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McGlone Suttner Wealth Management, Inc. Portfolio
$861M across 200 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $170.6M | 19.8% | 3,838,991 |
| IUSViShares Core S&P U.S. Value ETF | $74.2M | 8.6% | 673,208 |
| AVUSAvantis U.S. Equity ETF | $68.2M | 7.9% | 532,568 |
| SCHXSchwab U.S. Large-Cap ETF | $63.3M | 7.4% | 2,110,480 |
| FBNDFidelity Total Bond ETF | $50M | 5.8% | 1,154,583 |
| DFIVDimensional International Value ETF | $39.3M | 4.6% | 704,178 |
| CAPITAL GRP FIXED INCM ETF T | $33M | 3.8% | 1,558,975 |
| CGXUCapital Group International Focus Equity ETF | $24.1M | 2.8% | 703,117 |
| FENIFidelity Enhanced International ETF | $21.3M | 2.5% | 533,468 |
| IEMGiShares Core MSCI Emerging Markets ETF | $19.1M | 2.2% | 234,861 |
| DIMENSIONAL ETF TRUST | $17.8M | 2.1% | 229,457 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $14.8M | 1.7% | 188,442 |
| FIDELITY COVINGTON TRUST | $14.1M | 1.6% | 313,807 |
| AGGiShares Core U.S. Aggregate Bond ETF | $13.9M | 1.6% | 146,827 |
| AAPLApple Inc | $9.4M | 1.1% | 28,113 |
| MSFTMicrosoft Corp | $8.1M | 0.9% | 15,843 |
| NVDANVIDIA Corp | $7.9M | 0.9% | 34,544 |
| GOOGLAlphabet Inc | $7.3M | 0.9% | 21,313 |
| VIGVanguard Div Appreciation ETF | $7.2M | 0.8% | 31,007 |
| FIDELITY COVINGTON TRUST | $6.8M | 0.8% | 111,477 |
| VYMVanguard High Dividend Yield ETF | $6.1M | 0.7% | 39,516 |
| IJHiShares Core S&P Mid-Cap ETF | $4.2M | 0.5% | 58,502 |
| ISHARES TR | $4.1M | 0.5% | 169,716 |
| FHLCFIDELITY COVINGTON TRUST | $4.1M | 0.5% | 49,678 |
| AMATApplied Materials Inc | $3.6M | 0.4% | 6,957 |
| JPMJPMorgan Chase & Co | $3.5M | 0.4% | 10,579 |
| VTIVanguard Total Stock Market ETF | $3.3M | 0.4% | 8,845 |
| ABBVAbbVie Inc | $3.2M | 0.4% | 12,230 |
| ISHARES TR | $3.2M | 0.4% | 131,766 |
| XOMExxonmobil Holdings Corp | $3M | 0.3% | 18,191 |
| METAMeta Platforms Inc | $3M | 0.3% | 4,082 |
| IJRiShares Core S&P Small-Cap ETF | $2.9M | 0.3% | 21,405 |
| JNJJohnson & Johnson | $2.9M | 0.3% | 10,932 |
| AVGOBroadcom Inc | $2.9M | 0.3% | 8,219 |
| CATCaterpillar Inc | $2.8M | 0.3% | 3,489 |
| ISHARES TR | $2.7M | 0.3% | 110,150 |
| AMZNAmazon.com Inc | $2.7M | 0.3% | 10,664 |
| WMTWalmart Inc | $2.6M | 0.3% | 24,965 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $2.6M | 0.3% | 15,480 |
| CSCOCisco Systems Inc | $2.5M | 0.3% | 23,608 |
| AMDAdvanced Micro Devices Inc | $2.5M | 0.3% | 4,054 |
| IVViShares Core S&P 500 ETF | $2.4M | 0.3% | 3,172 |
| IVWiShares S&P 500 Growth ETF | $2.2M | 0.3% | 15,775 |
| ISHARES TR | $2.2M | 0.3% | 91,554 |
| IWDiShares Russell 1000 Value ETF | $2.2M | 0.3% | 8,925 |
| MRKMerck & Co Inc | $2.2M | 0.3% | 14,891 |
| ISHARES TR | $2.2M | 0.3% | 95,260 |
