McGlone Suttner Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), McGlone Suttner Wealth Management, Inc. reported 189 stock positions worth $755.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 19.5% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 8.8%) and Avantis U.S. Equity ETF (AVUS, 7.7%). Compared with Q4 2025, it opened 13 new positions, sold out of 14, added to 112 and reduced 34. The biggest buy was a new position in Fidelity Enhanced Intl ETF (FENI) and the biggest sale Fidelity MSCI Health Care (FHLC, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- APPLETON, WI
- CIK
- 0001964819
- Portfolio Value
- $755.2M (Q1 2026)
- SEC Filing
- 0001964819-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 189 stocks · $755.2M
| DFAC Dimensional US Core Equity 2 | 19.47% | 3,783,233 | $147.0M | Add +1.0% |
| IUSV iShares Core S&P U.S. Value | 8.85% | 653,302 | $66.8M | Add +1.5% |
| AVUS Avantis U.S. Equity ETF | 7.69% | 522,317 | $58.1M | Add +1.3% |
| SCHX Schwab US Large-Cap ETF | 7.12% | 2,097,595 | $53.8M | Reduce -1.1% |
| FBND Fidelity Total Bond ETF | 6.45% | 1,068,057 | $48.7M | Add +5.0% |
| DFIV Dimensional International Va | 4.92% | 704,008 | $37.2M | Reduce -3.9% |
| CGCP Cap Group Core Plus Income | 4.23% | 1,431,489 | $32.0M | Add +3.7% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.76% | 706,871 | $20.8M | Reduce -3.5% |
| FENI Fidelity Enhanced Intl ETF | 2.15% | 436,361 | $16.2M | New |
| IEMG iShares Core MSCI Emerging | 2.13% | 231,126 | $16.1M | Add +4.2% |
| DFAS Dimensional US Small Cap ETF | 2.06% | 219,207 | $15.6M | Add +4.8% |
| AGG iShares Core U.S. Aggregate | 1.72% | 130,590 | $13.0M | Add +6.5% |
| VCIT Vanguard Int-Term Corporate | 1.69% | 153,942 | $12.7M | New |
| FELG Fidelity Enh LRG Cap GWTH | 1.28% | 257,703 | $9.7M | New |
| AAPL Apple Inc. | 0.90% | 26,750 | $6.8M | Add +6.4% |
| VIG Vanguard Dividend Apprec ETF | 0.89% | 31,076 | $6.7M | Reduce -0.0% |
| FDVV Fidelity High Dividend ETF | 0.81% | 111,344 | $6.2M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.80% | 21,083 | $6.1M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.79% | 16,139 | $6.0M | Add +5.1% |
| VYM Vanguard High DVD Yield ETF | 0.77% | 39,029 | $5.8M | Add +0.4% |
| NVDA Nvidia Corp. | 0.73% | 31,508 | $5.5M | Add +2.4% |
| FHLC Fidelity MSCI Health Care | 0.68% | 73,181 | $5.1M | Reduce -74.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.54% | 168,578 | $4.1M | Add +4.1% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 58,132 | $3.9M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.40% | 10,255 | $3.0M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.40% | 17,584 | $3.0M | Add +3.3% |
| CAT Caterpillar Inc. | 0.38% | 4,071 | $2.9M | Reduce -5.7% |
| WMT Walmart Inc. | 0.38% | 23,142 | $2.9M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 8,816 | $2.8M | Add +1.1% |
| JNJ Johnson & Johnson | 0.36% | 11,071 | $2.7M | Add +2.9% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 21,371 | $2.7M | Reduce -7.6% |
| META Meta Platforms Inc. Class A | 0.35% | 4,599 | $2.6M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.35% | 11,987 | $2.6M | Add +2.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.34% | 104,366 | $2.5M | Add +7.7% |
| AMZN Amazon.com Inc. | 0.33% | 11,968 | $2.5M | Add +4.2% |
| IVV iShares Core S&P 500 ETF | 0.32% | 3,688 | $2.4M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.31% | 6,871 | $2.3M | Add +3.4% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.31% | 89,418 | $2.3M | Add +2.9% |
| AVGO Broadcom Inc. | 0.30% | 7,353 | $2.3M | Add +2.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.29% | 87,944 | $2.2M | Add +10.2% |
| ITOT iShares Core S&P Total U.S. | 0.29% | 15,480 | $2.2M | No change |
| CGMU Cap Group Municipal Income | 0.28% | 78,857 | $2.1M | Add +5.1% |
| IWD iShares Russell 1000 Value E | 0.26% | 9,304 | $2.0M | Reduce -4.5% |
| CSCO Cisco Systems Inc. | 0.26% | 25,583 | $2.0M | Add +2.6% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 13,520 | $2.0M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.25% | 13,222 | $1.9M | Add +3.0% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 16,501 | $1.9M | Add +0.0% |
| TSLA Tesla Inc. | 0.24% | 4,816 | $1.8M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 7,821 | $1.7M | No change |
| PH Parker Hannifin Corp. | 0.22% | 1,850 | $1.7M | Add +4.8% |
