Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mcglone Suttner Wealth Management, Inc.

Investment Activity

Mcglone Suttner Wealth Management, Inc. has $662.30 million in total holdings as of June 30, 2025.
Mcglone Suttner Wealth Management, Inc. owns shares of 191 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 3.27% of the portfolio was purchased this quarter.
About 1.00% of the portfolio was sold this quarter.
This quarter, Mcglone Suttner Wealth Management, Inc. has purchased 189 new stocks and bought additional shares in 111 stocks.
Mcglone Suttner Wealth Management, Inc. sold shares of 53 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $131,340,194
iShares Core S&P U.S. Value ETF: $58,054,396
Schwab US Large-Cap ETF: $50,591,517
Avantis U.S. Equity ETF: $49,817,296
Fidelity Total Bond ETF: $44,146,050

Largest New Holdings this Quarter

98980G102 - Zscaler: $316,452 Holding
032095101 - Amphenol: $302,965 Holding
25434V716 - Dimensional US Sustainability Core 1 ETF: $287,035 Holding
92537N108 - Vertiv: $261,149 Holding
125523100 - Cigna Group: $249,759 Holding

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF: 79,622 shares (about $2.85M)
iShares Core S&P U.S. Value ETF: 19,390 shares (about $1.83M)
Avantis U.S. Equity ETF: 17,739 shares (about $1.79M)
Fidelity Total Bond ETF: 33,417 shares (about $1.53M)
Schwab US Large-Cap ETF: 52,012 shares (about $1.27M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF: 5,425 shares (about $517.12K)
SPDR Portfolio S&P 500 Value ETF: 9,878 shares (about $517.00K)
iShares iBonds Dec 2025 Term Corporate ETF: 13,014 shares (about $327.69K)
SPDR Portfolio Intermediate Term Corporate Bond ETF: 8,978 shares (about $301.49K)
UnitedHealth Group: 926 shares (about $288.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$131,340,194	$2,853,652 ▲	2.2%	3,664,626	19.8%	ETF
IUSV iShares Core S&P U.S. Value ETF	$58,054,396	$1,834,877 ▲	3.3%	613,488	8.8%	Manufacturing
SCHX Schwab US Large-Cap ETF	$50,591,517	$1,271,173 ▲	2.6%	2,070,029	7.6%	ETF
AVUS Avantis U.S. Equity ETF	$49,817,296	$1,788,447 ▲	3.7%	494,121	7.5%	ETF
FBND Fidelity Total Bond ETF	$44,146,050	$1,528,828 ▲	3.6%	964,941	6.7%	ETF
DFIV Dimensional International Value ETF	$30,925,458	$568,997 ▲	1.9%	722,051	4.7%	ETF
CGCP Capital Group Core Plus Income ETF	$29,302,972	$1,036,800 ▲	3.7%	1,302,354	4.4%	ETF
CGXU Capital Group International Focus Equity ETF	$18,894,833	$494,770 ▲	2.7%	696,455	2.9%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$17,313,886	$722,379 ▲	4.4%	270,741	2.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$12,820,473	$379,509 ▲	3.1%	213,568	1.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$12,718,935	$337,408 ▲	2.7%	199,638	1.9%	ETF
IGEB iShares Investment Grade Systematic Bond ETF	$12,387,192	$468,805 ▲	3.9%	272,605	1.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$11,365,397	$484,987 ▲	4.5%	114,571	1.7%	Finance
MSFT Microsoft	$7,952,313	$53,224 ▼	-0.7%	15,987	1.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$6,449,170	$13,713 ▼	-0.2%	31,510	1.0%	ETF
FDVV Fidelity High Dividend ETF	$5,950,481	$105,081 ▲	1.8%	114,388	0.9%	ETF
