McGlone Suttner Wealth Management

McGlone Suttner Wealth Management as of June 30, 2026

Portfolio Holdings for McGlone Suttner Wealth Management

McGlone Suttner Wealth Management holds 196 positions in its portfolio as reported in the June 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) 19.9 $170M 3.8M 44.36
Ishares Tr Core S&p Us Vlu (IUSV) 8.6 $73M 665k 110.15
American Centy Etf Tr Us Eqt Etf (AVUS) 7.9 $68M 529k 128.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.3 $62M 2.1M 29.43
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.9 $51M 1.1M 45.49
Dimensional Etf Trust Internatnal Val (DFIV) 4.5 $38M 704k 54.02
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.9 $33M 1.5M 22.29
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 2.8 $24M 701k 34.62
Fidelity Covington Trust Enhanced Intl (FENI) 2.4 $21M 511k 40.13
Ishares Core Msci Emkt (IEMG) 2.3 $19M 234k 82.84
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $19M 226k 82.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $15M 179k 82.65
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $14M 141k 98.98
Fidelity Covington Trust Enhanced Large (FELG) 1.6 $13M 303k 43.75
Apple (AAPL) 1.0 $8.4M 29k 289.36
Alphabet Cap Stk Cl A (GOOGL) 0.9 $7.6M 21k 357.38
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $7.4M 31k 236.62
Fidelity Covington Trust High Divid Etf (FDVV) 0.8 $6.7M 112k 60.29
NVIDIA Corporation (NVDA) 0.8 $6.4M 32k 200.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $6.2M 39k 158.03
Microsoft Corporation (MSFT) 0.7 $6.1M 16k 373.03
Applied Materials (AMAT) 0.6 $5.0M 7.0k 722.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $4.4M 57k 77.11
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.5 $4.1M 54k 77.25
Ishares Tr Ibonds Dec2026 (IBDR) 0.5 $4.0M 167k 24.23
Caterpillar (CAT) 0.4 $3.7M 3.5k 1064.94
JPMorgan Chase & Co. (JPM) 0.4 $3.4M 11k 327.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.3M 8.8k 370.04
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $3.2M 21k 148.31
Broadcom (AVGO) 0.4 $3.1M 8.2k 377.76
Abbvie (ABBV) 0.4 $3.1M 12k 251.63
Amazon (AMZN) 0.3 $2.9M 12k 238.34
Johnson & Johnson (JNJ) 0.3 $2.8M 11k 253.96
Wal-Mart Stores (WMT) 0.3 $2.8M 25k 113.26
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $2.8M 115k 24.22
Cisco Systems (CSCO) 0.3 $2.8M 24k 117.46
Meta Platforms Cl A (META) 0.3 $2.6M 4.6k 563.29
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.5M 16k 164.27
Exxon Mobil Corporation (XOM) 0.3 $2.5M 18k 136.72
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.4M 3.3k 748.89
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $2.4M 95k 25.25
Ishares Tr Ibonds Dec 2033 (IBDY) 0.3 $2.3M 91k 25.74
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.3 $2.2M 81k 27.47
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $2.2M 16k 137.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $2.2M 8.9k 242.43
Tesla Motors (TSLA) 0.2 $2.1M 4.9k 420.59
Spdr Series Trust St Str Sp Div (SDY) 0.2 $2.1M 14k 152.18
Procter & Gamble Company (PG) 0.2 $2.0M 14k 146.64
Fidelity Covington Trust Fidelity Fund Lr (FFLG) 0.2 $2.0M 56k 34.68
Micron Technology (MU) 0.2 $1.9M 1.7k 1154.45
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $1.9M 31k 62.11
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.9M 7.8k 242.99
Parker-Hannifin Corporation (PH) 0.2 $1.9M 1.9k 978.09
MetLife (MET) 0.2 $1.9M 22k 84.61
Bank of America Corporation (BAC) 0.2 $1.8M 32k 56.98
Merck & Co (MRK) 0.2 $1.7M 14k 128.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.7M 33k 50.58
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $1.7M 72k 23.16
Home Depot (HD) 0.2 $1.7M 4.7k 352.66
