McGlone Suttner Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, McGlone Suttner Wealth Management, Inc. held in its portfolio 187 assets valued at $743,430,232 (i.e. $743.43M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($148.24M), ISHARES TR ($66.02M), and AMERICAN CENTY ETF TR ($57.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 187 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McGlone Suttner Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3744276 | 148235884 | US CORE EQUITY 2 |
| ISHARES TR | 643874 | 66022875 | CORE S&P US VLU |
| AMERICAN CENTY ETF TR | 515580 | 57631523 | US EQT ETF |
| SCHWAB STRATEGIC TR | 2119924 | 57047165 | US LRG CAP ETF |
| FIDELITY MERRIMACK STR TR | 1017336 | 46838154 | TOTAL BD ETF |
| DIMENSIONAL ETF TRUST | 732615 | 36557494 | INTERNATNAL VAL |
| CAPITAL GRP FIXED INCM ETF T | 1380991 | 31265637 | CORE PLUS INCM |
| CAPITAL GROUP INTL FOCUS EQT | 732675 | 21650541 | SHS CREATION UNI |
| FIDELITY COVINGTON TRUST | 285486 | 21205868 | MSCI HLTH CARE I |
| ISHARES INC | 221835 | 14911768 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 209240 | 14577759 | US SMALL CAP ETF |
| ISHARES TR | 292607 | 13360457 | INVESTMENT GRADE |
| ISHARES TR | 122640 | 12249279 | CORE US AGGBD ET |
| MICROSOFT CORP | 15351 | 7424130 | COM |
| APPLE INC | 25133 | 6832766 | COM |
| VANGUARD SPECIALIZED FUNDS | 31081 | 6830901 | DIV APP ETF |
| ALPHABET INC | 21122 | 6611213 | CAP STK CL A |
| FIDELITY COVINGTON TRUST | 112345 | 6368865 | HIGH DIVID ETF |
| NVIDIA CORPORATION | 30767 | 5738054 | COM |
| VANGUARD WHITEHALL FDS | 38868 | 5578318 | HIGH DIV YLD |
| ISHARES TR | 161878 | 3922312 | IBONDS DEC2026 |
| ISHARES TR | 58111 | 3835347 | CORE S&P MCP ETF |
| SPDR SERIES TRUST | 43770 | 3824968 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 10539 | 3395738 | COM |
| META PLATFORMS INC | 4753 | 3137142 | CL A |
| VANGUARD INDEX FDS | 8723 | 2924507 | TOTAL STK MKT |
| ISHARES TR | 23139 | 2780826 | CORE S&P SCP ETF |
| ABBVIE INC | 11729 | 2679915 | COM |
| AMAZON COM INC | 11487 | 2651415 | COM |
| ISHARES TR | 3686 | 2524448 | CORE S&P500 ETF |
| WALMART INC | 22486 | 2505202 | COM |
| BROADCOM INC | 7182 | 2485760 | COM |
| CATERPILLAR INC | 4319 | 2474118 | COM |
| ISHARES TR | 96924 | 2353317 | IBONDS 27 ETF |
| ISHARES TR | 15480 | 2301676 | CORE S&P TTL STK |
| ISHARES TR | 86911 | 2271864 | IBONDS DEC 2033 |
| JOHNSON & JOHNSON | 10758 | 2226447 | COM |
| TESLA INC | 4788 | 2153427 | COM |
| CAPITAL GRP FIXED INCM ETF T | 75056 | 2055039 | MUNICIPAL INCOME |
| EXXON MOBIL CORP | 17030 | 2049413 | COM |
| ISHARES TR | 9740 | 2048712 | RUS 1000 VAL ETF |
| ISHARES TR | 16500 | 2033740 | S&P 500 GRWT ETF |
| ISHARES TR | 79811 | 2031600 | IBDS DEC28 ETF |
| ISHARES TR | 5172 | 2000817 | RUSSELL 3000 ETF |
| CISCO SYS INC | 24937 | 1920910 | COM |
| PROCTER AND GAMBLE CO | 12843 | 1840480 | COM |
| APPLIED MATLS INC | 6648 | 1708435 | COM |
| FIDELITY COVINGTON TRUST | 56345 | 1686981 | FIDELITY FUND LR |
| FIDELITY COVINGTON TRUST | 30706 | 1683894 | BLUE CHIP GRWTH |
| BANK AMERICA CORP | 30350 | 1669262 | COM |
| VANGUARD INDEX FDS | 7821 | 1656321 | SM CP VAL ETF |
| METLIFE INC | 20847 | 1645687 | COM |
| PARKER-HANNIFIN CORP | 1766 | 1551848 | COM |
