McGlone Suttner Wealth Management, Inc.

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Institutional

CIK 0001964819

$852.4M

Reported AUM

196

Positions

Q2 2026

Period

2026-07-21

Filed

Editorial summary

Summary for McGlone Suttner Wealth Management, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	DFAC	DIMENSIONAL ETF TRUST	$44.33	1.34%	23.18%	68.21%	$169.5M	19.89%	—	HELD
2	IUSV	ISHARES TR	$112.54	-0.07%	20.72%	67.46%	$73.2M	8.59%	—	HELD
3	AVUS	AMERICAN CENTY ETF TR	$126.88	1.68%	24.28%	73.66%	$67.8M	7.95%	—	HELD
4	SCHX	SCHWAB STRATEGIC TR	$29.25	1.53%	19.85%	71.32%	$61.8M	7.25%	—	HELD
5	FBND	FIDELITY MERRIMACK STR TR	$44.84	-0.31%	2.27%	1.81%	$50.7M	5.95%	—	HELD
6	DFIV	DIMENSIONAL ETF TRUST	$57.54	2.33%	34.94%	99.79%	$38.0M	4.46%	—	HELD
7	CGCP	CAPITAL GRP FIXED INCM ETF T	$22.06	0.09%	2.36%	6.97%	$33.3M	3.91%	—	HELD
8	CGXU	CAPITAL GROUP INTL FOCUS EQT	$33.65	3.76%	29.24%	46.68%	$24.3M	2.85%	—	HELD
9	FENI	FIDELITY COVINGTON TRUST	$40.81	3.00%	24.94%	61.67%	$20.5M	2.40%	—	HELD
10	IEMG	ISHARES INC	$77.05	3.91%	26.95%	33.80%	$19.4M	2.27%	—	HELD
11	DFAS	DIMENSIONAL ETF TRUST	$81.19	0.79%	28.66%	47.37%	$18.6M	2.18%	—	HELD
12	VCIT	VANGUARD SCOTTSDALE FDS	$81.38	0.15%	2.20%	3.60%	$14.8M	1.73%	—	HELD
13	AGG	ISHARES TR	$97.61	0.06%	2.12%	-1.50%	$13.9M	1.63%	—	HELD
14	FELG	FIDELITY COVINGTON TRUST	$42.15	2.88%	12.86%	62.04%	$13.3M	1.55%	—	HELD
15	AAPL	APPLE INC	$333.60	-1.36%	67.77%	128.17%	$8.4M	0.99%	—	HELD
16	GOOGL	ALPHABET INC	$333.62	-0.92%	76.18%	131.67%	$7.6M	0.89%	—	HELD
17	VIG	VANGUARD SPECIALIZED FUNDS	$240.06	0.63%	18.96%	61.34%	$7.4M	0.86%	—	HELD
18	FDVV	FIDELITY COVINGTON TRUST	$62.78	0.32%	21.57%	91.06%	$6.7M	0.79%	—	HELD
19	NVDA	NVIDIA CORPORATION	$195.05	2.66%	9.52%	751.61%	$6.4M	0.75%	—	HELD
20	VYM	VANGUARD WHITEHALL FDS	$161.96	0.18%	24.05%	73.00%	$6.2M	0.73%	—	HELD
21	MSFT	MICROSOFT CORP	$451.14	15.52%	-24.89%	34.54%	$6.1M	0.71%	—	HELD
22	AMAT	APPLIED MATLS INC	$501.77	14.97%	179.14%	284.62%	$5.0M	0.59%	—	HELD
23	IJH	ISHARES TR	$75.35	0.83%	21.62%	45.60%	$4.4M	0.52%	—	HELD
