McGlone Suttner Wealth Management

McGlone Suttner Wealth Management as of March 31, 2026

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