McGlone Suttner Wealth Management, Inc. Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$662.3B
Holdings
191
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (191 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,664,626 | $131.3B | 19.83% | |
| 2 | IUSVISHARES TR | 613,488 | $58.1B | 8.77% | |
| 3 | SCHXSCHWAB STRATEGIC TR | 2,070,029 | $50.6B | 7.64% | |
| 4 | AVUSAMERICAN CENTY ETF TR | 494,121 | $49.8B | 7.52% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 964,941 | $44.1B | 6.67% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 722,051 | $30.9B | 4.67% | |
| 7 | CGCPCAPITAL GRP FIXED INCM ETF T | 1,302,354 | $29.3B | 4.42% | |
| 8 | CGXUCAPITAL GROUP INTL FOCUS EQT | 696,455 | $18.9B | 2.85% | |
| 9 | FHLCFIDELITY COVINGTON TRUST | 270,741 | $17.3B | 2.61% | |
| 10 | IEMGISHARES INC | 213,568 | $12.8B | 1.94% | |
| 11 | DFASDIMENSIONAL ETF TRUST | 199,638 | $12.7B | 1.92% | |
| 12 | IGEBISHARES TR | 272,605 | $12.4B | 1.87% | |
| 13 | AGGISHARES TR | 114,571 | $11.4B | 1.72% | |
| 14 | MSFTMICROSOFT CORP | 15,987 | $8.0B | 1.20% | |
| 15 | VIGVANGUARD SPECIALIZED FUNDS | 31,510 | $6.4B | 0.97% | |
| 16 | FDVVFIDELITY COVINGTON TRUST | 114,388 | $6.0B | 0.90% | |
| 17 | VYMVANGUARD WHITEHALL FDS | 39,988 | $5.3B | 0.80% | |
| 18 | NVDANVIDIA CORPORATION | 33,041 | $5.2B | 0.79% | |
| 19 | AAPLAPPLE INC | 23,341 | $4.8B | 0.72% | |
| 20 | GOOGLALPHABET INC | 21,173 | $3.7B | 0.56% | |
| 21 | IJHISHARES TR | 59,210 | $3.7B | 0.55% | |
| 22 | IBDRISHARES TR | 127,195 | $3.1B | 0.47% | |
| 23 | METAMETA PLATFORMS INC | 4,172 | $3.1B | 0.46% | |
| 24 | JPMJPMORGAN CHASE & CO. | 10,605 | $3.1B | 0.46% | |
| 25 | IBDQISHARES TR | 121,750 | $3.1B | 0.46% | |
| 26 | AMZNAMAZON COM INC | 12,113 | $2.7B | 0.40% | |
| 27 | VTIVANGUARD INDEX FDS | 7,847 | $2.4B | 0.36% | |
| 28 | IJRISHARES TR | 21,687 | $2.4B | 0.36% | |
| 29 | PGPROCTER AND GAMBLE CO | 14,715 | $2.3B | 0.35% | |
| 30 | IBDYISHARES TR | 83,872 | $2.2B | 0.33% | |
| 31 | WMTWALMART INC | 22,063 | $2.2B | 0.33% | |
| 32 | IVVISHARES TR | 3,454 | $2.1B | 0.32% | |
| 33 | ITOTISHARES TR | 15,670 | $2.1B | 0.32% | |
| 34 | ABBVABBVIE INC | 11,300 | $2.1B | 0.32% | |
| 35 | AVGOBROADCOM INC | 7,215 | $2.0B | 0.30% | |
| 36 | IBDSISHARES TR | 80,847 | $2.0B | 0.30% | |
| 37 | SDYSPDR SERIES TRUST | 13,655 | $1.9B | 0.28% | |
| 38 | IVWISHARES TR | 16,509 | $1.8B | 0.27% | |
| 39 | CGMUCAPITAL GRP FIXED INCM ETF T | 66,596 | $1.8B | 0.27% | |
| 40 | IBDTISHARES TR | 68,109 | $1.7B | 0.26% | |
| 41 | XOMEXXON MOBIL CORP | 15,751 | $1.7B | 0.26% | |
| 42 | HDHOME DEPOT INC | 4,584 | $1.7B | 0.25% | |
| 43 | CSCOCISCO SYS INC | 23,914 | $1.7B | 0.25% | |
| 44 | JNJJOHNSON & JOHNSON | 10,227 | $1.6B | 0.24% | |
| 45 | CATCATERPILLAR INC | 4,023 | $1.6B | 0.24% | |
| 46 | METMETLIFE INC | 19,387 | $1.6B | 0.24% | |
| 47 | VBRVANGUARD INDEX FDS | 7,932 | $1.5B | 0.23% | |
| 48 | TSLATESLA INC | 4,861 | $1.5B | 0.23% | |
| 49 | FFLGFIDELITY COVINGTON TRUST | 55,334 | $1.5B | 0.22% | |
