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 49.52% of McGlone Suttner Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Exxon Mobil Corp, FBND, CGCP, IUSV, FENI, AMD, DFAC, VCIT, AGG, NVDA.
- Started 15 new stock positions in INTU, SHOP, FAAA, HOOD, ANET, TWLO, BE, PSX, CTAS, IWM. P, Exxon Mobil Corp, F, IBCB, AMGN.
- Reduced shares in these 10 stocks: , , META, DELL, AMZN, AAPL, FHLC, GLW, KLIC, SYK.
- Sold out of its positions in OSG, BALL, CI, GLW, XOM, GS, KLIC, PLXS, PHM, SPCX. SYK.
- McGlone Suttner Wealth Management was a net buyer of stock by $14M.
- McGlone Suttner Wealth Management has $861M in assets under management (AUM), dropping by 1.01%.
- Central Index Key (CIK): 0001964819
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Portfolio Holdings for McGlone Suttner Wealth Management
McGlone Suttner Wealth Management holds 200 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 19.8 | $171M | 3.8M | 44.45 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 8.6 | $74M | 673k | 110.28 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 7.9 | $68M | 533k | 128.09 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.4 | $63M | 2.1M | 30.00 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.8 | $50M | +3% | 1.2M | 43.30 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.6 | $39M | 704k | 55.86 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 3.8 | $33M | +4% | 1.6M | 21.17 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 2.8 | $24M | 703k | 34.29 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 2.5 | $21M | +4% | 534k | 39.91 |
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| Ishares Core Msci Emkt (IEMG) | 2.2 | $19M | 235k | 81.16 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.1 | $18M | 230k | 77.42 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $15M | +5% | 188k | 78.31 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 1.6 | $14M | +3% | 314k | 45.09 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $14M | +4% | 147k | 94.54 |
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| Apple (AAPL) | 1.1 | $9.4M | -3% | 28k | 333.02 |
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| Microsoft Corporation (MSFT) | 0.9 | $8.1M | -2% | 16k | 512.90 |
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| NVIDIA Corporation (NVDA) | 0.9 | $7.9M | +7% | 35k | 228.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.3M | 21k | 344.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $7.2M | 31k | 233.31 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.8 | $6.8M | 112k | 60.73 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $6.1M | 40k | 155.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $4.2M | +2% | 59k | 71.95 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.5 | $4.1M | 170k | 24.24 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.5 | $4.1M | -7% | 50k | 81.70 |
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| Applied Materials (AMAT) | 0.4 | $3.6M | 7.0k | 511.41 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.5M | 11k | 330.84 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.4 | $3.3M | 8.8k | 374.23 |
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| Abbvie (ABBV) | 0.4 | $3.2M | 12k | 261.58 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $3.2M | +15% | 132k | 24.12 |
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| Exxonmobil Holdings Corp Com Shs | 0.3 | $3.0M | NEW | 18k | 162.75 |
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| Meta Platforms Cl A (META) | 0.3 | $3.0M | -11% | 4.1k | 725.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.9M | 21k | 136.04 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.9M | -2% | 11k | 264.75 |
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| Broadcom (AVGO) | 0.3 | $2.9M | 8.2k | 351.17 |
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| Caterpillar (CAT) | 0.3 | $2.8M | 3.5k | 810.80 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $2.7M | +16% | 110k | 24.96 |
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| Amazon (AMZN) | 0.3 | $2.7M | -11% | 11k | 249.15 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.6M | 25k | 103.92 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.6M | 16k | 166.28 |
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| Cisco Systems (CSCO) | 0.3 | $2.5M | 24k | 107.63 |
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| Advanced Micro Devices (AMD) | 0.3 | $2.5M | +48% | 4.1k | 611.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.4M | -2% | 3.2k | 765.85 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $2.2M | 16k | 142.26 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $2.2M | 92k | 24.48 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.2M | 8.9k | 247.93 |
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| Merck & Co (MRK) | 0.3 | $2.2M | +9% | 15k | 145.31 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $2.2M | +31% | 95k | 22.69 |
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.2 | $2.1M | 82k | 25.94 |
