McGlone Suttner Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), McGlone Suttner Wealth Management, Inc. reported 176 stock positions worth $599.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 20.5% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 9.0%) and Schwab US Large-Cap ETF (SCHX, 7.8%). Compared with Q3 2024, it opened 20 new positions, sold out of 12, added to 115 and reduced 37. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +29%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBDP).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0001964819
- Portfolio Value
- $599.0M (Q4 2024)
- SEC Filing
- 0001964819-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 176 stocks · $599.0M
| DFAC Dimensional US Core Equity 2 | 20.54% | 3,557,104 | $123.0M | Add +28.5% |
| IUSV iShares Core S&P U.S. Value | 8.97% | 580,423 | $53.7M | Add +31.1% |
| SCHX Schwab US Large-Cap ETF | 7.75% | 2,003,808 | $46.4M | Add +32.5% |
| AVUS Avantis U.S. Equity ETF | 7.60% | 469,422 | $45.5M | Add +35.8% |
| FBND Fidelity Total Bond ETF | 6.71% | 895,790 | $40.2M | Add +38.3% |
| CGCP Cap Group Core Plus Income | 4.48% | 1,208,816 | $26.8M | Add +41.0% |
| DFIV Dimensional International Va | 4.16% | 702,355 | $24.9M | Add +31.6% |
| FHLC Fidelity MSCI Health Care | 2.78% | 255,256 | $16.7M | Add +36.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.72% | 660,958 | $16.3M | Add +31.6% |
| DFAS Dimensional US Small Cap ETF | 2.07% | 190,729 | $12.4M | Add +35.2% |
| IGEB iShares Investment Grade SYS | 1.87% | 252,863 | $11.2M | Add +40.2% |
| IEMG iShares Core MSCI Emerging | 1.79% | 204,766 | $10.7M | Add +34.3% |
| AGG iShares Core U.S. Aggregate | 1.70% | 104,986 | $10.2M | Add +40.9% |
| MSFT Microsoft Corp. | 1.12% | 15,849 | $6.7M | Add +14.3% |
| VIG Vanguard Dividend Apprec ETF | 1.06% | 32,457 | $6.4M | Add +11.4% |
| FDVV Fidelity High Dividend ETF | 0.92% | 109,789 | $5.5M | Add +25.0% |
| AAPL Apple Inc. | 0.90% | 21,594 | $5.4M | Add +9.6% |
| VYM Vanguard High DVD Yield ETF | 0.89% | 41,670 | $5.3M | Add +13.2% |
| NVDA Nvidia Corp. | 0.68% | 30,165 | $4.1M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.61% | 58,450 | $3.6M | Add +16.6% |
| GOOGL Alphabet Inc. Class A | 0.60% | 18,862 | $3.6M | Add +4.6% |
| IWV iShares Russell 3000 ETF | 0.47% | 8,386 | $2.8M | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.44% | 109,821 | $2.6M | Add +48.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.44% | 105,218 | $2.6M | Add +37.0% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 22,630 | $2.6M | Add +19.8% |
| IWD iShares Russell 1000 Value E | 0.41% | 13,385 | $2.5M | New |
| AMZN Amazon.com Inc. | 0.40% | 10,936 | $2.4M | Add +3.6% |
| JPM JPMorgan Chase & Co. | 0.38% | 9,590 | $2.3M | Add +3.5% |
| PG The Procter & Gamble Co. | 0.38% | 13,706 | $2.3M | Add +13.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 7,797 | $2.3M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.37% | 3,755 | $2.2M | Add +3.0% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.34% | 82,167 | $2.1M | Add +2.5% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 15,670 | $2.0M | Add +14.1% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 14,022 | $1.9M | Add +20.8% |
| ABBV Abbvie Inc. | 0.30% | 10,226 | $1.8M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.30% | 36,119 | $1.8M | Add +21.9% |
