Holders — by stockHoldings — by fund
McGlone Suttner Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1964819
$852.4M
disclosed book value
196
positions
19.9%
largest position share
Positions, as of 2026-06-30
top 100 of 196 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3.8M | $169.5M | 19.9% |
| 2 | IUSVISHARES TR | 664,617 | $73.2M | 8.6% |
| 3 | AVUSAMERICAN CENTY ETF TR | 528,975 | $67.8M | 7.9% |
| 4 | SCHXSCHWAB STRATEGIC TR | 2.1M | $61.8M | 7.3% |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 1.1M | $50.7M | 5.9% |
| 6 | DFIVDIMENSIONAL ETF TRUST | 703,455 | $38.0M | 4.5% |
| 7 | CGCPCAPITAL GRP FIXED INCM ETF T | 1.5M | $33.3M | 3.9% |
| 8 | CGXUCAPITAL GROUP INTL FOCUS EQT | 700,615 | $24.3M | 2.8% |
| 9 | FENIFIDELITY COVINGTON TRUST | 510,485 | $20.5M | 2.4% |
| 10 | IEMGISHARES INC | 233,827 | $19.4M | 2.3% |
| 11 | DFASDIMENSIONAL ETF TRUST | 226,110 | $18.6M | 2.2% |
| 12 | VCITVANGUARD SCOTTSDALE FDS | 178,813 | $14.8M | 1.7% |
| 13 | AGGISHARES TR | 140,716 | $13.9M | 1.6% |
| 14 | FELGFIDELITY COVINGTON TRUST | 302,902 | $13.3M | 1.6% |
| 15 | AAPLAPPLE INC | 29,112 | $8.4M | 1% |
| 16 | GOOGLALPHABET INC | 21,343 | $7.6M | 0.9% |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 31,098 | $7.4M | 0.9% |
| 18 | FDVVFIDELITY COVINGTON TRUST | 111,746 | $6.7M | 0.8% |
| 19 | NVDANVIDIA CORPORATION | 32,076 | $6.4M | 0.8% |
| 20 | VYMVANGUARD WHITEHALL FDS | 39,351 | $6.2M | 0.7% |
| 21 | MSFTMICROSOFT CORP | 16,315 | $6.1M | 0.7% |
| 22 | AMATAPPLIED MATLS INC | 6,951 | $5.0M | 0.6% |
| 23 | IJHISHARES TR | 56,976 | $4.4M | 0.5% |
| 24 | FHLCFIDELITY COVINGTON TRUST | 53,633 | $4.1M | 0.5% |
| 25 | IBDRISHARES TR | 166,761 | $4.0M | 0.5% |
| 26 | CATCATERPILLAR INC | 3,495 | $3.7M | 0.4% |
| 27 | JPMJPMORGAN CHASE & CO | 10,505 | $3.4M | 0.4% |
| 28 | VTIVANGUARD INDEX FDS | 8,823 | $3.3M | 0.4% |
| 29 | IJRISHARES TR | 21,423 | $3.2M | 0.4% |
| 30 | AVGOBROADCOM INC | 8,183 | $3.1M | 0.4% |
| 31 | ABBVABBVIE INC | 12,160 | $3.1M | 0.4% |
| 32 | AMZNAMAZON COM INC | 12,032 | $2.9M | 0.3% |
| 33 | JNJJOHNSON & JOHNSON | 11,206 | $2.8M | 0.3% |
| 34 | WMTWALMART INC | 24,877 | $2.8M | 0.3% |
| 35 | IBDSISHARES TR | 114,542 | $2.8M | 0.3% |
| 36 | CSCOCISCO SYS INC | 23,525 | $2.8M | 0.3% |
| 37 | METAMETA PLATFORMS INC | 4,590 | $2.6M | 0.3% |
| 38 | ITOTISHARES TR | 15,480 | $2.5M | 0.3% |
| 39 | EXMOCEXXON MOBIL CORP | 18,114 | $2.5M | 0.3% |
| 40 | IVVISHARES TR | 3,256 | $2.4M | 0.3% |
| 41 | IBDTISHARES TR | 94,511 | $2.4M | 0.3% |
| 42 | IBDYISHARES TR | 90,470 | $2.3M | 0.3% |
| 43 | CGMUCAPITAL GRP FIXED INCM ETF T | 81,004 | $2.2M | 0.3% |
| 44 | IVWISHARES TR | 15,773 | $2.2M | 0.3% |
| 45 | IWDISHARES TR | 8,935 | $2.2M | 0.3% |
| 46 | TSLATESLA INC | 4,923 | $2.1M | 0.2% |
| 47 | SDYSPDR SERIES TRUST | 13,480 | $2.1M | 0.2% |
| 48 | PGPROCTER & GAMBLE CO | 13,583 | $2.0M | 0.2% |
