McGlone Suttner Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), McGlone Suttner Wealth Management, Inc. reported 190 stock positions worth $743.4 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, 8.9%) and Avantis U.S. Equity ETF (AVUS, 7.8%). Compared with Q3 2025, it opened 11 new positions, sold out of 12, added to 102 and reduced 63. The biggest buy was a new position in iShares Russell 1000 Value E (IWD) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0001964819
- Portfolio Value
- $743.4M (Q4 2025)
- SEC Filing
- 0001964819-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 190 stocks · $743.4M
| DFAC Dimensional US Core Equity 2 | 19.94% | 3,744,276 | $148.2M | Add +0.9% |
| IUSV iShares Core S&P U.S. Value | 8.88% | 643,874 | $66.0M | Add +3.0% |
| AVUS Avantis U.S. Equity ETF | 7.75% | 515,580 | $57.6M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 7.67% | 2,119,924 | $57.0M | Add +1.5% |
| FBND Fidelity Total Bond ETF | 6.30% | 1,017,336 | $46.8M | Add +3.2% |
| DFIV Dimensional International Va | 4.92% | 732,615 | $36.6M | Add +1.1% |
| CGCP Cap Group Core Plus Income | 4.21% | 1,380,991 | $31.3M | Add +3.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.91% | 732,675 | $21.7M | Add +3.2% |
| FHLC Fidelity MSCI Health Care | 2.85% | 285,486 | $21.2M | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 2.01% | 221,835 | $14.9M | Add +3.3% |
| DFAS Dimensional US Small Cap ETF | 1.96% | 209,240 | $14.6M | Add +3.1% |
| IGEB iShares Investment Grade SYS | 1.80% | 292,607 | $13.4M | Add +5.3% |
| AGG iShares Core U.S. Aggregate | 1.65% | 122,640 | $12.2M | Add +4.8% |
| MSFT Microsoft Corp. | 1.00% | 15,351 | $7.4M | Reduce -3.9% |
| AAPL Apple Inc. | 0.92% | 25,133 | $6.8M | Reduce -3.8% |
| VIG Vanguard Dividend Apprec ETF | 0.92% | 31,081 | $6.8M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.89% | 21,122 | $6.6M | Reduce -4.6% |
| FDVV Fidelity High Dividend ETF | 0.86% | 112,345 | $6.4M | Reduce -3.9% |
| NVDA Nvidia Corp. | 0.77% | 30,767 | $5.7M | Reduce -6.9% |
| VYM Vanguard High DVD Yield ETF | 0.75% | 38,868 | $5.6M | Reduce -2.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.53% | 161,878 | $3.9M | Add +24.6% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 58,111 | $3.8M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.46% | 10,539 | $3.4M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.42% | 4,753 | $3.1M | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 8,723 | $2.9M | Add +11.1% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 23,139 | $2.8M | Add +8.0% |
| ABBV Abbvie Inc. | 0.36% | 11,729 | $2.7M | Add +2.2% |
| AMZN Amazon.com Inc. | 0.36% | 11,487 | $2.7M | Reduce -5.6% |
| IVV iShares Core S&P 500 ETF | 0.34% | 3,686 | $2.5M | Add +5.4% |
| WMT Walmart Inc. | 0.34% | 22,486 | $2.5M | Add +0.8% |
| AVGO Broadcom Inc. | 0.33% | 7,182 | $2.5M | Add +2.8% |
| CAT Caterpillar Inc. | 0.33% | 4,319 | $2.5M | Add +5.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.32% | 96,924 | $2.4M | Add +16.6% |
| ITOT iShares Core S&P Total U.S. | 0.31% | 15,480 | $2.3M | Reduce -1.2% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.31% | 86,911 | $2.3M | Add +1.6% |
| JNJ Johnson & Johnson | 0.30% | 10,758 | $2.2M | Add +3.0% |
| TSLA Tesla Inc. | 0.29% | 4,788 | $2.2M | Reduce -3.3% |
| CGMU Cap Group Municipal Income | 0.28% | 75,056 | $2.1M | Add +8.4% |
| XOM Exxon Mobil Corp. | 0.28% | 17,030 | $2.0M | Add +6.0% |
| IWD iShares Russell 1000 Value E | 0.28% | 9,740 | $2.0M | New |
| IVW iShares S&P 500 Growth ETF | 0.27% | 16,500 | $2.0M | Reduce -0.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.27% | 79,811 | $2.0M | Add +13.3% |
| IWV iShares Russell 3000 ETF | 0.27% | 5,172 | $2.0M | New |
| CSCO Cisco Systems Inc. | 0.26% | 24,937 | $1.9M | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 13,480 | $1.9M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.25% | 12,843 | $1.8M | Reduce -14.0% |
| AMAT Applied Materials Inc. | 0.23% | 6,648 | $1.7M | Reduce -5.5% |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.23% | 56,345 | $1.7M | Add +0.0% |
| FBCG Fidelity Blue Chip Grow ETF | 0.23% | 30,706 | $1.7M | Add +2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 30,350 | $1.7M | Add +3.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 7,821 | $1.7M | Reduce -1.4% |
| MET Metlife Inc. | 0.22% | 20,847 | $1.6M | Add +4.3% |
| PH Parker Hannifin Corp. | 0.21% | 1,766 | $1.6M | Add +8.9% |
