McGlone Suttner Wealth Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), McGlone Suttner Wealth Management, Inc. reported 191 stock positions worth $714.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 20.0% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 8.7%) and Schwab US Large-Cap ETF (SCHX, 7.7%). Compared with Q2 2025, it opened 7 new positions, sold out of 7, added to 124 and reduced 38. The biggest buy was Apple (AAPL, shares +12%) and the biggest sale an exit from 3M (MMM).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0001964819
- Portfolio Value
- $714.6M (Q3 2025)
- SEC Filing
- 0001964819-25-000007 ↗ filed Oct 20, 2025
Holdings Value
Holdings 191 stocks · $714.6M
| DFAC Dimensional US Core Equity 2 | 20.02% | 3,709,551 | $143.1M | Add +1.2% |
| IUSV iShares Core S&P U.S. Value | 8.74% | 625,147 | $62.5M | Add +1.9% |
| SCHX Schwab US Large-Cap ETF | 7.70% | 2,088,693 | $55.0M | Add +0.9% |
| AVUS Avantis U.S. Equity ETF | 7.66% | 503,898 | $54.8M | Add +2.0% |
| FBND Fidelity Total Bond ETF | 6.38% | 986,032 | $45.6M | Add +2.2% |
| DFIV Dimensional International Va | 4.68% | 724,496 | $33.4M | Add +0.3% |
| CGCP Cap Group Core Plus Income | 4.25% | 1,335,471 | $30.3M | Add +2.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.94% | 709,664 | $21.0M | Add +1.9% |
| FHLC Fidelity MSCI Health Care | 2.61% | 278,946 | $18.7M | Add +3.0% |
| IEMG iShares Core MSCI Emerging | 1.98% | 214,698 | $14.2M | Add +0.5% |
| DFAS Dimensional US Small Cap ETF | 1.94% | 202,856 | $13.9M | Add +1.6% |
| IGEB iShares Investment Grade SYS | 1.79% | 277,897 | $12.8M | Add +1.9% |
| AGG iShares Core U.S. Aggregate | 1.64% | 117,077 | $11.7M | Add +2.2% |
| MSFT Microsoft Corp. | 1.16% | 15,978 | $8.3M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.95% | 31,315 | $6.8M | Reduce -0.6% |
| AAPL Apple Inc. | 0.93% | 26,136 | $6.7M | Add +12.0% |
| FDVV Fidelity High Dividend ETF | 0.91% | 116,893 | $6.5M | Add +2.2% |
| NVDA Nvidia Corp. | 0.86% | 33,040 | $6.2M | Reduce 0.0% |
| VYM Vanguard High DVD Yield ETF | 0.79% | 40,007 | $5.6M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.75% | 22,138 | $5.4M | Add +4.6% |
| IJH iShares Core S&P Midcap ETF | 0.53% | 58,193 | $3.8M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.51% | 4,969 | $3.6M | Add +19.1% |
| JPM JPMorgan Chase & Co. | 0.48% | 10,836 | $3.4M | Add +2.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.44% | 129,941 | $3.2M | Add +2.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.43% | 122,495 | $3.1M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.37% | 12,163 | $2.7M | Add +0.4% |
| ABBV Abbvie Inc. | 0.37% | 11,473 | $2.7M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 7,850 | $2.6M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 21,422 | $2.5M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 0.33% | 3,498 | $2.3M | Add +1.3% |
| AVGO Broadcom Inc. | 0.32% | 6,987 | $2.3M | Reduce -3.2% |
| WMT Walmart Inc. | 0.32% | 22,317 | $2.3M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.32% | 14,929 | $2.3M | Add +1.4% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 15,668 | $2.3M | Reduce -0.0% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.31% | 85,568 | $2.2M | Add +2.0% |
| TSLA Tesla Inc. | 0.31% | 4,953 | $2.2M | Add +1.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.28% | 83,130 | $2.0M | Add +2.8% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 16,512 | $2.0M | Add +0.0% |
| CAT Caterpillar Inc. | 0.27% | 4,100 | $2.0M | Add +1.9% |
| JNJ Johnson & Johnson | 0.27% | 10,440 | $1.9M | Add +2.1% |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 13,548 | $1.9M | Reduce -0.8% |
| HD Home Depot Inc. | 0.27% | 4,675 | $1.9M | Add +2.0% |
| CGMU Cap Group Municipal Income | 0.26% | 69,224 | $1.9M | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.25% | 16,059 | $1.8M | Add +2.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.25% | 70,444 | $1.8M | Add +3.4% |
| CSCO Cisco Systems Inc. | 0.24% | 24,597 | $1.7M | Add +2.9% |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.23% | 56,344 | $1.7M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 7,934 | $1.7M | Add +0.0% |
| MET Metlife Inc. | 0.23% | 19,979 | $1.6M | Add +3.0% |
| FBCG Fidelity Blue Chip Grow ETF | 0.23% | 30,107 | $1.6M | Add +5.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 29,210 | $1.5M | Add +1.8% |