| 49 | FIDELITY COVINGTON TRUST | 56,276 | $2.0M | 0.2% |
| 50 | MUMICRON TECHNOLOGY INC | 1,659 | $1.9M | 0.2% |
| 51 | FBCGFIDELITY COVINGTON TRUST | 30,681 | $1.9M | 0.2% |
| 52 | VBRVANGUARD INDEX FDS | 7,822 | $1.9M | 0.2% |
| 53 | PHPARKER-HANNIFIN CORP | 1,939 | $1.9M | 0.2% |
| 54 | METMETLIFE INC | 22,267 | $1.9M | 0.2% |
| 55 | BACBANK OF AMER CORP | 31,740 | $1.8M | 0.2% |
| 56 | MRKMERCK & CO INC | 13,593 | $1.7M | 0.2% |
| 57 | VTEBVANGUARD MUN BD FDS | 33,115 | $1.7M | 0.2% |
| 58 | IBDUISHARES TR | 72,192 | $1.7M | 0.2% |
| 59 | HDHOME DEPOT INC | 4,690 | $1.7M | 0.2% |
| 60 | IBDWISHARES TR | 78,607 | $1.6M | 0.2% |
| 61 | AMDADVANCED MICRO DEVICES INC | 2,724 | $1.6M | 0.2% |
| 62 | KOCOCA COLA CO | 18,959 | $1.5M | 0.2% |
| 63 | SCHDSCHWAB STRATEGIC TR | 46,745 | $1.5M | 0.2% |
| 64 | GDGENERAL DYNAMICS CORP | 4,106 | $1.5M | 0.2% |
| 65 | BNYBANK OF NY MELLON CORP | 9,994 | $1.4M | 0.2% |
| 66 | PMPHILIP MORRIS INTL INC | 7,807 | $1.4M | 0.2% |
| 67 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,819 | $1.4M | 0.2% |
| 68 | CSXCSX CORP | 29,593 | $1.4M | 0.2% |
| 69 | LLYELI LILLY & CO | 1,150 | $1.4M | 0.2% |
| 70 | WECWEC ENERGY GROUP INC | 11,653 | $1.4M | 0.2% |
| 71 | IBDXISHARES TR | 49,760 | $1.3M | 0.1% |
| 72 | WFCWELLS FARGO & CO | 15,052 | $1.2M | 0.1% |
| 73 | EMEEMCOR GROUP INC | 1,492 | $1.2M | 0.1% |
| 74 | MCDMCDONALDS CORP | 4,541 | $1.2M | 0.1% |
| 75 | IBMINTERNATIONAL BUSINESS MACHS | 4,341 | $1.2M | 0.1% |
| 76 | PRUPRUDENTIAL FINL INC | 10,813 | $1.2M | 0.1% |
| 77 | IBDVISHARES TR | 53,342 | $1.2M | 0.1% |
| 78 | BLKBLACKROCK INC | 1,195 | $1.1M | 0.1% |
| 79 | USBUS BANCORP | 18,618 | $1.1M | 0.1% |
| 80 | DELLDELL TECHNOLOGIES INC | 2,577 | $1.1M | 0.1% |
| 81 | IWVISHARES TR | 2,523 | $1.1M | 0.1% |
| 82 | PEPPEPSICO INC | 7,901 | $1.1M | 0.1% |
| 83 | QCOMQUALCOMM INC | 5,503 | $1.0M | 0.1% |
| 84 | IVEISHARES TR | 4,472 | $1.0M | 0.1% |
| 85 | KMIKINDER MORGAN INC DEL | 31,421 | $1.0M | 0.1% |
| 86 | COPCONOCOPHILLIPS | 9,443 | $981,652 | 0.1% |
| 87 | PLDPROLOGIS INC. | 7,209 | $976,669 | 0.1% |
| 88 | IEFAISHARES TR | 10,052 | $970,796 | 0.1% |
| 89 | SOSOUTHERN CO | 9,850 | $942,766 | 0.1% |
| 90 | WPCWP CAREY INC | 12,910 | $923,099 | 0.1% |
| 91 | AXPAMERICAN EXPRESS CO | 2,673 | $904,292 | 0.1% |
| 92 | XLUSELECT SECTOR SPDR TR | 19,904 | $902,435 | 0.1% |
| 93 | VZVERIZON COMMUNICATIONS INC | 20,391 | $863,355 | 0.1% |
| 94 | AEPAMERICAN ELEC PWR CO INC | 6,183 | $845,833 | 0.1% |
| 95 | INTCINTEL CORP | 5,872 | $819,947 | 0.1% |
| 96 | SPYGSPDR SERIES TRUST | 6,698 | $796,967 | 0.1% |
| 97 | CAHCARDINAL HEALTH INC | 3,215 | $763,824 | 0.1% |
| 98 | ABTABBOTT LABORATORIES | 8,205 | $744,479 | 0.1% |
| 99 | APHAMPHENOL CORP | 4,103 | $723,481 | 0.1% |
| 100 | BANK FIRST CORP | 4,875 | $723,206 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.