DOSSIER · 13F-HR · Q2 2026
McGlone Suttner Wealth Management, Inc.
$852M in tracked AUM across 196 positions as of Q2 2026.
MS
CIK 0001964819 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: McGlone Suttner Wealth Management, Inc.
Portfolio Overview
McGlone Suttner Wealth Management, Inc. reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 115.7%, rising from $344.68 million to $743.43 million. This dramatic increase indicates substantial net new capital inflows or a significant consolidation of client assets into this reporting entity du...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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