24	FHLC	FIDELITY COVINGTON TRUST	$79.44	-1.32%	30.76%	26.90%	$4.1M	0.49%	—	HELD
25	IBDR	ISHARES TR	$24.25	0.04%	4.09%	7.80%	$4.0M	0.47%	—	HELD
26	CAT	CATERPILLAR INC	$808.91	3.35%	84.23%	304.51%	$3.7M	0.44%	—	HELD
27	JPM	JPMORGAN CHASE & CO	$350.93	1.80%	21.40%	144.23%	$3.4M	0.40%	—	HELD
28	VTI	VANGUARD INDEX FDS	$366.33	1.64%	19.26%	65.80%	$3.3M	0.38%	—	HELD
29	IJR	ISHARES TR	$145.50	0.82%	34.80%	39.06%	$3.2M	0.37%	—	HELD
30	AVGO	BROADCOM INC	$388.15	4.81%	34.78%	753.17%	$3.1M	0.36%	—	HELD
31	ABBV	ABBVIE INC	$257.79	-2.09%	—	—	$3.1M	0.36%	—	HELD
32	AMZN	AMAZON COM INC	$235.66	3.98%	—	—	$2.9M	0.34%	—	HELD
33	JNJ	JOHNSON & JOHNSON	$255.84	-3.65%	—	—	$2.8M	0.33%	—	HELD
34	WMT	WALMART INC	$111.12	-2.71%	—	—	$2.8M	0.33%	—	HELD
35	IBDS	ISHARES TR	$24.19	0.00%	—	—	$2.8M	0.33%	—	HELD
36	CSCO	CISCO SYS INC	$113.56	0.96%	—	—	$2.8M	0.32%	—	HELD
37	META	META PLATFORMS INC	$539.74	-7.83%	—	—	$2.6M	0.30%	—	HELD
38	ITOT	ISHARES TR	$162.65	1.64%	—	—	$2.5M	0.30%	—	HELD
39	XOM	EXXON MOBIL CORP	$157.13	0.25%	—	—	$2.5M	0.29%	—	HELD
40	IVV	ISHARES TR	$745.23	1.65%	—	—	$2.4M	0.29%	—	HELD
41	IBDT	ISHARES TR	$25.21	0.04%	—	—	$2.4M	0.28%	—	HELD
42	IBDY	ISHARES TR	$25.38	0.16%	—	—	$2.3M	0.27%	—	HELD
43	CGMU	CAPITAL GRP FIXED INCM ETF T	$27.12	-0.11%	—	—	$2.2M	0.26%	—	HELD
44	IVW	ISHARES TR	$133.33	3.13%	—	—	$2.2M	0.25%	—	HELD
45	IWD	ISHARES TR	$250.71	0.48%	—	—	$2.2M	0.25%	—	HELD
46	TSLA	TESLA INC	$308.80	3.51%	—	—	$2.1M	0.24%	—	HELD
47	SDY	SPDR SERIES TRUST	$155.44	-1.46%	—	—	$2.1M	0.24%	—	HELD
48	PG	PROCTER & GAMBLE CO	$143.95	-1.47%	—	—	$2.0M	0.23%	—	HELD
49	FFLG	FIDELITY COVINGTON TRUST	$31.56	2.77%	—	—	$2.0M	0.23%	—	HELD
50	MU	MICRON TECHNOLOGY INC	$875.03	18.41%	—	—	$1.9M	0.22%	—	HELD
51	FBCG	FIDELITY COVINGTON TRUST	$59.10	2.93%	—	—	$1.9M	0.22%	—	HELD
52	VBR	VANGUARD INDEX FDS	$245.11	0.04%	—	—	$1.9M	0.22%	—	HELD
53	PH	PARKER-HANNIFIN CORP	$962.79	1.23%	—	—	$1.9M	0.22%	—	HELD
54	MET	METLIFE INC	$97.07	0.05%	—	—	$1.9M	0.22%	—	HELD
55	BAC	BANK OF AMER CORP	$61.76	1.13%	—	—	$1.8M	0.21%	—	HELD