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $1.6M 79k 20.84
Advanced Micro Devices (AMD) 0.2 $1.6M 2.7k 580.85
Coca-Cola Company (KO) 0.2 $1.5M 19k 81.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.5M 47k 31.71
General Dynamics Corporation (GD) 0.2 $1.5M 4.1k 354.27
Bank of New York Mellon Corporation (BNY) 0.2 $1.4M 10k 144.62
Philip Morris International (PM) 0.2 $1.4M 7.8k 180.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.8k 500.33
CSX Corporation (CSX) 0.2 $1.4M 30k 47.53
Eli Lilly & Co. (LLY) 0.2 $1.4M 1.2k 1199.24
Wec Energy Group (WEC) 0.2 $1.4M 12k 116.77
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $1.3M 50k 25.19
Wells Fargo & Company (WFC) 0.1 $1.2M 15k 82.64
Emcor (EME) 0.1 $1.2M 1.5k 829.93
McDonald's Corporation (MCD) 0.1 $1.2M 4.5k 270.29
International Business Machines (IBM) 0.1 $1.2M 4.3k 281.21
Prudential Financial (PRU) 0.1 $1.2M 11k 107.93
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $1.2M 53k 21.80
Blackrock (BLK) 0.1 $1.1M 1.2k 961.17
Us Bancorp Com New (USB) 0.1 $1.1M 19k 60.40
Dell Technologies CL C (DELL) 0.1 $1.1M 2.6k 431.50
Ishares Tr Russell 3000 Etf (IWV) 0.1 $1.1M 2.5k 426.41
Pepsi (PEP) 0.1 $1.1M 7.9k 135.40
Qualcomm (QCOM) 0.1 $1.0M 5.5k 184.81
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.0M 4.5k 227.07
Kinder Morgan (KMI) 0.1 $1.0M 31k 31.97
ConocoPhillips (COP) 0.1 $982k 9.4k 103.96
Prologis (PLD) 0.1 $977k 7.2k 135.48
Ishares Tr Core Msci Eafe (IEFA) 0.1 $971k 10k 96.58
Southern Company (SO) 0.1 $943k 9.9k 95.71
Wp Carey (WPC) 0.1 $923k 13k 71.50
American Express Company (AXP) 0.1 $904k 2.7k 338.31
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $902k 20k 45.34
Verizon Communications (VZ) 0.1 $863k 20k 42.34
American Electric Power Company (AEP) 0.1 $846k 6.2k 136.80
Intel Corporation (INTC) 0.1 $820k 5.9k 139.64
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $797k 6.7k 118.99
Cardinal Health (CAH) 0.1 $764k 3.2k 237.58
Abbott Laboratories (ABT) 0.1 $745k 8.2k 90.73
Amphenol Corp Cl A (APH) 0.1 $724k 4.1k 176.33
Bank First National Corporation (BFC) 0.1 $723k 4.9k 148.35
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $712k 10k 69.90
Oshkosh Corporation (OSK) 0.1 $688k 4.5k 153.47
Nicolet Bankshares (NIC) 0.1 $681k 4.1k 165.37
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $676k 906.00 746.49
Palo Alto Networks (PANW) 0.1 $676k 2.0k 341.02
At&t (T) 0.1 $673k 33k 20.70
Public Service Enterprise (PEG) 0.1 $665k 8.2k 81.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $660k 3.1k 212.76
Spdr Series Trust St Str P500val (SPYV) 0.1 $654k 11k 60.79
Hartford Financial Services (HIG) 0.1 $650k 4.9k 132.52
Vanguard World Health Car Etf (VHT) 0.1 $645k 2.2k 299.03
Chevron Corporation (CVX) 0.1 $630k 3.8k 165.74
Altria (MO) 0.1 $609k 8.5k 71.95
Lam Research Corp Com New (LRCX) 0.1 $603k 1.4k 433.20
Vanguard Index Fds Growth Etf (VUG) 0.1 $600k 7.0k 86.15
Palantir Technologies Cl A (PLTR) 0.1 $594k 5.1k 116.67
Vanguard Index Fds Value Etf (VTV) 0.1 $590k 2.7k 217.91
Ishares Tr Invt Grad Sy Etf (IGEB) 0.1 $587k 13k 45.11
Gilead Sciences (GILD) 0.1 $580k 4.6k 126.34
L3harris Technologies (LHX) 0.1 $579k 2.0k 290.57
Costco Wholesale Corporation (COST) 0.1 $572k 612.00 934.98
Blackrock Etf Trust Isha I In Te Etf (BAI) 0.1 $567k 11k 52.72
Lockheed Martin Corporation (LMT) 0.1 $560k 1.1k 509.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $551k 6.6k 83.75
UnitedHealth (UNH) 0.1 $539k 1.3k 415.58
TJX Companies (TJX) 0.1 $528k 3.5k 151.49
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $523k 19k 27.33
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $520k 3.8k 136.67
