13F HOLDINGS REPORT
McGlone Suttner Wealth Management, Inc.
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001964819-25-000007
Total Value
$714.6M
Positions
191
Other Managers
0
Confidential Omitted
No
Holdings (191)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,709,551 | $143.1M | 20.02% |
| 2 | ISHARES TR | 464287663 | 625,147 | $62.5M | 8.74% |
| 3 | SCHWAB STRATEGIC TR | 808524201 | 2,088,693 | $55.0M | 7.70% |
| 4 | AMERICAN CENTY ETF TR | 025072885 | 503,898 | $54.8M | 7.66% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 986,032 | $45.6M | 6.38% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 724,496 | $33.4M | 4.68% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 1,335,471 | $30.3M | 4.25% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 709,664 | $21.0M | 2.94% |
| 9 | FIDELITY COVINGTON TRUST | 316092600 | 278,946 | $18.7M | 2.61% |
| 10 | ISHARES INC | 46434G103 | 214,698 | $14.2M | 1.98% |
| 11 | DIMENSIONAL ETF TRUST | 25434V500 | 202,856 | $13.9M | 1.94% |
| 12 | ISHARES TR | 46435G219 | 277,897 | $12.8M | 1.79% |
| 13 | ISHARES TR | 464287226 | 117,077 | $11.7M | 1.64% |
| 14 | MICROSOFT CORP | MSFT | 15,978 | $8.3M | 1.16% |
| 15 | VANGUARD SPECIALIZED FUNDS | 921908844 | 31,315 | $6.8M | 0.95% |
| 16 | APPLE INC | AAPL | 26,136 | $6.7M | 0.93% |
| 17 | FIDELITY COVINGTON TRUST | 316092840 | 116,893 | $6.5M | 0.91% |
| 18 | NVIDIA CORPORATION | NVDA | 33,040 | $6.2M | 0.86% |
| 19 | VANGUARD WHITEHALL FDS | 921946406 | 40,007 | $5.6M | 0.79% |
| 20 | ALPHABET INC | GOOG | 22,138 | $5.4M | 0.75% |
| 21 | ISHARES TR | 464287507 | 58,193 | $3.8M | 0.53% |
| 22 | META PLATFORMS INC | META | 4,969 | $3.6M | 0.51% |
| 23 | JPMORGAN CHASE & CO. | VYLD | 10,836 | $3.4M | 0.48% |
| 24 | ISHARES TR | 46435GAA0 | 129,941 | $3.2M | 0.44% |
| 25 | ISHARES TR | 46434VBD1 | 122,495 | $3.1M | 0.43% |
| 26 | AMAZON COM INC | AMZN | 12,163 | $2.7M | 0.37% |
| 27 | ABBVIE INC | ABBV | 11,473 | $2.7M | 0.37% |
| 28 | VANGUARD INDEX FDS | 922908769 | 7,850 | $2.6M | 0.36% |
| 29 | ISHARES TR | 464287804 | 21,422 | $2.5M | 0.36% |
| 30 | ISHARES TR | 464287200 | 3,498 | $2.3M | 0.33% |
| 31 | BROADCOM INC | AVGO | 6,987 | $2.3M | 0.32% |
| 32 | WALMART INC | WMT | 22,317 | $2.3M | 0.32% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 14,929 | $2.3M | 0.32% |
| 34 | ISHARES TR | 464287150 | 15,668 | $2.3M | 0.32% |
| 35 | ISHARES TR | 46436E130 | 85,568 | $2.2M | 0.31% |
| 36 | TESLA INC | TSLA | 4,953 | $2.2M | 0.31% |
