McGlone Suttner Wealth Management, Inc. — Q1 2026 13F-HR

← McGlone Suttner Wealth Management, Inc.

Q1 2026 · 13F-HR

McGlone Suttner Wealth Management, Inc.holdings as filed

Filed 2026-04-21 · accession 0001964819-26-000002

$755.2M

Reported value

189

Positions

2026-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
25434V708	DFAC	DIMENSIONAL ETF TRUST	$147.0M	19.5%	3,783,233	Common	NONE
464287663	IUSV	ISHARES TR	$66.8M	8.85%	653,302	Common	NONE
025072885	AVUS	AMERICAN CENTY ETF TR	$58.1M	7.69%	522,317	Common	NONE
808524201	SCHX	SCHWAB STRATEGIC TR	$53.8M	7.12%	2,097,595	Common	NONE
316188309	FBND	FIDELITY MERRIMACK STR TR	$48.7M	6.45%	1,068,057	Common	NONE
25434V807	DFIV	DIMENSIONAL ETF TRUST	$37.2M	4.92%	704,008	Common	NONE
14020Y102	CGCP	CAPITAL GRP FIXED INCM ETF T	$32.0M	4.23%	1,431,489	Common	NONE
14019W109	CGXU	CAPITAL GROUP INTL FOCUS EQT	$20.8M	2.76%	706,871	Common	NONE
31609A404	FENI	FIDELITY COVINGTON TRUST	$16.2M	2.15%	436,361	Common	NONE
46434G103	IEMG	ISHARES INC	$16.1M	2.13%	231,126	Common	NONE
25434V500	DFAS	DIMENSIONAL ETF TRUST	$15.6M	2.06%	219,207	Common	NONE
464287226	AGG	ISHARES TR	$13.0M	1.72%	130,590	Common	NONE
92206C870	VCIT	VANGUARD SCOTTSDALE FDS	$12.7M	1.69%	153,942	Common	NONE
31609A305	FELG	FIDELITY COVINGTON TRUST	$9.7M	1.28%	257,703	Common	NONE
037833100	AAPL	APPLE INC	$6.8M	0.90%	26,750	Common	NONE
921908844	VIG	VANGUARD SPECIALIZED FUNDS	$6.7M	0.89%	31,076	Common	NONE
316092840	FDVV	FIDELITY COVINGTON TRUST	$6.2M	0.81%	111,344	Common	NONE
02079K305	GOOGL	ALPHABET INC	$6.1M	0.80%	21,083	Common	NONE
594918104	MSFT	MICROSOFT CORP	$6.0M	0.79%	16,139	Common	NONE
921946406	VYM	VANGUARD WHITEHALL FDS	$5.8M	0.77%	39,029	Common	NONE
67066G104	NVDA	NVIDIA CORPORATION	$5.5M	0.73%	31,508	Common	NONE
316092600	FHLC	FIDELITY COVINGTON TRUST	$5.1M	0.68%	73,181	Common	NONE
46435GAA0	IBDR	ISHARES TR	$4.1M	0.54%	168,578	Common	NONE
464287507	IJH	ISHARES TR	$3.9M	0.52%	58,132	Common	NONE
46625H100	JPM	JPMORGAN CHASE & CO	$3.0M	0.40%	10,255	Common	NONE
30231G102	XOM	EXXON MOBIL CORP	$3.0M	0.40%	17,584	Common	NONE
149123101	CAT	CATERPILLAR INC	$2.9M	0.38%	4,071	Common	NONE
931142103	WMT	WALMART INC	$2.9M	0.38%	23,142	Common	NONE
922908769	VTI	VANGUARD INDEX FDS	$2.8M	0.37%	8,816	Common	NONE
478160104	JNJ	JOHNSON & JOHNSON	$2.7M	0.36%	11,071	Common	NONE
464287804	IJR	ISHARES TR	$2.7M	0.35%	21,371	Common	NONE
30303M102	META	META PLATFORMS INC	$2.6M	0.35%	4,599	Common	NONE
00287Y109	ABBV	ABBVIE INC	$2.6M	0.35%	11,987	Common	NONE