| CGMUCapital Group Municipal Income ETF | $2.1M | 0.2% | 81,614 |
| METMetLife Inc | $2.1M | 0.2% | 22,391 |
| PGProcter & Gamble Co | $2.1M | 0.2% | 14,395 |
| SDYState Street SPDR S&P Dividend ETF | $2M | 0.2% | 13,480 |
| FBCGFidelity Blue Chip Growth ETF | $1.9M | 0.2% | 30,681 |
| MUMicron Technology Inc | $1.9M | 0.2% | 1,801 |
| FFLGFidelity Fundamental Large Cap Growth ETF | $1.9M | 0.2% | 56,279 |
| PHParker-Hannifin Corp | $1.9M | 0.2% | 1,963 |
| VBRVanguard Small-Cap Value ETF | $1.9M | 0.2% | 8,058 |
| TSLATesla Inc | $1.7M | 0.2% | 4,923 |
| BACBank of America Corp | $1.7M | 0.2% | 31,916 |
| KOCoca-Cola Co | $1.7M | 0.2% | 19,169 |
| ISHARES TR | $1.6M | 0.2% | 80,149 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.6M | 0.2% | 33,263 |
| PMPhilip Morris International Inc | $1.5M | 0.2% | 7,973 |
| SCHDSchwab US Dividend Equity ETF | $1.5M | 0.2% | 46,516 |
| BRK.BBerkshire Hathaway Inc | $1.5M | 0.2% | 2,985 |
| GDGeneral Dynamics Corp | $1.5M | 0.2% | 4,470 |
| BANK OF NY MELLON CORP | $1.5M | 0.2% | 10,071 |
| CSXCSX Corp | $1.4M | 0.2% | 30,453 |
| HDHome Depot Inc | $1.4M | 0.2% | 4,791 |
| LLYEli Lilly and Co | $1.3M | 0.2% | 1,146 |
| COPConocoPhillips | $1.3M | 0.1% | 10,268 |
| ISHARES TR | $1.3M | 0.1% | 53,229 |
| BLKBlackRock Inc | $1.3M | 0.1% | 1,205 |
| ISHARES TR | $1.2M | 0.1% | 58,857 |
| PRUPrudential Financial Inc | $1.2M | 0.1% | 10,938 |
| WFCWells Fargo & Co | $1.2M | 0.1% | 15,144 |
| WECWEC Energy Group Inc | $1.2M | 0.1% | 11,582 |
| EMEEMCOR Group Inc | $1.1M | 0.1% | 1,472 |
| ISHARES TR | $1.1M | 0.1% | 2,521 |
| USBUS Bancorp | $1.1M | 0.1% | 18,769 |
| QCOMQualcomm Inc | $1.1M | 0.1% | 5,840 |
| DELLDell Technologies Inc | $1M | 0.1% | 1,914 |
| IVEiShares S&P 500 Value ETF | $1M | 0.1% | 4,472 |
| IBMInternational Business Machines Corp | $1M | 0.1% | 4,638 |
| MCDMcDonald's Corp | $999.1K | 0.1% | 4,326 |
| PEPPepsiCo Inc | $994.3K | 0.1% | 7,847 |
| PLTRPalantir Technologies Inc | $993.2K | 0.1% | 5,310 |
| IEFAiShares Core MSCI EAFE ETF | $976.4K | 0.1% | 10,079 |
| VZVerizon Communications Inc | $960.2K | 0.1% | 20,933 |
| PLDPrologis Inc | $942.2K | 0.1% | 7,257 |
| KMIKinder Morgan Inc | $919.5K | 0.1% | 30,496 |
| CVXChevron Corp | $890.9K | 0.1% | 4,363 |
| WPCW.p. Carey Inc | $841.4K | 0.1% | 13,019 |
| SOSouthern Co | $822.9K | 0.1% | 9,927 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $822.5K | 0.1% | 6,683 |
| ABTAbbott Laboratories | $821.9K | 0.1% | 8,316 |
| AXPAmerican Express Co | $817.1K | 0.1% | 2,687 |
| PANWPalo Alto Networks Inc | $792.2K | 0.1% | 1,994 |
| XLUState Street Utilities Select Sector SPDR ETF | $785.3K | 0.1% | 19,911 |
| LRCXLam Research Corp | $785.2K | 0.1% | 2,390 |