| HD Home Depot Inc. | 0.20% | 4,409 | $1.5M | Reduce -5.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.20% | 69,030 | $1.5M | Add +8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 2,812 | $1.4M | Add +3.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 27,711 | $1.4M | Add +7.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.19% | 59,157 | $1.4M | Add +42.8% |
| MRK Merck & Co. Inc. | 0.18% | 12,867 | $1.4M | Reduce -11.5% |
| WFC Wells Fargo & Co. | 0.18% | 14,059 | $1.3M | Add +6.1% |
| MCD McDonald's Corp. | 0.18% | 4,282 | $1.3M | Reduce -4.0% |
| KO The Coca-Cola Co. | 0.17% | 17,989 | $1.3M | Add +3.5% |
| GD General Dynamics Corp. | 0.17% | 3,692 | $1.2M | Add +10.5% |
| LLY Eli Lilly & Co. | 0.17% | 1,146 | $1.2M | Add +10.4% |
| SCHD Schwab US DVD Equity ETF | 0.16% | 43,858 | $1.2M | Add +2.0% |
| WEC WEC Energy Group Inc. | 0.16% | 11,394 | $1.2M | Add +0.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.16% | 46,448 | $1.2M | Add +0.9% |
| BLK BlackRock Inc. | 0.16% | 1,096 | $1.2M | Add +6.8% |
| PM Philip Morris International | 0.15% | 7,159 | $1.1M | Add +6.9% |
| ABT Abbott Laboratories | 0.15% | 8,909 | $1.1M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 3,706 | $1.1M | Add +4.2% |
| PRU Prudential Financial Inc. | 0.14% | 9,505 | $1.1M | Add +8.0% |
| PEP Pepsico Inc. | 0.14% | 7,443 | $1.1M | Reduce -5.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 8,960 | $1.0M | Add +10.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 11,405 | $1.0M | Add +0.5% |
| AXP American Express Co. | 0.13% | 2,669 | $987K | Reduce -8.3% |
| IVE iShares S&P 500 Value ETF | 0.13% | 4,472 | $948K | No change |
| EME Emcor Group Inc. | 0.13% | 1,524 | $933K | Add +1.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 8,460 | $903K | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 5,059 | $899K | Reduce -8.7% |
| USB US Bancorp | 0.12% | 16,704 | $891K | Add +4.9% |
| VHT Vanguard Health Care ETF | 0.12% | 3,038 | $874K | Reduce -10.2% |
| PLD Prologis Inc. | 0.12% | 6,725 | $859K | Add +23.6% |
| QCOM Qualcomm Inc. | 0.11% | 4,982 | $852K | Add +7.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 19,892 | $849K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.11% | 38,453 | $849K | Add +27.1% |
| CSX CSX Corp. | 0.11% | 23,160 | $840K | Add +4.7% |
| SO The Southern Co. | 0.11% | 9,086 | $792K | Add +5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.10% | 13,407 | $762K | Add +0.1% |
| WPC WP Carey Inc. | 0.10% | 11,692 | $752K | Add +6.5% |
| COP Conocophillips | 0.10% | 7,996 | $749K | Reduce -36.8% |
| HIG Hartford Insurance Group Inc. | 0.10% | 5,411 | $746K | Add +2.4% |
| VZ Verizon Communications Inc. | 0.10% | 18,143 | $739K | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 0.10% | 5,797 | $711K | Add +23.8% |
| CRM Salesforce Inc. | 0.09% | 2,643 | $700K | Reduce -5.1% |
| AEP American Electric Power | 0.09% | 6,032 | $696K | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 1,398 | $682K | Add +55.9% |
| T AT&T Inc. | 0.09% | 27,300 | $678K | Add +5.4% |
| CAH Cardinal Health Inc. | 0.09% | 3,208 | $659K | Add +11.6% |
| KMI Kinder Morgan Inc. | 0.09% | 23,455 | $645K | Add +2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.43 |
| MSFT Microsoft Corp. | Reduce -3.9% | 1.00% | −0.16 |
| NVDA Nvidia Corp. | Reduce -6.9% | 0.77% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -4.3% | 0.42% | −0.09 |
| NFLX Netflix Inc. | Reduce -33.7% | 0.08% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -14.0% | 0.25% | −0.07 |
| COP Conocophillips | Reduce -36.8% | 0.10% | −0.07 |
| HD Home Depot Inc. | Reduce -5.7% | 0.20% | −0.06 |
| FDVV Fidelity High Dividend ETF | Reduce -3.9% | 0.86% | −0.05 |
| IDYN iShares Inte Equ Fac R A ETF | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -16.5% | 0.06% | −0.05 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -33.4% | 0.08% | −0.04 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.04 |
| FERG Ferguson Enterprises Inc. | Reduce -58.4% | 0.03% | −0.04 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 0.75% | −0.04 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -57.9% | 0.03% | −0.03 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.03 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.03 |
| K Kellanova | Sold out | 0.00% | −0.03 |
