McGlone Suttner Wealth Management, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), McGlone Suttner Wealth Management, Inc. reported 196 stock positions worth $852.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.9% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 8.6%) and Avantis U.S. Equity ETF (AVUS, 7.9%). Compared with Q1 2026, it opened 13 new positions, sold out of 6, added to 126 and reduced 36. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +1%) and the biggest sale Dimensional International Va (DFIV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0001964819
- Portfolio Value
- $852.4M (Q2 2026)
- SEC Filing
- 0001964819-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 196 stocks · $852.4M
| DFAC Dimensional US Core Equity 2 | 19.89% | 3,821,991 | $169.5M | Add +1.0% |
| IUSV iShares Core S&P U.S. Value | 8.59% | 664,617 | $73.2M | Add +1.7% |
| AVUS Avantis U.S. Equity ETF | 7.95% | 528,975 | $67.8M | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 7.25% | 2,101,313 | $61.8M | Add +0.2% |
| FBND Fidelity Total Bond ETF | 5.95% | 1,114,382 | $50.7M | Add +4.3% |
| DFIV Dimensional International Va | 4.46% | 703,455 | $38.0M | Reduce -0.1% |
| CGCP Cap Group Core Plus Income | 3.91% | 1,495,388 | $33.3M | Add +4.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.85% | 700,615 | $24.3M | Reduce -0.9% |
| FENI Fidelity Enhanced Intl ETF | 2.40% | 510,485 | $20.5M | Add +17.0% |
| IEMG iShares Core MSCI Emerging | 2.27% | 233,827 | $19.4M | Add +1.2% |
| DFAS Dimensional US Small Cap ETF | 2.18% | 226,110 | $18.6M | Add +3.1% |
| VCIT Vanguard Int-Term Corporate | 1.73% | 178,813 | $14.8M | Add +16.2% |
| AGG iShares Core U.S. Aggregate | 1.63% | 140,716 | $13.9M | Add +7.8% |
| FELG Fidelity Enh LRG Cap GWTH | 1.55% | 302,902 | $13.3M | Add +17.5% |
| AAPL Apple Inc. | 0.99% | 29,112 | $8.4M | Add +8.8% |
| GOOGL Alphabet Inc. Class A | 0.89% | 21,343 | $7.6M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.86% | 31,098 | $7.4M | Add +0.1% |
| FDVV Fidelity High Dividend ETF | 0.79% | 111,746 | $6.7M | Add +0.4% |
| NVDA Nvidia Corp. | 0.75% | 32,076 | $6.4M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 0.73% | 39,351 | $6.2M | Add +0.8% |
| MSFT Microsoft Corp. | 0.71% | 16,315 | $6.1M | Add +1.1% |
| AMAT Applied Materials Inc. | 0.59% | 6,951 | $5.0M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 56,976 | $4.4M | Reduce -2.0% |
| FHLC Fidelity MSCI Health Care | 0.49% | 53,633 | $4.1M | Reduce -26.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.47% | 166,761 | $4.0M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.44% | 3,495 | $3.7M | Reduce -14.2% |
| JPM JPMorgan Chase & Co. | 0.40% | 10,505 | $3.4M | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 8,823 | $3.3M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 21,423 | $3.2M | Add +0.2% |
| AVGO Broadcom Inc. | 0.36% | 8,183 | $3.1M | Add +11.3% |
| ABBV Abbvie Inc. | 0.36% | 12,160 | $3.1M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.34% | 12,032 | $2.9M | Add +0.5% |
| JNJ Johnson & Johnson | 0.33% | 11,206 | $2.8M | Add +1.2% |
| WMT Walmart Inc. | 0.33% | 24,877 | $2.8M | Add +7.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.33% | 114,542 | $2.8M | Add +9.8% |
| CSCO Cisco Systems Inc. | 0.32% | 23,525 | $2.8M | Reduce -8.0% |
| META Meta Platforms Inc. Class A | 0.30% | 4,590 | $2.6M | Reduce -0.2% |
