McGlone Suttner Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), McGlone Suttner Wealth Management, Inc. reported 189 stock positions worth $609.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.4% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 9.0%) and Schwab US Large-Cap ETF (SCHX, 7.3%). Compared with Q4 2024, it opened 26 new positions, sold out of 13, added to 122 and reduced 29. The biggest buy was Dimensional International Va (DFIV, shares +1%) and the biggest sale an exit from iShares Russell 3000 ETF (IWV).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0001964819
- Portfolio Value
- $609.4M (Q1 2025)
- SEC Filing
- 0001964819-25-000002 ↗ filed Apr 29, 2025
Holdings Value
Holdings 189 stocks · $609.4M
| DFAC Dimensional US Core Equity 2 | 19.41% | 3,585,004 | $118.3M | Add +0.8% |
| IUSV iShares Core S&P U.S. Value | 9.00% | 594,098 | $54.8M | Add +2.4% |
| SCHX Schwab US Large-Cap ETF | 7.31% | 2,018,017 | $44.6M | Add +0.7% |
| AVUS Avantis U.S. Equity ETF | 7.22% | 476,382 | $44.0M | Add +1.5% |
| FBND Fidelity Total Bond ETF | 6.98% | 931,524 | $42.5M | Add +4.0% |
| CGCP Cap Group Core Plus Income | 4.63% | 1,256,274 | $28.2M | Add +3.9% |
| DFIV Dimensional International Va | 4.58% | 708,766 | $27.9M | Add +0.9% |
| FHLC Fidelity MSCI Health Care | 2.91% | 259,445 | $17.7M | Add +1.6% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.72% | 678,218 | $16.6M | Add +2.6% |
| IGEB iShares Investment Grade SYS | 1.94% | 262,288 | $11.8M | Add +3.7% |
| DFAS Dimensional US Small Cap ETF | 1.91% | 194,342 | $11.6M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 1.84% | 207,246 | $11.2M | Add +1.2% |
| AGG iShares Core U.S. Aggregate | 1.78% | 109,682 | $10.8M | Add +4.5% |
| VIG Vanguard Dividend Apprec ETF | 1.01% | 31,577 | $6.1M | Reduce -2.7% |
| MSFT Microsoft Corp. | 0.99% | 16,094 | $6.0M | Add +1.6% |
| FDVV Fidelity High Dividend ETF | 0.91% | 112,368 | $5.6M | Add +2.4% |
| VYM Vanguard High DVD Yield ETF | 0.86% | 40,619 | $5.2M | Reduce -2.5% |
| AAPL Apple Inc. | 0.85% | 23,195 | $5.2M | Add +7.4% |
| IJH iShares Core S&P Midcap ETF | 0.58% | 60,381 | $3.5M | Add +3.3% |
| NVDA Nvidia Corp. | 0.56% | 31,438 | $3.4M | Add +4.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.56% | 134,764 | $3.4M | Add +28.1% |
| GOOGL Alphabet Inc. Class A | 0.49% | 19,301 | $3.0M | Add +2.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.45% | 113,187 | $2.7M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.42% | 10,449 | $2.6M | Add +9.0% |
| PG The Procter & Gamble Co. | 0.41% | 14,736 | $2.5M | Add +7.5% |
| META Meta Platforms Inc. Class A | 0.39% | 4,118 | $2.4M | Add +9.7% |
| ABBV Abbvie Inc. | 0.38% | 11,044 | $2.3M | Add +8.0% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 21,666 | $2.3M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 0.37% | 11,825 | $2.2M | Add +8.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 7,803 | $2.1M | Add +0.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.35% | 83,092 | $2.1M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.31% | 3,415 | $1.9M | Add +16.9% |
| ITOT iShares Core S&P Total U.S. | 0.31% | 15,670 | $1.9M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 13,922 | $1.9M | Reduce -0.7% |
| WMT Walmart Inc. | 0.30% | 21,126 | $1.9M | Add +10.7% |
| XOM Exxon Mobil Corp. | 0.30% | 15,442 | $1.8M | Add +17.4% |
| HD Home Depot Inc. | 0.28% | 4,606 | $1.7M | Add +9.3% |
| CGMU Cap Group Municipal Income | 0.27% | 62,070 | $1.7M | Reduce -1.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.27% | 68,325 | $1.7M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.27% | 9,871 | $1.6M | Add +74.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 8,432 | $1.6M | Reduce -0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 31,358 | $1.6M | Reduce -13.2% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 16,507 | $1.5M | Reduce -1.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.25% | 59,698 | $1.5M | Add +21.4% |
| MET Metlife Inc. | 0.24% | 18,578 | $1.5M | Add +10.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 2,660 | $1.4M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 27,245 | $1.4M | New |
| CSCO Cisco Systems Inc. | 0.22% | 22,193 | $1.4M | Add +17.1% |
| MRK Merck & Co. Inc. | 0.22% | 15,063 | $1.4M | Add +37.5% |