| MRK Merck & Co. Inc. | 0.21% | 13,283 | $1.6M | Add +3.2% |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.21% | 56,274 | $1.6M | Reduce -0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 31,060 | $1.5M | Add +12.1% |
| FBCG Fidelity Blue Chip Grow ETF | 0.20% | 30,681 | $1.5M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 3,207 | $1.5M | Add +14.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.20% | 73,269 | $1.5M | Add +6.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.20% | 65,713 | $1.5M | Add +11.1% |
| MET Metlife Inc. | 0.20% | 21,518 | $1.5M | Add +3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 31,096 | $1.5M | Add +2.5% |
| HD Home Depot Inc. | 0.20% | 4,580 | $1.5M | Add +3.9% |
| IGEB iShares Investment Grade SYS | 0.19% | 31,423 | $1.4M | Reduce -89.3% |
| KO The Coca-Cola Co. | 0.19% | 18,466 | $1.4M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 45,662 | $1.4M | Add +4.1% |
| MCD McDonald's Corp. | 0.18% | 4,420 | $1.4M | Add +3.2% |
| GD General Dynamics Corp. | 0.18% | 3,892 | $1.3M | Add +5.4% |
| WEC WEC Energy Group Inc. | 0.18% | 11,430 | $1.3M | Add +0.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.17% | 49,426 | $1.2M | Add +6.4% |
| PM Philip Morris International | 0.16% | 7,479 | $1.2M | Add +4.5% |
| PEP Pepsico Inc. | 0.16% | 7,730 | $1.2M | Add +3.9% |
| COP Conocophillips | 0.16% | 9,027 | $1.2M | Add +12.9% |
| WFC Wells Fargo & Co. | 0.15% | 14,594 | $1.2M | Add +3.8% |
| CSX CSX Corp. | 0.15% | 27,361 | $1.1M | Add +18.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.15% | 9,460 | $1.1M | Add +5.6% |
| BLK BlackRock Inc. | 0.15% | 1,150 | $1.1M | Add +4.9% |
| EME Emcor Group Inc. | 0.14% | 1,482 | $1.1M | Reduce -2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 4,303 | $1.0M | Add +16.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 11,405 | $1.0M | No change |
| LLY Eli Lilly & Co. | 0.14% | 1,116 | $1.0M | Reduce -2.6% |
| PRU Prudential Financial Inc. | 0.13% | 10,203 | $997K | Add +7.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.13% | 45,361 | $993K | Add +18.0% |
| VZ Verizon Communications Inc. | 0.13% | 19,765 | $992K | Add +8.9% |
| IWV iShares Russell 3000 ETF | 0.13% | 2,580 | $956K | Reduce -50.1% |
| KMI Kinder Morgan Inc. | 0.13% | 28,393 | $952K | Add +21.1% |
| IVE iShares S&P 500 Value ETF | 0.13% | 4,472 | $944K | No change |
| PLD Prologis Inc. | 0.12% | 6,966 | $921K | Add +3.6% |
| USB US Bancorp | 0.12% | 17,689 | $920K | Add +5.9% |
| SO The Southern Co. | 0.12% | 9,480 | $915K | Add +4.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 19,898 | $913K | Add +0.0% |
| T AT&T Inc. | 0.12% | 31,158 | $903K | Add +14.1% |
| ABT Abbott Laboratories | 0.11% | 8,194 | $841K | Reduce -8.0% |
| WPC WP Carey Inc. | 0.11% | 12,212 | $830K | Add +4.5% |
| AXP American Express Co. | 0.11% | 2,670 | $808K | Add +0.0% |
| AEP American Electric Power | 0.11% | 6,149 | $806K | Add +1.9% |
| CVX Chevron Corp. | 0.10% | 3,790 | $784K | Add +3.0% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 5,079 | $743K | Add +0.4% |
| VHT Vanguard Health Care ETF | 0.10% | 2,721 | $741K | Reduce -10.4% |
| QCOM Qualcomm Inc. | 0.09% | 5,190 | $668K | Add +4.2% |
| CAH Cardinal Health Inc. | 0.09% | 3,153 | $666K | Reduce -1.7% |
| HIG Hartford Insurance Group Inc. | 0.09% | 4,902 | $663K | Reduce -9.4% |
| NIC Nicolet Bankshares Inc. | 0.09% | 4,459 | $663K | Add +8.6% |
Portfolio Sells Q4 2025 → Q1 2026
| FHLC Fidelity MSCI Health Care | Reduce -74.4% | 0.68% | −2.17 |
| IGEB iShares Investment Grade SYS | Reduce -89.3% | 0.19% | −1.61 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.1% | 7.12% | −0.55 |
| CGXU Cap Group Intl Focus | Reduce -3.5% | 2.76% | −0.15 |
| IWV iShares Russell 3000 ETF | Reduce -50.1% | 0.13% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.80% | −0.09 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -3.2% | 0.35% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 0.40% | −0.06 |
| FDVV Fidelity High Dividend ETF | Reduce -0.9% | 0.81% | −0.04 |
| PNR Pentair PLC | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -8.0% | 0.11% | −0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.04 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -20.8% | 0.09% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.0% | 0.89% | −0.03 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.03 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.03 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.03 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.03 |
