McGlone Suttner Wealth Management, Inc. Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$743.4M

Holdings

190

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (190 positions)

#	Stock	Shares	Value	% Portfolio
1	DFACDIMENSIONAL ETF TRUST	3,744,276	$148.2M	19.94%
2	IUSVISHARES TR	643,874	$66.0M	8.88%
3	AVUSAMERICAN CENTY ETF TR	515,580	$57.6M	7.75%
4	SCHXSCHWAB STRATEGIC TR	2,119,924	$57.0M	7.67%
5	FBNDFIDELITY MERRIMACK STR TR	1,017,336	$46.8M	6.30%
6	DFIVDIMENSIONAL ETF TRUST	732,615	$36.6M	4.92%
7	CGCPCAPITAL GRP FIXED INCM ETF T	1,380,991	$31.3M	4.21%
8	CGXUCAPITAL GROUP INTL FOCUS EQT	732,675	$21.6M	2.91%
9	FHLCFIDELITY COVINGTON TRUST	285,486	$21.2M	2.85%
10	IEMGISHARES INC	221,835	$14.9M	2.01%
11	DFASDIMENSIONAL ETF TRUST	209,240	$14.6M	1.96%
12	IGEBISHARES TR	292,607	$13.4M	1.80%
13	AGGISHARES TR	122,640	$12.2M	1.65%
14	MSFTMICROSOFT CORP	15,351	$7.4M	1.00%
15	AAPLAPPLE INC	25,133	$6.8M	0.92%
16	VIGVANGUARD SPECIALIZED FUNDS	31,081	$6.8M	0.92%
17	GOOGLALPHABET INC	21,122	$6.6M	0.89%
18	FDVVFIDELITY COVINGTON TRUST	112,345	$6.4M	0.86%
19	NVDANVIDIA CORPORATION	30,767	$5.7M	0.77%
20	VYMVANGUARD WHITEHALL FDS	38,868	$5.6M	0.75%
21	IBDRISHARES TR	161,878	$3.9M	0.53%
22	IJHISHARES TR	58,111	$3.8M	0.52%
23	JPMJPMORGAN CHASE & CO.	10,539	$3.4M	0.46%
24	METAMETA PLATFORMS INC	4,753	$3.1M	0.42%
25	VTIVANGUARD INDEX FDS	8,723	$2.9M	0.39%
26	IJRISHARES TR	23,139	$2.8M	0.37%
27	ABBVABBVIE INC	11,729	$2.7M	0.36%
28	AMZNAMAZON COM INC	11,487	$2.7M	0.36%
29	IVVISHARES TR	3,686	$2.5M	0.34%
30	WMTWALMART INC	22,486	$2.5M	0.34%
31	AVGOBROADCOM INC	7,182	$2.5M	0.33%
32	CATCATERPILLAR INC	4,319	$2.5M	0.33%
33	IBDSISHARES TR	96,924	$2.4M	0.32%
34	ITOTISHARES TR	15,480	$2.3M	0.31%
35	IBDYISHARES TR	86,911	$2.3M	0.31%
36	JNJJOHNSON & JOHNSON	10,758	$2.2M	0.30%
37	TSLATESLA INC	4,788	$2.2M	0.29%
38	CGMUCAPITAL GRP FIXED INCM ETF T	75,056	$2.1M	0.28%
39	XOMEXXON MOBIL CORP	17,030	$2.0M	0.28%
40	IWDISHARES TR	9,740	$2.0M	0.28%
41	IVWISHARES TR	16,500	$2.0M	0.27%
42	IBDTISHARES TR	79,811	$2.0M	0.27%
43	IWVISHARES TR	5,172	$2.0M	0.27%
44	CSCOCISCO SYS INC	24,937	$1.9M	0.26%
45	SDYSPDR SERIES TRUST	13,480	$1.9M	0.25%
46	PGPROCTER AND GAMBLE CO	12,843	$1.8M	0.25%
47	AMATAPPLIED MATLS INC	6,648	$1.7M	0.23%
48	FFLGFIDELITY COVINGTON TRUST	56,345	$1.7M	0.23%