46435UAA9	IBDS	ISHARES TR	$2.5M	0.34%	104,366	Common	NONE
023135106	AMZN	AMAZON COM INC	$2.5M	0.33%	11,968	Common	NONE
464287200	IVV	ISHARES TR	$2.4M	0.32%	3,688	Common	NONE
038222105	AMAT	APPLIED MATLS INC	$2.3M	0.31%	6,871	Common	NONE
46436E130	IBDY	ISHARES TR	$2.3M	0.31%	89,418	Common	NONE
11135F101	AVGO	BROADCOM INC	$2.3M	0.30%	7,353	Common	NONE
46435U515	IBDT	ISHARES TR	$2.2M	0.29%	87,944	Common	NONE
464287150	ITOT	ISHARES TR	$2.2M	0.29%	15,480	Common	NONE
14020Y201	CGMU	CAPITAL GRP FIXED INCM ETF T	$2.1M	0.28%	78,857	Common	NONE
464287598	IWD	ISHARES TR	$2.0M	0.26%	9,304	Common	NONE
17275R102	CSCO	CISCO SYS INC	$2.0M	0.26%	25,583	Common	NONE
78464A763	SDY	SPDR SERIES TRUST	$2.0M	0.26%	13,520	Common	NONE
742718109	PG	PROCTER & GAMBLE CO	$1.9M	0.25%	13,222	Common	NONE
464287309	IVW	ISHARES TR	$1.9M	0.25%	16,501	Common	NONE
88160R101	TSLA	TESLA INC	$1.8M	0.24%	4,816	Common	NONE
922908611	VBR	VANGUARD INDEX FDS	$1.7M	0.23%	7,821	Common	NONE
701094104	PH	PARKER-HANNIFIN CORP	$1.7M	0.22%	1,850	Common	NONE
58933Y105	MRK	MERCK & CO INC	$1.6M	0.21%	13,283	Common	NONE
316092337	FFLG	FIDELITY COVINGTON TRUST	$1.6M	0.21%	56,274	Common	NONE
922907746	VTEB	VANGUARD MUN BD FDS	$1.5M	0.21%	31,060	Common	NONE
316092352	FBCG	FIDELITY COVINGTON TRUST	$1.5M	0.20%	30,681	Common	NONE
084670702	BRK/B	BERKSHIRE HATHAWAY INC DEL	$1.5M	0.20%	3,207	Common	NONE
46436E486	IBDW	ISHARES TR	$1.5M	0.20%	73,269	Common	NONE
46436E205	IBDU	ISHARES TR	$1.5M	0.20%	65,713	Common	NONE
59156R108	MET	METLIFE INC	$1.5M	0.20%	21,518	Common	NONE
060505104	BAC	BANK AMERICA CORP	$1.5M	0.20%	31,096	Common	NONE
437076102	HD	HOME DEPOT INC	$1.5M	0.20%	4,580	Common	NONE
46435G219	IGEB	ISHARES TR	$1.4M	0.19%	31,423	Common	NONE
191216100	KO	COCA COLA CO	$1.4M	0.19%	18,466	Common	NONE
808524797	SCHD	SCHWAB STRATEGIC TR	$1.4M	0.19%	45,662	Common	NONE
580135101	MCD	MCDONALDS CORP	$1.4M	0.18%	4,420	Common	NONE
369550108	GD	GENERAL DYNAMICS CORP	$1.3M	0.18%	3,892	Common	NONE
92939U106	WEC	WEC ENERGY GROUP INC	$1.3M	0.18%	11,430	Common	NONE
46436E312	IBDX	ISHARES TR	$1.2M	0.17%	49,426	Common	NONE
718172109	PM	PHILIP MORRIS INTL INC	$1.2M	0.16%	7,479	Common	NONE
713448108	PEP	PEPSICO INC	$1.2M	0.16%	7,730	Common	NONE
20825C104	COP	CONOCOPHILLIPS	$1.2M	0.16%	9,027	Common	NONE
949746101	WMT2	WELLS FARGO & CO	$1.2M	0.15%	14,594	Common	NONE
126408103	CSX	CSX CORP	$1.1M	0.15%	27,361	Common	NONE
064058100	BK	BANK NEW YORK MELLON CORP	$1.1M	0.15%	9,460	Common	NONE
09290D101	BLK	BLACKROCK INC	$1.1M	0.15%	1,150	Common	NONE
29084Q100	EME	EMCOR GROUP INC	$1.1M	0.14%	1,482	Common	NONE