| VUGVanguard Growth ETF | $760.1K | 0.1% | 8,435 |
| TAT&T Inc | $746.7K | 0.1% | 30,604 |
| AEPAmerican Electric Power Company Inc | $743.1K | 0.1% | 6,263 |
| BANK FIRST CORP | $725.4K | 0.1% | 4,875 |
| CAHCardinal Health Inc | $712.4K | 0.1% | 3,202 |
| INTCIntel Corp | $704.7K | 0.1% | 5,861 |
| SPYState Street SPDR S&P 500 ETF Trust | $690.7K | 0.1% | 906 |
| APHAmphenol Corp | $690.1K | 0.1% | 8,186 |
| GILDGilead Sciences, Inc | $687.8K | 0.1% | 4,614 |
| VHTVanguard Health Care ETF | $682K | 0.1% | 2,158 |
| DFATDimensional U.S. Targeted Value ETF | $676.6K | 0.1% | 10,183 |
| NICOLET BANKSHARES INC | $672.6K | 0.1% | 4,126 |
| SPDR SERIES TRUST | $657.9K | 0.1% | 10,763 |
| RSPInvesco S&P 500 Equal Weight ETF | $645.5K | 0.1% | 3,103 |
| CRMSalesforce Inc | $618.6K | 0.1% | 2,695 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $617.1K | 0.1% | 23,526 |
| HIGHartford Insurance Group Inc | $590.8K | 0.1% | 4,828 |
| VTVVanguard Value ETF | $585.7K | 0.1% | 2,711 |
| MOAltria Group Inc | $585.3K | 0.1% | 8,691 |
| OSKOshkosh Corp | $579.2K | 0.1% | 4,496 |
| LMTLockheed Martin Corp | $579.1K | 0.1% | 1,137 |
| PEGPublic Service Enterprise Group Inc | $557.3K | 0.1% | 8,275 |
| COSTCostco Wholesale Corp | $556.2K | 0.1% | 611 |
| PFEPfizer Inc | $555.7K | 0.1% | 19,486 |
| VEUVanguard FTSE All World Ex US ETF | $546.3K | 0.1% | 6,584 |
| ORCLOracle Corp | $530.6K | 0.1% | 3,865 |
| BAIiShares A.I. Innovation and Tech Active ETF | $507.5K | 0.1% | 10,755 |
| RSGRepublic Services Inc | $501.1K | 0.1% | 2,388 |
| ISHARES TR | $494.9K | 0.1% | 20,094 |
| UNHUnitedHealth Group Inc | $491K | 0.1% | 1,338 |
| IJSiShares S&P SmallCap 600 Value ETF | $487.5K | 0.1% | 3,806 |
| PNCPNC Financial Services Group Inc | $478.7K | 0.1% | 2,154 |
| LHXL3Harris Technologies Inc | $476K | 0.1% | 2,010 |
| CDNSCadence Design Systems Inc | $475.8K | 0.1% | 1,441 |
| FITBFifth Third Bancorp | $466.8K | 0.1% | 9,230 |
| TJXTJX Companies Inc | $459.1K | 0.1% | 3,470 |
| ISHARES TR | $444.5K | 0.1% | 10,388 |
| FIDELITY MERRIMACK STR TR | $440.3K | 0.1% | 8,989 |
| GOOGAlphabet Inc | $434.3K | 0.1% | 1,275 |
| NFLXNetflix Inc | $426K | 0.0% | 6,123 |
| DHRDanaher Corp | $418.9K | 0.0% | 1,891 |
| IXUSiShares Core MSCI Total International Stock ETF | $418.7K | 0.0% | 4,408 |
| ITWIllinois Tool Works Inc | $409.7K | 0.0% | 1,593 |
| VVisa Inc | $409.7K | 0.0% | 1,140 |
| AJGArthur J. Gallagher & Co. | $406.8K | 0.0% | 1,783 |
| GEGeneral Electric Co | $401.8K | 0.0% | 1,287 |
| DALDelta Air Lines Inc | $401K | 0.0% | 4,804 |
| CCitigroup Inc | $398.7K | 0.0% | 3,079 |
| VEAVanguard FTSE Developed Markets ETF | $395.5K | 0.0% | 5,601 |
| LAMRLamar Advertising Co | $375.5K | 0.0% | 2,606 |
