McGlone Suttner Wealth Management, Inc.
CIK: 0001964819SEC EDGAR →
Portfolio Value
$743.4M
Holdings
190
As of
Q4 2025
New Positions
190
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,744,276 | $148.2M | 19.94% |
| 2 | ISHARES TR | 643,874 | $66.0M | 8.88% |
| 3 | AMERICAN CENTY ETF TR | 515,580 | $57.6M | 7.75% |
| 4 | SCHWAB STRATEGIC TR | 2,119,924 | $57.0M | 7.67% |
| 5 | FIDELITY MERRIMACK STR TR | 1,017,336 | $46.8M | 6.30% |
| 6 | DIMENSIONAL ETF TRUST | 732,615 | $36.6M | 4.92% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 1,380,991 | $31.3M | 4.21% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 732,675 | $21.6M | 2.91% |
| 9 | FIDELITY COVINGTON TRUST | 285,486 | $21.2M | 2.85% |
| 10 | ISHARES INC | 221,835 | $14.9M | 2.01% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (190)
$148.2M · 3.7M shares
$66.0M · 644K shares
$57.6M · 516K shares
$57.0M · 2.1M shares
$46.8M · 1.0M shares
$36.6M · 733K shares
$31.3M · 1.4M shares
$21.6M · 733K shares
$21.2M · 285K shares
$14.9M · 222K shares
$14.6M · 209K shares
$13.4M · 293K shares
$12.2M · 123K shares
$7.4M · 15K shares
$6.8M · 25K shares
$6.8M · 31K shares
$6.6M · 21K shares
$6.4M · 112K shares
$5.7M · 31K shares
$5.6M · 39K shares
$3.9M · 162K shares
$3.8M · 58K shares
$3.4M · 11K shares
$3.1M · 5K shares
$2.9M · 9K shares
$2.8M · 23K shares
$2.7M · 12K shares
$2.7M · 11K shares
$2.5M · 4K shares
$2.5M · 22K shares
$2.5M · 7K shares
$2.5M · 4K shares
$2.4M · 97K shares
$2.3M · 15K shares
$2.3M · 87K shares
$2.2M · 11K shares
$2.2M · 5K shares
$2.1M · 75K shares
$2.0M · 17K shares
$2.0M · 10K shares
$2.0M · 17K shares
$2.0M · 80K shares
$2.0M · 5K shares
$1.9M · 25K shares
$1.9M · 13K shares
$1.8M · 13K shares
$1.7M · 7K shares
$1.7M · 56K shares
$1.7M · 31K shares
$1.7M · 30K shares
$1.7M · 8K shares
$1.6M · 21K shares
$1.6M · 2K shares
$1.5M · 4K shares
$1.5M · 69K shares
$1.4M · 3K shares
$1.4M · 28K shares
$1.4M · 59K shares
$1.4M · 13K shares
$1.3M · 14K shares
$1.3M · 4K shares
$1.3M · 18K shares
$1.2M · 4K shares
$1.2M · 1K shares
$1.2M · 44K shares
$1.2M · 11K shares
$1.2M · 46K shares
$1.2M · 1K shares
$1.1M · 7K shares
$1.1M · 9K shares
$1.1M · 4K shares
$1.1M · 10K shares
$1.1M · 7K shares
$1.0M · 9K shares
$1.0M · 11K shares
$987K · 3K shares
$948K · 4K shares
$932K · 2K shares
$902K · 8K shares
$899K · 5K shares
$891K · 17K shares
$874K · 3K shares
$858K · 7K shares
$852K · 5K shares
$849K · 20K shares
$848K · 38K shares
$839K · 23K shares
$792K · 9K shares
$761K · 13K shares
$752K · 12K shares
$748K · 8K shares
$745K · 5K shares
$738K · 18K shares
$711K · 6K shares
$700K · 3K shares
$695K · 6K shares
$682K · 1K shares
$678K · 27K shares
$659K · 3K shares
$644K · 23K shares
$611K · 897 shares
$606K · 10K shares
$594K · 3K shares
$593K · 5K shares
$581K · 7K shares
$563K · 6K shares
$561K · 4K shares
$561K · 2K shares
$560K · 4K shares
$554K · 20K shares
$540K · 4K shares
$531K · 2K shares
$529K · 3K shares
$523K · 4K shares
$521K · 2K shares
$504K · 585 shares
$500K · 10K shares
$498K · 4K shares
$498K · 2K shares
$484K · 7K shares
$476K · 985 shares
$462K · 2K shares
$461K · 1K shares
$454K · 2K shares
$451K · 17K shares
$433K · 2K shares
$432K · 4K shares
$422K · 907 shares
$416K · 815 shares
$412K · 9K shares
$408K · 2K shares
$408K · 4K shares
$406K · 892 shares
$399K · 1K shares
$395K · 4K shares
$392K · 2K shares
$390K · 444 shares
$389K · 1K shares
$388K · 2K shares
$385K · 15K shares
$379K · 1K shares
$378K · 7K shares
$376K · 1K shares
$366K · 4K shares
$365K · 630 shares
$364K · 2K shares
$358K · 703 shares
$358K · 11K shares
$354K · 3K shares
$328K · 2K shares
$328K · 5K shares
$325K · 2K shares
$322K · 1K shares
$319K · 18K shares
$317K · 7K shares
$311K · 2K shares
$299K · 3K shares
$292K · 10K shares
$290K · 3K shares
$288K · 821 shares
$284K · 8K shares
$275K · 2K shares
$271K · 3K shares
$267K · 566 shares
$264K · 479 shares
$263K · 1K shares
$261K · 2K shares
$259K · 4K shares
$256K · 918 shares
$253K · 3K shares
$252K · 3K shares
$251K · 1K shares
$249K · 437 shares
$244K · 3K shares
$239K · 1K shares
$238K · 1K shares
$232K · 1K shares
$228K · 5K shares
$225K · 928 shares
$225K · 538 shares
$221K · 9K shares
$221K · 2K shares
$218K · 8K shares
$217K · 5K shares
$217K · 3K shares
$213K · 749 shares
$212K · 3K shares
$204K · 761 shares
$202K · 3K shares
$200K · 899 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $641.5M | 86.3% |
| Technology | 24 | $34.2M | 4.6% |
| Communication Services | 8 | $12.5M | 1.7% |
| Industrials | 18 | $12.3M | 1.7% |
| Healthcare | 13 | $12.0M | 1.6% |
| Consumer Cyclical | 7 | $8.8M | 1.2% |
| Consumer Defensive | 7 | $8.0M | 1.1% |
| Unknown | 6 | $4.6M | 0.6% |
| Energy | 5 | $4.2M | 0.6% |
| Utilities | 5 | $3.5M | 0.5% |
| Real Estate | 3 | $1.9M | 0.3% |