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: $714.6M191 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.2M	0.2%	8,882 SH	New
ABBVIE INC	COM	$2.7M	0.4%Prev: 0.4%	11,473 SH	Decreased-687 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$445K	0.1%	1,806 SH	New
ADVANCED MICRO DEVICES INC	COM	$304K	0.0%Prev: 0.2%	1,878 SH	Decreased-846 SH
ALPHABET INC	CAP STK CL A	$5.4M	0.8%Prev: 0.9%	22,138 SH	Decreased+795 SH
ALPHABET INC	CAP STK CL C	$316K	0.0%Prev: 0.1%	1,296 SH	Decreased+21 SH
ALTRIA GROUP INC	COM	$441K	0.1%Prev: 0.1%	6,680 SH	Decreased-1,780 SH
AMAZON COM INC	COM	$2.7M	0.4%Prev: 0.3%	12,163 SH	Decreased+131 SH
AMERICAN CENTY ETF TR	US EQT ETF	$54.8M	7.7%Prev: 7.9%	503,898 SH	Decreased-25,077 SH
AMERICAN ELEC PWR CO INC	COM	$672K	0.1%Prev: 0.1%	5,977 SH	Decreased-206 SH
AMERICAN EXPRESS CO	COM	$967K	0.1%Prev: 0.1%	2,910 SH	Increased+237 SH
AMERICAN WTR WKS CO INC NEW	COM	$236K	0.0%	1,695 SH	New
AMPHENOL CORP NEW	CL A	$505K	0.1%	4,083 SH	New
APPLE INC	COM	$6.7M	0.9%Prev: 1.0%	26,136 SH	Decreased-2,976 SH
APPLIED MATLS INC	COM	$1.4M	0.2%Prev: 0.6%	7,033 SH	Decreased+82 SH
ARISTA NETWORKS INC	COM SHS	$335K	0.0%	2,301 SH	New
ASSOCIATED BANC CORP	COM	$218K	0.0%	8,468 SH	New
AT&T INC	COM	$731K	0.1%Prev: 0.1%	25,896 SH	Increased-6,610 SH
AUTOMATIC DATA PROCESSING IN	COM	$200K	0.0%	682 SH	New
BANK AMERICA CORP	COM	$1.5M	0.2%	29,210 SH	New
BANK FIRST CORP	COM	$591K	0.1%Prev: 0.1%	4,875 SH	Decreased
BANK NEW YORK MELLON CORP	COM	$887K	0.1%	8,142 SH	New
BECTON DICKINSON & CO	COM	$249K	0.0%	1,332 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.2%Prev: 0.2%	2,710 SH	Decreased-109 SH
BLACKROCK ETF TRUST	ISHARES INTL EQ	$357K	0.0%	4,321 SH	New
BLACKROCK INC	COM	$1.2M	0.2%Prev: 0.1%	1,026 SH	Increased-169 SH
BROADCOM INC	COM	$2.3M	0.3%Prev: 0.4%	6,987 SH	Decreased-1,196 SH
CADENCE DESIGN SYSTEM INC	COM	$515K	0.1%Prev: 0.1%	1,465 SH	Increased+269 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$21.0M	2.9%	709,664 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$30.3M	4.2%Prev: 3.9%	1,335,471 SH	Decreased-159,917 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.9M	0.3%	69,224 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$460K	0.1%Prev: 0.1%	16,579 SH	Decreased-2,570 SH
CARDINAL HEALTH INC	COM	$451K	0.1%Prev: 0.1%	2,875 SH	Decreased-340 SH
CASEYS GEN STORES INC	COM	$289K	0.0%	511 SH	New
CATERPILLAR INC	COM	$2.0M	0.3%Prev: 0.4%	4,100 SH	Decreased+605 SH
CENTRUS ENERGY CORP	CL A	$288K	0.0%	928 SH	New
