Institutional Manager · CIK 0001964819
McGlone Suttner Wealth Management, Inc.
Appleton, WI · File #028-22874
Latest AUM
$743.4M
Positions
190
Top-10 Concentration
76.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025190 pos · $743.4M
- 13F HOLDINGS REPORTQ/E Sep 2025191 pos · $714.6M
- 13F HOLDINGS REPORTQ/E Jun 2025191 pos · $662.3M
- 13F HOLDINGS REPORTQ/E Mar 2025189 pos · $609.4M
- 13F HOLDINGS REPORTQ/E Dec 2024176 pos · $599.0M
- 13F HOLDINGS REPORTQ/E Sep 2024168 pos · $480.9M
- 13F HOLDINGS REPORTQ/E Jun 2024163 pos · $486.7M
- 13F HOLDINGS REPORTQ/E Mar 2024167 pos · $533.1M
- 13F HOLDINGS REPORTQ/E Dec 2023140 pos · $431.5M
- 13F HOLDINGS REPORTQ/E Sep 2023151 pos · $438.0M
- 13F HOLDINGS REPORTQ/E Jun 2023139 pos · $389.0M
- 13F HOLDINGS REPORTQ/E Mar 2023132 pos · $315.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,744,276 | $148.2M | 22.52% |
| 2 | ISHARES TR | 464287663 | 643,874 | $66.0M | 10.03% |
| 3 | AMERICAN CENTY ETF TR | 025072885 | 515,580 | $57.6M | 8.76% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 2,119,924 | $57.0M | 8.67% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 1,017,336 | $46.8M | 7.12% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 732,615 | $36.6M | 5.55% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 1,380,991 | $31.3M | 4.75% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 732,675 | $21.7M | 3.29% |
| 9 | FIDELITY COVINGTON TRUST | 316092600 | 285,486 | $21.2M | 3.22% |
| 10 | ISHARES INC | 46434G103 | 221,835 | $14.9M | 2.27% |
| 11 | DIMENSIONAL ETF TRUST | 25434V500 | 209,240 | $14.6M | 2.21% |
| 12 | ISHARES TR | 46435G219 | 292,607 | $13.4M | 2.03% |
| 13 | ISHARES TR | 464287226 | 122,640 | $12.2M | 1.86% |
| 14 | MICROSOFT CORP | MSFT | 15,351 | $7.4M | 1.13% |
| 15 | APPLE INC | AAPL | 25,133 | $6.8M | 1.04% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 31,081 | $6.8M | 1.04% |
| 17 | ALPHABET INC | GOOG | 21,122 | $6.6M | 1.00% |
| 18 | FIDELITY COVINGTON TRUST | 316092840 | 112,345 | $6.4M | 0.97% |
| 19 | NVIDIA CORPORATION | NVDA | 30,767 | $5.7M | 0.87% |
| 20 | VANGUARD WHITEHALL FDS | 921946406 | 38,868 | $5.6M | 0.85% |