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CIK: 0001964819
Total reported value
$852.4M
$852.4M
189 檔
35.7%
During the Q1 2025 filing period, McGlone Suttner Wealth Management, Inc. (CIK: 0001964819) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $852.4M across 189 reported positions.
In Q1 2025, McGlone Suttner Wealth Management, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.41% | +0.42% | +0.78% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 9.00% | -0.26% | +2.36% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.31% | +0.13% | +0.71% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.22% | +0.26% | +1.48% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.98% | -0.50% | +3.99% | |
| 6 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.63% | -0.32% | +3.93% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.58% | -0.46% | +0.91% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.91% | -0.19% | +1.64% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 2.72% | +0.09% | +2.61% | |
| 10 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.94% | -0.12% | +3.73% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.91% | +0.12% | +1.89% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | +0.14% | +1.21% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.78% | -0.09% | +4.47% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.02% | -2.71% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.08% | +1.55% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.91% | -0.02% | +2.35% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.86% | -0.04% | -2.52% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.09% | +7.41% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | — | +3.30% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.02% | +4.22% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | — | +28.08% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.09% | +2.33% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.45% | -0.07% | +3.06% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | +8.96% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.02% | +7.51% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.05% | +9.67% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.01% | +8.00% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.02% | -4.26% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | +8.13% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.01% | +0.08% | |
| 31 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.35% | -0.04% | +1.13% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.03% | +16.91% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.31% | +0.01% | — | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.31% | -0.02% | -0.71% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | +10.65% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.11% | +17.40% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | +9.28% | |
| 38 | CGMU | Cap Group Municipal Income | ETF-Other | 0.27% | -0.02% | -1.57% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.27% | -0.01% | -1.35% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | +74.62% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | — | -0.08% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.26% | -0.01% | -13.18% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | — | -1.92% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.25% | -0.02% | +21.42% | |
| 45 | MET | Metlife Inc | Stock-Financials | 0.24% | +0.02% | +10.13% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.03% | — | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | — | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.06% | +17.06% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.01% | +37.52% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.06% | +9.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | +0.4% | +0.91% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.3% | +3.99% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | NEW | New buy |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 5 | CGCP | Cap Group Core Plus Income | +0.2% | +3.93% | Add |
| 6 | FHLC | Fidelity Msci Health Care | +0.1% | +1.64% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | +74.62% | Add |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +28.08% | Add |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | NEW | New buy |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.47% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +8.00% | Add |
| 12 | COP | Conocophillips | +0.1% | +55.32% | Add |
| 13 | IGEB | Ishares Investment Grade Sys | +0.1% | +3.73% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +58.62% | Add |
| 15 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | New buy |
| 16 | PEP | Pepsico Inc | +0.1% | +68.94% | Add |
| 17 | VOE | Vanguard Mid-cap Value ETF | +0.1% | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +17.40% | Add |
| 19 | CCI | Crown Castle Inc | +0.1% | NEW | New buy |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.21% | Add |
| 21 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 22 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | NEW | New buy |
| 23 | WFC | Wells Fargo & Co | +0.1% | +50.31% | Add |
| 24 | BDX | Becton Dickinson And Co | +0.1% | NEW | New buy |
| 25 | PM | Philip Morris International | +0.1% | +10.28% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +27.25% | Add |
| 27 | DE | Deere & Co | +0.1% | NEW | New buy |
| 28 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 29 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +21.42% | Add |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | NEW | New buy |
| 31 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | New buy |
| 32 | PLD | Prologis Inc | 0% | +97.66% | Add |
| 33 | LLY | Eli Lilly & Co | 0% | +36.98% | Add |
| 34 | IUSV | Ishares Core S&p U.s. Value | 0% | +2.36% | Add |
| 35 | CGXU | Cap Group Intl Focus | — | +2.61% | Add |
| 36 | ORCL | Oracle CORP | -0.1% | -23.65% | Trim |
| 37 | IWF | Ishares Russell 1000 Growth | -0.1% | EXIT | Sold out |
| 38 | KMB | Kimberly-clark CORP | -0.1% | -41.62% | Trim |
| 39 | NOW | Servicenow Inc | -0.1% | EXIT | Sold out |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.1% | -4.26% | Trim |
| 41 | TSLA | Tesla Inc | -0.1% | +3.00% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.33% | Add |
| 43 | NVDA | Nvidia CORP | -0.1% | +4.22% | Add |
| 44 | MSFT | Microsoft CORP | -0.1% | +1.55% | Add |
| 45 | DFAS | Dimensional US Small Cap ETF | -0.2% | +1.89% | Add |
| 46 | AVUS | Avantis U.s. Equity ETF | -0.4% | +1.48% | Add |
| 47 | IWD | Ishares Russell 1000 Value E | -0.4% | EXIT | Sold out |
| 48 | SCHX | Schwab US Large-cap ETF | -0.4% | +0.71% | Add |
| 49 | IWV | Ishares Russell 3000 ETF | -0.5% | EXIT | Sold out |
| 50 | DFAC | Dimensional US Core Equity 2 | -1.1% | +0.78% | Add |
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 189 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, IUSV, SCHX) accounted for 35.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYV
市值: $1.4M
Top Position Liquidated / Trimmed
IWV
前期市值: $2.8M
During Q1 2025, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (19.4%)、IUSV (9.0%)、SCHX (7.3%). The largest single position, DFAC, represented 19.4% of total portfolio value.
In Q1 2025, McGlone Suttner Wealth Management, Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 30 positions, trimming 3 holdings, and fully liquidating 4 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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