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 49.58% of McGlone Suttner Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FENI (+$16M), VCIT (+$13M), FELG (+$9.7M), FBND, DFAC, CGCP, IUSV, AGG, AVUS, DFAS.
- Started 13 new stock positions in FELG, DAL, HWM, VSTS, GLW, LRCX, VCIT, INTC, IJJ, HSY. FENI, CI, VOO.
- Reduced shares in these 10 stocks: FHLC (-$15M), IGEB (-$12M), DFIV, IWV, CGXU, SCHX, NSC, PNR, , ANET.
- Sold out of its positions in ANET, LEU, FIS, ICSH, IBCA, MDB, NSC, HOOD, SPIB, SHOP. UBER, VOT, ACN, PNR.
- McGlone Suttner Wealth Management was a net buyer of stock by $20M.
- McGlone Suttner Wealth Management has $755M in assets under management (AUM), dropping by 1.58%.
- Central Index Key (CIK): 0001964819
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Portfolio Holdings for McGlone Suttner Wealth Management
McGlone Suttner Wealth Management holds 189 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 19.5 | $147M | 3.8M | 38.86 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 8.8 | $67M | 653k | 102.25 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 7.7 | $58M | 522k | 111.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.1 | $54M | 2.1M | 25.64 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.5 | $49M | +4% | 1.1M | 45.62 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.9 | $37M | -3% | 704k | 52.78 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 4.2 | $32M | +3% | 1.4M | 22.34 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.8 | $21M | -3% | 707k | 29.49 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 2.1 | $16M | NEW | 436k | 37.20 |
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| Ishares Core Msci Emkt (IEMG) | 2.1 | $16M | +4% | 231k | 69.75 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.1 | $16M | +4% | 219k | 71.13 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $13M | +6% | 131k | 99.27 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $13M | NEW | 154k | 82.75 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 1.3 | $9.7M | NEW | 258k | 37.49 |
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| Apple (AAPL) | 0.9 | $6.8M | +6% | 27k | 253.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $6.7M | 31k | 215.06 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.8 | $6.2M | 111k | 55.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.1M | 21k | 287.55 |
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| Microsoft Corporation (MSFT) | 0.8 | $6.0M | +5% | 16k | 370.17 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $5.8M | 39k | 148.10 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.5M | +2% | 32k | 174.40 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.7 | $5.1M | -74% | 73k | 70.36 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.5 | $4.1M | +4% | 169k | 24.24 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $3.9M | 58k | 67.53 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.0M | -2% | 10k | 294.16 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.0M | +3% | 18k | 169.66 |
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| Caterpillar (CAT) | 0.4 | $2.9M | -5% | 4.1k | 708.44 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.9M | +2% | 23k | 124.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.8M | 8.8k | 320.81 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.7M | +2% | 11k | 244.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.7M | -7% | 21k | 124.31 |
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| Meta Platforms Cl A (META) | 0.3 | $2.6M | -3% | 4.6k | 572.17 |
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| Abbvie (ABBV) | 0.3 | $2.6M | +2% | 12k | 217.49 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $2.5M | +7% | 104k | 24.24 |
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| Amazon (AMZN) | 0.3 | $2.5M | +4% | 12k | 208.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.4M | 3.7k | 653.28 |
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| Applied Materials (AMAT) | 0.3 | $2.3M | +3% | 6.9k | 341.78 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $2.3M | +2% | 89k | 25.85 |
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| Broadcom (AVGO) | 0.3 | $2.3M | +2% | 7.4k | 309.49 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $2.2M | +10% | 88k | 25.33 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.2M | 16k | 142.43 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.3 | $2.1M | +5% | 79k | 27.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.0M | -4% | 9.3k | 213.67 |
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| Cisco Systems (CSCO) | 0.3 | $2.0M | +2% | 26k | 77.59 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $2.0M | 14k | 145.94 |
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| Procter & Gamble Company (PG) | 0.3 | $1.9M | +2% | 13k | 144.44 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.9M | 17k | 113.11 |
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| Tesla Motors (TSLA) | 0.2 | $1.8M | 4.8k | 371.78 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.7M | 7.8k | 217.26 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.7M | +4% | 1.9k | 895.47 |
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| Merck & Co (MRK) | 0.2 | $1.6M | +3% | 13k | 120.29 |
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| Fidelity Covington Trust Fidelity Fund Lr (FFLG) | 0.2 | $1.6M | 56k | 27.81 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.5M | +12% | 31k | 49.89 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $1.5M | 31k | 50.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | +14% | 3.2k | 479.15 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $1.5M | +6% | 73k | 20.93 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.2 | $1.5M | +11% | 66k | 23.26 |
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| MetLife (MET) | 0.2 | $1.5M | +3% | 22k | 70.72 |
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| Bank of America Corporation (BAC) | 0.2 | $1.5M | +2% | 31k | 48.75 |
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| Home Depot (HD) | 0.2 | $1.5M | +3% | 4.6k | 328.88 |
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| Ishares Tr Investment Grade (IGEB) | 0.2 | $1.4M | -89% | 31k | 45.06 |
