13F HOLDINGS REPORT
McGlone Suttner Wealth Management, Inc.
Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001964819-25-000005
Total Value
$662.3M
Positions
191
Other Managers
0
Confidential Omitted
No
Holdings (191)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,664,626 | $131.3M | 19.83% |
| 2 | ISHARES TR | 464287663 | 613,488 | $58.1M | 8.77% |
| 3 | SCHWAB STRATEGIC TR | 808524201 | 2,070,029 | $50.6M | 7.64% |
| 4 | AMERICAN CENTY ETF TR | 025072885 | 494,121 | $49.8M | 7.52% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 964,941 | $44.1M | 6.67% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 722,051 | $30.9M | 4.67% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 1,302,354 | $29.3M | 4.42% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 696,455 | $18.9M | 2.85% |
| 9 | FIDELITY COVINGTON TRUST | 316092600 | 270,741 | $17.3M | 2.61% |
| 10 | ISHARES INC | 46434G103 | 213,568 | $12.8M | 1.94% |
| 11 | DIMENSIONAL ETF TRUST | 25434V500 | 199,638 | $12.7M | 1.92% |
| 12 | ISHARES TR | 46435G219 | 272,605 | $12.4M | 1.87% |
| 13 | ISHARES TR | 464287226 | 114,571 | $11.4M | 1.72% |
| 14 | MICROSOFT CORP | MSFT | 15,987 | $8.0M | 1.20% |
| 15 | VANGUARD SPECIALIZED FUNDS | 921908844 | 31,510 | $6.4M | 0.97% |
| 16 | FIDELITY COVINGTON TRUST | 316092840 | 114,388 | $6.0M | 0.90% |
| 17 | VANGUARD WHITEHALL FDS | 921946406 | 39,988 | $5.3M | 0.80% |
| 18 | NVIDIA CORPORATION | NVDA | 33,041 | $5.2M | 0.79% |
| 19 | APPLE INC | AAPL | 23,341 | $4.8M | 0.72% |
| 20 | ALPHABET INC | GOOG | 21,173 | $3.7M | 0.56% |
| 21 | ISHARES TR | 464287507 | 59,210 | $3.7M | 0.55% |
| 22 | ISHARES TR | 46435GAA0 | 127,195 | $3.1M | 0.47% |
| 23 | META PLATFORMS INC | META | 4,172 | $3.1M | 0.46% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 10,605 | $3.1M | 0.46% |
| 25 | ISHARES TR | 46434VBD1 | 121,750 | $3.1M | 0.46% |
| 26 | AMAZON COM INC | AMZN | 12,113 | $2.7M | 0.40% |
| 27 | VANGUARD INDEX FDS | 922908769 | 7,847 | $2.4M | 0.36% |
| 28 | ISHARES TR | 464287804 | 21,687 | $2.4M | 0.36% |
| 29 | PROCTER AND GAMBLE CO | 742718109 | 14,715 | $2.3M | 0.35% |
| 30 | ISHARES TR | 46436E130 | 83,872 | $2.2M | 0.33% |
| 31 | WALMART INC | WMT | 22,063 | $2.2M | 0.33% |
| 32 | ISHARES TR | 464287200 | 3,454 | $2.1M | 0.32% |
| 33 | ISHARES TR | 464287150 | 15,670 | $2.1M | 0.32% |
| 34 | ABBVIE INC | ABBV | 11,300 | $2.1M | 0.32% |
| 35 | BROADCOM INC | AVGO | 7,215 | $2.0M | 0.30% |
