McGlone Suttner Wealth Management, Inc.
Q3 2026 13F filing
Updated 6 days ago200 disclosed positions worth $861M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $170.6M | 3.84M | 19.82% | — |
| 2 | E ISHARES TR | $74.2M | 673.2K | 8.62% | — |
| 3 | ? N/A AMERICAN CENTY ETF TR | $68.2M | 532.6K | 7.92% | — |
| 4 | S SCHWAB STRATEGIC TR | $63.3M | 2.11M | 7.35% | — |
| 5 | F FIDELITY MERRIMACK STR TR | $50M | 1.15M | 5.81% | — |
| 6 | M DIMENSIONAL ETF TRUST | $39.3M | 704.2K | 4.57% | — |
| 7 | C CAPITAL GRP FIXED INCM ETF T | $33M | 1.56M | 3.83% | — |
| 8 | C CAPITAL GROUP INTL FOCUS EQT | $24.1M | 703.1K | 2.80% | — |
| 9 | F FIDELITY COVINGTON TRUST | $21.3M | 533.5K | 2.47% | — |
| 10 | E ISHARES INC | $19.1M | 234.9K | 2.21% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $17.8M | 229.5K | 2.06% | — |
| 12 | V VANGUARD SCOTTSDALE FDS | $14.8M | 188.4K | 1.71% | — |
| 13 | E FIDELITY COVINGTON TRUST | $14.1M | 313.8K | 1.64% | — |
| 14 | E ISHARES TR | $13.9M | 146.8K | 1.61% | — |
| 15 | A APPLE INC | $9.4M | 28.1K | 1.09% | — |
| 16 | M MICROSOFT CORP | $8.1M | 15.8K | 0.94% | — |
| 17 | N NVIDIA CORPORATION | $7.9M | 34.5K | 0.92% | — |
| 18 | G ALPHABET INC | $7.3M | 21.3K | 0.85% | — |
| 19 | B VANGUARD SPECIALIZED FUNDS | $7.2M | 31.0K | 0.84% | — |
| 20 | F FIDELITY COVINGTON TRUST | $6.8M | 111.5K | 0.79% | — |
| 21 | V VANGUARD WHITEHALL FDS | $6.1M | 39.5K | 0.71% | — |
| 22 | E ISHARES TR | $4.2M | 58.5K | 0.49% | — |
| 23 | E ISHARES TR | $4.1M | 169.7K | 0.48% | — |
| 24 | F FIDELITY COVINGTON TRUST | $4.1M | 49.7K | 0.47% | — |
| 25 | A APPLIED MATLS INC | $3.6M | 7.0K | 0.41% | — |
| 26 | J JPMORGAN CHASE & CO | $3.5M | 10.6K | 0.41% | — |
| 27 | V VANGUARD INDEX FDS | $3.3M | 8.8K | 0.38% | — |
| 28 | A ABBVIE INC | $3.2M | 12.2K | 0.37% | — |
| 29 | E ISHARES TR | $3.2M | 131.8K | 0.37% | — |
| 30 | X EXXONMOBIL HOLDINGS CORP | $3M | 18.2K | 0.34% | — |
| 31 | M META PLATFORMS INC | $3M | 4.1K | 0.34% | — |
| 32 | E ISHARES TR | $2.9M | 21.4K | 0.34% | — |
| 33 | J JOHNSON & JOHNSON | $2.9M | 10.9K | 0.34% | — |
| 34 | A BROADCOM INC | $2.9M | 8.2K | 0.34% | — |
| 35 | C CATERPILLAR INC | $2.8M | 3.5K | 0.33% | — |
| 36 | E ISHARES TR | $2.7M | 110.2K | 0.32% | — |
| 37 | A AMAZON COM INC | $2.7M | 10.7K | 0.31% | — |
| 38 | W WALMART INC | $2.6M | 25.0K | 0.30% | — |
| 39 | E ISHARES TR | $2.6M | 15.5K | 0.30% | — |
| 40 | C CISCO SYS INC | $2.5M | 23.6K | 0.30% | — |
| 41 | A ADVANCED MICRO DEVICES INC | $2.5M | 4.1K | 0.29% | — |
| 42 | E ISHARES TR | $2.4M | 3.2K | 0.28% | — |
| 43 | E ISHARES TR | $2.2M | 15.8K | 0.26% | — |
| 44 | ? N/A ISHARES TR | $2.2M | 91.6K | 0.26% | — |
| 45 | E ISHARES TR | $2.2M | 8.9K | 0.26% | — |
| 46 | M MERCK & CO INC | $2.2M | 14.9K | 0.25% | — |
| 47 | ? N/A ISHARES TR | $2.2M | 95.3K | 0.25% | — |
| 48 | C CAPITAL GRP FIXED INCM ETF T | $2.1M | 81.6K | 0.25% | — |
| 49 | M METLIFE INC | $2.1M | 22.4K | 0.24% | — |
| 50 | P PROCTER & GAMBLE CO | $2.1M | 14.4K | 0.24% | — |