13F HOLDINGS REPORT
McGlone Suttner Wealth Management, Inc.
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001964819-26-000001
Total Value
$743.4M
Positions
190
Other Managers
0
Confidential Omitted
No
Holdings (190)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,744,276 | $148.2M | 19.94% |
| 2 | ISHARES TR | 464287663 | 643,874 | $66.0M | 8.88% |
| 3 | AMERICAN CENTY ETF TR | 025072885 | 515,580 | $57.6M | 7.75% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 2,119,924 | $57.0M | 7.67% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 1,017,336 | $46.8M | 6.30% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 732,615 | $36.6M | 4.92% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 1,380,991 | $31.3M | 4.21% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 732,675 | $21.7M | 2.91% |
| 9 | FIDELITY COVINGTON TRUST | 316092600 | 285,486 | $21.2M | 2.85% |
| 10 | ISHARES INC | 46434G103 | 221,835 | $14.9M | 2.01% |
| 11 | DIMENSIONAL ETF TRUST | 25434V500 | 209,240 | $14.6M | 1.96% |
| 12 | ISHARES TR | 46435G219 | 292,607 | $13.4M | 1.80% |
| 13 | ISHARES TR | 464287226 | 122,640 | $12.2M | 1.65% |
| 14 | MICROSOFT CORP | MSFT | 15,351 | $7.4M | 1.00% |
| 15 | APPLE INC | AAPL | 25,133 | $6.8M | 0.92% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 31,081 | $6.8M | 0.92% |
| 17 | ALPHABET INC | GOOG | 21,122 | $6.6M | 0.89% |
| 18 | FIDELITY COVINGTON TRUST | 316092840 | 112,345 | $6.4M | 0.86% |
| 19 | NVIDIA CORPORATION | NVDA | 30,767 | $5.7M | 0.77% |
| 20 | VANGUARD WHITEHALL FDS | 921946406 | 38,868 | $5.6M | 0.75% |
| 21 | ISHARES TR | 46435GAA0 | 161,878 | $3.9M | 0.53% |
| 22 | ISHARES TR | 464287507 | 58,111 | $3.8M | 0.52% |
| 23 | JPMORGAN CHASE & CO. | VYLD | 10,539 | $3.4M | 0.46% |
| 24 | META PLATFORMS INC | META | 4,753 | $3.1M | 0.42% |
| 25 | VANGUARD INDEX FDS | 922908769 | 8,723 | $2.9M | 0.39% |
| 26 | ISHARES TR | 464287804 | 23,139 | $2.8M | 0.37% |
| 27 | ABBVIE INC | ABBV | 11,729 | $2.7M | 0.36% |
| 28 | AMAZON COM INC | AMZN | 11,487 | $2.7M | 0.36% |
| 29 | ISHARES TR | 464287200 | 3,686 | $2.5M | 0.34% |
| 30 | WALMART INC | WMT | 22,486 | $2.5M | 0.34% |
| 31 | BROADCOM INC | AVGO | 7,182 | $2.5M | 0.33% |
| 32 | CATERPILLAR INC | CAT | 4,319 | $2.5M | 0.33% |
| 33 | ISHARES TR | 46435UAA9 | 96,924 | $2.4M | 0.32% |
| 34 | ISHARES TR | 464287150 | 15,480 | $2.3M | 0.31% |
| 35 | ISHARES TR | 46436E130 | 86,911 | $2.3M | 0.31% |