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| MetLife (MET) | 0.2 | $2.1M | 22k | 94.16 |
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| Procter & Gamble Company (PG) | 0.2 | $2.1M | +5% | 14k | 145.28 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $2.0M | 14k | 146.48 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $1.9M | 31k | 63.21 |
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| Micron Technology (MU) | 0.2 | $1.9M | +8% | 1.8k | 1064.96 |
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| Fidelity Covington Trust Fidelity Fund Lr (FFLG) | 0.2 | $1.9M | 56k | 34.05 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.9M | 2.0k | 955.55 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.2 | $1.9M | +3% | 8.1k | 231.02 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | 4.9k | 354.80 |
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| Bank of America Corporation (BAC) | 0.2 | $1.7M | 32k | 54.43 |
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| Coca-Cola Company (KO) | 0.2 | $1.7M | 19k | 86.08 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $1.6M | 80k | 20.06 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.6M | 33k | 47.36 |
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| Philip Morris International (PM) | 0.2 | $1.5M | +2% | 8.0k | 190.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.5M | 47k | 32.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | +5% | 3.0k | 497.90 |
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| General Dynamics Corporation (GD) | 0.2 | $1.5M | +8% | 4.5k | 331.83 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $1.5M | 10k | 144.63 |
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| CSX Corporation (CSX) | 0.2 | $1.4M | +2% | 31k | 46.51 |
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| Home Depot (HD) | 0.2 | $1.4M | +2% | 4.8k | 284.51 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | 1.1k | 1157.56 |
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| ConocoPhillips (COP) | 0.1 | $1.3M | +8% | 10k | 125.15 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $1.3M | +6% | 53k | 24.07 |
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| Blackrock (BLK) | 0.1 | $1.3M | 1.2k | 1058.24 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.2M | +10% | 59k | 21.14 |
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| Prudential Financial (PRU) | 0.1 | $1.2M | 11k | 113.58 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 15k | 80.05 |
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| Wec Energy Group (WEC) | 0.1 | $1.2M | 12k | 100.78 |
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| Emcor (EME) | 0.1 | $1.1M | 1.5k | 754.69 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.1M | 2.5k | 431.67 |
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| Us Bancorp Com New (USB) | 0.1 | $1.1M | 19k | 57.76 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | +6% | 5.8k | 184.03 |
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| Dell Technologies CL C (DELL) | 0.1 | $1.0M | -25% | 1.9k | 537.83 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.0M | 4.5k | 228.29 |
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| International Business Machines (IBM) | 0.1 | $1.0M | +6% | 4.6k | 219.95 |
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| McDonald's Corporation (MCD) | 0.1 | $999k | -4% | 4.3k | 230.95 |
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| Pepsi (PEP) | 0.1 | $994k | 7.8k | 126.71 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $993k | +4% | 5.3k | 187.05 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $976k | 10k | 96.88 |
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| Verizon Communications (VZ) | 0.1 | $960k | +2% | 21k | 45.87 |
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| Prologis (PLD) | 0.1 | $942k | 7.3k | 129.83 |
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| Kinder Morgan (KMI) | 0.1 | $920k | -2% | 31k | 30.15 |
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| Chevron Corporation (CVX) | 0.1 | $891k | +14% | 4.4k | 204.19 |
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| Wp Carey (WPC) | 0.1 | $841k | 13k | 64.63 |
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| Southern Company (SO) | 0.1 | $823k | 9.9k | 82.89 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $823k | 6.7k | 123.07 |
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| Abbott Laboratories (ABT) | 0.1 | $822k | 8.3k | 98.83 |
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| American Express Company (AXP) | 0.1 | $817k | 2.7k | 304.09 |
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| Palo Alto Networks (PANW) | 0.1 | $792k | 2.0k | 397.31 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $785k | 20k | 39.44 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $785k | +71% | 2.4k | 328.52 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $760k | +21% | 8.4k | 90.11 |
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| At&t (T) | 0.1 | $747k | -5% | 31k | 24.40 |