| 37 | ISHARES TR | 46435UAA9 | 83,130 | $2.0M | 0.28% |
| 38 | ISHARES TR | 464287309 | 16,512 | $2.0M | 0.28% |
| 39 | CATERPILLAR INC | CAT | 4,100 | $2.0M | 0.27% |
| 40 | JOHNSON & JOHNSON | JNJ | 10,440 | $1.9M | 0.27% |
| 41 | SPDR SERIES TRUST | 78464A763 | 13,548 | $1.9M | 0.27% |
| 42 | HOME DEPOT INC | HD | 4,675 | $1.9M | 0.27% |
| 43 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 69,224 | $1.9M | 0.26% |
| 44 | EXXON MOBIL CORP | XOM | 16,059 | $1.8M | 0.25% |
| 45 | ISHARES TR | 46435U515 | 70,444 | $1.8M | 0.25% |
| 46 | CISCO SYS INC | CSCO | 24,597 | $1.7M | 0.24% |
| 47 | FIDELITY COVINGTON TRUST | 316092337 | 56,344 | $1.7M | 0.23% |
| 48 | VANGUARD INDEX FDS | 922908611 | 7,934 | $1.7M | 0.23% |
| 49 | METLIFE INC | MET-PF | 19,979 | $1.6M | 0.23% |
| 50 | FIDELITY COVINGTON TRUST | 316092352 | 30,107 | $1.6M | 0.23% |
| 51 | BANK AMERICA CORP | 060505104 | 29,210 | $1.5M | 0.21% |
| 52 | APPLIED MATLS INC | 038222105 | 7,033 | $1.4M | 0.20% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,710 | $1.4M | 0.19% |
| 54 | MCDONALDS CORP | MCD | 4,461 | $1.4M | 0.19% |
| 55 | ISHARES TR | 46436E486 | 63,614 | $1.3M | 0.19% |
| 56 | WEC ENERGY GROUP INC | WEC | 11,360 | $1.3M | 0.18% |
| 57 | VANGUARD MUN BD FDS | 922907746 | 25,745 | $1.3M | 0.18% |
| 58 | PARKER-HANNIFIN CORP | PH | 1,622 | $1.2M | 0.17% |
| 59 | MERCK & CO INC | MRK | 14,539 | $1.2M | 0.17% |
| 60 | CONOCOPHILLIPS | COP | 12,651 | $1.2M | 0.17% |
| 61 | BLACKROCK INC | BLK | 1,026 | $1.2M | 0.17% |
| 62 | ABBOTT LABS | ABLZF | 8,882 | $1.2M | 0.17% |
| 63 | ISHARES TR | 46436E312 | 46,052 | $1.2M | 0.17% |
| 64 | SCHWAB STRATEGIC TR | 808524797 | 43,016 | $1.2M | 0.16% |
| 65 | COCA COLA CO | KO | 17,375 | $1.2M | 0.16% |
| 66 | GENERAL DYNAMICS CORP | GD | 3,340 | $1.1M | 0.16% |
| 67 | WELLS FARGO CO NEW | 949746101 | 13,256 | $1.1M | 0.16% |
| 68 | PEPSICO INC | PEP | 7,865 | $1.1M | 0.15% |
| 69 | NETFLIX INC | NFLX | 907 | $1.1M | 0.15% |
| 70 | PHILIP MORRIS INTL INC | 718172109 | 6,696 | $1.1M | 0.15% |
| 71 | PALANTIR TECHNOLOGIES INC | PLTR | 5,543 | $1.0M | 0.14% |
| 72 | INTERNATIONAL BUSINESS MACHS | INTR | 3,558 | $1.0M | 0.14% |
| 73 | ISHARES TR | 46432F842 | 11,352 | $991,121 | 0.14% |
| 74 | EMCOR GROUP INC | EME | 1,497 | $972,527 | 0.14% |
| 75 | ISHARES TR | 46436E205 | 41,422 | $972,168 | 0.14% |
| 76 | AMERICAN EXPRESS CO | AXP | 2,910 | $966,666 | 0.14% |
| 77 | ISHARES TR | 464287408 | 4,472 | $923,540 | 0.13% |