| HOME DEPOT INC | 4409 | 1517088 | COM |
| ISHARES TR | 69030 | 1459985 | IBONDS DEC 2031 |
| BERKSHIRE HATHAWAY INC DEL | 2812 | 1413287 | CL B NEW |
| VANGUARD MUN BD FDS | 27711 | 1393572 | TAX EXEMPT BD |
| ISHARES TR | 59157 | 1384579 | IBONDS DEC 29 |
| MERCK & CO INC | 12867 | 1354373 | COM |
| WELLS FARGO CO NEW | 14059 | 1310262 | COM |
| MCDONALDS CORP | 4282 | 1308787 | COM |
| COCA COLA CO | 17989 | 1257612 | COM |
| GENERAL DYNAMICS CORP | 3692 | 1243023 | COM |
| ELI LILLY & CO | 1146 | 1232049 | COM |
| SCHWAB STRATEGIC TR | 43858 | 1203025 | US DIVIDEND EQ |
| WEC ENERGY GROUP INC | 11394 | 1201657 | COM |
| ISHARES TR | 46448 | 1185805 | IBONDS DEC 2032 |
| BLACKROCK INC | 1096 | 1173526 | COM |
| PHILIP MORRIS INTL INC | 7159 | 1148323 | COM |
| ABBOTT LABS | 8909 | 1116221 | COM |
| INTERNATIONAL BUSINESS MACHS | 3706 | 1097796 | COM |
| PRUDENTIAL FINL INC | 9505 | 1072886 | COM |
| PEPSICO INC | 7443 | 1068190 | COM |
| BANK NEW YORK MELLON CORP | 8960 | 1040211 | COM |
| ISHARES TR | 11405 | 1020275 | CORE MSCI EAFE |
| AMERICAN EXPRESS CO | 2669 | 987235 | COM |
| ISHARES TR | 4472 | 948405 | S&P 500 VAL ETF |
| EMCOR GROUP INC | 1524 | 932648 | COM |
| PALANTIR TECHNOLOGIES INC | 5059 | 899237 | CL A |
| US BANCORP DEL | 16704 | 891322 | COM NEW |
| VANGUARD WORLD FD | 3038 | 874421 | HEALTH CAR ETF |
| PROLOGIS INC. | 6725 | 858512 | COM |
| QUALCOMM INC | 4982 | 852137 | COM |
| SELECT SECTOR SPDR TR | 19892 | 849169 | STATE STREET UTI |
| ISHARES TR | 38453 | 848664 | IBONDS DEC 2030 |
| CSX CORP | 23160 | 839551 | COM |
| SOUTHERN CO | 9086 | 792285 | COM |
| WP CAREY INC | 11692 | 752469 | COM |
| CONOCOPHILLIPS | 7996 | 748531 | COM |
| HARTFORD INSURANCE GROUP INC | 5411 | 745604 | COM |
| VERIZON COMMUNICATIONS INC | 18143 | 738955 | COM |
| GILEAD SCIENCES INC | 5797 | 711494 | COM |
| SALESFORCE INC | 2643 | 700267 | COM |
| AMERICAN ELEC PWR CO INC | 6032 | 695601 | COM |
| VANGUARD INDEX FDS | 1398 | 682185 | GROWTH ETF |
| AT&T INC | 27300 | 678143 | COM |
| CARDINAL HEALTH INC | 3208 | 659254 | COM |
| KINDER MORGAN INC DEL | 23455 | 644771 | COM |
| SPDR S&P 500 ETF TR | 897 | 611533 | TR UNIT |
| DIMENSIONAL ETF TRUST | 10183 | 606271 | US TARGETED VLU |
| INVESCO EXCHANGE TRADED FD T | 3103 | 594393 | S&P500 EQL WGT |
| BANK FIRST CORP | 4875 | 593873 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 7242 | 581552 | COM |
| NETFLIX INC | 6012 | 563675 | COM |
| NORFOLK SOUTHN CORP | 1945 | 561636 | COM |
| OSHKOSH CORP | 4470 | 561595 | COM |
| CHEVRON CORP NEW | 3678 | 560510 | COM |
| CAPITAL GRP FIXED INCM ETF T | 20079 | 554594 | US MULTI-SECTOR |
| TJX COS INC NEW | 3516 | 540169 | COM |
| ADVANCED MICRO DEVICES INC | 2480 | 531056 | COM |
| VANGUARD INDEX FDS | 2773 | 529572 | VALUE ETF |
| AMPHENOL CORP NEW | 3877 | 523943 | CL A |
| L3HARRIS TECHNOLOGIES INC | 1775 | 521218 | COM |
| COSTCO WHSL CORP NEW | 585 | 504566 | COM |
| FIDELITY MERRIMACK STR TR | 9889 | 500952 | LTD TRM BD ETF |
| REPUBLIC SVCS INC | 2353 | 498616 | COM |
| NICOLET BANKSHARES INC | 4106 | 498111 | COM |
| VANGUARD INTL EQUITY INDEX F | 6584 | 484343 | ALLWRLD EX US |
| LOCKHEED MARTIN CORP | 985 | 476365 | COM |
| ORACLE CORP | 2373 | 462501 | COM |
| CADENCE DESIGN SYSTEM INC | 1475 | 461056 | COM |