56	MRK	MERCK & CO INC	$129.80	-0.43%	—	—	$1.7M	0.20%	—	HELD
57	VTEB	VANGUARD MUN BD FDS	$49.65	-0.10%	—	—	$1.7M	0.20%	—	HELD
58	IBDU	ISHARES TR	$23.08	0.09%	—	—	$1.7M	0.20%	—	HELD
59	HD	HOME DEPOT INC	$333.33	-1.46%	—	—	$1.7M	0.19%	—	HELD
60	IBDW	ISHARES TR	$20.65	0.12%	—	—	$1.6M	0.19%	—	HELD
61	AMD	ADVANCED MICRO DEVICES INC	$485.46	13.01%	—	—	$1.6M	0.19%	—	HELD
62	KO	COCA COLA CO	$88.51	-0.63%	—	—	$1.5M	0.18%	—	HELD
63	SCHD	SCHWAB STRATEGIC TR	$33.41	-1.24%	—	—	$1.5M	0.17%	—	HELD
64	GD	GENERAL DYNAMICS CORP	$382.28	0.35%	—	—	$1.5M	0.17%	—	HELD
65	BK	BANK OF NY MELLON CORP	—	—	—	—	$1.4M	0.17%	—	HELD
66	PM	PHILIP MORRIS INTL INC	$192.00	-3.25%	—	—	$1.4M	0.17%	—	HELD
67	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$1.4M	0.17%	—	HELD
68	CSX	CSX CORP	$50.19	-1.08%	—	—	$1.4M	0.17%	—	HELD
69	LLY	ELI LILLY & CO	$1155.56	-4.50%	—	—	$1.4M	0.16%	—	HELD
70	WEC	WEC ENERGY GROUP INC	$110.05	-1.11%	—	—	$1.4M	0.16%	—	HELD
71	IBDX	ISHARES TR	$24.90	0.12%	—	—	$1.3M	0.15%	—	HELD
72	WMT2	WELLS FARGO & CO	—	—	—	—	$1.2M	0.15%	—	HELD
73	EME	EMCOR GROUP INC	$802.37	19.32%	—	—	$1.2M	0.15%	—	HELD
74	MCD	MCDONALDS CORP	$268.44	-1.13%	—	—	$1.2M	0.14%	—	HELD
75	IBM	INTERNATIONAL BUSINESS MACHS	$221.64	-2.12%	—	—	$1.2M	0.14%	—	HELD
76	PRU	PRUDENTIAL FINL INC	$122.77	0.11%	—	—	$1.2M	0.14%	—	HELD
77	IBDV	ISHARES TR	$21.64	0.09%	—	—	$1.2M	0.14%	—	HELD
78	BLK	BLACKROCK INC	$1098.37	1.78%	—	—	$1.1M	0.13%	—	HELD
79	USB	US BANCORP	$62.91	0.14%	—	—	$1.1M	0.13%	—	HELD
80	DELL	DELL TECHNOLOGIES INC	$404.81	9.51%	—	—	$1.1M	0.13%	—	HELD
81	IWV	ISHARES TR	$422.43	1.59%	—	—	$1.1M	0.13%	—	HELD
82	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$1.1M	0.13%	—	HELD
83	QCOM	QUALCOMM INC	$151.64	-2.59%	—	—	$1.0M	0.12%	—	HELD
84	IVE	ISHARES TR	$232.16	-0.09%	—	—	$1.0M	0.12%	—	HELD
85	KMI	KINDER MORGAN INC DEL	$31.66	-0.60%	—	—	$1.0M	0.12%	—	HELD
86	COP	CONOCOPHILLIPS	$119.03	0.82%	—	—	$982K	0.12%	—	HELD
87	PLD	PROLOGIS INC.	$146.19	0.49%	—	—	$977K	0.11%	—	HELD
88	IEFA	ISHARES TR	$98.88	2.75%	—	—	$971K	0.11%	—	HELD
89	SO	SOUTHERN CO	$94.34	-1.78%	—	—	$943K	0.11%	—	HELD
