McGlone Suttner Wealth Management, Inc.

CIK 0001964819 • 6 13F filings • Apr 29, 2025 – Jul 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $609.4M189 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$433K	0.1%	2,950 SH
ABBOTT LABS	COM	$1.2M	0.2%	8,966 SH
ABBVIE INC	COM	$2.3M	0.4%	11,044 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$388K	0.1%	1,243 SH
ALPHABET INC	CAP STK CL A	$3.0M	0.5%	19,301 SH
ALPHABET INC	CAP STK CL C	$202K	0.0%	1,296 SH
ALTRIA GROUP INC	COM	$380K	0.1%	6,324 SH
AMAZON COM INC	COM	$2.2M	0.4%	11,825 SH
AMERICAN CENTY ETF TR	US EQT ETF	$44.0M	7.2%	476,382 SH
AMERICAN ELEC PWR CO INC	COM	$633K	0.1%	5,794 SH
AMERICAN EXPRESS CO	COM	$901K	0.1%	3,348 SH
APPLE INC	COM	$5.2M	0.8%	23,195 SH
APPLIED MATLS INC	COM	$1.0M	0.2%	7,020 SH
ARISTA NETWORKS INC	COM SHS	$222K	0.0%	2,864 SH
AT&T INC	COM	$676K	0.1%	23,902 SH
AUTOMATIC DATA PROCESSING IN	COM	$209K	0.0%	684 SH
BANK AMERICA CORP	COM	$1.2M	0.2%	28,502 SH
BANK FIRST CORP	COM	$491K	0.1%	4,875 SH
BANK NEW YORK MELLON CORP	COM	$684K	0.1%	8,161 SH
BECTON DICKINSON & CO	COM	$305K	0.1%	1,330 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.2%	2,660 SH
BLACKROCK INC	COM	$902K	0.1%	953 SH
BROADCOM INC	COM	$1.0M	0.2%	6,268 SH
CADENCE DESIGN SYSTEM INC	COM	$368K	0.1%	1,448 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$16.6M	2.7%	678,218 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$28.2M	4.6%	1,256,274 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.7M	0.3%	62,070 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$480K	0.1%	17,574 SH
CARDINAL HEALTH INC	COM	$203K	0.0%	1,472 SH
CASEYS GEN STORES INC	COM	$204K	0.0%	470 SH
CATERPILLAR INC	COM	$1.3M	0.2%	3,968 SH
CHEVRON CORP NEW	COM	$923K	0.2%	5,515 SH
CINTAS CORP	COM	$323K	0.1%	1,572 SH
CISCO SYS INC	COM	$1.4M	0.2%	22,193 SH
CITIGROUP INC	COM NEW	$246K	0.0%	3,463 SH
COCA COLA CO	COM	$1.2M	0.2%	17,296 SH
COMCAST CORP NEW	CL A	$360K	0.1%	9,746 SH
CONOCOPHILLIPS	COM	$1.2M	0.2%	11,568 SH
COSTCO WHSL CORP NEW	COM	$574K	0.1%	607 SH
CROWN CASTLE INC	COM	$343K	0.1%	3,294 SH
CSX CORP	COM	$559K	0.1%	18,996 SH
CUMMINS INC	COM	$234K	0.0%	746 SH
DEERE & CO	COM	$293K	0.0%	625 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$27.9M	4.6%	708,766 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$118.3M	19.4%	3,585,004 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$212K	0.0%	3,502 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$11.6M	1.9%	194,342 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$524K	0.1%	10,183 SH
DOW INC	COM	$336K	0.1%	9,619 SH
EASTMAN CHEM CO	COM	$259K	0.0%	2,941 SH
ELI LILLY & CO	COM	$869K	0.1%	1,052 SH
EMCOR GROUP INC	COM	$550K	0.1%	1,489 SH
EXXON MOBIL CORP	COM	$1.8M	0.3%	15,442 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$1.1M	0.2%	28,507 SH
FIDELITY COVINGTON TRUST	FIDELITY FUND LR	$1.2M	0.2%	55,331 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$5.6M	0.9%	112,368 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$17.7M	2.9%	259,445 SH
FIDELITY MERRIMACK STR TR	CORP BOND ETF	$213K	0.0%	4,538 SH
FIDELITY MERRIMACK STR TR	LTD TRM BD ETF	$535K	0.1%	10,687 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$42.5M	7.0%	931,524 SH