| ITOT iShares Core S&P Total U.S. | 0.30% | 15,480 | $2.5M | No change |
| XOM Exxon Mobil Corp. | 0.29% | 18,114 | $2.5M | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 0.29% | 3,256 | $2.4M | Reduce -11.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.28% | 94,511 | $2.4M | Add +7.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.27% | 90,470 | $2.3M | Add +1.2% |
| CGMU Cap Group Municipal Income | 0.26% | 81,004 | $2.2M | Add +2.7% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 15,773 | $2.2M | Reduce -4.4% |
| IWD iShares Russell 1000 Value E | 0.25% | 8,935 | $2.2M | Reduce -4.0% |
| TSLA Tesla Inc. | 0.24% | 4,923 | $2.1M | Add +2.2% |
| SDY SS SPDR S&P Dividend ETF | 0.24% | 13,480 | $2.1M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.23% | 13,583 | $2.0M | Add +2.7% |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.23% | 56,276 | $2.0M | Add +0.0% |
| MU Micron Technology Inc. | 0.22% | 1,659 | $1.9M | Add +121.5% |
| FBCG Fidelity Blue Chip Grow ETF | 0.22% | 30,681 | $1.9M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 7,822 | $1.9M | Add +0.0% |
| PH Parker Hannifin Corp. | 0.22% | 1,939 | $1.9M | Add +4.8% |
| MET Metlife Inc. | 0.22% | 22,267 | $1.9M | Add +3.5% |
| BAC Bank of America Corp. | 0.21% | 31,740 | $1.8M | Add +2.1% |
| MRK Merck & Co. Inc. | 0.20% | 13,593 | $1.7M | Add +2.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 33,115 | $1.7M | Add +6.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.20% | 72,192 | $1.7M | Add +9.9% |
| HD Home Depot Inc. | 0.19% | 4,690 | $1.7M | Add +2.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.19% | 78,607 | $1.6M | Add +7.3% |
| AMD Advanced Micro Devices | 0.19% | 2,724 | $1.6M | Add +8.7% |
| KO The Coca-Cola Co. | 0.18% | 18,959 | $1.5M | Add +2.7% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 46,745 | $1.5M | Add +2.4% |
| GD General Dynamics Corp. | 0.17% | 4,106 | $1.5M | Add +5.5% |
| BNY Bank of New York Mellon Corp. | 0.17% | 9,994 | $1.4M | Add +5.6% |
| PM Philip Morris International | 0.17% | 7,807 | $1.4M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 2,819 | $1.4M | Reduce -12.1% |
| CSX CSX Corp. | 0.17% | 29,593 | $1.4M | Add +8.2% |
| LLY Eli Lilly & Co. | 0.16% | 1,150 | $1.4M | Add +3.0% |
| WEC WEC Energy Group Inc. | 0.16% | 11,653 | $1.4M | Add +1.9% |
| IBDX iShares Ibonds Dec 2032 TC | 0.15% | 49,760 | $1.3M | Add +0.7% |
| WFC Wells Fargo & Co. | 0.15% | 15,052 | $1.2M | Add +3.1% |
| EME Emcor Group Inc. | 0.15% | 1,492 | $1.2M | Add +0.7% |
| MCD McDonald's Corp. | 0.14% | 4,541 | $1.2M | Add +2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 4,341 | $1.2M | Add +0.9% |
| PRU Prudential Financial Inc. | 0.14% | 10,813 | $1.2M | Add +6.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.14% | 53,342 | $1.2M | Add +17.6% |
| BLK BlackRock Inc. | 0.13% | 1,195 | $1.1M | Add +3.9% |
| USB US Bancorp | 0.13% | 18,618 | $1.1M | Add +5.3% |
| DELL Dell Technologies -C | 0.13% | 2,577 | $1.1M | New |
| IWV iShares Russell 3000 ETF | 0.13% | 2,523 | $1.1M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.13% | 7,901 | $1.1M | Add +2.2% |
| QCOM Qualcomm Inc. | 0.12% | 5,503 | $1.0M | Add +6.0% |
| IVE iShares S&P 500 Value ETF | 0.12% | 4,472 | $1.0M | No change |
| KMI Kinder Morgan Inc. | 0.12% | 31,421 | $1.0M | Add +10.7% |
| COP Conocophillips | 0.12% | 9,443 | $982K | Add +4.6% |
