McGlone Suttner Wealth Management, Inc.
Sector Allocation
- Other83.3%$717.1M
- Technology7.0%$60.6M
- Financials2.6%$22.3M
- Healthcare1.6%$13.4M
- Industrials1.4%$12.3M
- Consumer Staples1.3%$11.1M
- Consumer Discretionary0.9%$8.1M
- Energy0.7%$6.3M
- Utilities0.5%$4.0M
- Communication Services0.3%$2.7M
AUM History
13fpro.ai/research/fund/mcglone-suttner-wealth-management-inc-1964819
Conviction and streaks
Stable · top 10 = 65.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$170.6M
- ISHARES$74.2M
- AMERICAN$68.2M
- SCHWAB$63.3M
- FIDELITY$50.0M
- DIMENSIONAL$39.3M
- CAPITAL$33.0M
- CAPITAL$24.1M
- FIDELITY$21.3M
- ISHARES$19.1M
- DIMENSIONAL$17.8M
- VANGUARD$14.8M
- FIDELITY$14.1M
- ISHARES$13.9M
AAPL
$9.4MMSFT
$8.1MNVDA
$7.9MGOOGL
$7.3M- VANGUARD$7.2M
- FIDELITY$6.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mcglone-suttner-wealth-management-inc-1964819
McGlone Suttner Wealth Management, Inc. 13F holdings — Q3 2026
$861.0M portfolio (+1.0% QoQ) · 200 holdings · Q3 2026 13F · top 10 are 65% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$170.6M
19.8% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P US VLU
$74.2M
8.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
AMERICAN CENTY ETF TR - US EQT ETF
$68.2M
7.9% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - US LRG CAP ETF
$63.3M
7.3% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$50.0M
5.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$39.3M
4.6% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM
$33.0M
3.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT
$24.1M
2.8% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIDELITY COVINGTON TRUST - ENHANCED INTL
$21.3M
2.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES INC - CORE MSCI EMKT
$19.1M
2.2% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $170.6M | 19.8% | +0.4% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P US VLU | $74.2M | 8.6% | +1% | — | — | — | — | |
| 3 | AMERICAN CENTY ETF TR - US EQT ETF | $68.2M | 7.9% | +0.7% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $63.3M | 7.3% | +0.4% | — | — | — | — | |
| 5 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $50.0M | 5.8% | +4% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $39.3M | 4.6% | +0.1% | — | — | — | — | |
| 7 | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $33.0M | 3.8% | +4% | — | — | — | — | |
| 8 | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $24.1M | 2.8% | +0.4% | — | — | — | — | |
| 9 | FIDELITY COVINGTON TRUST - ENHANCED INTL | $21.3M | 2.5% | +5% | — | — | — | — | |
| 10 | ISHARES INC - CORE MSCI EMKT | $19.1M | 2.2% | +0.4% | — | — | — | — |
All holdings — McGlone Suttner Wealth Management, Inc. (Q3 2026)
200 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $17.8M | 2.1% | 229K | +1% | — | — | 13F |
| 12 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $14.8M | 1.7% | 188K | +5% | — | — | 13F |
| 13 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $14.1M | 1.6% | 314K | +4% | — | — | 13F |
| 14 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $13.9M | 1.6% | 147K | +4% | — | — | 13F |
| 15 | Apple Inc. | Technology | $9.4M | 1.1% | 28K | -3% | 11+ qtrs | 75.7 | 13F | |
| 16 | MICROSOFT CORP | Technology | $8.1M | 0.9% | 16K | -3% | 11+ qtrs | 79.8 | 13F | |
| 17 | NVIDIA CORP | Technology | $7.9M | 0.9% | 35K | +8% | 11+ qtrsAdded 3 qtrs in a row | 86.0 | 13F | |