| 36 | JOHNSON & JOHNSON | JNJ | 10,758 | $2.2M | 0.30% |
| 37 | TESLA INC | TSLA | 4,788 | $2.2M | 0.29% |
| 38 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 75,056 | $2.1M | 0.28% |
| 39 | EXXON MOBIL CORP | XOM | 17,030 | $2.0M | 0.28% |
| 40 | ISHARES TR | 464287598 | 9,740 | $2.0M | 0.28% |
| 41 | ISHARES TR | 464287309 | 16,500 | $2.0M | 0.27% |
| 42 | ISHARES TR | 46435U515 | 79,811 | $2.0M | 0.27% |
| 43 | ISHARES TR | 464287689 | 5,172 | $2.0M | 0.27% |
| 44 | CISCO SYS INC | CSCO | 24,937 | $1.9M | 0.26% |
| 45 | SPDR SERIES TRUST | 78464A763 | 13,480 | $1.9M | 0.25% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 12,843 | $1.8M | 0.25% |
| 47 | APPLIED MATLS INC | 038222105 | 6,648 | $1.7M | 0.23% |
| 48 | FIDELITY COVINGTON TRUST | 316092337 | 56,345 | $1.7M | 0.23% |
| 49 | FIDELITY COVINGTON TRUST | 316092352 | 30,706 | $1.7M | 0.23% |
| 50 | BANK AMERICA CORP | 060505104 | 30,350 | $1.7M | 0.22% |
| 51 | VANGUARD INDEX FDS | 922908611 | 7,821 | $1.7M | 0.22% |
| 52 | METLIFE INC | MET-PF | 20,847 | $1.6M | 0.22% |
| 53 | PARKER-HANNIFIN CORP | PH | 1,766 | $1.6M | 0.21% |
| 54 | HOME DEPOT INC | HD | 4,409 | $1.5M | 0.20% |
| 55 | ISHARES TR | 46436E486 | 69,030 | $1.5M | 0.20% |
| 56 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,812 | $1.4M | 0.19% |
| 57 | VANGUARD MUN BD FDS | 922907746 | 27,711 | $1.4M | 0.19% |
| 58 | ISHARES TR | 46436E205 | 59,157 | $1.4M | 0.19% |
| 59 | MERCK & CO INC | MRK | 12,867 | $1.4M | 0.18% |
| 60 | WELLS FARGO CO NEW | 949746101 | 14,059 | $1.3M | 0.18% |
| 61 | MCDONALDS CORP | MCD | 4,282 | $1.3M | 0.18% |
| 62 | COCA COLA CO | KO | 17,989 | $1.3M | 0.17% |
| 63 | GENERAL DYNAMICS CORP | GD | 3,692 | $1.2M | 0.17% |
| 64 | ELI LILLY & CO | LLY | 1,146 | $1.2M | 0.17% |
| 65 | SCHWAB STRATEGIC TR | 808524797 | 43,858 | $1.2M | 0.16% |
| 66 | WEC ENERGY GROUP INC | WEC | 11,394 | $1.2M | 0.16% |
| 67 | ISHARES TR | 46436E312 | 46,448 | $1.2M | 0.16% |
| 68 | BLACKROCK INC | BLK | 1,096 | $1.2M | 0.16% |
| 69 | PHILIP MORRIS INTL INC | 718172109 | 7,159 | $1.1M | 0.15% |
| 70 | ABBOTT LABS | ABLZF | 8,909 | $1.1M | 0.15% |
| 71 | INTERNATIONAL BUSINESS MACHS | INTR | 3,706 | $1.1M | 0.15% |
| 72 | PRUDENTIAL FINL INC | PUKPF | 9,505 | $1.1M | 0.14% |
| 73 | PEPSICO INC | PEP | 7,443 | $1.1M | 0.14% |
| 74 | BANK NEW YORK MELLON CORP | 064058100 | 8,960 | $1.0M | 0.14% |
| 75 | ISHARES TR | 46432F842 | 11,405 | $1.0M | 0.14% |
| 76 | AMERICAN EXPRESS CO | AXP | 2,669 | $987,235 | 0.13% |
