Q2 2026 13F · SEC CIK 1964819

McGlone Suttner Wealth Management, Inc.

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $852.4M
Reported positions: 196
Top holdings a year, 3 yrs: +14.4%
Assets under management: $1.0B

McGlone Suttner Wealth Management, Inc. is a wealth manager that reported 196 positions worth $852.4M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 19.9%), Ishares Tr (IUSV, 8.6%), Avantis U.s. Equity ETF (AVUS, 7.9%). A portfolio copying its top holdings returned 14.4% a year over the last 3 years, against 20.4% for the S&P 500.

McGlone Suttner Wealth Management, Inc. holdings largest 50 of 196 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

McGlone Suttner Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	19.9%	19.5%	3,821,991	+1.0%	$169.5M
IUSVIshares Tr	8.6%	8.8%	664,617	+1.7%	$73.2M
AVUSAvantis U.s. Equity ETF	7.9%	7.7%	528,975	+1.3%	$67.8M
SCHXSchwab Stratgc Tr	7.3%	7.1%	2,101,313	+0.2%	$61.8M
FBNDFidelity Merrimack Str Tr	5.9%	6.5%	1,114,382	+4.3%	$50.7M
DFIVDimensional ETF Trust	4.5%	4.9%	703,455	-0.1%	$38.0M
CGCPCapital Grp Fixed Incm ETF T	3.9%	4.2%	1,495,388	+4.5%	$33.3M
CGXUCapital Group Intl Focus Eqt	2.8%	2.8%	700,615	-0.9%	$24.3M
FENIFidelity Enhanced International ETF	2.4%	2.1%	510,485	+17.0%	$20.5M
IEMGIshares	2.3%	2.1%	233,827	+1.2%	$19.4M
DFASDimensional ETF Trust	2.2%	2.1%	226,110	+3.1%	$18.6M
VCITVanguard Scottsdale Fds	1.7%	1.7%	178,813	+16.2%	$14.8M
AGGIshares Tr	1.6%	1.7%	140,716	+7.8%	$13.9M
FELGFidelity Enhanced Large Cap Growth ETF T	1.6%	1.3%	302,902	+17.5%	$13.3M
AAPLApple Inc	1.0%	0.9%	29,112	+8.8%	$8.4M
GOOGLAlphabet Inc	0.9%	0.8%	21,343	+1.2%	$7.6M
VIGVanguard Dividend Appreciation ETF	0.9%	0.9%	31,098	+0.1%	$7.4M
FDVVFidelity High Dividend ETF Total	0.8%	0.8%	111,746	+0.4%	$6.7M
NVDANvidia Corporation Com	0.8%	0.7%	32,076	+1.8%	$6.4M
VYMVym	0.7%	0.8%	39,351	+0.8%	$6.2M
MSFTMicrosoft Corp	0.7%	0.8%	16,315	+1.1%	$6.1M
AMATApplied Matls Inc	0.6%	0.3%	6,951	+1.2%	$5.0M
IJHIshares Tr	0.5%	0.5%	56,976	-2.0%	$4.4M
FHLCFidelity Msci Health Care Index ETF	0.5%	0.7%	53,633	-26.7%	$4.1M
IBDRIshares Tr ETF Ibonds Dec 2026 Term Corp	0.5%	0.5%	166,761	-1.1%	$4.0M
CATCaterpillar Inc Com	0.4%	0.4%	3,495	-14.1%	$3.7M
JPMJpmorgan Chase & Co	0.4%	0.4%	10,505	+2.4%	$3.4M
VTIVanguard Index Fds	0.4%	0.4%	8,823	+0.1%	$3.3M
IJRIshares Core S&p Small Cap ETF	0.4%	0.4%	21,423	+0.2%	$3.2M
AVGOBroadcom Inc	0.4%	0.3%	8,183	+11.3%	$3.1M
ABBVAbbvie Inc	0.4%	0.3%	12,160	+1.4%	$3.1M
AMZNAmazon Com Inc Com	0.3%	0.3%	12,032	+0.5%	$2.9M
JNJJohnson & Johnson	0.3%	0.4%	11,206	+1.2%	$2.8M
WMTWalmart Inc	0.3%	0.4%	24,877	+7.5%	$2.8M
IBDSIshares Tr	0.3%	0.3%	114,542	+9.8%	$2.8M
CSCOCisco Sys Inc	0.3%	0.3%	23,525	-8.0%	$2.8M
METAMeta Platforms Inc Class A	0.3%	0.3%	4,590	-0.2%	$2.6M
ITOTIshares Total US Stock Market ETF	0.3%	0.3%	15,480	+0.0%	$2.5M
XOMExxon Mobil Corp	0.3%	0.4%	18,114	+3.0%	$2.5M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	3,256	-11.7%	$2.4M
IBDTIshares Tr	0.3%	0.3%	94,511	+7.5%	$2.4M
IBDYIshares Tr	0.3%	0.3%	90,470	+1.2%	$2.3M
CGMUCapital Grp Fixed Incm ETF T	0.3%	0.3%	81,004	+2.7%	$2.2M
IVWIshares	0.3%	0.2%	15,773	-4.4%	$2.2M
IWDIshares Russell 1000 Value ETF	0.3%	0.3%	8,935	-4.0%	$2.2M
TSLATesla Inc Com	0.2%	0.2%	4,923	+2.2%	$2.1M
SDYSpdr Series Trust	0.2%	0.3%	13,480	-0.3%	$2.1M
PGProcter & Gamble Co Com	0.2%	0.3%	13,583	+2.7%	$2.0M
FGROFidelity Covington Trust	0.2%	—	56,276	—	$2.0M
MUMicron Technology Inc	0.2%	—	1,659	—	$1.9M