FIDELITY NATL INFORMATION SV	COM	$261K	0.0%	3,493 SH
FIFTH THIRD BANCORP	COM	$334K	0.1%	8,530 SH
FORD MTR CO	COM	$143K	0.0%	14,233 SH
GALLAGHER ARTHUR J & CO	COM	$603K	0.1%	1,748 SH
GE AEROSPACE	COM NEW	$236K	0.0%	1,177 SH
GENERAL DYNAMICS CORP	COM	$817K	0.1%	2,998 SH
GILEAD SCIENCES INC	COM	$455K	0.1%	4,062 SH
GLOBAL X FDS	NASDAQ 100 COVER	$482K	0.1%	28,962 SH
GOLDMAN SACHS GROUP INC	COM	$237K	0.0%	434 SH
HARTFORD INSURANCE GROUP INC	COM	$684K	0.1%	5,532 SH
HEALTHPEAK PROPERTIES INC	COM	$212K	0.0%	10,487 SH
HOME DEPOT INC	COM	$1.7M	0.3%	4,606 SH
HUNTINGTON BANCSHARES INC	COM	$171K	0.0%	11,410 SH
ILLINOIS TOOL WKS INC	COM	$497K	0.1%	2,003 SH
INTERNATIONAL BUSINESS MACHS	COM	$848K	0.1%	3,410 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$536K	0.1%	3,091 SH
ISHARES INC	CORE MSCI EMKT	$11.2M	1.8%	207,246 SH
ISHARES TR	BROAD USD HIGH	$443K	0.1%	12,030 SH
ISHARES TR	CORE MSCI EAFE	$1.0M	0.2%	13,706 SH
ISHARES TR	CORE MSCI TOTAL	$307K	0.1%	4,391 SH
ISHARES TR	CORE S&P MCP ETF	$3.5M	0.6%	60,381 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	0.4%	21,666 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	0.3%	15,670 SH
ISHARES TR	CORE S&P US VLU	$54.8M	9.0%	594,098 SH
ISHARES TR	CORE S&P500 ETF	$1.9M	0.3%	3,415 SH
ISHARES TR	CORE US AGGBD ET	$10.8M	1.8%	109,682 SH
ISHARES TR	EAFE GRWTH ETF	$240K	0.0%	2,395 SH
ISHARES TR	IBDS DEC28 ETF	$1.5M	0.2%	59,698 SH
ISHARES TR	IBONDS 27 ETF	$1.7M	0.3%	68,325 SH
ISHARES TR	IBONDS DEC 2030	$579K	0.1%	26,671 SH
ISHARES TR	IBONDS DEC 2031	$1.3M	0.2%	61,890 SH
ISHARES TR	IBONDS DEC 2032	$1.1M	0.2%	44,691 SH
ISHARES TR	IBONDS DEC 2033	$2.1M	0.3%	83,092 SH
ISHARES TR	IBONDS DEC 2034	$466K	0.1%	18,054 SH
ISHARES TR	IBONDS DEC 29	$759K	0.1%	32,825 SH
ISHARES TR	IBONDS DEC2026	$2.7M	0.4%	113,187 SH
ISHARES TR	IBONDS DEC25 ETF	$3.4M	0.6%	134,764 SH
ISHARES TR	IBOXX HI YD ETF	$247K	0.0%	3,137 SH
ISHARES TR	INVESTMENT GRADE	$11.8M	1.9%	262,288 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.3%	16,507 SH
ISHARES TR	S&P 500 VAL ETF	$852K	0.1%	4,472 SH
ISHARES TR	SP SMCP600VL ETF	$371K	0.1%	3,806 SH
ISHARES TR	ULTRA SHORT-TERM	$229K	0.0%	4,526 SH
ISHARES TR	US TREAS BD ETF	$218K	0.0%	9,472 SH
JOHNSON & JOHNSON	COM	$1.6M	0.3%	9,871 SH
JOHNSON CTLS INTL PLC	SHS	$293K	0.0%	3,654 SH
JPMORGAN CHASE & CO.	COM	$2.6M	0.4%	10,449 SH
KELLANOVA	COM	$236K	0.0%	2,862 SH
KIMBERLY-CLARK CORP	COM	$578K	0.1%	4,061 SH
KINDER MORGAN INC DEL	COM	$598K	0.1%	20,956 SH
L3HARRIS TECHNOLOGIES INC	COM	$288K	0.0%	1,376 SH
LABCORP HOLDINGS INC	COM SHS	$233K	0.0%	1,000 SH
LAMAR ADVERTISING CO NEW	CL A	$269K	0.0%	2,367 SH
LOCKHEED MARTIN CORP	COM	$393K	0.1%	879 SH
MARSH & MCLENNAN COS INC	COM	$250K	0.0%	1,025 SH
MASTERCARD INCORPORATED	CL A	$250K	0.0%	455 SH
MCDONALDS CORP	COM	$1.3M	0.2%	4,174 SH
MEDTRONIC PLC	SHS	$291K	0.0%	3,233 SH
MERCK & CO INC	COM	$1.4M	0.2%	15,063 SH
META PLATFORMS INC	CL A	$2.4M	0.4%	4,118 SH
METLIFE INC	COM	$1.5M	0.2%	18,578 SH
MICROSOFT CORP	COM	$6.0M	1.0%	16,094 SH
MOODYS CORP	COM	$377K	0.1%	810 SH
NETFLIX INC	COM	$909K	0.1%	975 SH
NEXTERA ENERGY INC	COM	$509K	0.1%	7,184 SH
NICOLET BANKSHARES INC	COM	$445K	0.1%	4,085 SH
NORFOLK SOUTHN CORP	COM	$310K	0.1%	1,309 SH
NVIDIA CORPORATION	COM	$3.4M	0.6%	31,438 SH
