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CIK: 0001964819
Total reported value
$852.4M
$852.4M
167 檔
32.1%
According to the latest 13F quarterly dataset, McGlone Suttner Wealth Management, Inc. managed an equity portfolio of $852.4M at the end of Q1 2024, spanning 167 distinct U.S. exchange-listed positions.
During Q1 2024, McGlone Suttner Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.90% | +0.42% | -24.18% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 9.22% | -0.26% | +0.65% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.50% | +0.13% | -0.39% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.93% | +0.26% | +2673.34% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.74% | -0.50% | +3.83% | |
| 6 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.51% | -0.32% | +2.50% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.41% | -0.46% | +14.48% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.02% | -0.19% | -1.55% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 2.83% | +0.09% | +5.29% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.02% | +0.12% | -3.54% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | +0.14% | -2.59% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.81% | -0.12% | +60.86% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | -0.09% | +5.95% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.08% | +4.54% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.19% | -0.02% | -0.99% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | -0.04% | -4.17% | |
| 17 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.92% | -0.02% | -0.98% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | — | +375.71% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.09% | -3.22% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.02% | +11.01% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.09% | +7.09% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | +0.02% | -2.66% | |
| 23 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.43% | — | +11.09% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | +4.62% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.36% | -0.02% | — | |
| 26 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.36% | -0.04% | +8.72% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.01% | -5.28% | |
| 28 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.35% | — | +29.52% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.01% | +13.87% | |
| 30 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.34% | -0.07% | +37.66% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | +0.01% | -10.11% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | +15.03% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.05% | +14.51% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | — | +12.87% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.32% | +0.28% | -0.83% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.01% | +16.75% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | — | -9.91% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | -0.01% | -28.34% | |
| 39 | CGMU | Cap Group Municipal Income | ETF-Other | 0.30% | -0.02% | +575.43% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | — | -7.45% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.11% | +5.18% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.03% | -0.91% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.03% | +10.59% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.01% | +13.47% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.06% | +17.44% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.25% | -0.03% | -20.48% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.03% | +5.76% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.23% | -0.04% | +18.07% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.23% | -0.02% | -4.05% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.02% | -6.50% |
According to official SEC Form 13F filings, McGlone Suttner Wealth Management, Inc. reported a total U.S. public equity portfolio value of $852.4M across 167 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, IUSV, SCHX) accounted for 32.1% of total reported equity market value during Q1 2024.
During Q1 2024, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (20.9%)、IUSV (9.2%)、SCHX (7.5%). The largest single position, DFAC, represented 20.9% of total portfolio value.
In Q1 2024, McGlone Suttner Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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