49	FBCGFIDELITY COVINGTON TRUST	30,706	$1.7M	0.23%
50	BACBANK AMERICA CORP	30,350	$1.7M	0.22%
51	VBRVANGUARD INDEX FDS	7,821	$1.7M	0.22%
52	METMETLIFE INC	20,847	$1.6M	0.22%
53	PHPARKER-HANNIFIN CORP	1,766	$1.6M	0.21%
54	HDHOME DEPOT INC	4,409	$1.5M	0.20%
55	IBDWISHARES TR	69,030	$1.5M	0.20%
56	BRK/BBERKSHIRE HATHAWAY INC DEL	2,812	$1.4M	0.19%
57	VTEBVANGUARD MUN BD FDS	27,711	$1.4M	0.19%
58	IBDUISHARES TR	59,157	$1.4M	0.19%
59	MRKMERCK & CO INC	12,867	$1.4M	0.18%
60	WFCWELLS FARGO CO NEW	14,059	$1.3M	0.18%
61	MCDMCDONALDS CORP	4,282	$1.3M	0.18%
62	KOCOCA COLA CO	17,989	$1.3M	0.17%
63	GDGENERAL DYNAMICS CORP	3,692	$1.2M	0.17%
64	LLYELI LILLY & CO	1,146	$1.2M	0.17%
65	SCHDSCHWAB STRATEGIC TR	43,858	$1.2M	0.16%
66	WECWEC ENERGY GROUP INC	11,394	$1.2M	0.16%
67	IBDXISHARES TR	46,448	$1.2M	0.16%
68	BLKBLACKROCK INC	1,096	$1.2M	0.16%
69	4I1PHILIP MORRIS INTL INC	7,159	$1.1M	0.15%
70	ABTABBOTT LABS	8,909	$1.1M	0.15%
71	IBMINTERNATIONAL BUSINESS MACHS	3,706	$1.1M	0.15%
72	PRUPRUDENTIAL FINL INC	9,505	$1.1M	0.14%
73	PEPPEPSICO INC	7,443	$1.1M	0.14%
74	BKBANK NEW YORK MELLON CORP	8,960	$1.0M	0.14%
75	AQLTISHARES TR	11,405	$1.0M	0.14%
76	AXPAMERICAN EXPRESS CO	2,669	$987K	0.13%
77	IVEISHARES TR	4,472	$948K	0.13%
78	EMEEMCOR GROUP INC	1,524	$932K	0.13%
79	SPYGSPDR SERIES TRUST	8,460	$902K	0.12%
80	PLTRPALANTIR TECHNOLOGIES INC	5,059	$899K	0.12%
81	USBUS BANCORP DEL	16,704	$891K	0.12%
82	VHTVANGUARD WORLD FD	3,038	$874K	0.12%
83	PLDPROLOGIS INC.	6,725	$858K	0.12%
84	QCOMQUALCOMM INC	4,982	$852K	0.11%
85	XLUSELECT SECTOR SPDR TR	19,892	$849K	0.11%
86	IBDVISHARES TR	38,453	$848K	0.11%
87	CSXCSX CORP	23,160	$839K	0.11%
88	SOSOUTHERN CO	9,086	$792K	0.11%
89	SPYVSPDR SERIES TRUST	13,407	$761K	0.10%
90	WPCWP CAREY INC	11,692	$752K	0.10%
91	COPCONOCOPHILLIPS	7,996	$748K	0.10%
92	HIGHARTFORD INSURANCE GROUP INC	5,411	$745K	0.10%
93	BACVERIZON COMMUNICATIONS INC	18,143	$738K	0.10%
94	GILDGILEAD SCIENCES INC	5,797	$711K	0.10%
95	CRMSALESFORCE INC	2,643	$700K	0.09%
96	AEPAMERICAN ELEC PWR CO INC	6,032	$695K	0.09%
97	VUGVANGUARD INDEX FDS	1,398	$682K	0.09%
98	TAT&T INC	27,300	$678K	0.09%
99	CAHCARDINAL HEALTH INC	3,208	$659K	0.09%
100	KMIKINDER MORGAN INC DEL	23,455	$644K	0.09%

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