McGlone Suttner Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), McGlone Suttner Wealth Management, Inc. reported 191 stock positions worth $662.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.8% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 8.8%) and Schwab US Large-Cap ETF (SCHX, 7.6%). Compared with Q1 2025, it opened 11 new positions, sold out of 9, added to 111 and reduced 53. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +2%) and the biggest sale Unitedhealth (UNH, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0001964819
- Portfolio Value
- $662.3M (Q2 2025)
- SEC Filing
- 0001964819-25-000005 ↗ filed Jul 14, 2025
Holdings Value
Holdings 191 stocks · $662.3M
| DFAC Dimensional US Core Equity 2 | 19.83% | 3,664,626 | $131.3M | Add +2.2% |
| IUSV iShares Core S&P U.S. Value | 8.77% | 613,488 | $58.1M | Add +3.3% |
| SCHX Schwab US Large-Cap ETF | 7.64% | 2,070,029 | $50.6M | Add +2.6% |
| AVUS Avantis U.S. Equity ETF | 7.52% | 494,121 | $49.8M | Add +3.7% |
| FBND Fidelity Total Bond ETF | 6.67% | 964,941 | $44.1M | Add +3.6% |
| DFIV Dimensional International Va | 4.67% | 722,051 | $30.9M | Add +1.9% |
| CGCP Cap Group Core Plus Income | 4.42% | 1,302,354 | $29.3M | Add +3.7% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.85% | 696,455 | $18.9M | Add +2.7% |
| FHLC Fidelity MSCI Health Care | 2.61% | 270,741 | $17.3M | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 1.94% | 213,568 | $12.8M | Add +3.0% |
| DFAS Dimensional US Small Cap ETF | 1.92% | 199,638 | $12.7M | Add +2.7% |
| IGEB iShares Investment Grade SYS | 1.87% | 272,605 | $12.4M | Add +3.9% |
| AGG iShares Core U.S. Aggregate | 1.72% | 114,571 | $11.4M | Add +4.5% |
| MSFT Microsoft Corp. | 1.20% | 15,987 | $8.0M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.97% | 31,510 | $6.4M | Reduce -0.2% |
| FDVV Fidelity High Dividend ETF | 0.90% | 114,388 | $6.0M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 0.80% | 39,988 | $5.3M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.79% | 33,041 | $5.2M | Add +5.1% |
| AAPL Apple Inc. | 0.72% | 23,341 | $4.8M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.56% | 21,173 | $3.7M | Add +9.7% |
| IJH iShares Core S&P Midcap ETF | 0.55% | 59,210 | $3.7M | Reduce -1.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.47% | 127,195 | $3.1M | Add +12.4% |
| META Meta Platforms Inc. Class A | 0.47% | 4,172 | $3.1M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.46% | 10,605 | $3.1M | Add +1.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.46% | 121,750 | $3.1M | Reduce -9.7% |
| AMZN Amazon.com Inc. | 0.40% | 12,113 | $2.7M | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 7,847 | $2.4M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 21,687 | $2.4M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.35% | 14,715 | $2.3M | Reduce -0.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.33% | 83,872 | $2.2M | Add +0.9% |
| WMT Walmart Inc. | 0.33% | 22,063 | $2.2M | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 0.32% | 3,454 | $2.1M | Add +1.1% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 15,670 | $2.1M | No change |
| ABBV Abbvie Inc. | 0.32% | 11,300 | $2.1M | Add +2.3% |
| AVGO Broadcom Inc. | 0.30% | 7,215 | $2.0M | Add +15.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 80,847 | $2.0M | Add +18.3% |
| SDY SS SPDR S&P Dividend ETF | 0.28% | 13,655 | $1.9M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 16,509 | $1.8M | Add +0.0% |
| CGMU Cap Group Municipal Income | 0.27% | 66,596 | $1.8M | Add +7.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.26% | 68,109 | $1.7M | Add +14.1% |
| XOM Exxon Mobil Corp. | 0.26% | 15,751 | $1.7M | Add +2.0% |
| HD Home Depot Inc. | 0.25% | 4,584 | $1.7M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.25% | 23,914 | $1.7M | Add +7.8% |
| JNJ Johnson & Johnson | 0.24% | 10,227 | $1.6M | Add +3.6% |
| CAT Caterpillar Inc. | 0.24% | 4,023 | $1.6M | Add +1.4% |
| MET Metlife Inc. | 0.24% | 19,387 | $1.6M | Add +4.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 7,932 | $1.5M | Reduce -5.9% |
| TSLA Tesla Inc. | 0.23% | 4,861 | $1.5M | Add +10.6% |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.22% | 55,334 | $1.5M | Add +0.0% |
| FBCG Fidelity Blue Chip Grow ETF | 0.21% | 28,507 | $1.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 28,685 | $1.4M | Add +0.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.20% | 63,192 | $1.3M | Add +2.1% |