| AMAT Applied Materials Inc. | 0.20% | 7,033 | $1.4M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 2,710 | $1.4M | Add +1.9% |
| MCD McDonald's Corp. | 0.19% | 4,461 | $1.4M | Add +2.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.19% | 63,614 | $1.3M | Add +0.7% |
| WEC WEC Energy Group Inc. | 0.18% | 11,360 | $1.3M | Add +0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.18% | 25,745 | $1.3M | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.17% | 1,622 | $1.2M | Add +3.0% |
| MRK Merck & Co. Inc. | 0.17% | 14,539 | $1.2M | Add +2.4% |
| COP Conocophillips | 0.17% | 12,651 | $1.2M | Add +2.3% |
| BLK BlackRock Inc. | 0.17% | 1,026 | $1.2M | Add +2.4% |
| ABT Abbott Laboratories | 0.17% | 8,882 | $1.2M | Add +0.1% |
| IBDX iShares Ibonds Dec 2032 TC | 0.17% | 46,052 | $1.2M | Add +2.3% |
| SCHD Schwab US DVD Equity ETF | 0.16% | 43,016 | $1.2M | Add +0.4% |
| KO The Coca-Cola Co. | 0.16% | 17,375 | $1.2M | Reduce -1.0% |
| GD General Dynamics Corp. | 0.16% | 3,340 | $1.1M | Add +4.5% |
| WFC Wells Fargo & Co. | 0.16% | 13,256 | $1.1M | Add +2.2% |
| PEP Pepsico Inc. | 0.15% | 7,865 | $1.1M | Add +6.9% |
| NFLX Netflix Inc. | 0.15% | 907 | $1.1M | Reduce -8.3% |
| PM Philip Morris International | 0.15% | 6,696 | $1.1M | Add +3.5% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 5,543 | $1.0M | Reduce -25.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 3,558 | $1.0M | Add +1.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 11,352 | $991K | No change |
| EME Emcor Group Inc. | 0.14% | 1,497 | $973K | Reduce -1.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.14% | 41,422 | $972K | Add +5.1% |
| AXP American Express Co. | 0.14% | 2,910 | $967K | Add +1.0% |
| IVE iShares S&P 500 Value ETF | 0.13% | 4,472 | $924K | No change |
| PRU Prudential Financial Inc. | 0.13% | 8,800 | $913K | Add +4.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.12% | 8,142 | $887K | Reduce -7.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 8,428 | $881K | Add +0.0% |
| VHT Vanguard Health Care ETF | 0.12% | 3,382 | $878K | Reduce -0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 9,942 | $867K | Add +0.1% |
| CVX Chevron Corp. | 0.12% | 5,523 | $858K | Add +1.9% |
| SO The Southern Co. | 0.11% | 8,618 | $817K | Reduce -12.0% |
| VZ Verizon Communications Inc. | 0.11% | 18,447 | $811K | Add +3.7% |
| ORCL Oracle Corp. | 0.11% | 2,843 | $799K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.11% | 1,038 | $792K | Add +0.3% |
| CSX CSX Corp. | 0.11% | 22,131 | $786K | Add +1.7% |
| QCOM Qualcomm Inc. | 0.11% | 4,632 | $771K | Reduce -14.0% |
| USB US Bancorp | 0.11% | 15,922 | $770K | Add +4.4% |
| WPC WP Carey Inc. | 0.10% | 10,984 | $742K | Add +3.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.10% | 13,392 | $741K | Reduce -22.9% |
| T AT&T Inc. | 0.10% | 25,896 | $731K | Add +2.4% |
| HIG Hartford Insurance Group Inc. | 0.10% | 5,287 | $705K | Reduce -7.2% |
| AEP American Electric Power | 0.09% | 5,977 | $672K | Add +1.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.09% | 30,254 | $670K | Add +7.3% |
| CRM Salesforce Inc. | 0.09% | 2,784 | $660K | Reduce -5.6% |
| KMI Kinder Morgan Inc. | 0.09% | 22,899 | $648K | Add +3.4% |
| PLD Prologis Inc. | 0.09% | 5,443 | $623K | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 896 | $597K | Add +0.1% |
Portfolio Sells Q2 2025 → Q3 2025
| MMM 3M Co. | Sold out | 0.00% | −0.07 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.05 |
| SPOT Spotify Technology SA | Reduce -34.6% | 0.06% | −0.05 |
| NFLX Netflix Inc. | Reduce -8.3% | 0.15% | −0.05 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.16% | −0.04 |
| SNPS Synopsys Inc. | Reduce -38.0% | 0.05% | −0.04 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -22.9% | 0.10% | −0.03 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.03 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.03 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -5.6% | 0.09% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 0.95% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.16% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.7% | 0.53% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -31.2% | 0.05% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -14.0% | 0.11% | −0.02 |