| MCOMoody's Corp | $373.8K | 0.0% | 823 |
| CMICummins Inc | $369.4K | 0.0% | 715 |
| KMBKimberly-Clark Corp | $364K | 0.0% | 3,736 |
| TXNTexas Instruments Inc | $363.7K | 0.0% | 1,299 |
| CCICrown Castle Inc | $345.4K | 0.0% | 5,183 |
| DIMENSIONAL ETF TRUST | $345K | 0.0% | 7,313 |
| FTECFIDELITY COVINGTON TRUST | $330.2K | 0.0% | 1,101 |
| TMUST-Mobile US Inc | $324K | 0.0% | 1,987 |
| EVERPURE INC | $322K | 0.0% | 2,462 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | $318.8K | 0.0% | 17,185 |
| MAMastercard Inc | $313.1K | 0.0% | 568 |
| VOEVanguard Mid-Cap Value ETF | $313K | 0.0% | 1,601 |
| LHLabcorp Holdings Inc | $309.9K | 0.0% | 1,006 |
| ROYAL CARIBBEAN GROUP | $302.8K | 0.0% | 1,139 |
| ISHARES TR | $291.5K | 0.0% | 12,336 |
| DIMENSIONAL ETF TRUST | $290.8K | 0.0% | 3,502 |
| EFGiShares MSCI EAFE Growth ETF | $290.3K | 0.0% | 2,422 |
| CGGRCapital Group Growth ETF | $284.7K | 0.0% | 6,003 |
| FIDELITY MERRIMACK STR TR | $284.5K | 0.0% | 6,373 |
| VOOVanguard S&P 500 ETF | $277.9K | 0.0% | 396 |
| MEDTRONIC PLC | $276K | 0.0% | 3,199 |
| RTXRTX Corp | $274.2K | 0.0% | 1,477 |
| CFGCitizens Financial Group Inc | $273.3K | 0.0% | 4,287 |
| VNQVanguard Real Estate ETF | $266.7K | 0.0% | 2,976 |
| ZMZoom Communications Inc | $257.8K | 0.0% | 2,840 |
| CMCSAComcast Corp | $254.2K | 0.0% | 11,684 |
| NVENT ELEC PLC | $244.8K | 0.0% | 1,527 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $242.2K | 0.0% | 3,137 |
| NEENextera Energy Inc | $240.4K | 0.0% | 3,174 |
| HWMHowmet Aerospace Inc | $238.4K | 0.0% | 1,054 |
| ASBAssociated Banc-Corp | $234.7K | 0.0% | 8,192 |
| ANETArista Networks Inc | $232.9K | 0.0% | 1,144 |
| INTUIntuit Inc | $224.2K | 0.0% | 813 |
| TWLOTwilio Inc | $223.1K | 0.0% | 763 |
| HOODRobinhood Markets Inc | $223K | 0.0% | 1,982 |
| PSXPhillips 66 | $222.6K | 0.0% | 872 |
| VOTVanguard Mid-Cap Growth ETF | $222.5K | 0.0% | 762 |
| FERGFerguson Enterprises Inc | $221.1K | 0.0% | 993 |
| SHOPShopify Inc | $220.3K | 0.0% | 1,485 |
| HSYHershey Co | $219.2K | 0.0% | 1,391 |
| MSMorgan Stanley | $217.6K | 0.0% | 1,157 |
| AMGNAmgen Inc | $216.9K | 0.0% | 515 |
| BEBloom Energy Corp | $215.8K | 0.0% | 779 |
| CTASCintas Corp | $215.3K | 0.0% | 1,104 |
| IWMiShares Russell 2000 Index Fund | $214.6K | 0.0% | 772 |
| MARMarriott International Inc | $213.9K | 0.0% | 601 |
| VRTVertiv Holdings Co | $212.5K | 0.0% | 880 |
| FFord Motor Co | $211.4K | 0.0% | 17,526 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $208.7K | 0.0% | 1,516 |
| FIDELITY MERRIMACK STR TR | $201K | 0.0% | 4,000 |
| VESTIS CORPORATION | $150.6K | 0.0% | 11,276 |
Quarter ending 2026-09-30.
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