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CIK: 0001964819
Total reported value
$861.0M
$861.0M
196 檔
49.1%
According to the latest 13F quarterly dataset, McGlone Suttner Wealth Management, Inc. managed an equity portfolio of $861.0M at the end of Q2 2026, spanning 196 distinct U.S. exchange-listed positions.
In Q2 2026, McGlone Suttner Wealth Management, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 126 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, IUSV, AVUS) accounted for 49.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
DELL
市值: $1.1M
Top Position Liquidated / Trimmed
DE
前期市值: $535.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.89% | -0.07% | +1.02% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.59% | +0.03% | +1.73% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.95% | -0.03% | +1.27% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.25% | +0.10% | +0.18% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.95% | -0.14% | +4.34% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.46% | +0.11% | -0.08% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 3.91% | -0.08% | +4.46% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.85% | -0.05% | -0.89% | |
| 9 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.40% | +0.07% | +16.99% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.27% | -0.06% | +1.17% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.18% | -0.12% | +3.15% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.73% | -0.02% | +16.16% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.63% | -0.02% | +7.75% | |
| 14 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.55% | +0.09% | +17.54% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.10% | +8.83% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.04% | +1.23% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.02% | +0.07% | |
| 18 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.79% | — | +0.36% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.17% | +1.80% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | -0.02% | +0.82% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.23% | +1.09% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | -0.18% | +1.16% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | -0.03% | -1.99% | |
| 24 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.49% | -0.02% | -26.71% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.47% | +0.01% | -1.08% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | -0.11% | -14.15% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | +0.01% | +2.44% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | — | +0.08% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | -0.03% | +0.24% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.02% | +11.29% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.01% | +1.44% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.03% | +0.53% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | +0.01% | +1.22% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.03% | +7.50% | |
| 35 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.33% | +0.04% | +9.75% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | -0.02% | -8.04% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | +0.04% | -0.20% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.30% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.29% | EXIT | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | -11.71% | |
| 41 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.28% | +0.04% | +7.47% | |
| 42 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.27% | -0.01% | +1.18% | |
| 43 | CGMU | Cap Group Municipal Income | ETF-Other | 0.26% | -0.01% | +2.72% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | -4.41% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | +0.01% | -3.97% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | -0.04% | +2.22% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.24% | -0.01% | -0.30% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | +0.01% | +2.73% | |
| 49 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-Other | 0.23% | -0.01% | +0.00% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.22% | — | +121.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.4% | +1.02% | Add |
| 2 | AMAT | Applied Materials Inc | +0.3% | +1.16% | Add |
| 3 | FELG | Fidelity Enh Lrg Cap Gwth | +0.3% | +17.54% | Add |
| 4 | AVUS | Avantis U.s. Equity ETF | +0.3% | +1.27% | Add |
| 5 | FENI | Fidelity Enhanced Intl ETF | +0.3% | +16.99% | Add |
| 6 | MU | Micron Technology Inc | +0.2% | +121.50% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.17% | Add |
| 8 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.18% | Add |
| 9 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.1% | +3.15% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +8.70% | Add |
| 12 | CGXU | Cap Group Intl Focus | +0.1% | -0.89% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | +8.83% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.23% | Add |
| 15 | INTC | Intel CORP | +0.1% | +17.04% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | -14.15% | Trim |
| 17 | AVGO | Broadcom Inc | +0.1% | +11.29% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -8.04% | Trim |
| 19 | VCIT | Vanguard Int-term Corporate | 0% | +16.16% | Add |
| 20 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 21 | PANW | Palo Alto Networks Inc | 0% | +0.15% | Add |
| 22 | QCOM | Qualcomm Inc | 0% | +6.03% | Add |
| 23 | LRCX | Lam Research CORP | 0% | +3.57% | Add |
| 24 | CGGR | Cap Group Growth Equity | 0% | NEW | New buy |
| 25 | KLIC | Kulicke & Soffa Industries | 0% | NEW | New buy |
| 26 | NVT | nVent Electric plc | 0% | NEW | New buy |
| 27 | VOT | Vanguard Mid-cap Growth ETF | 0% | NEW | New buy |
| 28 | PLXS | Plexus CORP | 0% | NEW | New buy |
| 29 | MS | Morgan Stanley | 0% | NEW | New buy |
| 30 | MAR | Marriott International -cl A | 0% | NEW | New buy |
| 31 | NVDA | Nvidia CORP | 0% | +1.80% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +0.24% | Add |
| 33 | FFLG | Fidelity Fndmntl L/c Grw ETF | 0% | +0.00% | Add |
| 34 | FBCG | Fidelity Blue Chip Grow ETF | 0% | — | Unchanged |
| 35 | MET | Metlife Inc | 0% | +3.48% | Add |
| 36 | LLY | Eli Lilly & Co | 0% | +3.05% | Add |
| 37 | BNY | Bank Of New York Mellon CORP | 0% | +5.64% | Add |
| 38 | APH | Amphenol Corp-cl A | 0% | +6.19% | Add |
| 39 | BAI | Ishrs Ai In And Tech Act ETF | 0% | — | Unchanged |
| 40 | BALL | Ball CORP | 0% | NEW | New buy |
| 41 | ✓ | 0% | NEW | New buy | |
| 42 | PHM | Pultegroup Inc | 0% | NEW | New buy |
| 43 | UNH | Unitedhealth Group Inc | 0% | +3.93% | Add |
| 44 | ABBV | Abbvie Inc | 0% | +1.44% | Add |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.08% | Add |
| 46 | AMZN | Amazon.com Inc | 0% | +0.53% | Add |
| 47 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 48 | BAC | Bank Of America CORP | 0% | +2.07% | Add |
| 49 | CSX | Csx CORP | 0% | +8.16% | Add |
| 50 | USB | US Bancorp | 0% | +5.25% | Add |
According to official SEC Form 13F filings, McGlone Suttner Wealth Management, Inc. reported a total U.S. public equity portfolio value of $861.0M across 196 disclosed positions in Q2 2026.
During Q2 2026, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (19.9%)、IUSV (8.6%)、AVUS (8.0%). The largest single position, DFAC, represented 19.9% of total portfolio value.
In Q2 2026, McGlone Suttner Wealth Management, Inc. made 180 total portfolio adjustments, initiating 13 new buys, adding to 126 positions, trimming 35 holdings, and fully liquidating 6 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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