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $518k 20k 26.05
PNC Financial Services (PNC) 0.1 $517k 2.1k 246.19
Fifth Third Ban (FITB) 0.1 $516k 9.2k 56.37
Goldman Sachs (GS) 0.1 $508k 502.00 1011.87
Cummins (CMI) 0.1 $506k 710.00 712.82
Republic Services (RSG) 0.1 $504k 2.4k 213.06
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $487k 9.7k 50.13
Ge Aerospace Com New (GE) 0.1 $481k 1.3k 373.67
Pfizer (PFE) 0.1 $453k 19k 24.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $450k 1.3k 353.21
Cadence Design Systems (CDNS) 0.1 $449k 1.2k 375.32
Delta Air Lines Com New (DAL) 0.1 $447k 4.8k 93.65
Oracle Corporation (ORCL) 0.1 $431k 2.9k 146.53
Illinois Tool Works (ITW) 0.1 $431k 1.6k 270.40
Citigroup Com New (C) 0.1 $428k 3.1k 139.98
salesforce (CRM) 0.0 $422k 2.7k 156.65
Ishares Tr Core Msci Total (IXUS) 0.0 $414k 4.3k 95.45
Kimberly-Clark Corporation (KMB) 0.0 $410k 3.7k 109.78
Arthur J. Gallagher & Co. (AJG) 0.0 $403k 1.8k 229.55
Lamar Advertising Cl A (LAMR) 0.0 $402k 2.6k 155.97
Crown Castle Intl (CCI) 0.0 $391k 5.2k 75.74
Visa Com Cl A (V) 0.0 $384k 1.1k 343.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $376k 5.3k 71.25
Texas Instruments Incorporated (TXN) 0.0 $375k 1.3k 298.11
Moody's Corporation (MCO) 0.0 $372k 822.00 452.76
Royal Caribbean Cruises (RCL) 0.0 $362k 1.1k 317.61
Danaher Corporation (DHR) 0.0 $358k 1.9k 190.44
Netflix (NFLX) 0.0 $348k 4.9k 71.40
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $341k 7.3k 46.63
Metropcs Communications (TMUS) 0.0 $338k 2.0k 167.73
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $317k 1.6k 197.57
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $317k 17k 18.43
Corning Incorporated (GLW) 0.0 $313k 1.2k 255.35
Vertiv Holdings Com Cl A (VRT) 0.0 $303k 904.00 334.83
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $301k 2.4k 124.44
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $295k 1.0k 285.57
Citizens Financial (CFG) 0.0 $291k 4.2k 70.08
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $287k 3.5k 81.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $286k 3.0k 96.44
Howmet Aerospace (HWM) 0.0 $284k 1.1k 268.82
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.0 $283k 6.0k 47.20
Labcorp Holdings Com Shs (LH) 0.0 $282k 1.0k 280.04
Comcast Corp Cl A (CMCSA) 0.0 $282k 12k 24.55
Raytheon Technologies Corp (RTX) 0.0 $273k 1.4k 189.70
Nextera Energy (NEE) 0.0 $269k 3.1k 87.78
Kulicke and Soffa Industries (KLIC) 0.0 $268k 2.0k 133.76
Stryker Corporation (SYK) 0.0 $261k 828.00 314.74
Nvent Elec SHS (NVT) 0.0 $259k 1.5k 169.56
Cigna Corp (CI) 0.0 $259k 938.00 275.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $256k 373.00 687.38
Hershey Company (HSY) 0.0 $255k 1.5k 175.50
Associated Banc- (ASB) 0.0 $252k 8.2k 30.77
Zoom Communications Cl A (ZM) 0.0 $252k 2.9k 86.31
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $251k 3.1k 79.97
Medtronic SHS (MDT) 0.0 $248k 3.2k 78.22
Mastercard Incorporated Cl A (MA) 0.0 $242k 470.00 513.97
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $233k 762.00 306.30
Plexus (PLXS) 0.0 $229k 760.00 300.67
Morgan Stanley Com New (MS) 0.0 $229k 1.1k 209.06
Ferguson Enterprises Common Stock New (FERG) 0.0 $226k 951.00 237.39
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $224k 1.5k 147.74
Marriott Intl Cl A (MAR) 0.0 $223k 601.00 370.46
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) 0.0 $214k 4.5k 47.15
Ball Corporation (BALL) 0.0 $209k 3.3k 62.40
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $208k 1.2k 170.81
Pulte (PHM) 0.0 $205k 1.5k 137.23
Vestis Corporation Com Shs (VSTS) 0.0 $166k 11k 14.52
Octave Specialty Group Com New (OSG) 0.0 $68k 11k 6.24