| 36 | ISHARES TR | 46435UAA9 | 80,847 | $2.0M | 0.30% |
| 37 | SPDR SERIES TRUST | 78464A763 | 13,655 | $1.9M | 0.28% |
| 38 | ISHARES TR | 464287309 | 16,509 | $1.8M | 0.27% |
| 39 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 66,596 | $1.8M | 0.27% |
| 40 | ISHARES TR | 46435U515 | 68,109 | $1.7M | 0.26% |
| 41 | EXXON MOBIL CORP | XOM | 15,751 | $1.7M | 0.26% |
| 42 | HOME DEPOT INC | HD | 4,584 | $1.7M | 0.25% |
| 43 | CISCO SYS INC | CSCO | 23,914 | $1.7M | 0.25% |
| 44 | JOHNSON & JOHNSON | JNJ | 10,227 | $1.6M | 0.24% |
| 45 | CATERPILLAR INC | CAT | 4,023 | $1.6M | 0.24% |
| 46 | METLIFE INC | MET-PF | 19,387 | $1.6M | 0.24% |
| 47 | VANGUARD INDEX FDS | 922908611 | 7,932 | $1.5M | 0.23% |
| 48 | TESLA INC | TSLA | 4,861 | $1.5M | 0.23% |
| 49 | FIDELITY COVINGTON TRUST | 316092337 | 55,334 | $1.5M | 0.22% |
| 50 | FIDELITY COVINGTON TRUST | 316092352 | 28,507 | $1.4M | 0.21% |
| 51 | BANK AMERICA CORP | 060505104 | 28,685 | $1.4M | 0.20% |
| 52 | ISHARES TR | 46436E486 | 63,192 | $1.3M | 0.20% |
| 53 | NETFLIX INC | NFLX | 989 | $1.3M | 0.20% |
| 54 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,660 | $1.3M | 0.20% |
| 55 | APPLIED MATLS INC | 038222105 | 7,010 | $1.3M | 0.19% |
| 56 | MCDONALDS CORP | MCD | 4,354 | $1.3M | 0.19% |
| 57 | VANGUARD MUN BD FDS | 922907746 | 25,867 | $1.3M | 0.19% |
| 58 | COCA COLA CO | KO | 17,555 | $1.2M | 0.19% |
| 59 | ABBOTT LABS | ABLZF | 8,870 | $1.2M | 0.18% |
| 60 | WEC ENERGY GROUP INC | WEC | 11,325 | $1.2M | 0.18% |
| 61 | PHILIP MORRIS INTL INC | 718172109 | 6,473 | $1.2M | 0.18% |
| 62 | ISHARES TR | 46436E312 | 45,000 | $1.1M | 0.17% |
| 63 | SCHWAB STRATEGIC TR | 808524797 | 42,859 | $1.1M | 0.17% |
| 64 | MERCK & CO INC | MRK | 14,195 | $1.1M | 0.17% |
| 65 | CONOCOPHILLIPS | COP | 12,372 | $1.1M | 0.17% |
| 66 | PARKER-HANNIFIN CORP | PH | 1,575 | $1.1M | 0.17% |
| 67 | BLACKROCK INC | BLK | 1,002 | $1.1M | 0.16% |
| 68 | WELLS FARGO CO NEW | 949746101 | 12,975 | $1.0M | 0.16% |
| 69 | INTERNATIONAL BUSINESS MACHS | INTR | 3,505 | $1.0M | 0.16% |
| 70 | PALANTIR TECHNOLOGIES INC | PLTR | 7,387 | $1.0M | 0.15% |
| 71 | PEPSICO INC | PEP | 7,356 | $971,303 | 0.15% |
| 72 | ISHARES TR | 46432F842 | 11,352 | $947,644 | 0.14% |
| 73 | GENERAL DYNAMICS CORP | GD | 3,196 | $932,004 | 0.14% |
| 74 | ISHARES TR | 46436E205 | 39,426 | $919,808 | 0.14% |
| 75 | AMERICAN EXPRESS CO | AXP | 2,881 | $918,955 | 0.14% |
| 76 | SPDR SERIES TRUST | 78464A508 | 17,367 | $908,966 | 0.14% |