| NFLX Netflix Inc. | 0.20% | 989 | $1.3M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 2,660 | $1.3M | No change |
| AMAT Applied Materials Inc. | 0.19% | 7,010 | $1.3M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.19% | 4,354 | $1.3M | Add +4.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 25,867 | $1.3M | Reduce -17.5% |
| KO The Coca-Cola Co. | 0.19% | 17,555 | $1.2M | Add +1.5% |
| ABT Abbott Laboratories | 0.18% | 8,870 | $1.2M | Reduce -1.1% |
| WEC WEC Energy Group Inc. | 0.18% | 11,325 | $1.2M | Add +0.9% |
| PM Philip Morris International | 0.18% | 6,473 | $1.2M | Add +6.6% |
| IBDX iShares Ibonds Dec 2032 TC | 0.17% | 45,000 | $1.1M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 42,859 | $1.1M | Add +4.5% |
| MRK Merck & Co. Inc. | 0.17% | 14,195 | $1.1M | Reduce -5.8% |
| COP Conocophillips | 0.17% | 12,372 | $1.1M | Add +7.0% |
| PH Parker Hannifin Corp. | 0.17% | 1,575 | $1.1M | Add +6.7% |
| BLK BlackRock Inc. | 0.16% | 1,002 | $1.1M | Add +5.1% |
| WFC Wells Fargo & Co. | 0.16% | 12,975 | $1.0M | Add +3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 3,505 | $1.0M | Add +2.8% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 7,387 | $1.0M | Add +1.0% |
| PEP Pepsico Inc. | 0.15% | 7,356 | $971K | Add +2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 11,352 | $948K | Reduce -17.2% |
| GD General Dynamics Corp. | 0.14% | 3,196 | $932K | Add +6.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.14% | 39,426 | $920K | Add +20.1% |
| AXP American Express Co. | 0.14% | 2,881 | $919K | Reduce -13.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 17,367 | $909K | Reduce -36.3% |
| PRU Prudential Financial Inc. | 0.14% | 8,423 | $905K | Add +8.5% |
| SO The Southern Co. | 0.14% | 9,798 | $900K | Add +14.4% |
| IVE iShares S&P 500 Value ETF | 0.13% | 4,472 | $874K | No change |
| QCOM Qualcomm Inc. | 0.13% | 5,386 | $858K | Add +17.0% |
| VHT Vanguard Health Care ETF | 0.13% | 3,399 | $844K | Reduce -2.7% |
| EME Emcor Group Inc. | 0.12% | 1,518 | $812K | Add +1.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 9,932 | $811K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.12% | 1,035 | $807K | Reduce -1.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.12% | 8,841 | $806K | Add +8.3% |
| CRM Salesforce Inc. | 0.12% | 2,950 | $804K | Reduce -3.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 8,425 | $803K | Reduce -39.2% |
| CVX Chevron Corp. | 0.12% | 5,418 | $776K | Reduce -1.8% |
| VZ Verizon Communications Inc. | 0.12% | 17,782 | $769K | Add +6.1% |
| SPOT Spotify Technology SA | 0.11% | 971 | $745K | Add +0.6% |
| T AT&T Inc. | 0.11% | 25,300 | $732K | Add +5.8% |
| HIG Hartford Insurance Group Inc. | 0.11% | 5,699 | $723K | Add +3.0% |
| CSX CSX Corp. | 0.11% | 21,762 | $710K | Add +14.6% |
| USB US Bancorp | 0.10% | 15,248 | $690K | Add +7.5% |
| WPC WP Carey Inc. | 0.10% | 10,589 | $661K | Add +5.1% |
| KMI Kinder Morgan Inc. | 0.10% | 22,156 | $651K | Add +5.7% |
| ORCL Oracle Corp. | 0.09% | 2,845 | $622K | Reduce -21.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.09% | 28,198 | $620K | Add +5.7% |
| AEP American Electric Power | 0.09% | 5,898 | $612K | Add +1.8% |
| COST Costco Wholesale Corp. | 0.09% | 611 | $605K | Add +0.7% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -42.5% | 0.06% | −0.13 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -9.7% | 0.46% | −0.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -36.3% | 0.14% | −0.09 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -17.5% | 0.19% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -39.2% | 0.12% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.35% | −0.06 |
| DOW Dow Inc. | Sold out | 0.00% | −0.06 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.6% | 0.80% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 0.17% | −0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -52.0% | 0.04% | −0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.05 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Sold out | 0.00% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.04 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Reduce -1.8% | 0.12% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.97% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.9% | 0.28% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -17.2% | 0.14% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -2.7% | 0.13% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.9% | 0.23% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.55% | −0.02 |
