Q3 2026 13F · SEC CIK 1964819

McGlone Suttner Wealth Management, Inc.

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $861.0M
Reported positions: 200
Top holdings a year, 3 yrs: +14.4%
Assets under management: $1.0B

McGlone Suttner Wealth Management, Inc. is a wealth manager that reported 200 positions worth $861.0M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Dimensional ETF Trust (DFAC, 19.8%), 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 200 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	19.8%	19.9%	3,838,991	+0.4%	$170.6M
IUSVIshares Tr	8.6%	8.6%	673,208	+1.3%	$74.2M
AVUSAvantis U.S. Equity ETF	7.9%	7.9%	532,568	+0.7%	$68.2M
SCHXSchwab Strategic Tr	7.4%	7.3%	2,110,480	+0.4%	$63.3M
FBNDFidelity Merrimack Str Tr	5.8%	5.9%	1,154,583	+3.6%	$50.0M
DFIVDimensional ETF Trust	4.6%	4.5%	704,178	+0.1%	$39.3M
CGCPCapital Grp Fixed Incm ETF T	3.8%	3.9%	1,558,975	+4.3%	$33.0M
CGXUCapital Group Intl Focus Eqt	2.8%	2.8%	703,117	+0.4%	$24.1M
FENIFidelity Covington Trust	2.5%	2.4%	533,468	+4.5%	$21.3M
IEMGIshares Inc	2.2%	2.3%	234,861	+0.4%	$19.1M
DFASDimensional ETF Trust	2.1%	2.2%	229,457	+1.5%	$17.8M
VCITVanguard Scottsdale Fds	1.7%	1.7%	188,442	+5.4%	$14.8M
FELGFidelity Covington Trust	1.6%	1.6%	313,807	+3.6%	$14.1M
AGGIshares Tr	1.6%	1.6%	146,827	+4.3%	$13.9M
AAPLApple Inc	1.1%	1.0%	28,113	-3.4%	$9.4M
MSFTMicrosoft Corp	0.9%	0.7%	15,843	-2.9%	$8.1M
NVDANvidia Corporation	0.9%	0.8%	34,544	+7.7%	$7.9M
GOOGLAlphabet Inc	0.9%	0.9%	21,313	-0.1%	$7.3M
VIGVanguard Specialized Funds	0.8%	0.9%	31,007	-0.3%	$7.2M
FDVVFidelity Covington Trust	0.8%	0.8%	111,477	-0.2%	$6.8M
VYMVanguard Whitehall Fds	0.7%	0.7%	39,516	+0.4%	$6.1M
IJHIshares Tr	0.5%	0.5%	58,502	+2.7%	$4.2M
IBDRIshares Tr	0.5%	0.5%	169,716	+1.8%	$4.1M
FHLCFidelity Covington Trust	0.5%	0.5%	49,678	-7.4%	$4.1M
AMATApplied Matls Inc	0.4%	0.6%	6,957	+0.1%	$3.6M
JPMJpmorgan Chase & Co	0.4%	0.4%	10,579	+0.7%	$3.5M
VTIVanguard Index Fds	0.4%	0.4%	8,845	+0.2%	$3.3M
ABBVAbbvie Inc	0.4%	0.4%	12,230	+0.6%	$3.2M
IBDSIshares Tr	0.4%	0.3%	131,766	+15.0%	$3.2M
XOMExxonmobil Holdings Corp	0.3%	—	18,191	—	$3.0M
METAMeta Platforms Inc	0.3%	0.3%	4,082	-11.1%	$3.0M
IJRIshares Tr	0.3%	0.4%	21,405	-0.1%	$2.9M
JNJJohnson & Johnson	0.3%	0.3%	10,932	-2.4%	$2.9M
AVGOBroadcom Inc	0.3%	0.4%	8,219	+0.4%	$2.9M
CATCaterpillar Inc	0.3%	0.4%	3,489	-0.2%	$2.8M
IBDTIshares Ibonds Dec 2028 Term Corporate E	0.3%	0.3%	110,150	+16.5%	$2.7M
AMZNAmazon Com Inc	0.3%	0.3%	10,664	-11.4%	$2.7M
WMTWalmart Inc	0.3%	0.3%	24,965	+0.4%	$2.6M
ITOTIshares Tr	0.3%	0.3%	15,480	+0.0%	$2.6M
CSCOCisco Sys Inc	0.3%	0.3%	23,608	+0.4%	$2.5M
AMDAdvanced Micro Devices Inc	0.3%	—	4,054	—	$2.5M
IVVIshares Tr	0.3%	0.3%	3,172	-2.6%	$2.4M
IVWIshares Tr	0.3%	0.3%	15,775	+0.0%	$2.2M
IBDYIshares Tr	0.3%	0.3%	91,554	+1.2%	$2.2M
IWDIshares Tr	0.3%	0.3%	8,925	-0.1%	$2.2M
MRKMerck & Co Inc	0.3%	—	14,891	—	$2.2M
IBDUIshares Tr	0.3%	—	95,260	—	$2.2M
CGMUCapital Grp Fixed Incm ETF T	0.2%	0.3%	81,614	+0.8%	$2.1M
METMetlife Inc	0.2%	—	22,391	—	$2.1M
PGProcter & Gamble Co	0.2%	0.2%	14,395	+6.0%	$2.1M

What McGlone Suttner Wealth Management, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

IBDT Ishares Ibonds Dec 2028 Term Corporate E+16.5% shares
IBDS Ishares Tr+15.0% shares
NVDA Nvidia Corporation+7.7% shares
PG Procter & Gamble Co+6.0% shares
VCIT Vanguard Scottsdale Fds+5.4% shares

Reduced

AMZN Amazon Com Inc-11.4% shares
META Meta Platforms Inc-11.1% shares
FHLC Fidelity Covington Trust-7.4% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$861.0M	200
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

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 Q3 2026 and filed Oct 13, 2026, lists 200 positions worth $861.0M. The largest are Dimensional ETF Trust (DFAC) at 19.8%, Ishares Tr (IUSV) at 8.6%, Avantis U.S. Equity ETF (AVUS) at 7.9%, Schwab Strategic Tr (SCHX) at 7.4% and Fidelity Merrimack Str Tr (FBND) at 5.8%.

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

In Q3 2026, McGlone Suttner Wealth Management, Inc. added Ishares Ibonds Dec 2028 Term Corporate E (IBDT) (+16.5% shares), Ishares Tr (IBDS) (+15.0% shares) and Nvidia Corporation (NVDA) (+7.7% shares), compared with its Q2 2026 filing.

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

In Q3 2026, McGlone Suttner Wealth Management, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Spdr Ser Tr (SDY), cut from its top 50 Fidelity Covington Trust (FGRO), cut from its top 50 Micron Technology Inc (MU), Amazon Com Inc (AMZN) (-11.4% shares), Meta Platforms Inc (META) (-11.1% shares) and Fidelity Covington Trust (FHLC) (-7.4% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $861.0M.