CHEVRON CORP NEW	COM	$858K	0.1%	5,523 SH	New
CINTAS CORP	COM	$325K	0.0%	1,581 SH	New
CISCO SYS INC	COM	$1.7M	0.2%Prev: 0.3%	24,597 SH	Decreased+1,072 SH
CITIGROUP INC	COM NEW	$308K	0.0%Prev: 0.1%	3,030 SH	Decreased-24 SH
COCA COLA CO	COM	$1.2M	0.2%Prev: 0.2%	17,375 SH	Decreased-1,584 SH
COMCAST CORP NEW	CL A	$328K	0.0%Prev: 0.0%	10,424 SH	Increased-1,046 SH
CONOCOPHILLIPS	COM	$1.2M	0.2%Prev: 0.1%	12,651 SH	Increased+3,208 SH
COSTCO WHSL CORP NEW	COM	$547K	0.1%	591 SH	New
CROWN CASTLE INC	COM	$354K	0.0%Prev: 0.0%	3,673 SH	Decreased-1,493 SH
CSX CORP	COM	$786K	0.1%Prev: 0.2%	22,131 SH	Decreased-7,462 SH
CUMMINS INC	COM	$296K	0.0%Prev: 0.1%	701 SH	Decreased-9 SH
DANAHER CORPORATION	COM	$300K	0.0%	1,514 SH	New
DEERE & CO	COM	$260K	0.0%	568 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$33.4M	4.7%Prev: 4.5%	724,496 SH	Decreased+21,041 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$143.1M	20.0%	3,709,551 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$254K	0.0%	3,502 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$13.9M	1.9%Prev: 2.2%	202,856 SH	Decreased-23,254 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$311K	0.0%Prev: 0.0%	7,313 SH	Decreased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$593K	0.1%Prev: 0.1%	10,183 SH	Decreased
ELI LILLY & CO	COM	$792K	0.1%Prev: 0.2%	1,038 SH	Decreased-112 SH
EMCOR GROUP INC	COM	$973K	0.1%Prev: 0.1%	1,497 SH	Decreased+5 SH
EXXON MOBIL CORP	COM	$1.8M	0.3%Prev: 0.3%	16,059 SH	Decreased-2,055 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$486K	0.1%Prev: 0.0%	2,163 SH	Increased+1,212 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$1.6M	0.2%Prev: 0.2%	30,107 SH	Decreased-574 SH
FIDELITY COVINGTON TRUST	FIDELITY FUND LR	$1.7M	0.2%Prev: 0.2%	56,344 SH	Decreased+68 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.5M	0.9%Prev: 0.8%	116,893 SH	Decreased+5,147 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$18.7M	2.6%Prev: 0.5%	278,946 SH	Increased+225,313 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$230K	0.0%Prev: 0.0%	1,034 SH	Decreased
FIDELITY MERRIMACK STR TR	CORP BOND ETF	$218K	0.0%Prev: 0.0%	4,538 SH	Increased
FIDELITY MERRIMACK STR TR	LTD TRM BD ETF	$542K	0.1%Prev: 0.1%	10,689 SH	Increased+970 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$45.6M	6.4%Prev: 5.9%	986,032 SH	Decreased-128,350 SH
FIDELITY NATL INFORMATION SV	COM	$230K	0.0%	3,494 SH	New
FIFTH THIRD BANCORP	COM	$390K	0.1%Prev: 0.1%	8,754 SH	Decreased-398 SH