| WMT Walmart Inc. | 0.29% | 19,093 | $1.7M | Add +6.4% |
| TSLA Tesla Inc. | 0.29% | 4,267 | $1.7M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 0.29% | 2,921 | $1.7M | Add +18.2% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 16,830 | $1.7M | Add +8.7% |
| CGMU Cap Group Municipal Income | 0.28% | 63,061 | $1.7M | Add +4.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.28% | 8,439 | $1.7M | Add +10.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.28% | 69,260 | $1.7M | Add +55.7% |
| HD Home Depot Inc. | 0.27% | 4,215 | $1.6M | Add +7.2% |
| XOM Exxon Mobil Corp. | 0.24% | 13,153 | $1.4M | Add +12.0% |
| MET Metlife Inc. | 0.23% | 16,869 | $1.4M | Add +4.7% |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.23% | 53,831 | $1.3M | Add +1.3% |
| FBCG Fidelity Blue Chip Grow ETF | 0.22% | 28,507 | $1.3M | New |
| CAT Caterpillar Inc. | 0.22% | 3,627 | $1.3M | Reduce -0.5% |
| AMAT Applied Materials Inc. | 0.21% | 7,702 | $1.3M | Add +83.9% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.21% | 61,125 | $1.2M | Add +5.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.20% | 49,168 | $1.2M | Add +57.6% |
| AVGO Broadcom Inc. | 0.20% | 5,265 | $1.2M | Reduce -30.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 2,660 | $1.2M | Add +4.0% |
| MCD McDonald's Corp. | 0.19% | 3,912 | $1.1M | Add +3.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 25,796 | $1.1M | Add +5.3% |
| CSCO Cisco Systems Inc. | 0.19% | 18,958 | $1.1M | Add +8.7% |
| SCHD Schwab US DVD Equity ETF | 0.18% | 39,998 | $1.1M | Reduce -10.6% |
| MRK Merck & Co. Inc. | 0.18% | 10,953 | $1.1M | Reduce -19.6% |
| IBDX iShares Ibonds Dec 2032 TC | 0.18% | 44,139 | $1.1M | Add +4.4% |
| WEC WEC Energy Group Inc. | 0.18% | 11,184 | $1.1M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.17% | 16,592 | $1.0M | Add +8.9% |
| ABT Abbott Laboratories | 0.17% | 8,881 | $1.0M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 13,707 | $963K | Reduce -9.3% |
| AXP American Express Co. | 0.16% | 3,220 | $956K | Add +1.6% |
| CRM Salesforce Inc. | 0.16% | 2,816 | $941K | Add +24.0% |
| BLK BlackRock Inc. | 0.15% | 891 | $914K | Add +5.3% |
| KMB Kimberly-Clark Corp. | 0.15% | 6,956 | $911K | Add +131.4% |
| VHT Vanguard Health Care ETF | 0.15% | 3,490 | $885K | Reduce -10.4% |
| IVE iShares S&P 500 Value ETF | 0.14% | 4,472 | $854K | No change |
| PH Parker Hannifin Corp. | 0.14% | 1,288 | $820K | Add +6.2% |
| JNJ Johnson & Johnson | 0.14% | 5,653 | $818K | Reduce -36.6% |
| NFLX Netflix Inc. | 0.14% | 907 | $808K | Add +3.8% |
| PRU Prudential Financial Inc. | 0.13% | 6,743 | $799K | Add +6.9% |
| ORCL Oracle Corp. | 0.13% | 4,765 | $794K | Add +4.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.13% | 2,670 | $758K | Add +3.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.13% | 9,910 | $750K | Add +32.6% |
| COP Conocophillips | 0.12% | 7,448 | $739K | Reduce -26.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 3,271 | $719K | Add +7.6% |
| SO The Southern Co. | 0.12% | 8,449 | $696K | Add +6.6% |
| UNH Unitedhealth Group Inc. | 0.12% | 1,375 | $695K | Reduce -13.7% |
| PM Philip Morris International | 0.11% | 5,506 | $663K | Add +5.4% |
| PEP Pepsico Inc. | 0.11% | 4,259 | $648K | Reduce -41.3% |
| CVX Chevron Corp. | 0.10% | 4,334 | $628K | Reduce -28.0% |
| QCOM Qualcomm Inc. | 0.10% | 4,015 | $617K | Reduce -0.4% |
| EME Emcor Group Inc. | 0.10% | 1,354 | $615K | Add +16.0% |
