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McGlone Suttner Wealth Management, Inc.
Updated 6 days agoManaged by Mcglone Suttner Wealth Management, Inc. • Latest filing Q3 2026
Portfolio value
$861M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $714.6M |
| Q4 2025 | $743.4M |
| Q1 2026 | $755.2M |
| Q2 2026 | $852.4M |
| Q3 2026 | $861M |
Top holdings
200 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $170.6M | 3.84M | 19.82% | Added(+0.4%) |
| 2 | $74.2M | 673.2K | 8.62% | Added(+1.3%) | |
| 3 | ? N/A AMERICAN CENTY ETF TR | $68.2M | 532.6K | 7.92% | Added(+0.7%) |
| 4 | $63.3M | 2.11M | 7.35% | Added(+0.4%) | |
| 5 | $50M | 1.15M | 5.81% | Added(+3.6%) | |
| 6 | $39.3M | 704.2K | 4.57% | Added(+0.1%) | |
| 7 | $33M | 1.56M | 3.83% | Added(+4.3%) | |
| 8 | $24.1M | 703.1K | 2.80% | Added(+0.4%) | |
| 9 | $21.3M | 533.5K | 2.47% | Added(+4.5%) | |
| 10 | $19.1M | 234.9K | 2.21% | Added(+0.4%) | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $17.8M | 229.5K | 2.06% | Added(+1.5%) |
| 12 | $14.8M | 188.4K | 1.71% | Added(+5.4%) | |
| 13 | $14.1M | 313.8K | 1.64% | Added(+3.6%) | |
| 14 | $13.9M | 146.8K | 1.61% | Added(+4.3%) | |
| 15 | $9.4M | 28.1K | 1.09% | Trimmed(-3.4%) | |
| 16 | $8.1M | 15.8K | 0.94% | Trimmed(-2.9%) | |
| 17 | $7.9M | 34.5K | 0.92% | Added(+7.7%) | |
| 18 | $7.3M | 21.3K | 0.85% | Trimmed(-0.1%) | |
| 19 | $7.2M | 31.0K | 0.84% | Trimmed(-0.3%) | |
| 20 | $6.8M | 111.5K | 0.79% | Trimmed(-0.2%) |