VYM Vanguard High Dividend Yield ETF	$5,330,757	$84,118 ▼	-1.6%	39,988	0.8%	ETF
NVDA NVIDIA	$5,220,169	$253,259 ▲	5.1%	33,041	0.8%	Computer and Technology
AAPL Apple	$4,788,799	$29,954 ▲	0.6%	23,341	0.7%	Computer and Technology
GOOGL Alphabet	$3,731,307	$329,902 ▲	9.7%	21,173	0.6%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$3,672,180	$72,625 ▼	-1.9%	59,210	0.6%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,084,475	$339,694 ▲	12.4%	127,195	0.5%	ETF
META Meta Platforms	$3,079,632	$39,861 ▲	1.3%	4,172	0.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,074,393	$45,224 ▲	1.5%	10,605	0.5%	Finance
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$3,065,657	$327,692 ▼	-9.7%	121,750	0.5%	ETF
AMZN Amazon.com	$2,657,471	$63,184 ▲	2.4%	12,113	0.4%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,385,079	$13,374 ▲	0.6%	7,847	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,370,164	$2,295 ▲	0.1%	21,687	0.4%	ETF
PG Procter & Gamble	$2,344,375	$3,346 ▼	-0.1%	14,715	0.4%	Consumer Staples
IBDY iShares iBonds Dec 2033 Term Corporate ETF	$2,172,699	$20,206 ▲	0.9%	83,872	0.3%	ETF
WMT Walmart	$2,157,347	$91,621 ▲	4.4%	22,063	0.3%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$2,144,601	$24,215 ▲	1.1%	3,454	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,116,040		0.0%	15,670	0.3%	ETF
ABBV AbbVie	$2,097,539	$47,519 ▲	2.3%	11,300	0.3%	Medical
AVGO Broadcom	$1,988,803	$261,039 ▲	15.1%	7,215	0.3%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,962,161	$303,910 ▲	18.3%	80,847	0.3%	ETF
SDY SPDR S&P Dividend ETF	$1,853,446	$36,241 ▼	-1.9%	13,655	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,817,685	$220 ▲	0.0%	16,509	0.3%	ETF
CGMU Capital Group Municipal Income ETF	$1,777,448	$120,799 ▲	7.3%	66,596	0.3%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,731,338	$213,809 ▲	14.1%	68,109	0.3%	ETF
XOM Exxon Mobil	$1,697,975	$33,311 ▲	2.0%	15,751	0.3%	Energy
HD Home Depot	$1,680,787	$8,067 ▼	-0.5%	4,584	0.3%	Retail/Wholesale
CSCO Cisco Systems	$1,659,157	$119,403 ▲	7.8%	23,914	0.3%	Computer and Technology
JNJ Johnson & Johnson	$1,562,139	$54,378 ▲	3.6%	10,227	0.2%	Medical
CAT Caterpillar	$1,561,864	$21,353 ▲	1.4%	4,023	0.2%	Industrials
MET MetLife	$1,559,143	$65,061 ▲	4.4%	19,387	0.2%	Finance
VBR Vanguard Small-Cap Value ETF	$1,546,818	$97,505 ▼	-5.9%	7,932	0.2%	ETF
TSLA Tesla	$1,544,206	$148,035 ▲	10.6%	4,861	0.2%	Auto/Tires/Trucks
FGRO Fidelity Fundamental Large Cap Growth ETF	$1,470,224	$80 ▲	0.0%	55,334	0.2%	ETF
FBCG Fidelity Blue Chip Growth ETF	$1,375,157		0.0%	28,507	0.2%	ETF
BAC Bank of America	$1,357,375	$8,660 ▲	0.6%	28,685	0.2%	Finance
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,329,570	$27,394 ▲	2.1%	63,192	0.2%	ETF
NFLX Netflix	$1,324,400	$18,748 ▲	1.4%	989	0.2%	Consumer Discretionary
BRK.B Berkshire Hathaway	$1,292,148		0.0%	2,660	0.2%	Finance
AMAT Applied Materials	$1,283,307	$1,831 ▼	-0.1%	7,010	0.2%	Computer and Technology
MCD McDonald's	$1,271,978	$52,585 ▲	4.3%	4,354	0.2%	Retail/Wholesale
VTEB Vanguard Tax-Exempt Bond ETF	$1,268,258	$269,224 ▼	-17.5%	25,867	0.2%	ETF
KO CocaCola	$1,241,992	$18,324 ▲	1.5%	17,555	0.2%	Consumer Staples
ABT Abbott Laboratories	$1,206,375	$13,057 ▼	-1.1%	8,870	0.2%	Medical