| 77 | PRUDENTIAL FINL INC | PUKPF | 8,423 | $905,004 | 0.14% |
| 78 | SOUTHERN CO | SOMN | 9,798 | $899,791 | 0.14% |
| 79 | ISHARES TR | 464287408 | 4,472 | $873,944 | 0.13% |
| 80 | QUALCOMM INC | QCOM | 5,386 | $857,816 | 0.13% |
| 81 | VANGUARD WORLD FD | 92204A504 | 3,399 | $843,992 | 0.13% |
| 82 | EMCOR GROUP INC | EME | 1,518 | $811,806 | 0.12% |
| 83 | SELECT SECTOR SPDR TR | 81369Y886 | 9,932 | $811,018 | 0.12% |
| 84 | ELI LILLY & CO | LLY | 1,035 | $806,639 | 0.12% |
| 85 | BANK NEW YORK MELLON CORP | 064058100 | 8,841 | $805,533 | 0.12% |
| 86 | SALESFORCE INC | CRM | 2,950 | $804,458 | 0.12% |
| 87 | SPDR SERIES TRUST | 78464A409 | 8,425 | $803,081 | 0.12% |
| 88 | CHEVRON CORP NEW | CVX | 5,418 | $775,759 | 0.12% |
| 89 | VERIZON COMMUNICATIONS INC | VZ | 17,782 | $769,412 | 0.12% |
| 90 | SPOTIFY TECHNOLOGY S A | SPOT | 971 | $745,087 | 0.11% |
| 91 | AT&T INC | T-PC | 25,300 | $732,177 | 0.11% |
| 92 | HARTFORD INSURANCE GROUP INC | HIG-PG | 5,699 | $723,018 | 0.11% |
| 93 | CSX CORP | CSX | 21,762 | $710,091 | 0.11% |
| 94 | US BANCORP DEL | USB-PS | 15,248 | $689,971 | 0.10% |
| 95 | WP CAREY INC | 92936U109 | 10,589 | $660,514 | 0.10% |
| 96 | KINDER MORGAN INC DEL | EP-PC | 22,156 | $651,393 | 0.10% |
| 97 | ORACLE CORP | ORCL-PD | 2,845 | $621,952 | 0.09% |
| 98 | ISHARES TR | 46436E726 | 28,198 | $619,796 | 0.09% |
| 99 | AMERICAN ELEC PWR CO INC | 025537101 | 5,898 | $611,977 | 0.09% |
| 100 | COSTCO WHSL CORP NEW | 22160K105 | 611 | $604,589 | 0.09% |
| 101 | REPUBLIC SVCS INC | 760759100 | 2,387 | $588,776 | 0.09% |
| 102 | SYNOPSYS INC | SNPS | 1,138 | $583,430 | 0.09% |
| 103 | BANK FIRST CORP | BFC | 4,875 | $573,544 | 0.09% |
| 104 | GALLAGHER ARTHUR J & CO | 363576109 | 1,770 | $566,610 | 0.09% |
| 105 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,096 | $562,726 | 0.08% |
| 106 | PROLOGIS INC. | PLDGP | 5,303 | $557,438 | 0.08% |
| 107 | SPDR S&P 500 ETF TR | SPY | 895 | $553,053 | 0.08% |
| 108 | DIMENSIONAL ETF TRUST | 25434V609 | 10,183 | $549,472 | 0.08% |
| 109 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 6,475 | $545,066 | 0.08% |
| 110 | FIDELITY MERRIMACK STR TR | 316188200 | 10,689 | $538,739 | 0.08% |
| 111 | ACCENTURE PLC IRELAND | ACN | 1,788 | $534,525 | 0.08% |
| 112 | KIMBERLY-CLARK CORP | KMB | 4,065 | $524,034 | 0.08% |
| 113 | PFIZER INC | PFE | 21,301 | $516,338 | 0.08% |
| 114 | PNC FINL SVCS GROUP INC | 693475105 | 2,769 | $516,155 | 0.08% |
| 115 | OSHKOSH CORP | OSK | 4,464 | $506,899 | 0.08% |
