Institutions / McGlone Suttner Wealth Management, Inc.
McGlone Suttner Wealth Management, Inc.
CIK 1964819 · Institution · as of Dec 31, 2025
Portfolio value
$743.43M
Positions
190
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 190 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $148.24M | 19.9% |
| iShares Tr | $66.02M | 8.9% |
| American Centy ETF Tr | $57.63M | 7.8% |
| Schwab Strategic Tr | $57.05M | 7.7% |
| Fidelity Merrimack Str Tr | $46.84M | 6.3% |
| Dimensional ETF Trust | $36.56M | 4.9% |
| Capital Grp Fixed Incm ETF T | $31.27M | 4.2% |
| Capital Group Intl Focus Eqt | $21.65M | 2.9% |
| Fidelity Covington Trust | $21.21M | 2.9% |
| iShares Inc | $14.91M | 2.0% |
| Dimensional ETF Trust | $14.58M | 2.0% |
| iShares Tr | $13.36M | 1.8% |
| iShares Tr | $12.25M | 1.6% |
| Microsoft Corp | $7.42M | 1.0% |
| Apple Inc. | $6.83M | 0.9% |
| Vanguard Specialized Funds | $6.83M | 0.9% |
| Alphabet Inc. | $6.61M | 0.9% |
| Fidelity Covington Trust | $6.37M | 0.9% |
| NVIDIA Corp | $5.74M | 0.8% |
| Vanguard Whitehall Fds | $5.58M | 0.8% |
| iShares Tr | $3.92M | 0.5% |
| iShares Tr | $3.84M | 0.5% |
| JPMorgan Chase & Co | $3.40M | 0.5% |
| Meta Platforms Inc | $3.14M | 0.4% |
| Vanguard Index Fds | $2.92M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.