459200101	IBM	INTERNATIONAL BUSINESS MACHS	$1.0M	0.14%	4,303	Common	NONE
46432F842	IEFA	ISHARES TR	$1.0M	0.14%	11,405	Common	NONE
532457108	LLY	ELI LILLY & CO	$1.0M	0.14%	1,116	Common	NONE
744320102	PRU	PRUDENTIAL FINL INC	$996,704	0.13%	10,203	Common	NONE
46436E726	IBDV	ISHARES TR	$992,950	0.13%	45,361	Common	NONE
92343V104	VZ	VERIZON COMMUNICATIONS INC	$992,193	0.13%	19,765	Common	NONE
464287689	IWV	ISHARES TR	$956,382	0.13%	2,580	Common	NONE
49456B101	KMI	KINDER MORGAN INC DEL	$952,021	0.13%	28,393	Common	NONE
464287408	IVE	ISHARES TR	$944,291	0.13%	4,472	Common	NONE
74340W103	PLD	PROLOGIS INC.	$920,717	0.12%	6,966	Common	NONE
902973304	USB	US BANCORP	$920,002	0.12%	17,689	Common	NONE
842587107	SO	SOUTHERN CO	$914,973	0.12%	9,480	Common	NONE
81369Y886	XLU	SELECT SECTOR SPDR TR	$913,112	0.12%	19,898	Common	NONE
00206R102	T	AT&T INC	$903,258	0.12%	31,158	Common	NONE
002824100	ABT	ABBOTT LABORATORIES	$841,233	0.11%	8,194	Common	NONE
92936U109	WPC	WP CAREY INC	$829,958	0.11%	12,212	Common	NONE
025816109	AXP	AMERICAN EXPRESS CO	$807,565	0.11%	2,670	Common	NONE
025537101	AEP	AMERICAN ELEC PWR CO INC	$806,056	0.11%	6,149	Common	NONE
166764100	CVX	CHEVRON CORPORATION	$784,185	0.10%	3,790	Common	NONE
69608A108	PLTR	PALANTIR TECHNOLOGIES INC	$742,956	0.10%	5,079	Common	NONE
92204A504	VHT	VANGUARD WORLD FD	$741,029	0.10%	2,721	Common	NONE
747525103	QCOM	QUALCOMM INC	$668,372	0.09%	5,190	Common	NONE
14149Y108	CAH	CARDINAL HEALTH INC	$666,206	0.09%	3,153	Common	NONE
416515104	HIG	HARTFORD INSURANCE GROUP INC	$662,954	0.09%	4,902	Common	NONE
65406E102	NIC	NICOLET BANKSHARES INC	$662,675	0.09%	4,459	Common	NONE
688239201	OSK	OSHKOSH CORP	$658,742	0.09%	4,475	Common	NONE
06211J100	BFC	BANK FIRST CORP	$658,418	0.09%	4,875	Common	NONE
78464A409	SPYG	SPDR SERIES TRUST	$655,755	0.09%	6,698	Common	NONE
502431109	LHX	L3HARRIS TECHNOLOGIES INC	$648,555	0.09%	1,879	Common	NONE
25434V609	DFAT	DIMENSIONAL ETF TRUST	$635,915	0.08%	10,183	Common	NONE
539830109	LMT	LOCKHEED MARTIN CORP	$628,025	0.08%	1,039	Common	NONE
744573106	PEG	PUBLIC SVC ENTERPRISE GROUP	$623,146	0.08%	7,698	Common	NONE
375558103	GILD	GILEAD SCIENCES INC	$615,874	0.08%	4,419	Common	NONE
78464A508	SPYV	SPDR SERIES TRUST	$608,864	0.08%	10,761	Common	NONE
22160K105	COST	COSTCO WHOLESALE CORPORATION	$598,236	0.08%	600	Common	NONE
46137V357	RSP	INVESCO EXCHANGE TRADED FD T	$595,510	0.08%	3,103	Common	NONE
64110L106	NFLX	NETFLIX INC.	$585,073	0.08%	6,085	Common	NONE
78462F103	SPY	STATE STR SPDR S&P 500 ETF T	$583,786	0.08%	898	Common	NONE