| GALLAGHER ARTHUR J & CO | 1756 | 454455 | COM |
| ISHARES TR | 17137 | 451904 | IBONDS DEC 2034 |
| PNC FINL SVCS GROUP INC | 2078 | 433712 | COM |
| ISHARES TR | 3806 | 432774 | SP SMCP600VL ETF |
| DEERE & CO | 907 | 422227 | COM |
| MOODYS CORP | 815 | 416195 | COM |
| FIFTH THIRD BANCORP | 8821 | 412925 | COM |
| KIMBERLY-CLARK CORP | 4049 | 408517 | COM |
| T-MOBILE US INC | 2010 | 408179 | COM |
| FABRINET | 892 | 406110 | SHS |
| ALPHABET INC | 1274 | 399861 | CAP STK CL C |
| CROWN CASTLE INC | 4451 | 395576 | COM |
| ILLINOIS TOOL WKS INC | 1593 | 392259 | COM |
| GOLDMAN SACHS GROUP INC | 444 | 390646 | COM |
| UNITEDHEALTH GROUP INC | 1179 | 389108 | COM |
| DANAHER CORPORATION | 1698 | 388727 | COM |
| PFIZER INC | 15463 | 385027 | COM |
| GE AEROSPACE | 1233 | 379713 | COM NEW |
| ALTRIA GROUP INC | 6564 | 378471 | COM |
| VISA INC | 1074 | 376596 | COM CL A |
| ISHARES TR | 4329 | 366425 | CORE MSCI TOTAL |
| SPOTIFY TECHNOLOGY S A | 630 | 365847 | SHS |
| PALO ALTO NETWORKS INC | 1978 | 364348 | COM |
| CUMMINS INC | 703 | 358969 | COM |
| BLACKROCK ETF TRUST | 10755 | 358140 | ISHARES A I INNO |
| CITIGROUP INC | 3035 | 354108 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 5262 | 328721 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1850 | 328135 | MCAP VL IDXVIP |
| VERTIV HOLDINGS CO | 2010 | 325705 | COM CL A |
| ROYAL CARIBBEAN GROUP | 1155 | 322289 | COM |
| GLOBAL X FDS | 18061 | 319136 | NASDAQ 100 COVER |
| DIMENSIONAL ETF TRUST | 7313 | 317604 | US SUSTAINABILTY |
| LAMAR ADVERTISING CO NEW | 2463 | 311812 | CL A |
| MEDTRONIC PLC | 3114 | 299098 | SHS |
| COMCAST CORP NEW | 9786 | 292500 | CL A |
| PENTAIR PLC | 2788 | 290314 | SHS |
| STRYKER CORPORATION | 821 | 288404 | COM |
| ISHARES TR | 2416 | 275239 | EAFE GRWTH ETF |
| VANGUARD INDEX FDS | 3067 | 271422 | REAL ESTATE ETF |
| ISHARES TR | 566 | 267888 | RUS 1000 GRW ETF |
| CASEYS GEN STORES INC | 479 | 264498 | COM |
| RTX CORPORATION | 1436 | 263345 | COM |
| ARISTA NETWORKS INC | 1993 | 261160 | COM SHS |
| DIMENSIONAL ETF TRUST | 3502 | 259727 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 918 | 256179 | MCAP GR IDXVIP |
| ZOOM COMMUNICATIONS INC | 2939 | 253606 | CL A |
| ISHARES TR | 3137 | 252936 | IBOXX HI YD ETF |
| LABCORP HOLDINGS INC | 1003 | 251559 | COM SHS |
| MASTERCARD INCORPORATED | 437 | 249202 | CL A |
| NEXTERA ENERGY INC | 3041 | 244154 | COM |
| SHOPIFY INC | 1485 | 239117 | CL A SUB VTG SHS |
| CINTAS CORP | 1269 | 238722 | COM |
| FIDELITY COVINGTON TRUST | 1034 | 232300 | MSCI INFO TECH I |
| ISHARES TR | 4526 | 228930 | ULTRA SHORT DUR |
| MONGODB INC | 538 | 225793 | CL A |
| CENTRUS ENERGY CORP | 928 | 225281 | CL A |
| ROBINHOOD MKTS INC | 1959 | 221563 | COM CL A |
| ISHARES TR | 8534 | 221382 | IBONDS DEC 2035 |
| ASSOCIATED BANC CORP | 8468 | 218146 | COM |
| UBER TECHNOLOGIES INC | 2661 | 217430 | COM |
| FIDELITY MERRIMACK STR TR | 4538 | 217030 | CORP BOND ETF |
| MICRON TECHNOLOGY INC | 749 | 213796 | COM |
| FIDELITY NATL INFORMATION SV | 3195 | 212339 | COM |
| ACCENTURE PLC IRELAND | 761 | 204101 | SHS CLASS A |
| CITIZENS FINL GROUP INC | 3475 | 202967 | COM |
| FERGUSON ENTERPRISES INC | 899 | 200172 | COMMON STOCK NEW |
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