| CAT Caterpillar Inc. | 0.21% | 3,968 | $1.3M | Add +9.4% |
| MCD McDonald's Corp. | 0.21% | 4,174 | $1.3M | Add +6.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.21% | 61,890 | $1.3M | Add +1.3% |
| KO The Coca-Cola Co. | 0.20% | 17,296 | $1.2M | Add +4.2% |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.20% | 55,331 | $1.2M | Add +2.8% |
| WEC WEC Energy Group Inc. | 0.20% | 11,219 | $1.2M | Add +0.3% |
| COP Conocophillips | 0.20% | 11,568 | $1.2M | Add +55.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 28,502 | $1.2M | Add +10.5% |
| ABT Abbott Laboratories | 0.20% | 8,966 | $1.2M | Add +1.0% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 41,014 | $1.1M | Add +2.5% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,181 | $1.1M | Add +58.6% |
| FBCG Fidelity Blue Chip Grow ETF | 0.19% | 28,507 | $1.1M | No change |
| TSLA Tesla Inc. | 0.19% | 4,395 | $1.1M | Add +3.0% |
| IBDX iShares Ibonds Dec 2032 TC | 0.18% | 44,691 | $1.1M | Add +1.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.18% | 13,850 | $1.1M | New |
| PEP Pepsico Inc. | 0.18% | 7,195 | $1.1M | Add +68.9% |
| AVGO Broadcom Inc. | 0.17% | 6,268 | $1.0M | Add +19.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 13,706 | $1.0M | Reduce -0.0% |
| AMAT Applied Materials Inc. | 0.17% | 7,020 | $1.0M | Reduce -8.8% |
| PM Philip Morris International | 0.16% | 6,072 | $964K | Add +10.3% |
| VHT Vanguard Health Care ETF | 0.15% | 3,493 | $925K | Add +0.1% |
| CVX Chevron Corp. | 0.15% | 5,515 | $923K | Add +27.3% |
| NFLX Netflix Inc. | 0.15% | 975 | $909K | Add +7.5% |
| BLK BlackRock Inc. | 0.15% | 953 | $902K | Add +7.0% |
| WFC Wells Fargo & Co. | 0.15% | 12,551 | $901K | Add +50.3% |
| AXP American Express Co. | 0.15% | 3,348 | $901K | Add +4.0% |
| PH Parker Hannifin Corp. | 0.15% | 1,476 | $897K | Add +14.6% |
| LLY Eli Lilly & Co. | 0.14% | 1,052 | $869K | Add +37.0% |
| PRU Prudential Financial Inc. | 0.14% | 7,763 | $867K | Add +15.1% |
| IVE iShares S&P 500 Value ETF | 0.14% | 4,472 | $852K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 3,410 | $848K | Add +4.3% |
| CRM Salesforce Inc. | 0.13% | 3,053 | $819K | Add +8.4% |
| GD General Dynamics Corp. | 0.13% | 2,998 | $817K | Add +32.8% |
| SO The Southern Co. | 0.13% | 8,565 | $788K | Add +1.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.13% | 9,922 | $782K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.12% | 16,762 | $760K | Add +31.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.12% | 32,825 | $759K | Add +25.6% |
| QCOM Qualcomm Inc. | 0.12% | 4,605 | $707K | Add +14.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 8,161 | $684K | Add +15.2% |
| HIG Hartford Insurance Group Inc. | 0.11% | 5,532 | $684K | Add +5.6% |
| T AT&T Inc. | 0.11% | 23,902 | $676K | Add +9.6% |
| WPC WP Carey Inc. | 0.10% | 10,071 | $636K | Add +34.9% |
| AEP American Electric Power | 0.10% | 5,794 | $633K | Add +22.4% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 7,314 | $617K | Add +23.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.10% | 1,748 | $603K | Reduce -34.5% |
| USB US Bancorp | 0.10% | 14,179 | $599K | Add +37.1% |
| KMI Kinder Morgan Inc. | 0.10% | 20,956 | $598K | Add +5.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.10% | 26,671 | $579K | Add +7.4% |
| KMB Kimberly-Clark Corp. | 0.09% | 4,061 | $578K | Reduce -41.6% |
| PLD Prologis Inc. | 0.09% | 5,157 | $577K | Add +97.7% |
| COST Costco Wholesale Corp. | 0.09% | 607 | $574K | Add +9.8% |
Portfolio Sells Q4 2024 → Q1 2025
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.47 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.41 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.3% | 0.37% | −0.06 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -41.6% | 0.09% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.7% | 1.01% | −0.06 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.06 |
| ORCL Oracle Corp. | Reduce -23.6% | 0.08% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -13.2% | 0.26% | −0.05 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -8.8% | 0.17% | −0.04 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.04 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.04 |