GALLAGHER ARTHUR J & CO	COM	$549K	0.1%Prev: 0.0%	1,771 SH	Increased+14 SH
GE AEROSPACE	COM NEW	$370K	0.1%Prev: 0.1%	1,230 SH	Decreased-56 SH
GENERAL DYNAMICS CORP	COM	$1.1M	0.2%Prev: 0.2%	3,340 SH	Decreased-766 SH
GILEAD SCIENCES INC	COM	$520K	0.1%Prev: 0.1%	4,681 SH	Decreased+88 SH
GLOBAL X FDS	NASDAQ 100 COVER	$376K	0.1%Prev: 0.0%	22,097 SH	Increased+4,923 SH
GOLDMAN SACHS GROUP INC	COM	$317K	0.0%Prev: 0.1%	398 SH	Decreased-104 SH
HARTFORD INSURANCE GROUP INC	COM	$705K	0.1%Prev: 0.1%	5,287 SH	Increased+381 SH
HOME DEPOT INC	COM	$1.9M	0.3%Prev: 0.2%	4,675 SH	Increased-15 SH
ILLINOIS TOOL WKS INC	COM	$415K	0.1%Prev: 0.1%	1,593 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.1%Prev: 0.1%	3,558 SH	Decreased-783 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$588K	0.1%Prev: 0.1%	3,100 SH	Decreased-3 SH
ISHARES INC	CORE MSCI EMKT	$14.2M	2.0%Prev: 2.3%	214,698 SH	Decreased-19,129 SH
ISHARES TR	CORE MSCI EAFE	$991K	0.1%Prev: 0.1%	11,352 SH	Increased+1,300 SH
ISHARES TR	CORE S&P MCP ETF	$3.8M	0.5%Prev: 0.5%	58,193 SH	Decreased+1,217 SH
ISHARES TR	CORE S&P SCP ETF	$2.5M	0.4%Prev: 0.4%	21,422 SH	Decreased-1 SH
ISHARES TR	CORE S&P TTL STK	$2.3M	0.3%Prev: 0.3%	15,668 SH	Decreased+188 SH
ISHARES TR	CORE S&P US VLU	$62.5M	8.7%Prev: 8.6%	625,147 SH	Decreased-39,470 SH
ISHARES TR	CORE S&P500 ETF	$2.3M	0.3%Prev: 0.3%	3,498 SH	Decreased+242 SH
ISHARES TR	CORE US AGGBD ET	$11.7M	1.6%Prev: 1.6%	117,077 SH	Decreased-23,639 SH
ISHARES TR	EAFE GRWTH ETF	$274K	0.0%Prev: 0.0%	2,403 SH	Decreased-19 SH
ISHARES TR	IBDS DEC28 ETF	$1.8M	0.3%Prev: 0.3%	70,444 SH	Decreased-24,067 SH
ISHARES TR	IBONDS 27 ETF	$2.0M	0.3%Prev: 0.3%	83,130 SH	Decreased-31,412 SH
ISHARES TR	IBONDS DEC 2030	$670K	0.1%Prev: 0.1%	30,254 SH	Decreased-23,088 SH
ISHARES TR	IBONDS DEC 2031	$1.3M	0.2%Prev: 0.2%	63,614 SH	Decreased-14,993 SH
ISHARES TR	IBONDS DEC 2032	$1.2M	0.2%Prev: 0.1%	46,052 SH	Decreased-3,708 SH
ISHARES TR	IBONDS DEC 2033	$2.2M	0.3%Prev: 0.3%	85,568 SH	Decreased-4,902 SH
ISHARES TR	IBONDS DEC 2034	$447K	0.1%Prev: 0.1%	16,885 SH	Decreased-2,981 SH
ISHARES TR	IBONDS DEC 29	$972K	0.1%Prev: 0.2%	41,422 SH	Decreased-30,770 SH
ISHARES TR	IBONDS DEC2026	$3.2M	0.4%Prev: 0.5%	129,941 SH	Decreased-36,820 SH
ISHARES TR	IBONDS DEC25 ETF	$3.1M	0.4%	122,495 SH	New
ISHARES TR	IBOXX HI YD ETF	$255K	0.0%Prev: 0.0%	3,137 SH	Increased
ISHARES TR	INVESTMENT GRADE	$12.8M	1.8%	277,897 SH	New
ISHARES TR	S&P 500 GRWT ETF	$2.0M	0.3%Prev: 0.3%	16,512 SH	Decreased+739 SH