| 77 | ISHARES TR | 464287408 | 4,472 | $948,405 | 0.13% |
| 78 | EMCOR GROUP INC | EME | 1,524 | $932,648 | 0.13% |
| 79 | SPDR SERIES TRUST | 78464A409 | 8,460 | $902,647 | 0.12% |
| 80 | PALANTIR TECHNOLOGIES INC | PLTR | 5,059 | $899,237 | 0.12% |
| 81 | US BANCORP DEL | USB-PS | 16,704 | $891,322 | 0.12% |
| 82 | VANGUARD WORLD FD | 92204A504 | 3,038 | $874,421 | 0.12% |
| 83 | PROLOGIS INC. | PLDGP | 6,725 | $858,512 | 0.12% |
| 84 | QUALCOMM INC | QCOM | 4,982 | $852,137 | 0.11% |
| 85 | SELECT SECTOR SPDR TR | 81369Y886 | 19,892 | $849,169 | 0.11% |
| 86 | ISHARES TR | 46436E726 | 38,453 | $848,664 | 0.11% |
| 87 | CSX CORP | CSX | 23,160 | $839,551 | 0.11% |
| 88 | SOUTHERN CO | SOMN | 9,086 | $792,285 | 0.11% |
| 89 | SPDR SERIES TRUST | 78464A508 | 13,407 | $761,660 | 0.10% |
| 90 | WP CAREY INC | 92936U109 | 11,692 | $752,469 | 0.10% |
| 91 | CONOCOPHILLIPS | COP | 7,996 | $748,531 | 0.10% |
| 92 | HARTFORD INSURANCE GROUP INC | HIG-PG | 5,411 | $745,604 | 0.10% |
| 93 | VERIZON COMMUNICATIONS INC | VZ | 18,143 | $738,955 | 0.10% |
| 94 | GILEAD SCIENCES INC | GILD | 5,797 | $711,494 | 0.10% |
| 95 | SALESFORCE INC | CRM | 2,643 | $700,267 | 0.09% |
| 96 | AMERICAN ELEC PWR CO INC | 025537101 | 6,032 | $695,601 | 0.09% |
| 97 | VANGUARD INDEX FDS | 922908736 | 1,398 | $682,185 | 0.09% |
| 98 | AT&T INC | T-PC | 27,300 | $678,143 | 0.09% |
| 99 | CARDINAL HEALTH INC | CAH | 3,208 | $659,254 | 0.09% |
| 100 | KINDER MORGAN INC DEL | EP-PC | 23,455 | $644,771 | 0.09% |
| 101 | SPDR S&P 500 ETF TR | SPY | 897 | $611,533 | 0.08% |
| 102 | DIMENSIONAL ETF TRUST | 25434V609 | 10,183 | $606,271 | 0.08% |
| 103 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,103 | $594,393 | 0.08% |
| 104 | BANK FIRST CORP | BFC | 4,875 | $593,873 | 0.08% |
| 105 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 7,242 | $581,552 | 0.08% |
| 106 | NETFLIX INC | NFLX | 6,012 | $563,675 | 0.08% |
| 107 | NORFOLK SOUTHN CORP | 655844108 | 1,945 | $561,636 | 0.08% |
| 108 | OSHKOSH CORP | OSK | 4,470 | $561,595 | 0.08% |
| 109 | CHEVRON CORP NEW | CVX | 3,678 | $560,510 | 0.08% |
| 110 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 20,079 | $554,594 | 0.07% |
| 111 | TJX COS INC NEW | 872540109 | 3,516 | $540,169 | 0.07% |
| 112 | ADVANCED MICRO DEVICES INC | AMD | 2,480 | $531,056 | 0.07% |
| 113 | VANGUARD INDEX FDS | 922908744 | 2,773 | $529,572 | 0.07% |