14020Y300	CGMS	CAPITAL GRP FIXED INCM ETF T	$546,763	0.07%	20,079	Common	NONE
02209S103	MO	ALTRIA GROUP INC	$544,605	0.07%	8,253	Common	NONE
922908744	VTV	VANGUARD INDEX FDS	$544,018	0.07%	2,773	Common	NONE
872540109	TJX	TJX COS INC NEW	$542,343	0.07%	3,396	Common	NONE
244199105	DE	DEERE & CO	$535,903	0.07%	951	Common	NONE
922908736	VUG	VANGUARD INDEX FDS	$519,098	0.07%	1,188	Common	NONE
760759100	RSG	REPUBLIC SVCS INC	$517,933	0.07%	2,365	Common	NONE
46438G653	IBDZ	ISHARES TR	$512,113	0.07%	19,651	Common	NONE
007903107	AMD	ADVANCED MICRO DEVICES INC	$509,738	0.07%	2,506	Common	NONE
92537N108	VRT	VERTIV HOLDINGS CO	$503,069	0.07%	2,008	Common	NONE
316188200	FLTB	FIDELITY MERRIMACK STR TR	$497,096	0.07%	9,889	Common	NONE
922042775	VEU	VANGUARD INTL EQUITY INDEX F	$494,483	0.07%	6,584	Common	NONE
79466L302	CRM	SALESFORCE INC	$493,542	0.07%	2,644	Common	NONE
032095101	APH	AMPHENOL CORP	$488,204	0.06%	3,864	Common	NONE
717081103	PFE	PFIZER INC	$482,784	0.06%	17,193	Common	NONE
G3323L100	FN	FABRINET	$452,679	0.06%	868	Common	NONE
464287879	IJS	ISHARES TR	$450,774	0.06%	3,806	Common	NONE
693475105	PNC	PNC FINL SVCS GROUP INC	$435,676	0.06%	2,094	Common	NONE
316773100	FITB	FIFTH THIRD BANCORP	$424,451	0.06%	9,136	Common	NONE
872590104	TMUS	T-MOBILE US INC	$422,789	0.06%	2,013	Common	NONE
02079K107	GOOG	ALPHABET INC	$422,029	0.06%	1,471	Common	NONE
452308109	ITW	ILLINOIS TOOL WKS INC	$414,539	0.05%	1,593	Common	NONE
38141G104	GS	GOLDMAN SACHS GROUP INC	$404,760	0.05%	478	Common	NONE
22822V101	CCI	CROWN CASTLE INC	$391,405	0.05%	4,814	Common	NONE
494368103	KMB	KIMBERLY-CLARK CORP	$391,179	0.05%	4,055	Common	NONE
363576109	AJG	GALLAGHER ARTHUR J & CO	$383,561	0.05%	1,771	Common	NONE
231021106	CMI	CUMMINS INC	$381,742	0.05%	710	Common	NONE
46432F834	IXUS	ISHARES TR	$375,083	0.05%	4,329	Common	NONE
615369105	MCO	MOODYS CORP	$355,647	0.05%	815	Common	NONE
09290C780	BAI	BLACKROCK ETF TRUST	$354,375	0.05%	10,755	Common	NONE
369604301	GE	GE AEROSPACE	$349,937	0.05%	1,233	Common	NONE
68389X105	ORCL	ORACLE CORP	$349,272	0.05%	2,374	Common	NONE
147528103	CASY	CASEYS GEN STORES INC	$348,462	0.05%	479	Common	NONE
172967424	C	CITIGROUP INC	$346,155	0.05%	3,052	Common	NONE
91324P102	UNH	UNITEDHEALTH GROUP INC	$337,584	0.04%	1,248	Common	NONE
921943858	VEA	VANGUARD TAX-MANAGED FDS	$337,361	0.04%	5,265	Common	NONE
235851102	DHR	DANAHER CORP DEL	$335,281	0.04%	1,768	Common	NONE
127387108	CDNS	CADENCE DESIGN SYSTEM INC	$332,055	0.04%	1,195	Common	NONE
92826C839	V	VISA INC	$324,802	0.04%	1,075	Common	NONE
512816109	LAMR	LAMAR ADVERTISING CO	$324,224	0.04%	2,560	Common	NONE
697435105	PANW	PALO ALTO NETWORKS INC	$317,113	0.04%	1,978	Common	NONE
247361702	DAL	DELTA AIR LINES INC	$317,101	0.04%	4,770	Common	NONE
V7780T103	RCL	ROYAL CARIBBEAN GROUP	$313,603	0.04%	1,140	Common	NONE
37954Y483	QYLD	GLOBAL X FDS	$310,872	0.04%	18,127	Common	NONE
L8681T102	SPOT	SPOTIFY TECHNOLOGY S A	$306,948	0.04%	633	Common	NONE
20030N101	CMCSA	COMCAST CORP NEW	$306,458	0.04%	10,674	Common	NONE
25434V716	DFSU	DIMENSIONAL ETF TRUST	$300,491	0.04%	7,313	Common	NONE
427866108	HSY	HERSHEY CO	$299,966	0.04%	1,443	Common	NONE
65339F101	NEE	NEXTERA ENERGY INC	$299,750	0.04%	3,227	Common	NONE
922908512	VOE	VANGUARD INDEX FDS	$295,514	0.04%	1,604	Common	NONE
512807306	LRCX	LAM RESEARCH CORP	$287,130	0.04%	1,344	Common	NONE
75513E101	RTX	RTX CORPORATION	$277,235	0.04%	1,437	Common	NONE
G5960L103	MDT	MEDTRONIC PLC	$273,236	0.04%	3,153	Common	NONE
922908553	VNQ	VANGUARD INDEX FDS	$272,750	0.04%	3,075	Common	NONE
922908363	VOO	VANGUARD INDEX FDS	$272,070	0.04%	455	Common	NONE
863667101	SYK	STRYKER CORPORATION	$271,781	0.04%	827	Common	NONE
464288885	EFG	ISHARES TR	$269,078	0.04%	2,416	Common	NONE
504922105	LH	LABCORP HOLDINGS INC	$267,729	0.04%	1,003	Common	NONE
595112103	MU	MICRON TECHNOLOGY INC	$253,157	0.03%	749	Common	NONE
464288513	HYG	ISHARES TR	$249,580	0.03%	3,137	Common	NONE
174610105	CFG	CITIZENS FINL GROUP INC	$248,419	0.03%	4,142	Common	NONE
25434V401	DFUS	DIMENSIONAL ETF TRUST	$248,311	0.03%	3,502	Common	NONE
219350105	GLW	CORNING INC	$244,120	0.03%	1,795	Common	NONE
125523100	CI	THE CIGNA GROUP	$237,123	0.03%	889	Common	NONE
98980L101	ZNGA	ZOOM COMMUNICATIONS INC	$236,266	0.03%	2,939	Common	NONE
443201108	HWM	HOWMET AEROSPACE INC	$232,444	0.03%	1,009	Common	NONE
31488V107	FERG	FERGUSON ENTERPRISES INC	$221,747	0.03%	951	Common	NONE
458140100	INTC	INTEL CORP	$221,406	0.03%	5,017	Common	NONE
045487105	ASB	ASSOCIATED BANC-CORP	$218,993	0.03%	8,468	Common	NONE
57636Q104	MA	MASTERCARD INCORPORATED	$218,304	0.03%	437	Common	NONE
316092808	FTEC	FIDELITY COVINGTON TRUST	$215,115	0.03%	1,034	Common	NONE
172908105	CTAS	CINTAS CORP	$214,891	0.03%	1,270	Common	NONE
316188101	FCOR	FIDELITY MERRIMACK STR TR	$213,854	0.03%	4,538	Common	NONE
464287614	IWF	ISHARES TR	$205,525	0.03%	482	Common	NONE
464287705	IJJ	ISHARES TR	$200,684	0.03%	1,515	Common	NONE
29430C102	VSTS	VESTIS CORPORATION	$114,874	0.02%	14,615	Common	NONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.