| SO The Southern Co. | Reduce -12.0% | 0.11% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -3.3% | 0.08% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 0.27% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.5% | 0.18% | −0.01 |
| HIG Hartford Insurance Group Inc. | Reduce -7.2% | 0.10% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -25.0% | 0.14% | −0.01 |
| CI The Cigna Group | Reduce -0.4% | 0.03% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Reduce -6.7% | 0.05% | −0.01 |
| ZS Zscaler Inc. | Reduce -0.8% | 0.04% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -0.5% | 0.12% | −0.00 |
| ICSH iShares Ultra Short Duration | Reduce -0.0% | 0.03% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.04% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.36% | −0.00 |
| P Everpure Inc. Class A | Reduce -28.8% | 0.03% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 0.04% | −0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -5.1% | 0.03% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.0% | 0.32% | −0.00 |
| BDX Becton Dickinson and Co. | Reduce -0.5% | 0.03% | +0.00 |
| CASY Casey's General Stores Inc. | Reduce -0.2% | 0.04% | +0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -7.9% | 0.12% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Reduce -0.5% | 0.04% | +0.00 |
| GE General Electric | Reduce -0.1% | 0.05% | +0.00 |
| ANET Arista Networks Inc. | Reduce -0.4% | 0.05% | +0.01 |
| EME Emcor Group Inc. | Reduce -1.4% | 0.14% | +0.01 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.11% | +0.02 |
| AVGO Broadcom Inc. | Reduce -3.2% | 0.32% | +0.02 |
| NVDA Nvidia Corp. | Reduce 0.0% | 0.86% | +0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +12.0% | 0.93% | +0.21 |
| DFAC Dimensional US Core Equity 2 | Add +1.2% | 20.02% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +4.6% | 0.75% | +0.19 |
| AVUS Avantis U.S. Equity ETF | Add +2.0% | 7.66% | +0.14 |
| CGXU Cap Group Intl Focus | Add +1.9% | 2.94% | +0.09 |
| TSLA Tesla Inc. | Add +1.9% | 0.31% | +0.08 |
| FERG Ferguson Enterprises Inc. | New | 0.07% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +0.9% | 7.70% | +0.06 |
| ABBV Abbvie Inc. | Add +1.5% | 0.37% | +0.06 |
| IDYN iShares Inte Equ Fac R A ETF | New | 0.05% | +0.05 |
| PNR Pentair PLC | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +19.1% | 0.51% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +0.5% | 1.98% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| LEU Centrus Energy Corp. Class A | New | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +1.9% | 0.27% | +0.04 |
| JNJ Johnson & Johnson | Add +2.1% | 0.27% | +0.04 |
| AWK American Water Works Co. Inc. | New | 0.03% | +0.03 |
| APH Amphenol Corp. Class A | Add +33.1% | 0.07% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +1.6% | 1.94% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +35.1% | 0.08% | +0.02 |
| GD General Dynamics Corp. | Add +4.5% | 0.16% | +0.02 |
| FBCG Fidelity Blue Chip Grow ETF | Add +5.6% | 0.23% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 0.48% | +0.01 |
| FDVV Fidelity High Dividend ETF | Add +2.2% | 0.91% | +0.01 |
| HD Home Depot Inc. | Add +2.0% | 0.27% | +0.01 |
| FFLG Fidelity Fndmntl L/C GRW ETF | Add +1.8% | 0.23% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +4.4% | 0.07% | +0.01 |
| NSC Norfolk Southern Corp. | Add +5.0% | 0.07% | +0.01 |
| BLK BlackRock Inc. | Add +2.4% | 0.17% | +0.01 |
| DHR Danaher Corp. | Add +33.0% | 0.04% | +0.01 |
| PEP Pepsico Inc. | Add +6.9% | 0.15% | +0.01 |
| AMAT Applied Materials Inc. | Add +0.3% | 0.20% | +0.01 |
| DFIV Dimensional International Va | Add +0.3% | 4.68% | +0.01 |
| PH Parker Hannifin Corp. | Add +3.0% | 0.17% | +0.01 |
| BAC Bank of America Corp. | Add +1.8% | 0.21% | +0.01 |
| TJX TJX Companies Inc. | Add +0.6% | 0.07% | +0.01 |
| MO Altria Group Inc. | Add +5.0% | 0.06% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.28% | +0.00 |
| OSK Oshkosh Corp. | Add +0.1% | 0.08% | +0.00 |
| CDNS Cadence Design SYS Inc. | Add +0.6% | 0.07% | +0.00 |
| C Citigroup Inc. | Add +0.2% | 0.04% | +0.00 |
| WPC WP Carey Inc. | Add +3.7% | 0.10% | +0.00 |
| WEC WEC Energy Group Inc. | Add +0.3% | 0.18% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 0.33% | +0.00 |
| USB US Bancorp | Add +4.4% | 0.11% | +0.00 |
| PLD Prologis Inc. | Add +2.6% | 0.09% | +0.00 |
| CVX Chevron Corp. | Add +1.9% | 0.12% | +0.00 |
| CSX CSX Corp. | Add +1.7% | 0.11% | +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 |