| 78 | PRUDENTIAL FINL INC | PUKPF | 8,800 | $912,865 | 0.13% |
| 79 | BANK NEW YORK MELLON CORP | 064058100 | 8,142 | $887,158 | 0.12% |
| 80 | SPDR SERIES TRUST | 78464A409 | 8,428 | $880,776 | 0.12% |
| 81 | VANGUARD WORLD FD | 92204A504 | 3,382 | $877,967 | 0.12% |
| 82 | SELECT SECTOR SPDR TR | 81369Y886 | 9,942 | $867,073 | 0.12% |
| 83 | CHEVRON CORP NEW | CVX | 5,523 | $857,658 | 0.12% |
| 84 | SOUTHERN CO | SOMN | 8,618 | $816,756 | 0.11% |
| 85 | VERIZON COMMUNICATIONS INC | VZ | 18,447 | $810,732 | 0.11% |
| 86 | ORACLE CORP | ORCL-PD | 2,843 | $799,465 | 0.11% |
| 87 | ELI LILLY & CO | LLY | 1,038 | $791,761 | 0.11% |
| 88 | CSX CORP | CSX | 22,131 | $785,870 | 0.11% |
| 89 | QUALCOMM INC | QCOM | 4,632 | $770,656 | 0.11% |
| 90 | US BANCORP DEL | USB-PS | 15,922 | $769,514 | 0.11% |
| 91 | WP CAREY INC | 92936U109 | 10,984 | $742,159 | 0.10% |
| 92 | SPDR SERIES TRUST | 78464A508 | 13,392 | $740,960 | 0.10% |
| 93 | AT&T INC | T-PC | 25,896 | $731,314 | 0.10% |
| 94 | HARTFORD INSURANCE GROUP INC | HIG-PG | 5,287 | $705,251 | 0.10% |
| 95 | AMERICAN ELEC PWR CO INC | 025537101 | 5,977 | $672,421 | 0.09% |
| 96 | ISHARES TR | 46436E726 | 30,254 | $670,130 | 0.09% |
| 97 | SALESFORCE INC | CRM | 2,784 | $659,858 | 0.09% |
| 98 | KINDER MORGAN INC DEL | EP-PC | 22,899 | $648,277 | 0.09% |
| 99 | PROLOGIS INC. | PLDGP | 5,443 | $623,358 | 0.09% |
| 100 | SPDR S&P 500 ETF TR | SPY | 896 | $596,875 | 0.08% |
| 101 | DIMENSIONAL ETF TRUST | 25434V609 | 10,183 | $592,765 | 0.08% |
| 102 | BANK FIRST CORP | BFC | 4,875 | $591,386 | 0.08% |
| 103 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,100 | $588,029 | 0.08% |
| 104 | UNITEDHEALTH GROUP INC | UNH | 1,695 | $585,326 | 0.08% |
| 105 | OSHKOSH CORP | OSK | 4,467 | $579,401 | 0.08% |
| 106 | PNC FINL SVCS GROUP INC | 693475105 | 2,871 | $576,851 | 0.08% |
| 107 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 6,781 | $565,972 | 0.08% |
| 108 | PFIZER INC | PFE | 22,166 | $564,785 | 0.08% |
| 109 | REPUBLIC SVCS INC | 760759100 | 2,414 | $553,926 | 0.08% |
| 110 | NICOLET BANKSHARES INC | NIC | 4,100 | $551,403 | 0.08% |
| 111 | GALLAGHER ARTHUR J & CO | 363576109 | 1,771 | $548,521 | 0.08% |
| 112 | COSTCO WHSL CORP NEW | 22160K105 | 591 | $547,199 | 0.08% |
| 113 | FIDELITY MERRIMACK STR TR | 316188200 | 10,689 | $541,519 | 0.08% |
| 114 | GILEAD SCIENCES INC | GILD | 4,681 | $519,644 | 0.07% |
| 115 | NORFOLK SOUTHN CORP | 655844108 | 1,715 | $515,288 | 0.07% |