| PLD Prologis Inc. | 0.11% | 7,209 | $977K | Add +3.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 10,052 | $971K | Reduce -11.9% |
| SO The Southern Co. | 0.11% | 9,850 | $943K | Add +3.9% |
| WPC WP Carey Inc. | 0.11% | 12,910 | $923K | Add +5.7% |
| AXP American Express Co. | 0.11% | 2,673 | $904K | Add +0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 19,904 | $902K | Add +0.0% |
| VZ Verizon Communications Inc. | 0.10% | 20,391 | $863K | Add +3.2% |
| AEP American Electric Power | 0.10% | 6,183 | $846K | Add +0.6% |
| INTC Intel Corp. | 0.10% | 5,872 | $820K | Add +17.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.09% | 6,698 | $797K | No change |
| CAH Cardinal Health Inc. | 0.09% | 3,215 | $764K | Add +2.0% |
| ABT Abbott Laboratories | 0.09% | 8,205 | $744K | Add +0.1% |
| APH Amphenol Corp. Class A | 0.08% | 4,103 | $723K | Add +6.2% |
| BFC Bank First Corp. | 0.08% | 4,875 | $723K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DFIV Dimensional International Va | Reduce -0.1% | 4.46% | −0.46 |
| FHLC Fidelity MSCI Health Care | Reduce -26.7% | 0.49% | −0.20 |
| IGEB iShares Investment Grade SYS | Reduce -58.6% | 0.07% | −0.12 |
| DE Deere & Co. | Sold out | 0.00% | −0.07 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -1.1% | 0.47% | −0.07 |
| FN Fabrinet | Sold out | 0.00% | −0.06 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 0.30% | −0.05 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.1% | 0.17% | −0.04 |
| NFLX Netflix Inc. | Reduce -19.8% | 0.04% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -11.7% | 0.29% | −0.03 |
| VRT Vertiv Holdings Co. Class A | Reduce -55.0% | 0.04% | −0.03 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.9% | 0.11% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -20.7% | 0.08% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.3% | 0.24% | −0.02 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -4.6% | 0.06% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -4.0% | 0.25% | −0.01 |
| FLTB Fidelity Ltd. TRM BND ETF | Reduce -1.7% | 0.06% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -4.9% | 0.03% | −0.01 |
| NIC Nicolet Bankshares Inc. | Reduce -7.6% | 0.08% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -18.0% | 0.03% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.0% | 0.52% | −0.00 |
| QYLD Global X Nasd 100 Cov Call | Reduce -5.3% | 0.04% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -8.0% | 0.05% | −0.00 |
| AJG Arthur J Gallagher & Co. | Reduce -0.8% | 0.05% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -13.3% | 0.05% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.3% | 0.07% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -3.4% | 0.03% | −0.00 |
| ZM Zoom Communications Inc. | Reduce -0.7% | 0.03% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -2.2% | 0.13% | −0.00 |
| ASB Associated Banc-Corp. | Reduce -3.3% | 0.03% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.3% | 0.07% | +0.00 |
| VSTS Vestis Corp. | Reduce -22.0% | 0.02% | +0.00 |
| GLW Corning Inc. | Reduce -31.6% | 0.04% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.4% | 0.25% | +0.01 |
| DAL Delta Air Lines Inc. | Reduce -0.0% | 0.05% | +0.01 |
| CAT Caterpillar Inc. | Reduce -14.2% | 0.44% | +0.05 |
| CSCO Cisco Systems Inc. | Reduce -8.0% | 0.32% | +0.06 |
