McGlone Suttner Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
McGlone Suttner Wealth Management, Inc. 13F Holdings
CIK 0001964819 · APPLETON, WI
As of Sep 30, 2025, McGlone Suttner Wealth Management, Inc. reported
191 positions worth $714.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 3,709,551 |
|
43.1M20.02% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 625,147 | $62.5M | 8.74% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 2,088,693 | $55.0M | 7.70% |
| AVANTIS US EQUITY ETF | AVUS | — | 503,898 | $54.8M | 7.66% |
| FIDELITY TOTAL BOND ETF | FBND | — | 986,032 | $45.6M | 6.38% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 724,496 | $33.4M | 4.68% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 1,335,471 | $30.3M | 4.25% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 709,664 | $21.0M | 2.94% |
| FIDELITY MSCI HEALTH CARE INDEX ETF | FHLC | — | 278,946 |
8.7M | 2.61% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 214,698 |
4.2M | 1.98% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 202,856 |
3.9M | 1.94% |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | IGEB | — | 277,897 |
2.8M | 1.79% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 117,077 |
1.7M | 1.64% |
| MICROSOFT CORP | MSFT | Technology | 15,978 | $8.3M | 1.16% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 31,315 | $6.8M | 0.95% |
| APPLE INC | AAPL | Technology | 26,136 | $6.7M | 0.93% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 116,893 | $6.5M | 0.91% |
| NVIDIA CORP | NVDA | Technology | 33,040 | $6.2M | 0.86% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 40,007 | $5.6M | 0.79% |
| ALPHABET INC | GOOGL | Equity | 22,138 | $5.4M | 0.75% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 58,193 | $3.8M | 0.53% |
| META PLATFORMS INC | META | Communication Services | 4,969 | $3.6M | 0.51% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,836 | $3.4M | 0.48% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 129,941 | $3.2M | 0.44% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 122,495 | $3.1M | 0.43% |