| 18 | Alphabet Inc. | Technology | $7.3M | 0.8% | 21K | -0.1% | 11+ qtrs | 77.7 | 13F | |
| 19 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $7.2M | 0.8% | 31K | -0.3% | — | — | 13F |
| 20 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETFetf/fund | — | $6.8M | 0.8% | 111K | -0.2% | — | — | 13F |
| 21 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $6.1M | 0.7% | 40K | +0.4% | — | — | 13F |
| 22 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $4.2M | 0.5% | 59K | +3% | — | — | 13F |
| 23 | — | ISHARES TR - IBONDS DEC2026etf/fund | — | $4.1M | 0.5% | 170K | +2% | — | — | 13F |
| 24 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $4.1M | 0.5% | 50K | -7% | — | — | 13F |
| 25 | APPLIED MATERIALS INC /DE | Technology | $3.6M | 0.4% | 6,957 | +0.1% | 11+ qtrs | 71.6 | 13F | |
| 26 | $JPM | JPMORGAN CHASE & CO | Financials | $3.5M | 0.4% | 11K | +0.7% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $3.3M | 0.4% | 8,845 | +0.2% | |||
| 28 | $ABBV | AbbVie Inc. | Healthcare | $3.2M | 0.4% | 12K | +0.6% | |||
| 29 | — | ISHARES TR - IBONDS 27 ETF | — | $3.2M | 0.4% | 132K | +15% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.0M | 0.3% | 18K | +0.4% | |||
| 31 | $META | Meta Platforms, Inc. | Technology | $3.0M | 0.3% | 4,082 | -11% | |||
| 32 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.9M | 0.3% | 21K | -0.1% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.9M | 0.3% | 11K | -2% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $2.9M | 0.3% | 8,219 | +0.4% | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $2.8M | 0.3% | 3,489 | -0.2% | |||
| 36 | — | ISHARES TR - IBDS DEC28 ETF | — | $2.7M | 0.3% | 110K | +17% | |||
| 37 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.7M | 0.3% | 11K | -11% | |||
| 38 | $WMT | Walmart Inc. | Consumer Staples | $2.6M | 0.3% | 25K | +0.4% | |||
| 39 | — | ISHARES TR - CORE S&P TTL STK | — | $2.6M | 0.3% | 15K | — | |||
| 40 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.5M | 0.3% | 24K | +0.4% | |||
| 41 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.5M | 0.3% | 4,054 | +49% | |||
| 42 | — | ISHARES TR - CORE S&P500 ETF | — | $2.4M | 0.3% | 3,172 | -3% | |||
| 43 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.2M | 0.3% | 16K | +0.0% | |||
| 44 | — | ISHARES TR - IBONDS DEC 2033 | — | $2.2M | 0.3% | 92K | +1% | |||
| 45 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.2M | 0.3% | 8,925 | -0.1% | |||
| 46 | $MRK | Merck & Co., Inc. | Healthcare | $2.2M | 0.3% | 15K | +10% | |||
| 47 | — | ISHARES TR - IBONDS DEC 29 | — | $2.2M | 0.3% | 95K | +32% | |||
| 48 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $2.1M | 0.3% | 82K | +0.8% | |||
| 49 | $MET | METLIFE INC | Financials | $2.1M | 0.2% | 22K | +0.6% | |||
| 50 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.1M | 0.2% | 14K | +6% | |||
| 51 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $2.0M | 0.2% | 13K | — | |||
| 52 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $1.9M | 0.2% | 31K | — | |||
| 53 | $MU | MICRON TECHNOLOGY INC | Technology | $1.9M | 0.2% | 1,801 | +9% | |||
| 54 | — | FIDELITY COVINGTON TRUST - FIDELITY FUND LR | — | $1.9M | 0.2% | 56K | +0.0% | |||
| 55 | $PH | Parker-Hannifin Corp | Industrials | $1.9M | 0.2% | 1,963 | +1% | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.9M | 0.2% | 8,058 | +3% | |||