| IBCA iShares Ibonds Dec 2035 TC | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.14% | −0.03 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.03 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -15.0% | 0.07% | −0.02 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -0.1% | 0.20% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.6% | 0.35% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -19.7% | 0.08% | −0.02 |
| FFLG Fidelity Fndmntl L/C GRW ETF | Reduce -0.1% | 0.21% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -10.4% | 0.10% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -19.0% | 0.04% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -23.8% | 0.08% | −0.01 |
| HIG Hartford Insurance Group Inc. | Reduce -9.4% | 0.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -4.5% | 0.26% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -14.8% | 0.03% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -0.3% | 0.06% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -13.3% | 0.04% | −0.01 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -1.3% | 0.04% | −0.00 |
| TJX TJX Companies Inc. | Reduce -3.4% | 0.07% | −0.00 |
| CAH Cardinal Health Inc. | Reduce -1.7% | 0.09% | −0.00 |
| DFIV Dimensional International Va | Reduce -3.9% | 4.92% | +0.00 |
| FN Fabrinet | Reduce -2.7% | 0.06% | +0.01 |
| EME Emcor Group Inc. | Reduce -2.8% | 0.14% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -0.1% | 0.07% | +0.02 |
| CAT Caterpillar Inc. | Reduce -5.7% | 0.38% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| FENI Fidelity Enhanced Intl ETF | New | 2.15% | +2.15 |
| VCIT Vanguard Int-Term Corporate | New | 1.69% | +1.69 |
| FELG Fidelity Enh LRG Cap GWTH | New | 1.28% | +1.28 |
| FBND Fidelity Total Bond ETF | Add +5.0% | 6.45% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +4.2% | 2.13% | +0.13 |
| XOM Exxon Mobil Corp. | Add +3.3% | 0.40% | +0.12 |
| DFAS Dimensional US Small Cap ETF | Add +4.8% | 2.06% | +0.10 |
| AMAT Applied Materials Inc. | Add +3.4% | 0.31% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +6.5% | 1.72% | +0.07 |
| JNJ Johnson & Johnson | Add +2.9% | 0.36% | +0.06 |
| COP Conocophillips | Add +12.9% | 0.16% | +0.06 |
| WMT Walmart Inc. | Add +2.9% | 0.38% | +0.04 |
| DAL Delta Air Lines Inc. | New | 0.04% | +0.04 |
| HSY The Hershey Co. | New | 0.04% | +0.04 |
| KMI Kinder Morgan Inc. | Add +21.1% | 0.13% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | New | 0.04% | +0.04 |
| CSX CSX Corp. | Add +18.1% | 0.15% | +0.04 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| VZ Verizon Communications Inc. | Add +8.9% | 0.13% | +0.03 |
| CI The Cigna Group | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +3.2% | 0.21% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| CGCP Cap Group Core Plus Income | Add +3.7% | 4.23% | +0.03 |
| T AT&T Inc. | Add +14.1% | 0.12% | +0.03 |
| CVX Chevron Corp. | Add +3.0% | 0.10% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.03% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +4.1% | 0.19% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +10.2% | 0.29% | +0.02 |
| MO Altria Group Inc. | Add +25.7% | 0.07% | +0.02 |
| NIC Nicolet Bankshares Inc. | Add +8.6% | 0.09% | +0.02 |
| LMT Lockheed Martin Corp. | Add +5.5% | 0.08% | +0.02 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +7.7% | 0.34% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +12.1% | 0.21% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +18.0% | 0.13% | +0.02 |
| KO The Coca-Cola Co. | Add +2.6% | 0.19% | +0.02 |
| IBDU iShares Ibonds Dec 2029 Term | Add +11.1% | 0.20% | +0.02 |
| LHX L3HARRIS Technologies Inc. | Add +5.9% | 0.09% | +0.02 |
| PEP Pepsico Inc. | Add +3.9% | 0.16% | +0.02 |
| VSTS Vestis Corp. | New | 0.02% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 0.77% | +0.02 |
| SO The Southern Co. | Add +4.3% | 0.12% | +0.01 |
| DE Deere & Co. | Add +4.8% | 0.07% | +0.01 |
| WEC WEC Energy Group Inc. | Add +0.3% | 0.18% | +0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Add +4.1% | 0.54% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.1% | 0.20% | +0.01 |
| AEP American Electric Power | Add +1.9% | 0.11% | +0.01 |
| PFE Pfizer Inc. | Add +11.2% | 0.06% | +0.01 |
| OSK Oshkosh Corp. | Add +0.1% | 0.09% | +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 |