McGlone Suttner Wealth Management, Inc.

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...