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| American Electric Power Company (AEP) | 0.1 | $743k | 6.3k | 118.64 |
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| Bank First National Corporation (BFC) | 0.1 | $725k | 4.9k | 148.81 |
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| Cardinal Health (CAH) | 0.1 | $712k | 3.2k | 222.48 |
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| Intel Corporation (INTC) | 0.1 | $705k | 5.9k | 120.24 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $691k | 906.00 | 762.35 |
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| Amphenol Corp Cl A (APH) | 0.1 | $690k | +99% | 8.2k | 84.30 |
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| Gilead Sciences (GILD) | 0.1 | $688k | 4.6k | 149.06 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $682k | 2.2k | 316.03 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $677k | 10k | 66.44 |
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| Nicolet Bankshares (NIC) | 0.1 | $673k | 4.1k | 163.00 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $658k | 11k | 61.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $646k | 3.1k | 208.01 |
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| salesforce (CRM) | 0.1 | $619k | 2.7k | 229.53 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $617k | +22% | 24k | 26.23 |
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| Hartford Financial Services (HIG) | 0.1 | $591k | 4.8k | 122.36 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $586k | 2.7k | 216.06 |
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| Altria (MO) | 0.1 | $585k | +2% | 8.7k | 67.34 |
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| Oshkosh Corporation (OSK) | 0.1 | $579k | 4.5k | 128.83 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $579k | +3% | 1.1k | 509.36 |
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| Public Service Enterprise (PEG) | 0.1 | $557k | 8.3k | 67.34 |
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| Costco Wholesale Corporation (COST) | 0.1 | $556k | 611.00 | 910.35 |
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| Pfizer (PFE) | 0.1 | $556k | +3% | 20k | 28.52 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $546k | 6.6k | 82.97 |
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| Oracle Corporation (ORCL) | 0.1 | $531k | +31% | 3.9k | 137.29 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.1 | $508k | 11k | 47.19 |
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| Republic Services (RSG) | 0.1 | $501k | 2.4k | 209.84 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.1 | $495k | 20k | 24.63 |
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| UnitedHealth (UNH) | 0.1 | $491k | +3% | 1.3k | 366.95 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $488k | 3.8k | 128.09 |
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| PNC Financial Services (PNC) | 0.1 | $479k | +2% | 2.2k | 222.26 |
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| L3harris Technologies (LHX) | 0.1 | $476k | 2.0k | 236.83 |
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| Cadence Design Systems (CDNS) | 0.1 | $476k | +20% | 1.4k | 330.19 |
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| Fifth Third Ban (FITB) | 0.1 | $467k | 9.2k | 50.58 |
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| TJX Companies (TJX) | 0.1 | $459k | 3.5k | 132.31 |
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| Ishares Tr Invt Grad Sy Etf (IGEB) | 0.1 | $445k | -20% | 10k | 42.79 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.1 | $440k | -7% | 9.0k | 48.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $434k | 1.3k | 340.67 |
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| Netflix (NFLX) | 0.0 | $426k | +25% | 6.1k | 69.58 |
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| Danaher Corporation (DHR) | 0.0 | $419k | 1.9k | 221.53 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $419k | 4.4k | 95.00 |
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| Illinois Tool Works (ITW) | 0.0 | $410k | 1.6k | 257.22 |
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| Visa Com Cl A (V) | 0.0 | $410k | 1.1k | 359.40 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $407k | 1.8k | 228.15 |
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| Ge Aerospace Com New (GE) | 0.0 | $402k | 1.3k | 312.18 |
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| Delta Air Lines Com New (DAL) | 0.0 | $401k | 4.8k | 83.47 |
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| Citigroup Com New (C) | 0.0 | $399k | 3.1k | 129.48 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $396k | +6% | 5.6k | 70.60 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $376k | 2.6k | 144.09 |
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| Moody's Corporation (MCO) | 0.0 | $374k | 823.00 | 454.21 |
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| Cummins (CMI) | 0.0 | $369k | 715.00 | 516.63 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $364k | 3.7k | 97.43 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $364k | +3% | 1.3k | 279.98 |