| CI The Cigna Group | Sold out | 0.00% | −0.03 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -30.4% | 0.05% | −0.03 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -30.2% | 0.05% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 0.92% | −0.03 |
| PNC PNC Financial Services Group | Reduce -27.6% | 0.06% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 0.46% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.7% | 0.12% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -38.2% | 0.03% | −0.02 |
| TSLA Tesla Inc. | Reduce -3.3% | 0.29% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -5.6% | 0.36% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -1.1% | 0.06% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -0.8% | 0.06% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.52% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -34.6% | 0.03% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Reduce -4.0% | 0.18% | −0.01 |
| CTAS Cintas Corp. | Reduce -19.7% | 0.03% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.5% | 0.25% | −0.01 |
| SPOT Spotify Technology SA | Reduce -0.8% | 0.05% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -0.3% | 0.05% | −0.01 |
| AAPL Apple Inc. | Reduce -3.8% | 0.92% | −0.01 |
| ANET Arista Networks Inc. | Reduce -13.4% | 0.04% | −0.01 |
| V Visa Inc. Class A | Reduce -17.1% | 0.05% | −0.01 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.14% | −0.01 |
| MO Altria Group Inc. | Reduce -1.7% | 0.05% | −0.01 |
| RSG Republic Services Inc. | Reduce -2.5% | 0.07% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IWD iShares Russell 1000 Value E | New | 0.28% | +0.28 |
| IWV iShares Russell 3000 ETF | New | 0.27% | +0.27 |
| FHLC Fidelity MSCI Health Care | Add +2.3% | 2.85% | +0.24 |
| DFIV Dimensional International Va | Add +1.1% | 4.92% | +0.24 |
| IUSV iShares Core S&P U.S. Value | Add +3.0% | 8.88% | +0.14 |
| AVUS Avantis U.S. Equity ETF | Add +2.3% | 7.75% | +0.09 |
| IBDR iShares Ibonds Dec 2026 Term | Add +24.6% | 0.53% | +0.09 |
| CAT Caterpillar Inc. | Add +5.3% | 0.33% | +0.06 |
| LLY Eli Lilly & Co. | Add +10.4% | 0.17% | +0.05 |
| FN Fabrinet | New | 0.05% | +0.05 |
| IBDU iShares Ibonds Dec 2029 Term | Add +42.8% | 0.19% | +0.05 |
| IXUS iShares Core Intl Stock ETF | New | 0.05% | +0.05 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.05% | +0.05 |
| PH Parker Hannifin Corp. | Add +8.9% | 0.21% | +0.04 |
| IWF iShares Russell 1000 Growth | New | 0.04% | +0.04 |
| ZM Zoom Communications Inc. | New | 0.03% | +0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +16.6% | 0.32% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.1% | 0.39% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +55.9% | 0.09% | +0.03 |
| MDB Mongodb Inc. | New | 0.03% | +0.03 |
| IBCA iShares Ibonds Dec 2035 TC | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +32.1% | 0.07% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +3.0% | 0.30% | +0.03 |
| PLD Prologis Inc. | Add +23.6% | 0.12% | +0.03 |
| CFG Citizens Financial Group | New | 0.03% | +0.03 |
| CAH Cardinal Health Inc. | Add +11.6% | 0.09% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +3.3% | 2.01% | +0.03 |
| GILD Gilead Sciences Inc. | Add +23.8% | 0.10% | +0.02 |
| CSCO Cisco Systems Inc. | Add +1.4% | 0.26% | +0.02 |
| XOM Exxon Mobil Corp. | Add +6.0% | 0.28% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +13.3% | 0.27% | +0.02 |
| WFC Wells Fargo & Co. | Add +6.1% | 0.18% | +0.02 |
| DE Deere & Co. | Add +59.7% | 0.06% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +27.1% | 0.11% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +8.0% | 0.37% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +3.1% | 1.96% | +0.02 |
| PRU Prudential Financial Inc. | Add +8.0% | 0.14% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +10.1% | 0.14% | +0.02 |
| WMT Walmart Inc. | Add +0.8% | 0.34% | +0.02 |
| BAC Bank of America Corp. | Add +3.9% | 0.22% | +0.01 |
| USB US Bancorp | Add +4.9% | 0.12% | +0.01 |
| CGMU Cap Group Municipal Income | Add +8.4% | 0.28% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +5.4% | 0.34% | +0.01 |
| AVGO Broadcom Inc. | Add +2.8% | 0.33% | +0.01 |
| DHR Danaher Corp. | Add +12.2% | 0.05% | +0.01 |
| CGMS Cap Group US Multi-Sect Bond | Add +21.1% | 0.07% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +11.6% | 0.05% | +0.01 |
| KO The Coca-Cola Co. | Add +3.5% | 0.17% | +0.01 |
| GD General Dynamics Corp. | Add +10.5% | 0.17% | +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 |