| 116 | NICOLET BANKSHARES INC | NIC | 4,093 | $505,388 | 0.08% |
| 117 | NEXTERA ENERGY INC | NEE-PW | 7,153 | $496,565 | 0.07% |
| 118 | GILEAD SCIENCES INC | GILD | 4,430 | $491,167 | 0.07% |
| 119 | CARDINAL HEALTH INC | CAH | 2,854 | $479,397 | 0.07% |
| 120 | T-MOBILE US INC | TMUSZ | 2,004 | $477,573 | 0.07% |
| 121 | VANGUARD INDEX FDS | 922908744 | 2,688 | $475,037 | 0.07% |
| 122 | 3M CO | MMM | 3,109 | $473,390 | 0.07% |
| 123 | VISA INC | V | 1,294 | $459,508 | 0.07% |
| 124 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 16,579 | $457,924 | 0.07% |
| 125 | CADENCE DESIGN SYSTEM INC | CDNS | 1,457 | $448,975 | 0.07% |
| 126 | ISHARES TR | 46438G653 | 16,694 | $436,216 | 0.07% |
| 127 | LOCKHEED MARTIN CORP | LMT | 930 | $430,868 | 0.07% |
| 128 | TJX COS INC NEW | 872540109 | 3,436 | $424,284 | 0.06% |
| 129 | NORFOLK SOUTHN CORP | 655844108 | 1,633 | $418,003 | 0.06% |
| 130 | PALO ALTO NETWORKS INC | PANW | 1,991 | $407,438 | 0.06% |
| 131 | MOODYS CORP | MCO | 798 | $400,206 | 0.06% |
| 132 | GLOBAL X FDS | 37954Y483 | 23,690 | $396,089 | 0.06% |
| 133 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,891 | $396,004 | 0.06% |
| 134 | ILLINOIS TOOL WKS INC | 452308109 | 1,593 | $393,772 | 0.06% |
| 135 | VANGUARD INDEX FDS | 922908736 | 897 | $393,240 | 0.06% |
| 136 | UNITEDHEALTH GROUP INC | UNH | 1,255 | $391,465 | 0.06% |
| 137 | ISHARES TR | 464287879 | 3,806 | $378,620 | 0.06% |
| 138 | L3HARRIS TECHNOLOGIES INC | LHX | 1,490 | $373,655 | 0.06% |
| 139 | ALTRIA GROUP INC | MO | 6,363 | $373,076 | 0.06% |
| 140 | COMCAST CORP NEW | CCZ | 10,151 | $362,289 | 0.05% |
| 141 | FIFTH THIRD BANCORP | FITBM | 8,687 | $357,310 | 0.05% |
| 142 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,138 | $356,500 | 0.05% |
| 143 | CROWN CASTLE INC | CCI | 3,459 | $355,383 | 0.05% |
| 144 | CINTAS CORP | CTAS | 1,580 | $352,104 | 0.05% |
| 145 | JOHNSON CTLS INTL PLC | G51502105 | 3,319 | $350,563 | 0.05% |
| 146 | STRYKER CORPORATION | SYK | 876 | $346,407 | 0.05% |
| 147 | ISHARES TR | 46432F834 | 4,411 | $341,004 | 0.05% |
| 148 | TEXAS INSTRS INC | 882508104 | 1,535 | $318,752 | 0.05% |
| 149 | GE AEROSPACE | 369604301 | 1,231 | $316,915 | 0.05% |
| 150 | ZSCALER INC | ZS | 1,008 | $316,452 | 0.05% |
| 151 | VANGUARD INDEX FDS | 922908512 | 1,842 | $302,976 | 0.05% |
| 152 | AMPHENOL CORP NEW | 032095101 | 3,068 | $302,965 | 0.05% |
| 153 | LAMAR ADVERTISING CO NEW | LAMR | 2,419 | $293,596 | 0.04% |