| 116 | CADENCE DESIGN SYSTEM INC | CDNS | 1,465 | $514,596 | 0.07% |
| 117 | KIMBERLY-CLARK CORP | KMB | 4,095 | $509,165 | 0.07% |
| 118 | AMPHENOL CORP NEW | 032095101 | 4,083 | $505,297 | 0.07% |
| 119 | VANGUARD INDEX FDS | 922908744 | 2,688 | $501,242 | 0.07% |
| 120 | TJX COS INC NEW | 872540109 | 3,456 | $499,497 | 0.07% |
| 121 | FERGUSON ENTERPRISES INC | FERG | 2,163 | $485,778 | 0.07% |
| 122 | T-MOBILE US INC | TMUSZ | 2,017 | $482,938 | 0.07% |
| 123 | LOCKHEED MARTIN CORP | LMT | 966 | $482,276 | 0.07% |
| 124 | L3HARRIS TECHNOLOGIES INC | LHX | 1,555 | $475,044 | 0.07% |
| 125 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 16,579 | $460,080 | 0.06% |
| 126 | CARDINAL HEALTH INC | CAH | 2,875 | $451,188 | 0.06% |
| 127 | ISHARES TR | 46438G653 | 16,885 | $446,935 | 0.06% |
| 128 | ACCENTURE PLC IRELAND | ACN | 1,806 | $445,277 | 0.06% |
| 129 | SPOTIFY TECHNOLOGY S A | SPOT | 635 | $443,230 | 0.06% |
| 130 | VISA INC | V | 1,295 | $442,069 | 0.06% |
| 131 | ALTRIA GROUP INC | MO | 6,680 | $441,295 | 0.06% |
| 132 | VANGUARD INDEX FDS | 922908736 | 897 | $430,261 | 0.06% |
| 133 | ISHARES TR | 464287879 | 3,806 | $420,862 | 0.06% |
| 134 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,891 | $420,452 | 0.06% |
| 135 | ILLINOIS TOOL WKS INC | 452308109 | 1,593 | $415,288 | 0.06% |
| 136 | PALO ALTO NETWORKS INC | PANW | 2,001 | $407,444 | 0.06% |
| 137 | FIFTH THIRD BANCORP | FITBM | 8,754 | $389,972 | 0.05% |
| 138 | MOODYS CORP | MCO | 811 | $386,561 | 0.05% |
| 139 | GLOBAL X FDS | 37954Y483 | 22,097 | $375,865 | 0.05% |
| 140 | NEXTERA ENERGY INC | NEE-PW | 4,921 | $371,495 | 0.05% |
| 141 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,147 | $371,305 | 0.05% |
| 142 | GE AEROSPACE | 369604301 | 1,230 | $370,092 | 0.05% |
| 143 | BLACKROCK ETF TRUST | BLK | 4,321 | $356,817 | 0.05% |
| 144 | CROWN CASTLE INC | CCI | 3,673 | $354,422 | 0.05% |
| 145 | SYNOPSYS INC | SNPS | 706 | $348,333 | 0.05% |
| 146 | SHOPIFY INC | SHOP | 2,270 | $337,345 | 0.05% |
| 147 | ARISTA NETWORKS INC | ANET | 2,301 | $335,297 | 0.05% |
| 148 | PENTAIR PLC | PNR | 3,011 | $333,450 | 0.05% |
| 149 | COMCAST CORP NEW | CCZ | 10,424 | $327,524 | 0.05% |
| 150 | STRYKER CORPORATION | SYK | 883 | $326,467 | 0.05% |
| 151 | CINTAS CORP | CTAS | 1,581 | $324,525 | 0.05% |
| 152 | VANGUARD INDEX FDS | 922908512 | 1,844 | $321,864 | 0.05% |
| 153 | GOLDMAN SACHS GROUP INC | GSCE | 398 | $317,345 | 0.04% |