| 57 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.7M | 0.2% | 4,923 | — | |||
| 58 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.7M | 0.2% | 32K | +0.6% | |||
| 59 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 0.2% | 19K | +1% | |||
| 60 | — | ISHARES TR - IBONDS DEC 2031 | — | $1.6M | 0.2% | 80K | +2% | |||
| 61 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $1.6M | 0.2% | 33K | +0.4% | |||
| 62 | $PM | Philip Morris International Inc. | Consumer Staples | $1.5M | 0.2% | 7,973 | +2% | |||
| 63 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.5M | 0.2% | 47K | -0.5% | |||
| 64 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2,985 | +6% | |||
| 65 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.5M | 0.2% | 4,470 | +9% | |||
| 66 | $BNY | Bank of New York Mellon Corp | Financials | $1.5M | 0.2% | 10K | +0.8% | |||
| 67 | $CSX | CSX CORP | Industrials | $1.4M | 0.2% | 30K | +3% | |||
| 68 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.2% | 4,791 | +2% | |||
| 69 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.1% | 1,146 | -0.3% | |||
| 70 | $COP | CONOCOPHILLIPS | Energy | $1.3M | 0.1% | 10K | +9% | |||
| 71 | — | ISHARES TR - IBONDS DEC 2032 | — | $1.3M | 0.1% | 53K | +7% | |||
| 72 | $BLK | BlackRock, Inc. | Financials | $1.3M | 0.1% | 1,205 | +0.8% | |||
| 73 | — | ISHARES TR - IBONDS DEC 2030 | — | $1.2M | 0.1% | 59K | +10% | |||
| 74 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $1.2M | 0.1% | 11K | +1% | |||
| 75 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.1% | 15K | +0.6% | |||
| 76 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.2M | 0.1% | 12K | -0.6% | |||
| 77 | $EME | EMCOR Group, Inc. | Industrials | $1.1M | 0.1% | 1,472 | -1% | |||
| 78 | — | ISHARES TR - RUSSELL 3000 ETF | — | $1.1M | 0.1% | 2,521 | -0.1% | |||
| 79 | $USB | US BANCORP \DE\ | Financials | $1.1M | 0.1% | 19K | +0.8% | |||
| 80 | $QCOM | QUALCOMM INC/DE | Technology | $1.1M | 0.1% | 5,840 | +6% | |||
| 81 | $DELL | Dell Technologies Inc. | Technology | $1.0M | 0.1% | 1,914 | -26% | |||
| 82 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.0M | 0.1% | 4,472 | — | |||
| 83 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.0M | 0.1% | 4,638 | +7% | |||
| 84 | $MCD | MCDONALDS CORP | Consumer Discretionary | $999K | 0.1% | 4,326 | -5% | |||
| 85 | $PEP | PEPSICO INC | Consumer Staples | $994K | 0.1% | 7,847 | -0.7% | |||
| 86 | $PLTR | Palantir Technologies Inc. | Technology | $993K | 0.1% | 5,310 | +4% | |||
| 87 | — | ISHARES TR - CORE MSCI EAFE | — | $976K | 0.1% | 10K | +0.3% | |||
| 88 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $960K | 0.1% | 21K | +3% | |||
| 89 | $PLD | Prologis, Inc. | Real Estate | $942K | 0.1% | 7,257 | +0.7% | |||
| 90 | $KMI | KINDER MORGAN, INC. | Energy | $919K | 0.1% | 30K | -3% | |||
| 91 | $CVX | CHEVRON CORP | Energy | $891K | 0.1% | 4,363 | +15% | |||
| 92 | $WPC | W. P. Carey Inc. | Real Estate | $841K | 0.1% | 13K | +0.8% | |||
| 93 | $SO | SOUTHERN CO | Utilities | $823K | 0.1% | 9,927 | +0.8% | |||
| 94 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $822K | 0.1% | 6,683 | -0.2% | |||
| 95 | $ABT | ABBOTT LABORATORIES | Healthcare | $822K | 0.1% | 8,316 | +1% | |||
| 96 | $AXP | AMERICAN EXPRESS CO | Financials | $817K | 0.1% | 2,687 | +0.5% | |||