| 114 | AMPHENOL CORP NEW | 032095101 | 3,877 | $523,943 | 0.07% |
| 115 | L3HARRIS TECHNOLOGIES INC | LHX | 1,775 | $521,218 | 0.07% |
| 116 | COSTCO WHSL CORP NEW | 22160K105 | 585 | $504,566 | 0.07% |
| 117 | FIDELITY MERRIMACK STR TR | 316188200 | 9,889 | $500,952 | 0.07% |
| 118 | REPUBLIC SVCS INC | 760759100 | 2,353 | $498,616 | 0.07% |
| 119 | NICOLET BANKSHARES INC | NIC | 4,106 | $498,111 | 0.07% |
| 120 | VANGUARD INTL EQUITY INDEX F | 922042775 | 6,584 | $484,343 | 0.07% |
| 121 | LOCKHEED MARTIN CORP | LMT | 985 | $476,365 | 0.06% |
| 122 | ORACLE CORP | ORCL-PD | 2,373 | $462,501 | 0.06% |
| 123 | CADENCE DESIGN SYSTEM INC | CDNS | 1,475 | $461,056 | 0.06% |
| 124 | GALLAGHER ARTHUR J & CO | 363576109 | 1,756 | $454,455 | 0.06% |
| 125 | ISHARES TR | 46438G653 | 17,137 | $451,904 | 0.06% |
| 126 | PNC FINL SVCS GROUP INC | 693475105 | 2,078 | $433,712 | 0.06% |
| 127 | ISHARES TR | 464287879 | 3,806 | $432,774 | 0.06% |
| 128 | DEERE & CO | DE | 907 | $422,227 | 0.06% |
| 129 | MOODYS CORP | MCO | 815 | $416,195 | 0.06% |
| 130 | FIFTH THIRD BANCORP | FITBM | 8,821 | $412,925 | 0.06% |
| 131 | KIMBERLY-CLARK CORP | KMB | 4,049 | $408,517 | 0.05% |
| 132 | T-MOBILE US INC | TMUSZ | 2,010 | $408,179 | 0.05% |
| 133 | FABRINET | FN | 892 | $406,110 | 0.05% |
| 134 | ALPHABET INC | GOOG | 1,274 | $399,861 | 0.05% |
| 135 | CROWN CASTLE INC | CCI | 4,451 | $395,576 | 0.05% |
| 136 | ILLINOIS TOOL WKS INC | 452308109 | 1,593 | $392,259 | 0.05% |
| 137 | GOLDMAN SACHS GROUP INC | GSCE | 444 | $390,646 | 0.05% |
| 138 | UNITEDHEALTH GROUP INC | UNH | 1,179 | $389,108 | 0.05% |
| 139 | DANAHER CORPORATION | 235851102 | 1,698 | $388,727 | 0.05% |
| 140 | PFIZER INC | PFE | 15,463 | $385,027 | 0.05% |
| 141 | GE AEROSPACE | 369604301 | 1,233 | $379,713 | 0.05% |
| 142 | ALTRIA GROUP INC | MO | 6,564 | $378,471 | 0.05% |
| 143 | VISA INC | V | 1,074 | $376,596 | 0.05% |
| 144 | ISHARES TR | 46432F834 | 4,329 | $366,425 | 0.05% |
| 145 | SPOTIFY TECHNOLOGY S A | SPOT | 630 | $365,847 | 0.05% |
| 146 | PALO ALTO NETWORKS INC | PANW | 1,978 | $364,348 | 0.05% |
| 147 | CUMMINS INC | CMI | 703 | $358,969 | 0.05% |
| 148 | BLACKROCK ETF TRUST | BLK | 10,755 | $358,140 | 0.05% |
| 149 | CITIGROUP INC | C-PR | 3,035 | $354,108 | 0.05% |
| 150 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,262 | $328,721 | 0.04% |
| 151 | VANGUARD INDEX FDS | 922908512 | 1,850 | $328,135 | 0.04% |
| 152 | VERTIV HOLDINGS CO | VRT | 2,010 | $325,705 | 0.04% |
