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CIK: 0001964819
Total reported value
$852.4M
$852.4M
191 檔
42.3%
The Q3 2025 SEC filing reveals that McGlone Suttner Wealth Management, Inc. held a total portfolio value of $852.4M, covering 191 public equity positions.
In Q3 2025, McGlone Suttner Wealth Management, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 36 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 | 20.02% | +0.42% | +1.23% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.74% | -0.26% | +1.90% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.70% | +0.13% | +0.90% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.66% | +0.26% | +1.98% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.38% | -0.50% | +2.19% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.68% | -0.46% | +0.34% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.25% | -0.32% | +2.54% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.94% | +0.09% | +1.90% | |
| 9 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.61% | -0.19% | +3.03% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.98% | +0.14% | +0.53% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.94% | +0.12% | +1.61% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.79% | -0.12% | +1.94% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.64% | -0.09% | +2.19% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.08% | -0.06% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.95% | -0.02% | -0.62% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.09% | +11.97% | |
| 17 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.91% | -0.02% | +2.19% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.02% | -0.00% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.04% | +0.05% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.09% | +4.56% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | — | -1.72% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.05% | +19.10% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | +2.18% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.44% | -0.07% | +2.16% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.43% | — | +0.61% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | +0.41% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.01% | +1.53% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | +0.01% | +0.04% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.02% | -1.22% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.03% | +1.27% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.06% | -3.16% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.05% | +1.15% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.02% | +1.45% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | +0.01% | -0.01% | |
| 35 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.31% | -0.04% | +2.02% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +1.89% | |
| 37 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.28% | -0.01% | +2.82% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | — | +0.02% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.06% | +1.91% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.03% | +2.08% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.27% | -0.02% | -0.78% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.01% | +1.99% | |
| 43 | CGMU | Cap Group Municipal Income | ETF-Other | 0.26% | -0.02% | +3.95% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.11% | +1.96% | |
| 45 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.25% | -0.02% | +3.43% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | +0.06% | +2.86% | |
| 47 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-Other | 0.23% | +0.02% | +1.83% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | — | +0.03% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.23% | +0.02% | +3.05% | |
| 50 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.23% | +0.02% | +5.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.6% | +1.23% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +0.4% | +1.98% | Add |
| 3 | SCHX | Schwab US Large-cap ETF | +0.4% | +0.90% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | -0.00% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.56% | Add |
| 6 | CGXU | Cap Group Intl Focus | +0.2% | +1.90% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | -0.06% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | -3.16% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.53% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +19.10% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +1.89% | Add |
| 12 | DFIV | Dimensional International Va | +0.1% | +0.34% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +11.97% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +2.18% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +1.91% | Add |
| 16 | EME | Emcor Group Inc | +0.1% | -1.38% | Add |
| 17 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +5.61% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | -24.96% | Trim |
| 19 | DFAS | Dimensional US Small Cap ETF | 0% | +1.61% | Add |
| 20 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.02% | Add |
| 21 | FFLG | Fidelity Fndmntl L/c Grw ETF | 0% | +1.83% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | +0.33% | Add |
| 23 | GD | General Dynamics CORP | 0% | +4.51% | Add |
| 24 | WMT | Walmart Inc | 0% | +1.15% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +1.27% | Add |
| 26 | PH | Parker Hannifin CORP | 0% | +2.98% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.04% | Add |
| 28 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +2.82% | Add |
| 29 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.01% | Trim |
| 30 | FDVV | Fidelity High Dividend ETF | — | +2.19% | Add |
| 31 | AMZN | Amazon.com Inc | — | +0.41% | Add |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +2.16% | Add |
| 33 | ABBV | Abbvie Inc | 0% | +1.53% | Add |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.62% | Trim |
| 35 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.05% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | +35.06% | Trim |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -22.89% | Trim |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.1% | +2.19% | Add |
| 39 | IGEB | Ishares Investment Grade Sys | -0.2% | +1.94% | Add |
| 40 | IUSV | Ishares Core S&p U.s. Value | -0.3% | +1.90% | Add |
| 41 | FHLC | Fidelity Msci Health Care | -0.3% | +3.03% | Add |
| 42 | CGCP | Cap Group Core Plus Income | -0.4% | +2.54% | Add |
| 43 | FBND | Fidelity Total Bond ETF | -0.6% | +2.19% | Add |
| 44 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 45 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 46 | USHY | Ishares Broad Usd High Yield | — | EXIT | Sold out |
| 47 | MMM | 3m Co | — | EXIT | Sold out |
| 48 | IDYN | Ishares Inte Equ Fac R A ETF | — | NEW | New buy |
| 49 | DOW | Dow Inc | — | EXIT | Sold out |
| 50 | PNR | Pentair plc | — | NEW | New buy |
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 Q3 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 42.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
APH
市值: $505.3K
Top Position Liquidated / Trimmed
USHY
前期市值: $442.8K
During Q3 2025, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (20.0%)、IUSV (8.7%)、SCHX (7.7%). The largest single position, DFAC, represented 20.0% of total portfolio value.
In Q3 2025, McGlone Suttner Wealth Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 7 holdings, and fully liquidating 3 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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