McGlone Suttner Wealth Management, Inc.
CIK: 0001964819Latest portfolio: $743.4M · Q4 2025
Holdings
190
Total Value
$743.4M
New Positions
189
Closed Positions
0
Top Holdings
View All 190 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,744,276 | $148.2M | 19.94% | NEW | |
| 2 | IUSVISHARES TR | 643,874 | $66.0M | 8.88% | NEW | |
| 3 | AVUSAMERICAN CENTY ETF TR | 515,580 | $57.6M | 7.75% | NEW | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,119,924 | $57.0M | 7.67% | NEW | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 1,017,336 | $46.8M | 6.30% | NEW | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 732,615 | $36.6M | 4.92% | NEW | |
| 7 | CGCPCAPITAL GRP FIXED INCM ETF T | 1,380,991 | $31.3M | 4.21% | NEW | |
| 8 | CGXUCAPITAL GROUP INTL FOCUS EQT | 732,675 | $21.6M | 2.91% | NEW | |
| 9 | FHLCFIDELITY COVINGTON TRUST | 285,486 | $21.2M | 2.85% | NEW | |
| 10 | IEMGISHARES INC | 221,835 | $14.9M | 2.01% | NEW | |
| 11 | DFASDIMENSIONAL ETF TRUST | 209,240 | $14.6M | 1.96% | NEW | |
| 12 | IGEBISHARES TR | 292,607 | $13.4M | 1.80% | NEW | |
| 13 | AGGISHARES TR | 122,640 | $12.2M | 1.65% | NEW | |
| 14 | MSFTMICROSOFT CORP | 15,351 | $7.4M | 1.00% | NEW | |
| 15 | AAPLAPPLE INC | 25,133 | $6.8M | 0.92% | NEW | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 31,081 | $6.8M | 0.92% | NEW | |
| 17 | GOOGLALPHABET INC | 21,122 | $6.6M | 0.89% | NEW | |
| 18 | FDVVFIDELITY COVINGTON TRUST | 112,345 | $6.4M | 0.86% | NEW | |
| 19 | NVDANVIDIA CORPORATION | 30,767 | $5.7M | 0.77% | NEW | |
| 20 | VYMVANGUARD WHITEHALL FDS | 38,868 | $5.6M | 0.75% | NEW | |
| 21 | IBDRISHARES TR | 161,878 | $3.9M | 0.53% | NEW | |
| 22 | IJHISHARES TR | 58,111 | $3.8M | 0.52% | NEW | |
| 23 | JPMJPMORGAN CHASE & CO. | 10,539 | $3.4M | 0.46% | NEW | |
| 24 | METAMETA PLATFORMS INC | 4,753 | $3.1M | 0.42% | NEW | |
| 25 | VTIVANGUARD INDEX FDS | 8,723 | $2.9M | 0.39% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.424683257382485e+69T)
Industrials0.0% ($2.474155112439328e+47T)
Healthcare0.0% ($2.679222613541232e+34T)
Communication Services0.0% ($66113137678563400.0T)
Consumer Cyclical0.0% ($2651215315171309.0T)
Consumer Defensive0.0% ($2505184012571069.0T)
Unknown0.0% ($141311481020.4T)
Energy0.0% ($2049748.6T)
Utilities0.0% ($1201792.7T)
Real Estate0.0% ($858.8B)
Filing History
Fund Information
McGlone Suttner Wealth Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $743.4M across 190 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 19.9% of the portfolio. Compared to the previous quarter, the fund opened 190 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.