| 153 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,155 | $322,289 | 0.04% |
| 154 | GLOBAL X FDS | 37954Y483 | 18,061 | $319,136 | 0.04% |
| 155 | DIMENSIONAL ETF TRUST | 25434V716 | 7,313 | $317,604 | 0.04% |
| 156 | LAMAR ADVERTISING CO NEW | LAMR | 2,463 | $311,812 | 0.04% |
| 157 | MEDTRONIC PLC | MDT | 3,114 | $299,098 | 0.04% |
| 158 | COMCAST CORP NEW | CCZ | 9,786 | $292,500 | 0.04% |
| 159 | PENTAIR PLC | PNR | 2,788 | $290,314 | 0.04% |
| 160 | STRYKER CORPORATION | SYK | 821 | $288,404 | 0.04% |
| 161 | SPDR SERIES TRUST | 78464A375 | 8,423 | $284,798 | 0.04% |
| 162 | ISHARES TR | 464288885 | 2,416 | $275,239 | 0.04% |
| 163 | VANGUARD INDEX FDS | 922908553 | 3,067 | $271,422 | 0.04% |
| 164 | ISHARES TR | 464287614 | 566 | $267,888 | 0.04% |
| 165 | CASEYS GEN STORES INC | 147528103 | 479 | $264,498 | 0.04% |
| 166 | RTX CORPORATION | RTX | 1,436 | $263,345 | 0.04% |
| 167 | ARISTA NETWORKS INC | ANET | 1,993 | $261,160 | 0.04% |
| 168 | DIMENSIONAL ETF TRUST | 25434V401 | 3,502 | $259,727 | 0.03% |
| 169 | VANGUARD INDEX FDS | 922908538 | 918 | $256,179 | 0.03% |
| 170 | ZOOM COMMUNICATIONS INC | ZM | 2,939 | $253,606 | 0.03% |
| 171 | ISHARES TR | 464288513 | 3,137 | $252,936 | 0.03% |
| 172 | LABCORP HOLDINGS INC | LH | 1,003 | $251,559 | 0.03% |
| 173 | MASTERCARD INCORPORATED | MA | 437 | $249,202 | 0.03% |
| 174 | NEXTERA ENERGY INC | NEE-PW | 3,041 | $244,154 | 0.03% |
| 175 | SHOPIFY INC | SHOP | 1,485 | $239,117 | 0.03% |
| 176 | CINTAS CORP | CTAS | 1,269 | $238,722 | 0.03% |
| 177 | FIDELITY COVINGTON TRUST | 316092808 | 1,034 | $232,300 | 0.03% |
| 178 | ISHARES TR | 46434V878 | 4,526 | $228,930 | 0.03% |
| 179 | MONGODB INC | MDB | 538 | $225,793 | 0.03% |
| 180 | CENTRUS ENERGY CORP | LEU | 928 | $225,281 | 0.03% |
| 181 | ROBINHOOD MKTS INC | 770700102 | 1,959 | $221,563 | 0.03% |
| 182 | ISHARES TR | 46438G372 | 8,534 | $221,382 | 0.03% |
| 183 | ASSOCIATED BANC CORP | ASBA | 8,468 | $218,146 | 0.03% |
| 184 | UBER TECHNOLOGIES INC | UBER | 2,661 | $217,430 | 0.03% |
| 185 | FIDELITY MERRIMACK STR TR | 316188101 | 4,538 | $217,030 | 0.03% |
| 186 | MICRON TECHNOLOGY INC | MU | 749 | $213,796 | 0.03% |
| 187 | FIDELITY NATL INFORMATION SV | 31620M106 | 3,195 | $212,339 | 0.03% |
| 188 | ACCENTURE PLC IRELAND | ACN | 761 | $204,101 | 0.03% |
| 189 | CITIZENS FINL GROUP INC | CIA | 3,475 | $202,967 | 0.03% |
| 190 | FERGUSON ENTERPRISES INC | FERG | 899 | $200,172 | 0.03% |