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| Coca-Cola Company (KO) | 0.2 | $1.4M | +2% | 19k | 76.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.4M | +4% | 46k | 30.68 |
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| McDonald's Corporation (MCD) | 0.2 | $1.4M | +3% | 4.4k | 310.79 |
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| General Dynamics Corporation (GD) | 0.2 | $1.3M | +5% | 3.9k | 343.19 |
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| Wec Energy Group (WEC) | 0.2 | $1.3M | 11k | 115.77 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $1.2M | +6% | 49k | 25.27 |
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| Philip Morris International (PM) | 0.2 | $1.2M | +4% | 7.5k | 165.35 |
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| Pepsi (PEP) | 0.2 | $1.2M | +3% | 7.7k | 155.29 |
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| ConocoPhillips (COP) | 0.2 | $1.2M | +12% | 9.0k | 131.99 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.2M | +3% | 15k | 79.61 |
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| CSX Corporation (CSX) | 0.1 | $1.1M | +18% | 27k | 41.05 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | +5% | 9.5k | 118.63 |
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| Blackrock (BLK) | 0.1 | $1.1M | +4% | 1.2k | 961.73 |
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| Emcor (EME) | 0.1 | $1.1M | -2% | 1.5k | 738.21 |
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| International Business Machines (IBM) | 0.1 | $1.0M | +16% | 4.3k | 242.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.0M | 11k | 90.53 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | -2% | 1.1k | 919.91 |
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| Prudential Financial (PRU) | 0.1 | $997k | +7% | 10k | 97.69 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $993k | +17% | 45k | 21.89 |
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| Verizon Communications (VZ) | 0.1 | $992k | +8% | 20k | 50.20 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $956k | -50% | 2.6k | 370.69 |
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| Kinder Morgan (KMI) | 0.1 | $952k | +21% | 28k | 33.53 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $944k | 4.5k | 211.16 |
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| Prologis (PLD) | 0.1 | $921k | +3% | 7.0k | 132.17 |
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| Us Bancorp Com New (USB) | 0.1 | $920k | +5% | 18k | 52.01 |
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| Southern Company (SO) | 0.1 | $915k | +4% | 9.5k | 96.52 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $913k | 20k | 45.89 |
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| At&t (T) | 0.1 | $903k | +14% | 31k | 28.99 |
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| Abbott Laboratories (ABT) | 0.1 | $841k | -8% | 8.2k | 102.66 |
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| Wp Carey (WPC) | 0.1 | $830k | +4% | 12k | 67.96 |
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| American Express Company (AXP) | 0.1 | $808k | 2.7k | 302.46 |
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| American Electric Power Company (AEP) | 0.1 | $806k | 6.1k | 131.09 |
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| Chevron Corporation (CVX) | 0.1 | $784k | +3% | 3.8k | 206.91 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $743k | 5.1k | 146.28 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $741k | -10% | 2.7k | 272.34 |
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| Qualcomm (QCOM) | 0.1 | $668k | +4% | 5.2k | 128.78 |
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| Cardinal Health (CAH) | 0.1 | $666k | 3.2k | 211.29 |
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| Hartford Financial Services (HIG) | 0.1 | $663k | -9% | 4.9k | 135.24 |
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| Nicolet Bankshares (NIC) | 0.1 | $663k | +8% | 4.5k | 148.62 |
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| Oshkosh Corporation (OSK) | 0.1 | $659k | 4.5k | 147.20 |
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| Bank First National Corporation (BFC) | 0.1 | $658k | 4.9k | 135.06 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $656k | -20% | 6.7k | 97.90 |
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| L3harris Technologies (LHX) | 0.1 | $649k | +5% | 1.9k | 345.16 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $636k | 10k | 62.45 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $628k | +5% | 1.0k | 604.45 |
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| Public Service Enterprise (PEG) | 0.1 | $623k | +6% | 7.7k | 80.95 |
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| Gilead Sciences (GILD) | 0.1 | $616k | -23% | 4.4k | 139.37 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $609k | -19% | 11k | 56.58 |
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| Costco Wholesale Corporation (COST) | 0.1 | $598k | +2% | 600.00 | 997.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $596k | 3.1k | 191.91 |
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| Netflix (NFLX) | 0.1 | $585k | 6.1k | 96.15 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $584k | 898.00 | 650.10 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $547k | 20k | 27.23 |
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| Altria (MO) | 0.1 | $545k | +25% | 8.3k | 65.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $544k | 2.8k | 196.18 |
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| TJX Companies (TJX) | 0.1 | $542k | -3% | 3.4k | 159.70 |
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| Deere & Company (DE) | 0.1 | $536k | +4% | 951.00 | 563.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $519k | -15% | 1.2k | 436.95 |
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| Republic Services (RSG) | 0.1 | $518k | 2.4k | 219.00 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.1 | $512k | +14% | 20k | 26.06 |
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| Advanced Micro Devices (AMD) | 0.1 | $510k | 2.5k | 203.41 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $503k | 2.0k | 250.53 |
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| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.1 | $497k | 9.9k | 50.27 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $495k | 6.6k | 75.10 |