| 97 | $PANW | Palo Alto Networks Inc | Technology | $792K | 0.1% | 1,994 | +0.7% | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $785K | 0.1% | 20K | +0.0% | |||
| 99 | $LRCX | LAM RESEARCH CORP | Technology | $785K | 0.1% | 2,390 | +72% | |||
| 100 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $760K | 0.1% | 8,435 | +21% | |||
| 101 | $T | AT&T INC. | Communication Services | $747K | 0.1% | 31K | -6% | |||
| 102 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $743K | 0.1% | 6,263 | +1% | |||
| 103 | $BFC | Bank First Corp | Financials | $725K | 0.1% | 4,875 | — | |||
| 104 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $712K | 0.1% | 3,202 | -0.4% | |||
| 105 | $INTC | INTEL CORP | Technology | $705K | 0.1% | 5,861 | -0.2% | |||
| 106 | $SPY | SPDR S&P 500 ETF TRUST | — | $691K | 0.1% | 906 | — | |||
| 107 | $APH | AMPHENOL CORP /DE/ | Technology | $690K | 0.1% | 8,186 | +100% | |||
| 108 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $688K | 0.1% | 4,614 | +0.5% | |||
| 109 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $682K | 0.1% | 2,158 | +0.0% | |||
| 110 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $677K | 0.1% | 10K | — | |||
| 111 | $NIC | NICOLET BANKSHARES INC | Financials | $673K | 0.1% | 4,126 | +0.1% | |||
| 112 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $658K | 0.1% | 11K | +0.0% | |||
| 113 | $IVZ | Invesco Ltd. | Financials | $645K | 0.1% | 3,103 | — | |||
| 114 | $CRM | Salesforce, Inc. | Technology | $619K | 0.1% | 2,695 | -0.0% | |||
| 115 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | — | $617K | 0.1% | 24K | +23% | |||
| 116 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $591K | 0.1% | 4,828 | -2% | |||
| 117 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $586K | 0.1% | 2,711 | +0.1% | |||
| 118 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $585K | 0.1% | 8,691 | +3% | |||
| 119 | $OSK | OSHKOSH CORP | Industrials | $579K | 0.1% | 4,496 | +0.3% | |||
| 120 | $LMT | LOCKHEED MARTIN CORP | Industrials | $579K | 0.1% | 1,137 | +4% | |||
| 121 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $557K | 0.1% | 8,275 | +1% | |||
| 122 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $556K | 0.1% | 611 | -0.2% | |||
| 123 | $PFE | PFIZER INC | Healthcare | $556K | 0.1% | 19K | +4% | |||
| 124 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $546K | 0.1% | 6,584 | — | |||
| 125 | $ORCL | ORACLE CORP | Technology | $531K | 0.1% | 3,865 | +31% | |||
| 126 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $508K | 0.1% | 11K | — | |||
| 127 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $501K | 0.1% | 2,388 | +1.0% | |||
| 128 | — | ISHARES TR - IBONDS DEC 2034 | — | $495K | 0.1% | 20K | +1% | |||
| 129 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $491K | 0.1% | 1,338 | +3% | |||
| 130 | — | ISHARES TR - SP SMCP600VL ETF | — | $487K | 0.1% | 3,806 | — | |||
| 131 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $479K | 0.1% | 2,154 | +3% | |||
| 132 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $476K | 0.1% | 2,010 | +0.8% | |||
| 133 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $476K | 0.1% | 1,441 | +20% | |||
| 134 | $FITB | FIFTH THIRD BANCORP | Financials | $467K | 0.1% | 9,230 | +0.9% | |||
| 135 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $459K | 0.1% | 3,470 | -0.4% | |||
| 136 | — | ISHARES TR - INVT GRAD SY ETF | — | $445K | 0.1% | 10K | -20% | |||