| CSX CSX Corp. | 0.10% | 18,725 | $604K | Add +15.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.10% | 26,128 | $596K | Add +27.6% |
| GD General Dynamics Corp. | 0.10% | 2,257 | $595K | Reduce -8.3% |
| LLY Eli Lilly & Co. | 0.10% | 768 | $593K | Add +5.6% |
| WFC Wells Fargo & Co. | 0.10% | 8,350 | $586K | Add +64.1% |
| HIG Hartford Insurance Group Inc. | 0.10% | 5,239 | $573K | Add +2.1% |
| DFAT Dimensional US Target Value | 0.09% | 10,183 | $567K | New |
| FLTB Fidelity Ltd. TRM BND ETF | 0.09% | 11,280 | $560K | Add +6.3% |
| KMI Kinder Morgan Inc. | 0.09% | 19,929 | $546K | Add +7.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 7,084 | $544K | Add +6.2% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 3,086 | $541K | Add +14.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.09% | 24,831 | $530K | Add +21.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 893 | $523K | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.09% | 2,309 | $510K | Reduce -11.6% |
Portfolio Sells Q3 2024 → Q4 2024
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.46 |
| JNJ Johnson & Johnson | Reduce -36.6% | 0.14% | −0.16 |
| PEP Pepsico Inc. | Reduce -41.3% | 0.11% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -19.6% | 0.18% | −0.14 |
| COP Conocophillips | Reduce -26.4% | 0.12% | −0.10 |
| PLD Prologis Inc. | Reduce -51.9% | 0.05% | −0.10 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.68% | −0.09 |
| DOW Dow Inc. | Reduce -47.4% | 0.04% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.3% | 0.16% | −0.08 |
| VHT Vanguard Health Care ETF | Reduce -10.4% | 0.15% | −0.08 |
| CVX Chevron Corp. | Reduce -28.0% | 0.10% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -10.6% | 0.18% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -13.7% | 0.12% | −0.08 |
| CAT Caterpillar Inc. | Reduce -0.5% | 0.22% | −0.08 |
| SNPS Synopsys Inc. | Reduce -36.4% | 0.06% | −0.07 |
| AVGO Broadcom Inc. | Reduce -30.1% | 0.20% | −0.07 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.06 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.06 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.06 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| PHM Pultegroup Inc. | Reduce -34.3% | 0.04% | −0.06 |
| WPC WP Carey Inc. | Reduce -22.3% | 0.07% | −0.06 |
| GD General Dynamics Corp. | Reduce -8.3% | 0.10% | −0.06 |
| IXUS iShares Core Intl Stock ETF | Reduce -18.5% | 0.08% | −0.05 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -13.4% | 0.08% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -8.9% | 0.08% | −0.05 |
| WEC WEC Energy Group Inc. | Reduce -0.6% | 0.18% | −0.05 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.05 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -9.3% | 0.08% | −0.05 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.3% | 0.17% | −0.05 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.04 |
| AEP American Electric Power | Reduce -12.3% | 0.07% | −0.04 |
| AMD Advanced Micro Devices | Reduce -22.1% | 0.04% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -0.4% | 0.10% | −0.04 |
| PFE Pfizer Inc. | Reduce -20.4% | 0.05% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -18.7% | 0.04% | −0.03 |
| F Ford Motor Co. | Sold out | 0.00% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -11.6% | 0.09% | −0.03 |