| 50 | FBCGFIDELITY COVINGTON TRUST | 28,507 | $1.4B | 0.21% | |
| 51 | BACBANK AMERICA CORP | 28,685 | $1.4B | 0.20% | |
| 52 | IBDWISHARES TR | 63,192 | $1.3B | 0.20% | |
| 53 | NFLXNETFLIX INC | 989 | $1.3B | 0.20% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,660 | $1.3B | 0.20% | |
| 55 | AMATAPPLIED MATLS INC | 7,010 | $1.3B | 0.19% | |
| 56 | MCDMCDONALDS CORP | 4,354 | $1.3B | 0.19% | |
| 57 | VTEBVANGUARD MUN BD FDS | 25,867 | $1.3B | 0.19% | |
| 58 | KOCOCA COLA CO | 17,555 | $1.2B | 0.19% | |
| 59 | ABTABBOTT LABS | 8,870 | $1.2B | 0.18% | |
| 60 | WECWEC ENERGY GROUP INC | 11,325 | $1.2B | 0.18% | |
| 61 | 4I1PHILIP MORRIS INTL INC | 6,473 | $1.2B | 0.18% | |
| 62 | IBDXISHARES TR | 45,000 | $1.1B | 0.17% | |
| 63 | SCHDSCHWAB STRATEGIC TR | 42,859 | $1.1B | 0.17% | |
| 64 | MRKMERCK & CO INC | 14,195 | $1.1B | 0.17% | |
| 65 | COPCONOCOPHILLIPS | 12,372 | $1.1B | 0.17% | |
| 66 | PHPARKER-HANNIFIN CORP | 1,575 | $1.1B | 0.17% | |
| 67 | BLKBLACKROCK INC | 1,002 | $1.1B | 0.16% | |
| 68 | WFCWELLS FARGO CO NEW | 12,975 | $1.0B | 0.16% | |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 3,505 | $1.0B | 0.16% | |
| 70 | PLTRPALANTIR TECHNOLOGIES INC | 7,387 | $1.0B | 0.15% | |
| 71 | PEPPEPSICO INC | 7,356 | $971.3M | 0.15% | |
| 72 | AQLTISHARES TR | 11,352 | $947.6M | 0.14% | |
| 73 | GDGENERAL DYNAMICS CORP | 3,196 | $932.0M | 0.14% | |
| 74 | IBDUISHARES TR | 39,426 | $919.8M | 0.14% | |
| 75 | AXPAMERICAN EXPRESS CO | 2,881 | $919.0M | 0.14% | |
| 76 | SPYVSPDR SERIES TRUST | 17,367 | $909.0M | 0.14% | |
| 77 | PRUPRUDENTIAL FINL INC | 8,423 | $905.0M | 0.14% | |
| 78 | SOSOUTHERN CO | 9,798 | $899.8M | 0.14% | |
| 79 | IVEISHARES TR | 4,472 | $873.9M | 0.13% | |
| 80 | QCOMQUALCOMM INC | 5,386 | $857.8M | 0.13% | |
| 81 | VHTVANGUARD WORLD FD | 3,399 | $844.0M | 0.13% | |
| 82 | EMEEMCOR GROUP INC | 1,518 | $811.8M | 0.12% | |
| 83 | XLUSELECT SECTOR SPDR TR | 9,932 | $811.0M | 0.12% | |
| 84 | LLYELI LILLY & CO | 1,035 | $806.6M | 0.12% | |
| 85 | BKBANK NEW YORK MELLON CORP | 8,841 | $805.5M | 0.12% | |
| 86 | CRMSALESFORCE INC | 2,950 | $804.5M | 0.12% | |
| 87 | SPYGSPDR SERIES TRUST | 8,425 | $803.1M | 0.12% | |
| 88 | CVXCHEVRON CORP NEW | 5,418 | $775.8M | 0.12% | |
| 89 | BACVERIZON COMMUNICATIONS INC | 17,782 | $769.4M | 0.12% | |
| 90 | SPOTSPOTIFY TECHNOLOGY S A | 971 | $745.1M | 0.11% | |
| 91 | TAT&T INC | 25,300 | $732.2M | 0.11% | |
| 92 | HIGHARTFORD INSURANCE GROUP INC | 5,699 | $723.0M | 0.11% | |
| 93 | CSXCSX CORP | 21,762 | $710.1M | 0.11% | |
| 94 | USBUS BANCORP DEL | 15,248 | $690.0M | 0.10% | |
| 95 | WPCWP CAREY INC | 10,589 | $660.5M | 0.10% | |
| 96 | KMIKINDER MORGAN INC DEL | 22,156 | $651.4M | 0.10% | |
| 97 | ORCLORACLE CORP | 2,845 | $622.0M | 0.09% | |
| 98 | IBDVISHARES TR | 28,198 | $619.8M | 0.09% | |
| 99 | AEPAMERICAN ELEC PWR CO INC | 5,898 | $612.0M | 0.09% | |
| 100 | COSTCOSTCO WHSL CORP NEW | 611 | $604.6M | 0.09% |
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