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CIK: 0001964819
Total reported value
$852.4M
$852.4M
190 檔
44.1%
During the Q4 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 190 reported positions.
In Q4 2025, McGlone Suttner Wealth Management, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 24 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 | 19.94% | +0.42% | +0.94% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.88% | -0.26% | +3.00% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.75% | +0.26% | +2.32% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.67% | +0.13% | +1.50% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.30% | -0.50% | +3.17% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.92% | -0.46% | +1.12% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.21% | -0.32% | +3.41% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.91% | +0.09% | +3.24% | |
| 9 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.85% | -0.19% | +2.34% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.01% | +0.14% | +3.32% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.96% | +0.12% | +3.15% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.80% | -0.12% | +5.29% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.65% | -0.09% | +4.75% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.08% | -3.92% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.09% | -3.84% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.02% | -0.75% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.09% | -4.59% | |
| 18 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.86% | -0.02% | -3.89% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.02% | -6.88% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.75% | -0.04% | -2.85% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.53% | -0.07% | +24.58% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | — | -0.14% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | -2.74% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.05% | -4.35% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.01% | +11.12% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.02% | +8.02% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.01% | +2.23% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | -5.56% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.03% | +5.37% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.05% | +0.76% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.06% | +2.79% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.06% | +5.34% | |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.32% | -0.01% | +16.59% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.31% | +0.01% | -1.20% | |
| 35 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.31% | -0.04% | +1.57% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.03% | +3.05% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | -3.33% | |
| 38 | CGMU | Cap Group Municipal Income | ETF-Other | 0.28% | -0.02% | +8.42% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.11% | +6.05% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | -0.01% | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | — | -0.07% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.27% | -0.02% | +13.30% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.27% | — | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.06% | +1.38% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.25% | -0.02% | -0.50% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.02% | -13.97% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.23% | +0.28% | -5.47% | |
| 48 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-Other | 0.23% | +0.02% | +0.00% | |
| 49 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.23% | +0.02% | +1.99% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | +0.01% | +3.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | +0.2% | +1.12% | Add |
| 2 | FHLC | Fidelity Msci Health Care | +0.2% | +2.34% | Add |
| 3 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +3.00% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.59% | Trim |
| 5 | AVUS | Avantis U.s. Equity ETF | +0.1% | +2.32% | Add |
| 6 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +24.58% | Add |
| 7 | CAT | Caterpillar Inc | +0.1% | +5.34% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +10.40% | Add |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +42.82% | Add |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +16.59% | Add |
| 11 | PH | Parker Hannifin CORP | 0% | +8.88% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | 0% | +3.32% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.12% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | +3.05% | Add |
| 15 | AMAT | Applied Materials Inc | 0% | -5.47% | Trim |
| 16 | VUG | Vanguard Growth ETF | 0% | +55.85% | Add |
| 17 | XOM | Exxon Mobil CORP | 0% | +6.05% | Add |
| 18 | DFAS | Dimensional US Small Cap ETF | 0% | +3.15% | Add |
| 19 | IGEB | Ishares Investment Grade Sys | 0% | +5.29% | Add |
| 20 | AGG | Ishares Core U.s. Aggregate | 0% | +4.75% | Add |
| 21 | SCHX | Schwab US Large-cap ETF | 0% | +1.50% | Add |
| 22 | CGXU | Cap Group Intl Focus | 0% | +3.24% | Add |
| 23 | ACN | Accenture plc | 0% | -57.86% | Trim |
| 24 | CGCP | Cap Group Core Plus Income | 0% | +3.41% | Add |
| 25 | CVX | Chevron CORP | 0% | -33.41% | Trim |
| 26 | FERG | Ferguson Enterprises Inc | 0% | -58.44% | Trim |
| 27 | ORCL | Oracle CORP | -0.1% | -16.53% | Trim |
| 28 | HD | Home Depot Inc | -0.1% | -5.69% | Trim |
| 29 | NFLX | Netflix Inc | -0.1% | +562.84% | Add |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -13.97% | Trim |
| 31 | COP | Conocophillips | -0.1% | -36.80% | Trim |
| 32 | DFAC | Dimensional US Core Equity 2 | -0.1% | +0.94% | Add |
| 33 | FBND | Fidelity Total Bond ETF | -0.1% | +3.17% | Add |
| 34 | META | Meta Platforms Inc-class A | -0.1% | -4.35% | Trim |
| 35 | NVDA | Nvidia CORP | -0.1% | -6.88% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | -3.92% | Trim |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 38 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 39 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 40 | FN | Fabrinet | — | NEW | New buy |
| 41 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 43 | IDYN | Ishares Inte Equ Fac R A ETF | — | EXIT | Sold out |
| 44 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 45 | ZS | Zscaler Inc | — | EXIT | Sold out |
| 46 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 47 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 48 | ZM | Zoom Communications Inc | — | NEW | New buy |
| 49 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 50 | P | Everpure Inc-a | — | EXIT | Sold out |
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 190 disclosed positions in Q4 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, AVUS) accounted for 44.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWD
市值: $2.0M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $3.1M
During Q4 2025, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (19.9%)、IUSV (8.9%)、AVUS (7.8%). The largest single position, DFAC, represented 19.9% of total portfolio value.
In Q4 2025, McGlone Suttner Wealth Management, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 7 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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