| 154 | DEERE & CO | DE | 567 | $288,372 | 0.04% |
| 155 | DIMENSIONAL ETF TRUST | 25434V716 | 7,313 | $287,035 | 0.04% |
| 156 | FIDELITY NATL INFORMATION SV | 31620M106 | 3,494 | $284,426 | 0.04% |
| 157 | MEDTRONIC PLC | MDT | 3,231 | $281,654 | 0.04% |
| 158 | GOLDMAN SACHS GROUP INC | GSCE | 397 | $281,311 | 0.04% |
| 159 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,908 | $279,832 | 0.04% |
| 160 | SPDR SERIES TRUST | 78464A375 | 8,300 | $278,726 | 0.04% |
| 161 | VANGUARD INDEX FDS | 922908553 | 3,054 | $271,990 | 0.04% |
| 162 | ISHARES TR | 464288885 | 2,403 | $269,167 | 0.04% |
| 163 | MASTERCARD INCORPORATED | MA | 473 | $265,599 | 0.04% |
| 164 | SHOPIFY INC | SHOP | 2,270 | $261,845 | 0.04% |
| 165 | CASEYS GEN STORES INC | 147528103 | 512 | $261,152 | 0.04% |
| 166 | VERTIV HOLDINGS CO | VRT | 2,034 | $261,149 | 0.04% |
| 167 | VANGUARD INDEX FDS | 922908538 | 915 | $260,284 | 0.04% |
| 168 | LABCORP HOLDINGS INC | LH | 989 | $259,683 | 0.04% |
| 169 | CITIGROUP INC | C-PR | 3,023 | $257,282 | 0.04% |
| 170 | ISHARES TR | 464288513 | 3,137 | $252,999 | 0.04% |
| 171 | THE CIGNA GROUP | 125523100 | 756 | $249,759 | 0.04% |
| 172 | UBER TECHNOLOGIES INC | UBER | 2,671 | $249,204 | 0.04% |
| 173 | PURE STORAGE INC | 74624M102 | 4,134 | $238,036 | 0.04% |
| 174 | ARISTA NETWORKS INC | ANET | 2,311 | $236,452 | 0.04% |
| 175 | DIMENSIONAL ETF TRUST | 25434V401 | 3,502 | $234,689 | 0.04% |
| 176 | PULTE GROUP INC | 745867101 | 2,224 | $234,587 | 0.04% |
| 177 | BECTON DICKINSON & CO | BDX | 1,338 | $230,548 | 0.03% |
| 178 | MARSH & MCLENNAN COS INC | 571748102 | 1,054 | $230,493 | 0.03% |
| 179 | ALPHABET INC | GOOG | 1,296 | $229,843 | 0.03% |
| 180 | ISHARES TR | 46434V878 | 4,527 | $229,561 | 0.03% |
| 181 | CUMMINS INC | CMI | 701 | $229,548 | 0.03% |
| 182 | KELLANOVA | BEKE | 2,862 | $227,614 | 0.03% |
| 183 | DANAHER CORPORATION | 235851102 | 1,138 | $224,837 | 0.03% |
| 184 | FIDELITY COVINGTON TRUST | 316092808 | 1,090 | $214,962 | 0.03% |
| 185 | FIDELITY MERRIMACK STR TR | 316188101 | 4,538 | $214,671 | 0.03% |
| 186 | AUTOMATIC DATA PROCESSING IN | ADP | 681 | $210,069 | 0.03% |
| 187 | AMERIPRISE FINL INC | 03076C106 | 392 | $209,202 | 0.03% |
| 188 | ASSOCIATED BANC CORP | ASBA | 8,468 | $206,545 | 0.03% |
| 189 | FORTINET INC | FTNT | 1,950 | $206,154 | 0.03% |
| 190 | RTX CORPORATION | RTX | 1,402 | $204,756 | 0.03% |
| 191 | HUNTINGTON BANCSHARES INC | HBANP | 11,684 | $195,824 | 0.03% |