| ASB Associated Banc-Corp. | Sold out | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.9% | 0.25% | −0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Reduce -39.7% | 0.05% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.5% | 0.86% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -34.5% | 0.10% | −0.03 |
| NVG Nuveen Amt-FR Muni CRDT | Sold out | 0.00% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.1% | 0.26% | −0.02 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -22.0% | 0.04% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -9.9% | 0.06% | −0.01 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -22.8% | 0.04% | −0.01 |
| CGMU Cap Group Municipal Income | Reduce -1.6% | 0.27% | −0.01 |
| FITB Fifth Third Bancorp | Reduce -2.4% | 0.05% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -3.0% | 0.06% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -1.4% | 0.27% | −0.01 |
| FLTB Fidelity Ltd. TRM BND ETF | Reduce -5.3% | 0.09% | −0.01 |
| LAMR Lamar Advertising Co. Class A | Reduce -1.0% | 0.04% | −0.00 |
| HBAN Huntington Bancshares Inc. | Reduce -3.0% | 0.03% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -1.8% | 0.05% | −0.00 |
| ADP Automatic Data Processing | Reduce -3.8% | 0.03% | −0.00 |
| FCOR Fidelity Corporate Bond ETF | Reduce -0.6% | 0.04% | −0.00 |
| ICSH iShares Ultra Short Duration | Reduce -0.0% | 0.04% | −0.00 |
| MO Altria Group Inc. | Reduce -10.7% | 0.06% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.7% | 0.31% | +0.00 |
| TMUS T-Mobile US Inc. | Reduce -13.1% | 0.09% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.0% | 0.17% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DFIV Dimensional International Va | Add +0.9% | 4.58% | +0.42 |
| FBND Fidelity Total Bond ETF | Add +4.0% | 6.98% | +0.27 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.23% | +0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.18% | +0.18 |
| CGCP Cap Group Core Plus Income | Add +3.9% | 4.63% | +0.15 |
| JNJ Johnson & Johnson | Add +74.6% | 0.27% | +0.13 |
| FHLC Fidelity MSCI Health Care | Add +1.6% | 2.91% | +0.12 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +28.1% | 0.56% | +0.12 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.09% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +4.5% | 1.78% | +0.08 |
| ABBV Abbvie Inc. | Add +8.0% | 0.38% | +0.08 |
| COP Conocophillips | Add +55.3% | 0.20% | +0.08 |
| USHY iShares Broad Usd High Yield | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +58.6% | 0.19% | +0.07 |
| PEP Pepsico Inc. | Add +68.9% | 0.18% | +0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +17.4% | 0.30% | +0.07 |
| IGEB iShares Investment Grade SYS | Add +3.7% | 1.94% | +0.06 |
| CCI Crown Castle Inc. | New | 0.06% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.05% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.05% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 1.84% | +0.05 |
| BDX Becton Dickinson and Co. | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | Add +50.3% | 0.15% | +0.05 |
| PLD Prologis Inc. | Add +97.7% | 0.09% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| MDT Medtronic PLC | New | 0.05% | +0.05 |
| PM Philip Morris International | Add +10.3% | 0.16% | +0.05 |
| CVX Chevron Corp. | Add +27.3% | 0.15% | +0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.05% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +37.0% | 0.14% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +21.4% | 0.25% | +0.04 |
| EMN Eastman Chemical Co. | New | 0.04% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.04% | +0.04 |
| MRK Merck & Co. Inc. | Add +37.5% | 0.22% | +0.04 |
| VZ Verizon Communications Inc. | Add +31.8% | 0.12% | +0.04 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| GE General Electric | New | 0.04% | +0.04 |
| CMI Cummins Inc. | New | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +17.1% | 0.22% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +9.0% | 0.42% | +0.04 |
| RTX RTX Corp. | New | 0.04% | +0.04 |
| WPC WP Carey Inc. | Add +34.9% | 0.10% | +0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | New | 0.04% | +0.04 |
| QYLD Global X Nasd 100 Cov Call | Add +104.4% | 0.08% | +0.04 |
| GOVT iShares US Treasury Bond ETF | New | 0.04% | +0.04 |
| P Everpure Inc. Class A | New | 0.04% | +0.04 |
| GD General Dynamics Corp. | Add +32.8% | 0.13% | +0.03 |
| DOC Healthpeak Properties Inc. | New | 0.03% | +0.03 |
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 |