WEC WEC Energy Group	$1,180,034	$11,045 ▲	0.9%	11,325	0.2%	Utilities
PM Philip Morris International	$1,178,846	$73,029 ▲	6.6%	6,473	0.2%	Consumer Staples
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$1,137,838	$7,813 ▲	0.7%	45,000	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$1,135,771	$48,893 ▲	4.5%	42,859	0.2%	ETF
MRK Merck & Co., Inc.	$1,123,671	$68,711 ▼	-5.8%	14,195	0.2%	Medical
COP ConocoPhillips	$1,110,231	$72,149 ▲	7.0%	12,372	0.2%	Energy
PH Parker-Hannifin	$1,099,782	$69,129 ▲	6.7%	1,575	0.2%	Industrials
BLACKROCK INC	$1,051,445	$51,418 ▲	5.1%	1,002	0.2%	COM
WFC Wells Fargo & Company	$1,039,539	$33,970 ▲	3.4%	12,975	0.2%	Finance
IBM International Business Machines	$1,033,295	$28,007 ▲	2.8%	3,505	0.2%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$1,006,949	$9,951 ▲	1.0%	7,387	0.2%	CL A
PEP PepsiCo	$971,303	$21,259 ▲	2.2%	7,356	0.1%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$947,644	$196,508 ▼	-17.2%	11,352	0.1%	ETF
GD General Dynamics	$932,004	$57,740 ▲	6.6%	3,196	0.1%	Aerospace
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$919,808	$154,001 ▲	20.1%	39,426	0.1%	ETF
AXP American Express	$918,955	$148,959 ▼	-13.9%	2,881	0.1%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$908,966	$517,002 ▼	-36.3%	17,367	0.1%	ETF
PRU Prudential Financial	$905,004	$70,913 ▲	8.5%	8,423	0.1%	Finance
SO Southern	$899,791	$113,232 ▲	14.4%	9,798	0.1%	Utilities
IVE iShares S&P 500 Value ETF	$873,944		0.0%	4,472	0.1%	ETF
QCOM QUALCOMM	$857,816	$124,388 ▲	17.0%	5,386	0.1%	Computer and Technology
VHT Vanguard Health Care ETF	$843,992	$23,341 ▼	-2.7%	3,399	0.1%	ETF
EME EMCOR Group	$811,806	$15,509 ▲	1.9%	1,518	0.1%	Construction
XLU Utilities Select Sector SPDR Fund	$811,018	$817 ▲	0.1%	9,932	0.1%	ETF
LLY Eli Lilly and Company	$806,639	$13,249 ▼	-1.6%	1,035	0.1%	Medical
BK Bank of New York Mellon	$805,533	$61,957 ▲	8.3%	8,841	0.1%	Finance
CRM Salesforce	$804,458	$28,088 ▼	-3.4%	2,950	0.1%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$803,081	$517,117 ▼	-39.2%	8,425	0.1%	ETF
CVX Chevron	$775,759	$13,889 ▼	-1.8%	5,418	0.1%	Energy
VZ Verizon Communications	$769,412	$44,135 ▲	6.1%	17,782	0.1%	Computer and Technology
SPOT Spotify Technology	$745,087	$4,604 ▲	0.6%	971	0.1%	Computer and Technology
T AT&T	$732,177	$40,458 ▲	5.8%	25,300	0.1%	Computer and Technology
HIG The Hartford Insurance Group	$723,018	$21,187 ▲	3.0%	5,699	0.1%	Finance
CSX CSX	$710,091	$90,254 ▲	14.6%	21,762	0.1%	Transportation
USB U.S. Bancorp	$689,971	$48,372 ▲	7.5%	15,248	0.1%	Finance
WPC W.P. Carey	$660,514	$32,311 ▲	5.1%	10,589	0.1%	Finance
KMI Kinder Morgan	$651,393	$35,280 ▲	5.7%	22,156	0.1%	Energy
ORCL Oracle	$621,952	$173,360 ▼	-21.8%	2,845	0.1%	Computer and Technology
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$619,796	$33,564 ▲	5.7%	28,198	0.1%	ETF
AEP American Electric Power	$611,977	$10,791 ▲	1.8%	5,898	0.1%	Utilities
COST Costco Wholesale	$604,589	$3,958 ▲	0.7%	611	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mcglone Suttner Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mcglone Suttner Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMcglone Suttner Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools