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CIK: 0001964819
Total reported value
$852.4M
$852.4M
163 檔
32.3%
The Q2 2024 SEC filing reveals that McGlone Suttner Wealth Management, Inc. held a total portfolio value of $852.4M, covering 163 public equity positions.
During Q2 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 | 27.63% | +0.42% | +31.89% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 9.36% | -0.26% | -0.64% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.50% | +0.13% | +0.39% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.23% | -0.50% | -3.69% | |
| 5 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.87% | -0.32% | -2.44% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.94% | -0.46% | -12.64% | |
| 7 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.12% | -0.19% | +1.57% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.72% | +0.09% | -5.03% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.19% | +0.12% | +3.67% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.03% | +0.14% | +2.66% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.74% | -0.09% | -5.61% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.25% | -0.12% | -37.83% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.23% | -0.02% | +1.00% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.08% | -4.34% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.04% | +4.35% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.95% | -0.02% | +0.99% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.09% | +3.32% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.74% | — | +1075.54% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | — | -78.98% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.02% | +2.73% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.01% | +39.56% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.09% | -6.62% | |
| 23 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.42% | — | -9.98% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.01% | +11.25% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.38% | -0.02% | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.01% | +5.57% | |
| 27 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.37% | -0.04% | -8.02% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.02% | -4.42% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.36% | — | +11.00% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.33% | -0.03% | +25.76% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | — | +8.05% | |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.30% | — | -22.79% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | +0.01% | -12.18% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.02% | -9.92% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.03% | +0.92% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | — | +9.95% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.28% | +0.28% | +0.83% | |
| 38 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.27% | -0.07% | -27.36% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | -11.40% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.01% | -13.06% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.03% | -9.57% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.03% | -5.45% | |
| 43 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.26% | -0.02% | +19.65% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.04% | +4.10% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.11% | -4.93% | |
| 46 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.25% | +0.26% | -96.39% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | -0.01% | -14.34% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.02% | +6.95% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.24% | -0.02% | +4.22% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.01% | -11.87% |
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 163 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, IUSV, SCHX) accounted for 32.3% of total reported equity market value during Q2 2024.
During Q2 2024, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (27.6%)、IUSV (9.4%)、SCHX (7.5%). The largest single position, DFAC, represented 27.6% of total portfolio value.
In Q2 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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