| DHR Danaher Corp. | Reduce -1.7% | 0.04% | −0.02 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -24.6% | 0.02% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -15.3% | 0.06% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.08% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -13.3% | 0.04% | −0.02 |
| FIS Fidelity National Info Serv | Reduce -4.3% | 0.05% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -16.1% | 0.04% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| DFAC Dimensional US Core Equity 2 | Add +28.5% | 20.54% | +0.80 |
| AVUS Avantis U.S. Equity ETF | Add +35.8% | 7.60% | +0.76 |
| SCHX Schwab US Large-Cap ETF | Add +32.5% | 7.75% | +0.64 |
| IWV iShares Russell 3000 ETF | New | 0.47% | +0.47 |
| IWD iShares Russell 1000 Value E | New | 0.41% | +0.41 |
| FBND Fidelity Total Bond ETF | Add +38.3% | 6.71% | +0.41 |
| CGCP Cap Group Core Plus Income | Add +41.0% | 4.48% | +0.36 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.22% | +0.22 |
| IUSV iShares Core S&P U.S. Value | Add +31.1% | 8.97% | +0.18 |
| DFAS Dimensional US Small Cap ETF | Add +35.2% | 2.07% | +0.17 |
| IGEB iShares Investment Grade SYS | Add +40.2% | 1.87% | +0.13 |
| AGG iShares Core U.S. Aggregate | Add +40.9% | 1.70% | +0.13 |
| DFAT Dimensional US Target Value | New | 0.09% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| IBDR iShares Ibonds Dec 2026 Term | Add +48.1% | 0.44% | +0.07 |
| KMB Kimberly-Clark Corp. | Add +131.4% | 0.15% | +0.06 |
| TSLA Tesla Inc. | Add +3.3% | 0.29% | +0.06 |
| IWF iShares Russell 1000 Growth | New | 0.06% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.06% | +0.06 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +55.7% | 0.28% | +0.05 |
| ACN Accenture PLC Class A | New | 0.05% | +0.05 |
| V Visa Inc. Class A | New | 0.05% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.04% | +0.04 |
| SHOP Shopify Inc. Class A | New | 0.04% | +0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +37.0% | 0.44% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +57.6% | 0.20% | +0.04 |
| NSC Norfolk Southern Corp. | New | 0.04% | +0.04 |
| WFC Wells Fargo & Co. | Add +64.1% | 0.10% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| C Citigroup Inc. | New | 0.04% | +0.04 |
| FCOR Fidelity Corporate Bond ETF | New | 0.04% | +0.04 |
| ADP Automatic Data Processing | New | 0.03% | +0.03 |
| ASB Associated Banc-Corp. | New | 0.03% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.03% | +0.03 |
| LH Labcorp Holdings Inc. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +83.9% | 0.21% | +0.03 |
| CRM Salesforce Inc. | Add +24.0% | 0.16% | +0.03 |
| BMO Bank of Montreal | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | Add +29.4% | 0.05% | +0.01 |
| KMI Kinder Morgan Inc. | Add +7.6% | 0.09% | +0.01 |
| NFLX Netflix Inc. | Add +3.8% | 0.14% | +0.01 |
| NOW ServiceNow Inc. | Add +6.8% | 0.06% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +32.6% | 0.13% | −0.00 |
| IBDU iShares Ibonds Dec 2029 Term | Add +27.6% | 0.10% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +36.3% | 0.05% | −0.00 |
| SPOT Spotify Technology SA | Add +0.3% | 0.05% | −0.00 |
| HBAN Huntington Bancshares Inc. | Add +7.3% | 0.03% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +4.6% | 0.04% | −0.00 |
| EME Emcor Group Inc. | Add +16.0% | 0.10% | −0.00 |
| GILD Gilead Sciences Inc. | Add +7.1% | 0.05% | −0.00 |
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 |