90	WPC	WP CAREY INC	$74.08	-0.84%	—	—	$923K	0.11%	—	HELD
91	AXP	AMERICAN EXPRESS CO	$337.52	1.82%	—	—	$904K	0.11%	—	HELD
92	XLU	SELECT SECTOR SPDR TR	$44.66	-0.56%	—	—	$902K	0.11%	—	HELD
93	VZ	VERIZON COMMUNICATIONS INC	$46.11	-2.35%	—	—	$863K	0.10%	—	HELD
94	AEP	AMERICAN ELEC PWR CO INC	$127.78	-1.25%	—	—	$846K	0.10%	—	HELD
95	INTC	INTEL CORP	$91.19	11.37%	—	—	$820K	0.10%	—	HELD
96	SPYG	SPDR SERIES TRUST	$115.47	3.18%	—	—	$797K	0.09%	—	HELD
97	CAH	CARDINAL HEALTH INC	$227.07	-0.89%	—	—	$764K	0.09%	—	HELD
98	ABT	ABBOTT LABORATORIES	$105.63	-2.19%	—	—	$744K	0.09%	—	HELD
99	APH	AMPHENOL CORP	$159.82	6.33%	—	—	$723K	0.08%	—	HELD
100	BFC	BANK FIRST CORP	$151.29	-0.32%	—	—	$723K	0.08%	—	HELD
101	DFAT	DIMENSIONAL ETF TRUST	—	—	—	—	$712K	0.08%	—	HELD
102	OSK	OSHKOSH CORP	—	—	—	—	$688K	0.08%	—	HELD
103	NIC	NICOLET BANKSHARES INC	—	—	—	—	$681K	0.08%	—	HELD
104	SPY	STATE STR SPDR S&P 500 ETF T	—	—	—	—	$676K	0.08%	—	HELD
105	PANW	PALO ALTO NETWORKS INC	—	—	—	—	$676K	0.08%	—	HELD
106	T	AT&T INC	—	—	—	—	$673K	0.08%	—	HELD
107	PEG	PUBLIC SVC ENTERPRISE GROUP	—	—	—	—	$665K	0.08%	—	HELD
108	RSP	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$660K	0.08%	—	HELD
109	SPYV	SPDR SERIES TRUST	—	—	—	—	$654K	0.08%	—	HELD
110	HIG	HARTFORD INSURANCE GROUP INC	—	—	—	—	$650K	0.08%	—	HELD
111	VHT	VANGUARD WORLD FD	—	—	—	—	$645K	0.08%	—	HELD
112	CVX	CHEVRON CORPORATION	—	—	—	—	$630K	0.07%	—	HELD
113	MO	ALTRIA GROUP INC	—	—	—	—	$609K	0.07%	—	HELD
114	LRCX	LAM RESEARCH CORP	—	—	—	—	$603K	0.07%	—	HELD
115	VUG	VANGUARD INDEX FDS	—	—	—	—	$600K	0.07%	—	HELD
116	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$594K	0.07%	—	HELD
117	VTV	VANGUARD INDEX FDS	—	—	—	—	$590K	0.07%	—	HELD
118	IGEB	ISHARES TR	—	—	—	—	$587K	0.07%	—	HELD
119	GILD	GILEAD SCIENCES INC	—	—	—	—	$580K	0.07%	—	HELD
120	LHX	L3HARRIS TECHNOLOGIES INC	—	—	—	—	$579K	0.07%	—	HELD
121	COST	COSTCO WHOLESALE CORPORATION	—	—	—	—	$572K	0.07%	—	HELD
122	BAI	BLACKROCK ETF TRUST	—	—	—	—	$567K	0.07%	—	HELD
123	LMT	LOCKHEED MARTIN CORP	—	—	—	—	$560K	0.07%	—	HELD
124	VEU	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$551K	0.06%	—	HELD
125	UNH	UNITEDHEALTH GROUP INC	—	—	—	—	$539K	0.06%	—	HELD
126	TJX	TJX COS INC NEW	—	—	—	—	$528K	0.06%	—	HELD
127	CGMS	CAPITAL GRP FIXED INCM ETF T	—	—	—	—	$523K	0.06%	—	HELD
128	IJS	ISHARES TR	—	—	—	—	$520K	0.06%	—	HELD
129	IBDZ	ISHARES TR	—	—	—	—	$518K	0.06%	—	HELD
130	PNC	PNC FINL SVCS GROUP INC	—	—	—	—	$517K	0.06%	—	HELD
131	FITB	FIFTH THIRD BANCORP	—	—	—	—	$516K	0.06%	—	HELD
132	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$508K	0.06%	—	HELD
133	CMI	CUMMINS INC	—	—	—	—	$506K	0.06%	—	HELD
134	RSG	REPUBLIC SVCS INC	—	—	—	—	$504K	0.06%	—	HELD
135	FLTB	FIDELITY MERRIMACK STR TR	—	—	—	—	$487K	0.06%	—	HELD
136	GE	GE AEROSPACE	—	—	—	—	$481K	0.06%	—	HELD
137	PFE	PFIZER INC	—	—	—	—	$453K	0.05%	—	HELD
138	GOOG	ALPHABET INC	—	—	—	—	$450K	0.05%	—	HELD
139	CDNS	CADENCE DESIGN SYSTEM INC	—	—	—	—	$449K	0.05%	—	HELD
140	DAL	DELTA AIR LINES INC	—	—	—	—	$447K	0.05%	—	HELD
141	ORCL	ORACLE CORP	—	—	—	—	$431K	0.05%	—	HELD
142	ITW	ILLINOIS TOOL WKS INC	—	—	—	—	$431K	0.05%	—	HELD
143	C	CITIGROUP INC	—	—	—	—	$427K	0.05%	—	HELD
144	CRM	SALESFORCE INC	—	—	—	—	$422K	0.05%	—	HELD
145	IXUS	ISHARES TR	—	—	—	—	$414K	0.05%	—	HELD
146	KMB	KIMBERLY-CLARK CORP	—	—	—	—	$410K	0.05%	—	HELD
147	AJG	GALLAGHER ARTHUR J & CO	—	—	—	—	$403K	0.05%	—	HELD
148	LAMR	LAMAR ADVERTISING CO	—	—	—	—	$401K	0.05%	—	HELD
149	CCI	CROWN CASTLE INC	—	—	—	—	$391K	0.05%	—	HELD
150	V	VISA INC	—	—	—	—	$384K	0.05%	—	HELD
151	VEA	VANGUARD TAX-MANAGED FDS	—	—	—	—	$376K	0.04%	—	HELD
152	TXN	TEXAS INSTRS INC	—	—	—	—	$375K	0.04%	—	HELD
153	MCO	MOODYS CORP	—	—	—	—	$372K	0.04%	—	HELD
154	RCL	ROYAL CARIBBEAN GROUP	—	—	—	—	$362K	0.04%	—	HELD
155	DHR	DANAHER CORP DEL	—	—	—	—	$358K	0.04%	—	HELD
156	NFLX	NETFLIX INC.	—	—	—	—	$348K	0.04%	—	HELD
157	DFSU	DIMENSIONAL ETF TRUST	—	—	—	—	$341K	0.04%	—	HELD
158	TMUS	T-MOBILE US INC	—	—	—	—	$338K	0.04%	—	HELD
159	VOE	VANGUARD INDEX FDS	—	—	—	—	$317K	0.04%	—	HELD
160	QYLD	GLOBAL X FDS	—	—	—	—	$317K	0.04%	—	HELD
