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CIK: 0001964819
Total reported value
$852.4M
$852.4M
191 檔
39.2%
In Q2 2025, McGlone Suttner Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $852.4M, distributed across 191 disclosed stock positions.
In Q2 2025, McGlone Suttner Wealth Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 32 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 | 19.83% | +0.42% | +2.22% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.77% | -0.26% | +3.26% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.64% | +0.13% | +2.58% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.52% | +0.26% | +3.72% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.67% | -0.50% | +3.59% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.67% | -0.46% | +1.87% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.42% | -0.32% | +3.67% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.85% | +0.09% | +2.69% | |
| 9 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.61% | -0.19% | +4.35% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | +0.14% | +3.05% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.92% | +0.12% | +2.73% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.87% | -0.12% | +3.93% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.72% | -0.09% | +4.46% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.08% | -0.66% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | -0.02% | -0.21% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.90% | -0.02% | +1.80% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.80% | -0.04% | -1.55% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.02% | +5.10% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.09% | +0.63% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.09% | +9.70% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | — | -1.94% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.47% | -0.07% | +12.38% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.05% | +1.31% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | +1.49% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.46% | — | -9.66% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | +2.44% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | +0.01% | +0.56% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.02% | +0.10% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.02% | -0.14% | |
| 30 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.33% | -0.04% | +0.94% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.05% | +4.44% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.03% | +1.14% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | +0.01% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.01% | +2.32% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.06% | +15.11% | |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.30% | -0.01% | +18.33% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.28% | -0.02% | -1.92% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | — | +0.01% | |
| 39 | CGMU | Cap Group Municipal Income | ETF-Other | 0.27% | -0.02% | +7.29% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.26% | -0.02% | +14.09% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.11% | +2.00% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.01% | -0.48% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.06% | +7.75% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.03% | +3.61% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.06% | +1.39% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.24% | +0.02% | +4.35% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | — | -5.93% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | +10.60% | |
| 49 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-Other | 0.22% | +0.02% | +0.01% | |
| 50 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.21% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.4% | +2.22% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.3% | +2.58% | Add |
| 3 | AVUS | Avantis U.s. Equity ETF | +0.3% | +3.72% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +5.10% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.66% | Trim |
| 6 | CGXU | Cap Group Intl Focus | +0.1% | +2.69% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +15.11% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.05% | Add |
| 9 | DFIV | Dimensional International Va | +0.1% | +1.87% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.70% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +1.31% | Add |
| 12 | NFLX | Netflix Inc | +0.1% | +1.44% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.00% | Add |
| 14 | ZS | Zscaler Inc | +0.1% | NEW | New buy |
| 15 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +1.49% | Add |
| 17 | TSLA | Tesla Inc | 0% | +10.60% | Add |
| 18 | DFSU | Dimensional US Sus Core1 ETF | 0% | NEW | New buy |
| 19 | CAH | Cardinal Health Inc | 0% | +93.89% | Add |
| 20 | VRT | Vertiv Holdings Co-a | 0% | NEW | New buy |
| 21 | AMZN | Amazon.com Inc | 0% | +2.44% | Add |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +18.33% | Add |
| 23 | WMT | Walmart Inc | 0% | +4.44% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +7.75% | Add |
| 25 | EME | Emcor Group Inc | 0% | +1.95% | Add |
| 26 | CAT | Caterpillar Inc | 0% | +1.39% | Add |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +12.38% | Add |
| 28 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.01% | Add |
| 29 | AMAT | Applied Materials Inc | 0% | -0.14% | Trim |
| 30 | DFAS | Dimensional US Small Cap ETF | 0% | +2.73% | Add |
| 31 | FDVV | Fidelity High Dividend ETF | 0% | +1.80% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.21% | Trim |
| 33 | EMN | Eastman Chemical Co | 0% | EXIT | Sold out |
| 34 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | -51.96% | Trim |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.1% | EXIT | Sold out |
| 36 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | EXIT | Sold out |
| 37 | AGG | Ishares Core U.s. Aggregate | -0.1% | +4.46% | Add |
| 38 | DOW | Dow Inc | -0.1% | EXIT | Sold out |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -39.17% | Trim |
| 40 | IGEB | Ishares Investment Grade Sys | -0.1% | +3.93% | Add |
| 41 | USHY | Ishares Broad Usd High Yield | -0.1% | EXIT | Sold out |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -17.51% | Trim |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -36.26% | Trim |
| 44 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.1% | -9.66% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.1% | -42.46% | Trim |
| 46 | AAPL | Apple Inc | -0.1% | +0.63% | Add |
| 47 | CGCP | Cap Group Core Plus Income | -0.2% | +3.67% | Add |
| 48 | IUSV | Ishares Core S&p U.s. Value | -0.2% | +3.26% | Add |
| 49 | FHLC | Fidelity Msci Health Care | -0.3% | +4.35% | Add |
| 50 | FBND | Fidelity Total Bond ETF | -0.3% | +3.59% | 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 191 disclosed positions in Q2 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 39.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
ZS
市值: $316.5K
Top Position Liquidated / Trimmed
USHY
前期市值: $442.8K
During Q2 2025, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (19.8%)、IUSV (8.8%)、SCHX (7.6%). The largest single position, DFAC, represented 19.8% of total portfolio value.
In Q2 2025, McGlone Suttner Wealth Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 9 holdings, and fully liquidating 5 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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