What McGlone Suttner Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.9% /yr; S&P 500 +20.1%
3 years: +14.4% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$852.4M	196
Q1 2026	$755.2M	189
Q4 2025	$743.4M	190
Q3 2025	$714.6M	191
Q2 2025	$662.3M	191
Q1 2025	$609.4M	189
Q4 2024	$599.0M	176
Q3 2024	$480.9M	168
Q2 2024	$486.7M	163
Q1 2024	$533.1M	167
Q4 2023	$505.9M	846
Q3 2023	$431.5M	140

Questions about McGlone Suttner Wealth Management, Inc.'s portfolio

What stocks does McGlone Suttner Wealth Management, Inc. own?

McGlone Suttner Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 196 positions worth $852.4M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 19.9%, Ishares Tr (IUSV) at 8.6%, Avantis U.s. Equity ETF (AVUS) at 7.9%, Schwab Stratgc Tr (SCHX) at 7.3% and Fidelity Merrimack Str Tr (FBND) at 5.9%.

What did McGlone Suttner Wealth Management, Inc. buy last quarter?

In Q2 2026, McGlone Suttner Wealth Management, Inc. added Fidelity Enhanced Large Cap Growth ETF T (FELG) (+17.5% shares), Fidelity Enhanced International ETF (FENI) (+17.0% shares) and Vanguard Scottsdale Fds (VCIT) (+16.2% shares), compared with its Q1 2026 filing.

What did McGlone Suttner Wealth Management, Inc. sell last quarter?

In Q2 2026, McGlone Suttner Wealth Management, Inc. cut from its top 50 Vanguard Small Cap Value ETF (VBR), cut from its top 50 Parker-Hannifin Corp (PH), Fidelity Msci Health Care Index ETF (FHLC) (-26.7% shares), Caterpillar Inc Com (CAT) (-14.1% shares) and Ishares Core S&p 500 ETF (IVV) (-11.7% shares), compared with its Q1 2026 filing.

How has McGlone Suttner Wealth Management, Inc.'s portfolio performed?

A portfolio copying McGlone Suttner Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.9% against +20.1%.

When is McGlone Suttner Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. McGlone Suttner Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does McGlone Suttner Wealth Management, Inc. manage?

McGlone Suttner Wealth Management, Inc. reported $1.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $852.4M.