What does McGlone Suttner Wealth Management, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 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 — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DFAC

DIMENSIONAL ETF TRUST

$147M3.8M19.5%

IUSV

ISHARES TR

$67M653K8.8%

AVUS

AMERICAN CENTY ETF TR

$58M522K7.7%

SCHX

SCHWAB STRATEGIC TR

$54M2.1M7.1%

FBND

FIDELITY MERRIMACK STR TR

$49M1.1M6.5%

DFIV

DIMENSIONAL ETF TRUST

$37M704K4.9%

CGCP

CAPITAL GRP FIXED INCM ETF T

$32M1.4M4.2%

CGXU

CAPITAL GROUP INTL FOCUS EQT

$21M707K2.8%

FENI

FIDELITY COVINGTON TRUST

$16M436K2.1%

IEMG

ISHARES INC

$16M231K2.1%

Filing history

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