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| salesforce (CRM) | 0.1 | $494k | 2.6k | 186.66 |
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| Amphenol Corp Cl A (APH) | 0.1 | $488k | 3.9k | 126.35 |
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| Pfizer (PFE) | 0.1 | $483k | +11% | 17k | 28.08 |
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| Fabrinet SHS (FN) | 0.1 | $453k | -2% | 868.00 | 521.52 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $451k | 3.8k | 118.44 |
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| PNC Financial Services (PNC) | 0.1 | $436k | 2.1k | 208.06 |
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| Fifth Third Ban (FITB) | 0.1 | $425k | +3% | 9.1k | 46.46 |
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| Metropcs Communications (TMUS) | 0.1 | $423k | 2.0k | 210.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $422k | +15% | 1.5k | 286.90 |
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| Illinois Tool Works (ITW) | 0.1 | $415k | 1.6k | 260.23 |
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| Goldman Sachs (GS) | 0.1 | $405k | +7% | 478.00 | 846.78 |
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| Crown Castle Intl (CCI) | 0.1 | $391k | +8% | 4.8k | 81.31 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $391k | 4.1k | 96.47 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $384k | 1.8k | 216.58 |
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| Cummins (CMI) | 0.1 | $382k | 710.00 | 537.66 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $375k | 4.3k | 86.64 |
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| Moody's Corporation (MCO) | 0.0 | $356k | 815.00 | 436.38 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.0 | $354k | 11k | 32.95 |
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| Ge Aerospace Com New (GE) | 0.0 | $350k | 1.2k | 283.81 |
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| Oracle Corporation (ORCL) | 0.0 | $349k | 2.4k | 147.12 |
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| Casey's General Stores (CASY) | 0.0 | $349k | 479.00 | 727.48 |
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| Citigroup Com New (C) | 0.0 | $346k | 3.1k | 113.42 |
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| UnitedHealth (UNH) | 0.0 | $338k | +5% | 1.2k | 270.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $337k | 5.3k | 64.08 |
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| Danaher Corporation (DHR) | 0.0 | $335k | +4% | 1.8k | 189.64 |
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| Cadence Design Systems (CDNS) | 0.0 | $332k | -18% | 1.2k | 277.87 |
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| Visa Com Cl A (V) | 0.0 | $325k | 1.1k | 302.14 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $324k | +3% | 2.6k | 126.65 |
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| Palo Alto Networks (PANW) | 0.0 | $317k | 2.0k | 160.32 |
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| Delta Air Lines Com New (DAL) | 0.0 | $317k | NEW | 4.8k | 66.48 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $314k | 1.1k | 275.09 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $311k | 18k | 17.15 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $307k | 633.00 | 484.91 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $307k | +9% | 11k | 28.71 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $301k | 7.3k | 41.09 |
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| Hershey Company (HSY) | 0.0 | $300k | NEW | 1.4k | 207.88 |
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| Nextera Energy (NEE) | 0.0 | $300k | +6% | 3.2k | 92.89 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $296k | -13% | 1.6k | 184.24 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $287k | NEW | 1.3k | 213.64 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $277k | 1.4k | 192.93 |
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| Medtronic SHS (MDT) | 0.0 | $273k | 3.2k | 86.66 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $273k | 3.1k | 88.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $272k | NEW | 455.00 | 597.96 |
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| Stryker Corporation (SYK) | 0.0 | $272k | 827.00 | 328.63 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $269k | 2.4k | 111.37 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $268k | 1.0k | 266.93 |
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| Micron Technology (MU) | 0.0 | $253k | 749.00 | 337.99 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $250k | 3.1k | 79.56 |
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| Citizens Financial (CFG) | 0.0 | $248k | +19% | 4.1k | 59.98 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $248k | 3.5k | 70.91 |
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| Corning Incorporated (GLW) | 0.0 | $244k | NEW | 1.8k | 136.00 |
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| Cigna Corp (CI) | 0.0 | $237k | NEW | 889.00 | 266.73 |
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| Zoom Communications Cl A (ZM) | 0.0 | $236k | 2.9k | 80.39 |
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| Howmet Aerospace (HWM) | 0.0 | $232k | NEW | 1.0k | 230.37 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $222k | +5% | 951.00 | 233.17 |
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| Intel Corporation (INTC) | 0.0 | $221k | NEW | 5.0k | 44.13 |
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| Associated Banc- (ASB) | 0.0 | $219k | 8.5k | 25.86 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $218k | 437.00 | 499.55 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $215k | 1.0k | 208.04 |
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| Cintas Corporation (CTAS) | 0.0 | $215k | 1.3k | 169.21 |
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| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.0 | $214k | 4.5k | 47.13 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $206k | -14% | 482.00 | 426.40 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $201k | NEW | 1.5k | 132.46 |
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| Vestis Corporation Com Shs (VSTS) | 0.0 | $115k | NEW | 15k | 7.86 |
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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 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