| 154 | ALPHABET INC | GOOG | 1,296 | $315,616 | 0.04% |
| 155 | DIMENSIONAL ETF TRUST | 25434V716 | 7,313 | $310,602 | 0.04% |
| 156 | MEDTRONIC PLC | MDT | 3,248 | $309,362 | 0.04% |
| 157 | CITIGROUP INC | C-PR | 3,030 | $307,579 | 0.04% |
| 158 | VERTIV HOLDINGS CO | VRT | 2,023 | $305,170 | 0.04% |
| 159 | ADVANCED MICRO DEVICES INC | AMD | 1,878 | $303,796 | 0.04% |
| 160 | DANAHER CORPORATION | 235851102 | 1,514 | $300,129 | 0.04% |
| 161 | ZSCALER INC | ZS | 1,000 | $299,660 | 0.04% |
| 162 | LAMAR ADVERTISING CO NEW | LAMR | 2,435 | $298,114 | 0.04% |
| 163 | CUMMINS INC | CMI | 701 | $295,989 | 0.04% |
| 164 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,916 | $294,548 | 0.04% |
| 165 | CASEYS GEN STORES INC | 147528103 | 511 | $289,027 | 0.04% |
| 166 | CENTRUS ENERGY CORP | LEU | 928 | $287,745 | 0.04% |
| 167 | LABCORP HOLDINGS INC | LH | 998 | $286,470 | 0.04% |
| 168 | TEXAS INSTRS INC | 882508104 | 1,558 | $286,238 | 0.04% |
| 169 | SPDR SERIES TRUST | 78464A375 | 8,340 | $282,632 | 0.04% |
| 170 | ROBINHOOD MKTS INC | 770700102 | 1,963 | $281,062 | 0.04% |
| 171 | VANGUARD INDEX FDS | 922908553 | 3,061 | $279,818 | 0.04% |
| 172 | ISHARES TR | 464288885 | 2,403 | $273,685 | 0.04% |
| 173 | VANGUARD INDEX FDS | 922908538 | 917 | $269,486 | 0.04% |
| 174 | MASTERCARD INCORPORATED | MA | 472 | $268,584 | 0.04% |
| 175 | UBER TECHNOLOGIES INC | UBER | 2,669 | $261,482 | 0.04% |
| 176 | DEERE & CO | DE | 568 | $259,694 | 0.04% |
| 177 | ISHARES TR | 464288513 | 3,137 | $254,693 | 0.04% |
| 178 | DIMENSIONAL ETF TRUST | 25434V401 | 3,502 | $253,669 | 0.04% |
| 179 | BECTON DICKINSON & CO | BDX | 1,332 | $249,337 | 0.03% |
| 180 | PURE STORAGE INC | 74624M102 | 2,945 | $246,820 | 0.03% |
| 181 | AMERICAN WTR WKS CO INC NEW | 030420103 | 1,695 | $235,926 | 0.03% |
| 182 | RTX CORPORATION | RTX | 1,404 | $234,918 | 0.03% |
| 183 | KELLANOVA | BEKE | 2,862 | $234,741 | 0.03% |
| 184 | FIDELITY NATL INFORMATION SV | 31620M106 | 3,494 | $230,419 | 0.03% |
| 185 | FIDELITY COVINGTON TRUST | 316092808 | 1,034 | $229,715 | 0.03% |
| 186 | ISHARES TR | 46434V878 | 4,526 | $229,698 | 0.03% |
| 187 | FIDELITY MERRIMACK STR TR | 316188101 | 4,538 | $217,802 | 0.03% |
| 188 | ASSOCIATED BANC CORP | ASBA | 8,468 | $217,723 | 0.03% |
| 189 | THE CIGNA GROUP | 125523100 | 753 | $217,183 | 0.03% |
| 190 | MARSH & MCLENNAN COS INC | 571748102 | 1,058 | $213,244 | 0.03% |
| 191 | AUTOMATIC DATA PROCESSING IN | ADP | 682 | $200,279 | 0.03% |