Hartford Financial Services (HIG) | 0.1 | $705k | -7% | 5.3k | 133.39 |
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| American Electric Power Company (AEP) | 0.1 | $672k | 6.0k | 112.50 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $670k | +7% | 30k | 22.15 |
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| salesforce (CRM) | 0.1 | $660k | -5% | 2.8k | 237.02 |
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| Kinder Morgan (KMI) | 0.1 | $648k | +3% | 23k | 28.31 |
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| Prologis (PLD) | 0.1 | $623k | +2% | 5.4k | 114.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $597k | 896.00 | 666.16 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $593k | 10k | 58.21 |
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| Bank First National Corporation (BFC) | 0.1 | $591k | 4.9k | 121.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $588k | 3.1k | 189.69 |
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| UnitedHealth (UNH) | 0.1 | $585k | +35% | 1.7k | 345.33 |
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| Oshkosh Corporation (OSK) | 0.1 | $579k | 4.5k | 129.71 |
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| PNC Financial Services (PNC) | 0.1 | $577k | +3% | 2.9k | 200.92 |
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| Public Service Enterprise (PEG) | 0.1 | $566k | +4% | 6.8k | 83.46 |
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| Pfizer (PFE) | 0.1 | $565k | +4% | 22k | 25.48 |
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| Republic Services (RSG) | 0.1 | $554k | 2.4k | 229.46 |
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| Nicolet Bankshares (NIC) | 0.1 | $551k | 4.1k | 134.49 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $549k | 1.8k | 309.72 |
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| Costco Wholesale Corporation (COST) | 0.1 | $547k | -3% | 591.00 | 925.89 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.1 | $542k | 11k | 50.66 |
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| Gilead Sciences (GILD) | 0.1 | $520k | +5% | 4.7k | 111.01 |
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| Norfolk Southern (NSC) | 0.1 | $515k | +5% | 1.7k | 300.46 |
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| Cadence Design Systems (CDNS) | 0.1 | $515k | 1.5k | 351.26 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $509k | 4.1k | 124.34 |
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| Amphenol Corp Cl A (APH) | 0.1 | $505k | +33% | 4.1k | 123.76 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $501k | 2.7k | 186.47 |
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| TJX Companies (TJX) | 0.1 | $500k | 3.5k | 144.53 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $486k | NEW | 2.2k | 224.59 |
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| Metropcs Communications (TMUS) | 0.1 | $483k | 2.0k | 239.43 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $482k | +3% | 966.00 | 499.25 |
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| L3harris Technologies (LHX) | 0.1 | $475k | +4% | 1.6k | 305.49 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $460k | 17k | 27.75 |
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| Cardinal Health (CAH) | 0.1 | $451k | 2.9k | 156.94 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.1 | $447k | 17k | 26.47 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $445k | 1.8k | 246.55 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $443k | -34% | 635.00 | 698.00 |
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| Visa Com Cl A (V) | 0.1 | $442k | 1.3k | 341.37 |
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| Altria (MO) | 0.1 | $441k | +4% | 6.7k | 66.06 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $430k | 897.00 | 479.67 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $421k | 3.8k | 110.58 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $421k | 5.9k | 71.37 |
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| Illinois Tool Works (ITW) | 0.1 | $415k | 1.6k | 260.70 |
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| Palo Alto Networks (PANW) | 0.1 | $407k | 2.0k | 203.62 |
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| Fifth Third Ban (FITB) | 0.1 | $390k | 8.8k | 44.55 |
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| Moody's Corporation (MCO) | 0.1 | $387k | 811.00 | 476.65 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $376k | -6% | 22k | 17.01 |
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| Nextera Energy (NEE) | 0.1 | $372k | -31% | 4.9k | 75.49 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $371k | 1.1k | 323.72 |
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| Ge Aerospace Com New (GE) | 0.1 | $370k | 1.2k | 300.89 |
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| Blackrock Etf Trust Ishares Intl Eq | 0.0 | $357k | NEW | 4.3k | 82.58 |
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| Crown Castle Intl (CCI) | 0.0 | $354k | +6% | 3.7k | 96.49 |
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| Synopsys (SNPS) | 0.0 | $348k | -37% | 706.00 | 493.39 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $337k | 2.3k | 148.61 |
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| Arista Networks Com Shs (ANET) | 0.0 | $335k | 2.3k | 145.72 |
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| Pentair SHS (PNR) | 0.0 | $333k | NEW | 3.0k | 110.74 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $328k | +2% | 10k | 31.42 |
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| Stryker Corporation (SYK) | 0.0 | $327k | 883.00 | 369.72 |
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| Cintas Corporation (CTAS) | 0.0 | $325k | 1.6k | 205.27 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $322k | 1.8k | 174.55 |
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| Goldman Sachs (GS) | 0.0 | $317k | 398.00 | 797.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $316k | 1.3k | 243.53 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $311k | 7.3k | 42.47 |
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| Medtronic SHS (MDT) | 0.0 | $309k | 3.2k | 95.25 |
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| Citigroup Com New (C) | 0.0 | $308k | 3.0k | 101.51 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $305k | 2.0k | 150.85 |
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| Advanced Micro Devices (AMD) | 0.0 | $304k | NEW | 1.9k | 161.77 |
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| Danaher Corporation (DHR) | 0.0 | $300k | +33% | 1.5k | 198.24 |
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| Zscaler Incorporated (ZS) | 0.0 | $300k | 1.0k | 299.66 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $298k | 2.4k | 122.43 |
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| Cummins (CMI) | 0.0 | $296k | 701.00 | 422.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $295k | 4.9k | 59.92 |
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| Casey's General Stores (CASY) | 0.0 | $289k | 511.00 | 565.61 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $288k | NEW | 928.00 | 310.07 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $287k | 998.00 | 287.04 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $286k | 1.6k | 183.72 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.0 | $283k | 8.3k | 33.89 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $281k | NEW | 2.0k | 143.18 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $280k | 3.1k | 91.41 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $274k | 2.4k | 113.89 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $270k | 917.00 | 293.88 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $269k | 472.00 | 569.03 |
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| Uber Technologies (UBER) | 0.0 | $262k | 2.7k | 97.97 |
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| Deere & Company (DE) | 0.0 | $260k | 568.00 | 457.21 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $255k | 3.1k | 81.19 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $254k | 3.5k | 72.44 |
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| Becton, Dickinson and (BDX) | 0.0 | $249k | 1.3k | 187.19 |
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| Pure Storage Cl A (PSTG) | 0.0 | $247k | -28% | 2.9k | 83.81 |
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| American Water Works (AWK) | 0.0 | $236k | NEW | 1.7k | 139.19 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $235k | 1.4k | 167.32 |
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| Kellogg Company (K) | 0.0 | $235k | 2.9k | 82.02 |
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| Fidelity National Information Services (FIS) | 0.0 | $230k | 3.5k | 65.95 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $230k | -5% | 1.0k | 222.16 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $230k | 4.5k | 50.75 |
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| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.0 | $218k | 4.5k | 48.00 |
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| Associated Banc- (ASB) | 0.0 | $218k | 8.5k | 25.71 |
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| Cigna Corp (CI) | 0.0 | $217k | 753.00 | 288.42 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $213k | 1.1k | 201.55 |
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| Automatic Data Processing (ADP) | 0.0 | $200k | 682.00 | 293.66 |
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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 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