| CGXU Cap Group Intl Focus | Reduce -0.9% | 2.85% | +0.09 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +1.0% | 19.89% | +0.42 |
| AMAT Applied Materials Inc. | Add +1.2% | 0.59% | +0.28 |
| FELG Fidelity Enh LRG Cap GWTH | Add +17.5% | 1.55% | +0.28 |
| AVUS Avantis U.S. Equity ETF | Add +1.3% | 7.95% | +0.26 |
| FENI Fidelity Enhanced Intl ETF | Add +17.0% | 2.40% | +0.25 |
| MU Micron Technology Inc. | Add +121.5% | 0.22% | +0.19 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 2.27% | +0.14 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 7.25% | +0.13 |
| DELL Dell Technologies -C | New | 0.13% | +0.13 |
| DFAS Dimensional US Small Cap ETF | Add +3.1% | 2.18% | +0.12 |
| AMD Advanced Micro Devices | Add +8.7% | 0.19% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 0.89% | +0.09 |
| AAPL Apple Inc. | Add +8.8% | 0.99% | +0.09 |
| INTC Intel Corp. | Add +17.0% | 0.10% | +0.07 |
| AVGO Broadcom Inc. | Add +11.3% | 0.36% | +0.06 |
| VCIT Vanguard Int-Term Corporate | Add +16.2% | 1.73% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +0.1% | 0.08% | +0.04 |
| CGGR Cap Group Growth Equity | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +3.6% | 0.07% | +0.03 |
| KLIC Kulicke & Soffa Industries | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | Add +6.0% | 0.12% | +0.03 |
| NVT Nvent Electric PLC | New | 0.03% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.03% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| PLXS Plexus Corp. | New | 0.03% | +0.03 |
| MAR Marriott International Class A | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +3.0% | 0.16% | +0.03 |
| NVDA Nvidia Corp. | Add +1.8% | 0.75% | +0.03 |
| BALL Ball Corp. | New | 0.02% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| PHM Pultegroup Inc. | New | 0.02% | +0.02 |
| FFLG Fidelity Fndmntl L/C GRW ETF | Add +0.0% | 0.23% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +5.6% | 0.17% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.37% | +0.02 |
| APH Amphenol Corp. Class A | Add +6.2% | 0.08% | +0.02 |
| MET Metlife Inc. | Add +3.5% | 0.22% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +3.9% | 0.06% | +0.02 |
| CSX CSX Corp. | Add +8.2% | 0.17% | +0.02 |
| ABBV Abbvie Inc. | Add +1.4% | 0.36% | +0.01 |
| BAC Bank of America Corp. | Add +2.1% | 0.21% | +0.01 |
| USB US Bancorp | Add +5.3% | 0.13% | +0.01 |
| GE General Electric | Add +4.3% | 0.06% | +0.01 |
| CDNS Cadence Design SYS Inc. | Add +0.1% | 0.05% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.38% | +0.01 |
| OSG Octave Specialty Group Inc. | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.34% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +5.0% | 0.06% | +0.01 |
| TSLA Tesla Inc. | Add +2.2% | 0.24% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.14% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 196 | $852.4M | DFAC, IUSV, AVUS, SCHX, FBND |
| Q1 2026 | 189 | $755.2M | DFAC, IUSV, AVUS, SCHX, FBND |
| Q4 2025 | 190 | $743.4M | DFAC, IUSV, AVUS, SCHX, FBND |
| Q3 2025 | 191 | $714.6M | DFAC, IUSV, SCHX, AVUS, FBND |
| Q2 2025 | 191 | $662.3M | DFAC, IUSV, SCHX, AVUS, FBND |
| Q1 2025 | 189 | $609.4M | DFAC, IUSV, SCHX, AVUS, FBND |
| Q4 2024 | 176 | $599.0M | DFAC, IUSV, SCHX, AVUS, FBND |
| Q3 2024 | 168 | $480.9M | DFAC, IUSV, SCHX, AVUS, FBND |
| Q2 2024 | 163 | $486.7M | DFAC, IUSV, SCHX, FBND, CGCP |
| Q1 2024 | 167 | $533.1M | DFAC, IUSV, SCHX, AVUS, FBND |