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CIK: 0001964819
Total reported value
$852.4M
$852.4M
189 檔
43.9%
At the close of Q1 2026, McGlone Suttner Wealth Management, Inc. disclosed equity holdings valued at approximately $852.4M, spread across 189 reported holdings.
In Q1 2026, McGlone Suttner Wealth Management, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 111 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 | 19.47% | +0.42% | +1.04% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.85% | -0.26% | +1.46% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.69% | +0.26% | +1.31% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.12% | +0.13% | -1.05% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.45% | -0.50% | +4.99% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.92% | -0.46% | -3.90% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.23% | -0.32% | +3.66% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.76% | +0.09% | -3.52% | |
| 9 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.15% | +0.25% | — | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.13% | +0.14% | +4.19% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.06% | +0.12% | +4.76% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.72% | -0.09% | +6.48% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.69% | +0.04% | — | |
| 14 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.28% | +0.27% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.09% | +6.43% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | -0.02% | -0.02% | |
| 17 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.81% | -0.02% | -0.89% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.09% | -0.18% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.08% | +5.13% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | -0.04% | +0.41% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.02% | +2.41% | |
| 22 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.68% | -0.19% | -74.37% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.54% | -0.07% | +4.14% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | — | +0.04% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | -2.69% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.11% | +3.25% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.06% | -5.74% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.05% | +2.92% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.01% | +1.07% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.03% | +2.91% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.02% | -7.64% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.05% | -3.24% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.01% | +2.20% | |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.34% | -0.01% | +7.68% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.01% | +4.19% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.03% | +0.05% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +0.28% | +3.35% | |
| 38 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.31% | -0.04% | +2.88% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.06% | +2.38% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.29% | -0.02% | +10.19% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.29% | +0.01% | — | |
| 42 | CGMU | Cap Group Municipal Income | ETF-Other | 0.28% | -0.02% | +5.06% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | -4.48% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.06% | +2.59% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.26% | -0.02% | +0.30% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.02% | +2.95% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | — | +0.01% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | — | +0.58% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | — | — | |
| 50 | PH | Parker Hannifin CORP | Stock-Industrials | 0.22% | — | +4.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +0.2% | +4.99% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.19% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.1% | +3.25% | Add |
| 4 | DFAS | Dimensional US Small Cap ETF | +0.1% | +4.76% | Add |
| 5 | AMAT | Applied Materials Inc | +0.1% | +3.35% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.48% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | +2.91% | Add |
| 8 | COP | Conocophillips | +0.1% | +12.89% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | -5.74% | Trim |
| 10 | WMT | Walmart Inc | 0% | +2.92% | Add |
| 11 | KMI | Kinder Morgan, Inc. | 0% | +21.05% | Add |
| 12 | CSX | Csx CORP | 0% | +18.14% | Add |
| 13 | VZ | Verizon Communications Inc | 0% | +8.94% | Add |
| 14 | MRK | Merck & Co. Inc. | 0% | +3.23% | Add |
| 15 | T | At&t Inc | 0% | +14.13% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | 0% | +4.11% | Add |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +10.19% | Add |
| 18 | VRT | Vertiv Holdings Co-a | 0% | -0.10% | Trim |
| 19 | CGCP | Cap Group Core Plus Income | 0% | +3.66% | Add |
| 20 | CVX | Chevron CORP | 0% | +3.05% | Add |
| 21 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.41% | Add |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +7.68% | Add |
| 23 | MO | Altria Group Inc | 0% | +25.73% | Add |
| 24 | NIC | Nicolet Bankshares Inc | 0% | +8.60% | Add |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +12.09% | Add |
| 26 | LMT | Lockheed Martin CORP | 0% | +5.48% | Add |
| 27 | KO | Coca-cola Co/the | 0% | +2.65% | Add |
| 28 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +17.96% | Add |
| 29 | PEP | Pepsico Inc | 0% | +3.86% | Add |
| 30 | LHX | L3harris Technologies Inc | 0% | +5.86% | Add |
| 31 | WEC | Wec Energy Group Inc | 0% | +0.32% | Add |
| 32 | AEP | American Electric Power | 0% | +1.94% | Add |
| 33 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +4.14% | Add |
| 34 | EME | Emcor Group Inc | 0% | -2.76% | Trim |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +11.08% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +14.05% | Add |
| 37 | SO | Southern Co/the | 0% | +4.34% | Add |
| 38 | DE | Deere & Co | 0% | +4.85% | Add |
| 39 | PH | Parker Hannifin CORP | 0% | +4.76% | Add |
| 40 | PFE | Pfizer Inc | 0% | +11.19% | Add |
| 41 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.30% | Add |
| 42 | OSK | Oshkosh CORP | 0% | +0.11% | Add |
| 43 | COST | Costco Wholesale CORP | 0% | +2.56% | Add |
| 44 | GD | General Dynamics CORP | 0% | +5.42% | Add |
| 45 | PM | Philip Morris International | 0% | +4.47% | Add |
| 46 | CASY | Casey's General Stores Inc | 0% | — | Unchanged |
| 47 | BNY | Bank Of New York Mellon CORP | 0% | +5.58% | Add |
| 48 | WPC | Wp Carey Inc | 0% | +4.45% | Add |
| 49 | BFC | Bank First CORP | 0% | — | Unchanged |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.03% | 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 2026.
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 43.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
FENI
市值: $16.2M
Top Position Liquidated / Trimmed
NSC
前期市值: $561.6K
During Q1 2026, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (19.5%)、IUSV (8.8%)、AVUS (7.7%). The largest single position, DFAC, represented 19.5% of total portfolio value.
In Q1 2026, McGlone Suttner Wealth Management, Inc. made 172 total portfolio adjustments, initiating 13 new buys, adding to 111 positions, trimming 34 holdings, and fully liquidating 14 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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