| 137 | — | FIDELITY MERRIMACK STR TR - LTD TRM BD ETF | — | $440K | 0.1% | 8,989 | -8% | |||
| 138 | $GOOG | Alphabet Inc. | Technology | $434K | 0.1% | 1,275 | — | |||
| 139 | $NFLX | NETFLIX INC | Communication Services | $426K | 0.1% | 6,123 | +26% | |||
| 140 | $DHR | DANAHER CORP /DE/ | Healthcare | $419K | 0.1% | 1,891 | +0.6% | |||
| 141 | — | ISHARES TR - CORE MSCI TOTAL | — | $419K | 0.1% | 4,408 | +2% | |||
| 142 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $410K | 0.1% | 1,593 | — | |||
| 143 | $V | VISA INC. | Financials | $410K | 0.1% | 1,140 | +2% | |||
| 144 | $AJG | Arthur J. Gallagher & Co. | Financials | $407K | 0.1% | 1,783 | +1% | |||
| 145 | $GE | GENERAL ELECTRIC CO | Industrials | $402K | 0.1% | 1,287 | +0.1% | |||
| 146 | $DAL | DELTA AIR LINES, INC. | Industrials | $401K | 0.1% | 4,804 | +0.8% | |||
| 147 | $C | CITIGROUP INC | Financials | $399K | 0.1% | 3,079 | +0.8% | |||
| 148 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $395K | 0.1% | 5,601 | +6% | |||
| 149 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $376K | 0.0% | 2,606 | +1% | |||
| 150 | $MCO | MOODYS CORP /DE/ | Financials | $374K | 0.0% | 823 | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 14 new, 124 added to, 40 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
- EVERPURE INC - CL A$322K
first bought this quarter
- ISHARES TR - IBONDS DEC 2036$292K
first bought this quarter
$ANETArista Networks, Inc.$233K
first bought this quarter
$INTUINTUIT INC.$224K
first bought this quarter
$TWLOTWILIO INC$223K
first bought this quarter
$HOODRobinhood Markets, Inc.$223K
first bought this quarter
+8 more in the Excel export
Added to (124)
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+4%
now $50.0M
- CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM+4%
now $33.0M
- ISHARES TR - CORE S&P US VLU+1%
now $74.2M
- FIDELITY COVINGTON TRUST - ENHANCED INTL+5%
now $21.3M
$AMDADVANCED MICRO DEVICES INC+49%
now $2.5M · held 5 qtrs, 5 adds in a row
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+0.4%
now $170.6M
+118 more in the Excel export
Trimmed (40)
$METAMeta Platforms, Inc.-11%
now $3.0M · held 11+ qtrs
$DELLDell Technologies Inc.-26%
now $1.0M · held 2 qtrs
$AMZNAMAZON COM INC-11%
now $2.7M · held 11+ qtrs
now $9.4M · held 11+ qtrs
- FIDELITY COVINGTON TRUST - MSCI HLTH CARE I-7%
now $4.1M
now $8.1M · held 11+ qtrs
+34 more in the Excel export
Holdings by quarter
Every 13F McGlone Suttner Wealth Management, Inc. has filed, 15 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of McGlone Suttner Wealth Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-4.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
McGlone Suttner Wealth Management, Inc. disclosed 200 positions worth $861.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 14 new positions and exited 10 and a full exit from $GS. The portfolio is most concentrated in Other (83.3% of disclosed assets). All figures are sourced directly from McGlone Suttner Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1964819.
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AI-Powered Hedge Fund Analysis: McGlone Suttner Wealth Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For McGlone Suttner Wealth Management, Inc. (SEC CIK: 1964819), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in McGlone Suttner Wealth Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.