161	GLW	CORNING INC	—	—	—	—	$313K	0.04%	—	HELD
162	VRT	VERTIV HOLDINGS CO	—	—	—	—	$303K	0.04%	—	HELD
163	EFG	ISHARES TR	—	—	—	—	$301K	0.04%	—	HELD
164	FTEC	FIDELITY COVINGTON TRUST	—	—	—	—	$295K	0.03%	—	HELD
165	CFG	CITIZENS FINL GROUP INC	—	—	—	—	$291K	0.03%	—	HELD
166	DFUS	DIMENSIONAL ETF TRUST	—	—	—	—	$287K	0.03%	—	HELD
167	VNQ	VANGUARD INDEX FDS	—	—	—	—	$286K	0.03%	—	HELD
168	HWM	HOWMET AEROSPACE INC	—	—	—	—	$284K	0.03%	—	HELD
169	CGGR	CAPITAL GROUP GROWTH ETF	—	—	—	—	$283K	0.03%	—	HELD
170	LH	LABCORP HOLDINGS INC	—	—	—	—	$282K	0.03%	—	HELD
171	CMCSA	COMCAST CORP NEW	—	—	—	—	$282K	0.03%	—	HELD
172	RTX	RTX CORPORATION	—	—	—	—	$273K	0.03%	—	HELD
173	NEE	NEXTERA ENERGY INC	—	—	—	—	$269K	0.03%	—	HELD
174	KLIC	KULICKE & SOFFA INDS INC	—	—	—	—	$268K	0.03%	—	HELD
175	SYK	STRYKER CORPORATION	—	—	—	—	$261K	0.03%	—	HELD
176	NVT	NVENT ELEC PLC	—	—	—	—	$259K	0.03%	—	HELD
177	CI	THE CIGNA GROUP	—	—	—	—	$259K	0.03%	—	HELD
178	VOO	VANGUARD INDEX FDS	—	—	—	—	$256K	0.03%	—	HELD
179	HSY	HERSHEY CO	—	—	—	—	$255K	0.03%	—	HELD
180	ASB	ASSOCIATED BANC-CORP	—	—	—	—	$252K	0.03%	—	HELD
181	ZNGA	ZOOM COMMUNICATIONS INC	—	—	—	—	$252K	0.03%	—	HELD
182	HYG	ISHARES TR	—	—	—	—	$251K	0.03%	—	HELD
183	MDT	MEDTRONIC PLC	—	—	—	—	$248K	0.03%	—	HELD
184	MA	MASTERCARD INCORPORATED	—	—	—	—	$242K	0.03%	—	HELD
185	VOT	VANGUARD INDEX FDS	—	—	—	—	$233K	0.03%	—	HELD
186	PLXS	PLEXUS CORP	—	—	—	—	$229K	0.03%	—	HELD
187	MS	MORGAN STANLEY	—	—	—	—	$229K	0.03%	—	HELD
188	FERG	FERGUSON ENTERPRISES INC	—	—	—	—	$226K	0.03%	—	HELD
189	IJJ	ISHARES TR	—	—	—	—	$224K	0.03%	—	HELD
190	MAR	MARRIOTT INTL INC NEW	—	—	—	—	$223K	0.03%	—	HELD
191	FCOR	FIDELITY MERRIMACK STR TR	—	—	—	—	$214K	0.03%	—	HELD
192	BALL	BALL CORP	—	—	—	—	$209K	0.02%	—	HELD
193	SPCX	SPACE EXPLORATION TECHN CORP	—	—	—	—	$208K	0.02%	—	HELD
194	PHM	PULTE GROUP INC	—	—	—	—	$205K	0.02%	—	HELD
195	VSTS	VESTIS CORPORATION	—	—	—	—	$165K	0.02%	—	HELD
196	OSG	OCTAVE SPECIALTY GROUP INC	—	—	—	—	$68K	0.01%	—	HELD

Source: SEC EDGAR · accession 0001964819-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.