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| Crown Castle Intl (CCI) | 0.0 | $345k | 5.2k | 66.65 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $345k | 7.3k | 47.17 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $330k | +6% | 1.1k | 299.94 |
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| Metropcs Communications (TMUS) | 0.0 | $324k | 2.0k | 163.06 |
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| Everpure Cl A (P) | 0.0 | $322k | NEW | 2.5k | 130.78 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $319k | 17k | 18.55 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $313k | +20% | 568.00 | 551.20 |
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| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 0.0 | $313k | 1.6k | 195.48 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $310k | 1.0k | 308.03 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $303k | 1.1k | 265.81 |
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| Ishares Tr Ibonds Dec 2036 (IBCB) | 0.0 | $292k | NEW | 12k | 23.63 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $291k | 3.5k | 83.02 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $290k | 2.4k | 119.85 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.0 | $285k | 6.0k | 47.43 |
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| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.0 | $285k | +40% | 6.4k | 44.64 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $278k | +6% | 396.00 | 701.74 |
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| Medtronic SHS (MDT) | 0.0 | $276k | 3.2k | 86.29 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $274k | +2% | 1.5k | 185.68 |
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| Citizens Financial (CFG) | 0.0 | $273k | +3% | 4.3k | 63.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $267k | 3.0k | 89.63 |
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| Zoom Communications Cl A (ZM) | 0.0 | $258k | -2% | 2.8k | 90.77 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $254k | 12k | 21.76 |
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| Nvent Elec SHS (NVT) | 0.0 | $245k | 1.5k | 160.33 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $242k | 3.1k | 77.21 |
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| Nextera Energy (NEE) | 0.0 | $240k | +3% | 3.2k | 75.73 |
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| Howmet Aerospace (HWM) | 0.0 | $238k | 1.1k | 226.20 |
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| Associated Banc- (ASB) | 0.0 | $235k | 8.2k | 28.65 |
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| Arista Networks Com Shs (ANET) | 0.0 | $233k | NEW | 1.1k | 203.61 |
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| Intuit (INTU) | 0.0 | $224k | NEW | 813.00 | 275.81 |
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| Twilio Cl A (TWLO) | 0.0 | $223k | NEW | 763.00 | 292.46 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $223k | NEW | 2.0k | 112.50 |
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| Phillips 66 (PSX) | 0.0 | $223k | NEW | 872.00 | 255.31 |
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| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.0 | $223k | 762.00 | 292.06 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $221k | +4% | 993.00 | 222.66 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $220k | NEW | 1.5k | 148.35 |
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| Hershey Company (HSY) | 0.0 | $219k | -4% | 1.4k | 157.60 |
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| Morgan Stanley Com New (MS) | 0.0 | $218k | +5% | 1.2k | 188.10 |
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| Amgen (AMGN) | 0.0 | $217k | NEW | 515.00 | 421.15 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $216k | NEW | 779.00 | 276.98 |
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| Cintas Corporation (CTAS) | 0.0 | $215k | NEW | 1.1k | 195.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $215k | NEW | 772.00 | 277.99 |
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| Marriott Intl Cl A (MAR) | 0.0 | $214k | 601.00 | 355.83 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $213k | -2% | 880.00 | 241.44 |
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| Ford Motor Company (F) | 0.0 | $211k | NEW | 18k | 12.06 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $209k | 1.5k | 137.68 |
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| Fidelity Merrimack Str Tr Aaa Clo Etf (FAAA) | 0.0 | $201k | NEW | 4.0k | 50.26 |
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| Vestis Corporation Com Shs (VSTS) | 0.0 | $151k | 11k | 13.36 |
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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 2026 Q3 filed Oct. 13, 2026
- McGlone Suttner Wealth Management 2026 Q2 filed July 21, 2026
- McGlone Suttner Wealth Management 2026 Q1 filed April 21, 2026
- 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