ORACLE CORP	COM	$509K	0.1%	3,638 SH
OSHKOSH CORP	COM	$420K	0.1%	4,461 SH
PALANTIR TECHNOLOGIES INC	CL A	$617K	0.1%	7,314 SH
PALO ALTO NETWORKS INC	COM	$342K	0.1%	2,002 SH
PARKER-HANNIFIN CORP	COM	$897K	0.1%	1,476 SH
PEPSICO INC	COM	$1.1M	0.2%	7,195 SH
PFIZER INC	COM	$507K	0.1%	20,023 SH
PHILIP MORRIS INTL INC	COM	$964K	0.2%	6,072 SH
PNC FINL SVCS GROUP INC	COM	$457K	0.1%	2,603 SH
PROCTER AND GAMBLE CO	COM	$2.5M	0.4%	14,736 SH
PROLOGIS INC.	COM	$577K	0.1%	5,157 SH
PRUDENTIAL FINL INC	COM	$867K	0.1%	7,763 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$496K	0.1%	6,031 SH
PULTE GROUP INC	COM	$230K	0.0%	2,234 SH
PURE STORAGE INC	CL A	$213K	0.0%	4,818 SH
QUALCOMM INC	COM	$707K	0.1%	4,605 SH
REPUBLIC SVCS INC	COM	$567K	0.1%	2,339 SH
ROYAL CARIBBEAN GROUP	COM	$230K	0.0%	1,118 SH
RTX CORPORATION	COM	$223K	0.0%	1,683 SH
SALESFORCE INC	COM	$819K	0.1%	3,053 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	0.2%	41,014 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$44.6M	7.3%	2,018,017 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$782K	0.1%	9,922 SH
SHOPIFY INC	CL A	$217K	0.0%	2,270 SH
SOUTHERN CO	COM	$788K	0.1%	8,565 SH
SPDR S&P 500 ETF TR	TR UNIT	$517K	0.1%	924 SH
SPDR SER TR	PORTFOLIO INTRMD	$574K	0.1%	17,278 SH
SPDR SER TR	PORTFOLIO LN TSR	$282K	0.0%	10,354 SH
SPDR SER TR	PRTFLO S&P500 GW	$1.1M	0.2%	13,850 SH
SPDR SER TR	PRTFLO S&P500 VL	$1.4M	0.2%	27,245 SH
SPDR SER TR	S&P 600 SMCP VAL	$219K	0.0%	2,797 SH
SPDR SER TR	S&P DIVID ETF	$1.9M	0.3%	13,922 SH
SPOTIFY TECHNOLOGY S A	SHS	$531K	0.1%	965 SH
STRYKER CORPORATION	COM	$331K	0.1%	888 SH
SYNOPSYS INC	COM	$488K	0.1%	1,139 SH
T-MOBILE US INC	COM	$535K	0.1%	2,007 SH
TESLA INC	COM	$1.1M	0.2%	4,395 SH
TEXAS INSTRS INC	COM	$276K	0.0%	1,538 SH
TJX COS INC NEW	COM	$360K	0.1%	2,957 SH
UNITEDHEALTH GROUP INC	COM	$1.1M	0.2%	2,181 SH
US BANCORP DEL	COM NEW	$599K	0.1%	14,179 SH
VANGUARD INDEX FDS	GROWTH ETF	$333K	0.1%	897 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$324K	0.1%	1,325 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$417K	0.1%	2,595 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$321K	0.1%	3,545 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.6M	0.3%	8,432 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	0.4%	7,803 SH
VANGUARD INDEX FDS	VALUE ETF	$464K	0.1%	2,688 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$357K	0.1%	5,891 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.6M	0.3%	31,358 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.1M	1.0%	31,577 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$353K	0.1%	6,951 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.2M	0.9%	40,619 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$925K	0.2%	3,493 SH
VERIZON COMMUNICATIONS INC	COM	$760K	0.1%	16,762 SH
VERTEX PHARMACEUTICALS INC	COM	$277K	0.0%	571 SH
VISA INC	COM CL A	$466K	0.1%	1,330 SH
WALMART INC	COM	$1.9M	0.3%	21,126 SH
WEC ENERGY GROUP INC	COM	$1.2M	0.2%	11,219 SH
WELLS FARGO CO NEW	COM	$901K	0.1%	12,551 SH
WP CAREY INC	COM	$636K	0.1%	10,071 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001964819-26-000005	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001964819-26-000001	$743.4M	View
Oct 20, 2025