| F Ford Motor Co. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -0.5% | 0.25% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -29.0% | 0.05% | −0.02 |
| ITW Illinois Tool Works | Reduce -20.5% | 0.06% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.12% | −0.02 |
| QYLD Global X Nasd 100 Cov Call | Reduce -18.2% | 0.06% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -0.1% | 0.07% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -29.4% | 0.04% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -30.9% | 0.04% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.18% | −0.01 |
| CRM Salesforce Inc. | Reduce -3.4% | 0.12% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -13.8% | 0.04% | −0.01 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Reduce -7.5% | 0.07% | −0.01 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -5.7% | 0.07% | −0.01 |
| AXP American Express Co. | Reduce -13.9% | 0.14% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -0.4% | 0.07% | −0.01 |
| V Visa Inc. Class A | Reduce -2.7% | 0.07% | −0.01 |
| RTX RTX Corp. | Reduce -16.7% | 0.03% | −0.01 |
| MDT Medtronic PLC | Reduce -0.1% | 0.04% | −0.01 |
| DE Deere & Co. | Reduce -9.3% | 0.04% | −0.00 |
| CMI Cummins Inc. | Reduce -6.0% | 0.03% | −0.00 |
| ADP Automatic Data Processing | Reduce -0.4% | 0.03% | −0.00 |
| PHM Pultegroup Inc. | Reduce -0.5% | 0.04% | −0.00 |
| SYK Stryker Corp. | Reduce -1.4% | 0.05% | −0.00 |
| C Citigroup Inc. | Reduce -12.7% | 0.04% | −0.00 |
| MCO Moody's Corp. | Reduce -1.5% | 0.06% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Add +2.2% | 19.83% | +0.42 |
| SCHX Schwab US Large-Cap ETF | Add +2.6% | 7.64% | +0.33 |
| AVUS Avantis U.S. Equity ETF | Add +3.7% | 7.52% | +0.30 |
| NVDA Nvidia Corp. | Add +5.1% | 0.79% | +0.23 |
| CGXU Cap Group Intl Focus | Add +2.7% | 2.85% | +0.13 |
| AVGO Broadcom Inc. | Add +15.1% | 0.30% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +3.0% | 1.94% | +0.10 |
| DFIV Dimensional International Va | Add +1.9% | 4.67% | +0.09 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.47% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +9.7% | 0.56% | +0.07 |
| NFLX Netflix Inc. | Add +1.4% | 0.20% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +1.0% | 0.15% | +0.05 |
| ZS Zscaler Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +10.6% | 0.23% | +0.05 |
| APH Amphenol Corp. Class A | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.5% | 0.46% | +0.04 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | New | 0.04% | +0.04 |
| CAH Cardinal Health Inc. | Add +93.9% | 0.07% | +0.04 |
| CI The Cigna Group | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | New | 0.04% | +0.04 |
| DHR Danaher Corp. | New | 0.03% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.03% | +0.03 |
| EME Emcor Group Inc. | Add +1.9% | 0.12% | +0.03 |
| AMZN Amazon.com Inc. | Add +2.4% | 0.40% | +0.03 |
| AMP Ameriprise Financial Inc. | New | 0.03% | +0.03 |
| ASB Associated Banc-Corp. | New | 0.03% | +0.03 |
| FTNT Fortinet Inc. | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +7.8% | 0.25% | +0.03 |
| SPOT Spotify Technology SA | Add +0.6% | 0.11% | +0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +18.3% | 0.30% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.27% | +0.02 |
| WMT Walmart Inc. | Add +4.4% | 0.33% | +0.02 |
| CAT Caterpillar Inc. | Add +1.4% | 0.24% | +0.02 |
| FFLG Fidelity Fndmntl L/C GRW ETF | Add +0.0% | 0.22% | +0.02 |
| PM Philip Morris International | Add +6.6% | 0.18% | +0.02 |
| PH Parker Hannifin Corp. | Add +6.7% | 0.17% | +0.02 |
| ACN Accenture PLC Class A | Add +43.9% | 0.08% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.8% | 0.16% | +0.02 |
| RCL Royal Caribbean Cruises Ltd. | Add +1.8% | 0.05% | +0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Add +12.4% | 0.47% | +0.02 |
| CSX CSX Corp. | Add +14.6% | 0.11% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +2.7% | 1.92% | +0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Add +20.1% | 0.14% | +0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +14.1% | 0.26% | +0.01 |
| QCOM Qualcomm Inc. | Add +17.0% | 0.13% | +0.01 |
| NSC Norfolk Southern Corp. | Add +24.8% | 0.06% | +0.01 |
| BLK BlackRock Inc. | Add +5.1% | 0.16% | +0.01 |
| BAC Bank of America Corp. | Add +0.6% | 0.20% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +8.3% | 0.12% | +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 |