McGlone Suttner Wealth Management, Inc.

Est. AUM

$752.6M

13F long equity, this entity only

Positions

187

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$147.0M	3783233	19.53%	SOLE
2	ISHARES TR	CORE S&P US VLU	$66.8M	653302	8.88%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$58.1M	522317	7.72%	SOLE
4	SCHWAB STRATEGIC TR	US LRG CAP ETF	$53.8M	2097595	7.15%	SOLE
5	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$48.7M	1068057	6.47%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$37.2M	704008	4.94%	SOLE
7	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$32.0M	1431489	4.25%	SOLE
8	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$20.8M	706871	2.77%	SOLE
9	FIDELITY COVINGTON TRUST	ENHANCED INTL	$16.2M	436361	2.16%	SOLE
10	ISHARES INC	CORE MSCI EMKT	$16.1M	231126	2.14%	SOLE
11	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$15.6M	219207	2.07%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$13.0M	130590	1.72%	SOLE
13	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.7M	153942	1.69%	SOLE
14	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$9.7M	257703	1.28%	SOLE
15	APPLE INC	COM	$6.8M	26750	0.90%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	31076	0.89%	SOLE
17	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.2M	111344	0.82%	SOLE
18	ALPHABET INC	CAP STK CL A	$6.1M	21083	0.81%	SOLE
19	MICROSOFT CORP	COM	$6.0M	16139	0.79%	SOLE
20	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.8M	39029	0.77%	SOLE
21	NVIDIA CORPORATION	COM	$5.5M	31508	0.73%	SOLE
22	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$5.1M	73181	0.68%	SOLE
23	ISHARES TR	IBONDS DEC2026	$4.1M	168578	0.54%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$3.9M	58132	0.52%	SOLE
25	JPMORGAN CHASE & CO	COM	$3.0M	10255	0.40%	SOLE
26	EXXON MOBIL CORP	COM	$3.0M	17584	0.40%	SOLE
27	CATERPILLAR INC	COM	$2.9M	4071	0.38%	SOLE
28	WALMART INC	COM	$2.9M	23142	0.38%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	8816	0.38%	SOLE
30	JOHNSON & JOHNSON	COM	$2.7M	11071	0.36%	SOLE
31	ISHARES TR	CORE S&P SCP ETF	$2.7M	21371	0.35%	SOLE
32	META PLATFORMS INC	CL A	$2.6M	4599	0.35%	SOLE
33	ABBVIE INC	COM	$2.6M	11987	0.35%	SOLE
34	ISHARES TR	IBONDS 27 ETF	$2.5M	104366	0.34%	SOLE
35	AMAZON COM INC	COM	$2.5M	11968	0.33%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$2.4M	3688	0.32%	SOLE
37	APPLIED MATLS INC	COM	$2.3M	6871	0.31%	SOLE
38	ISHARES TR	IBONDS DEC 2033	$2.3M	89418	0.31%	SOLE
39	BROADCOM INC	COM	$2.3M	7353	0.30%	SOLE
40	ISHARES TR	IBDS DEC28 ETF	$2.2M	87944	0.30%	SOLE
41	ISHARES TR	CORE S&P TTL STK	$2.2M	15480	0.29%	SOLE
42	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.1M	78857	0.28%	SOLE
43	ISHARES TR	RUS 1000 VAL ETF	$2.0M	9304	0.26%	SOLE
44	CISCO SYS INC	COM	$2.0M	25583	0.26%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	13520	0.26%	SOLE
46	PROCTER & GAMBLE CO	COM	$1.9M	13222	0.25%	SOLE
47	ISHARES TR	S&P 500 GRWT ETF	$1.9M	16501	0.25%	SOLE
48	TESLA INC	COM	$1.8M	4816	0.24%	SOLE
49	VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	7821	0.23%	SOLE
50	PARKER-HANNIFIN CORP	COM	$1.7M	1850	0.22%	SOLE

1–50 of 187

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.