McGlone Suttner Wealth Management

McGlone Suttner Wealth Management as of Dec. 31, 2025

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