ISHARES TR	S&P 500 VAL ETF	$924K	0.1%Prev: 0.1%	4,472 SH	Decreased
ISHARES TR	SP SMCP600VL ETF	$421K	0.1%Prev: 0.1%	3,806 SH	Decreased
ISHARES TR	ULTRA SHORT DUR	$230K	0.0%	4,526 SH	New
JOHNSON & JOHNSON	COM	$1.9M	0.3%Prev: 0.3%	10,440 SH	Decreased-766 SH
JPMORGAN CHASE & CO.	COM	$3.4M	0.5%	10,836 SH	New
KELLANOVA	COM	$235K	0.0%	2,862 SH	New
KIMBERLY-CLARK CORP	COM	$509K	0.1%Prev: 0.0%	4,095 SH	Increased+364 SH
KINDER MORGAN INC DEL	COM	$648K	0.1%Prev: 0.1%	22,899 SH	Decreased-8,522 SH
L3HARRIS TECHNOLOGIES INC	COM	$475K	0.1%Prev: 0.1%	1,555 SH	Decreased-439 SH
LABCORP HOLDINGS INC	COM SHS	$286K	0.0%Prev: 0.0%	998 SH	Increased-8 SH
LAMAR ADVERTISING CO NEW	CL A	$298K	0.0%	2,435 SH	New
LOCKHEED MARTIN CORP	COM	$482K	0.1%Prev: 0.1%	966 SH	Decreased-132 SH
MARSH & MCLENNAN COS INC	COM	$213K	0.0%	1,058 SH	New
MASTERCARD INCORPORATED	CL A	$269K	0.0%Prev: 0.0%	472 SH	Increased+2 SH
MCDONALDS CORP	COM	$1.4M	0.2%Prev: 0.1%	4,461 SH	Increased-80 SH
MEDTRONIC PLC	SHS	$309K	0.0%Prev: 0.0%	3,248 SH	Increased+80 SH
MERCK & CO INC	COM	$1.2M	0.2%Prev: 0.2%	14,539 SH	Decreased+946 SH
META PLATFORMS INC	CL A	$3.6M	0.5%Prev: 0.3%	4,969 SH	Increased+379 SH
METLIFE INC	COM	$1.6M	0.2%Prev: 0.2%	19,979 SH	Decreased-2,288 SH
MICROSOFT CORP	COM	$8.3M	1.2%Prev: 0.7%	15,978 SH	Increased-337 SH
MOODYS CORP	COM	$387K	0.1%Prev: 0.0%	811 SH	Increased-11 SH
NETFLIX INC	COM	$1.1M	0.2%	907 SH	New
NEXTERA ENERGY INC	COM	$371K	0.1%Prev: 0.0%	4,921 SH	Increased+1,852 SH
NICOLET BANKSHARES INC	COM	$551K	0.1%Prev: 0.1%	4,100 SH	Decreased-20 SH
NORFOLK SOUTHN CORP	COM	$515K	0.1%	1,715 SH	New
NVIDIA CORPORATION	COM	$6.2M	0.9%Prev: 0.8%	33,040 SH	Decreased+964 SH
ORACLE CORP	COM	$799K	0.1%Prev: 0.1%	2,843 SH	Increased-100 SH
OSHKOSH CORP	COM	$579K	0.1%Prev: 0.1%	4,467 SH	Decreased-16 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.1%Prev: 0.1%	5,543 SH	Increased+456 SH
PALO ALTO NETWORKS INC	COM	$407K	0.1%Prev: 0.1%	2,001 SH	Decreased+20 SH
PARKER-HANNIFIN CORP	COM	$1.2M	0.2%Prev: 0.2%	1,622 SH	Decreased-317 SH
PENTAIR PLC	SHS	$333K	0.0%	3,011 SH	New
PEPSICO INC	COM	$1.1M	0.2%Prev: 0.1%	7,865 SH	Increased-36 SH
PFIZER INC	COM	$565K	0.1%Prev: 0.1%	22,166 SH	Increased+3,343 SH
PHILIP MORRIS INTL INC	COM	$1.1M	0.2%Prev: 0.2%	6,696 SH	Decreased-1,111 SH
PNC FINL SVCS GROUP INC	COM	$577K	0.1%Prev: 0.1%	2,871 SH	Increased+770 SH
PROCTER AND GAMBLE CO	COM	$2.3M	0.3%	14,929 SH	New
PROLOGIS INC.	COM	$623K	0.1%Prev: 0.1%	5,443 SH	Decreased-1,766 SH
PRUDENTIAL FINL INC	COM	$913K	0.1%Prev: 0.1%	8,800 SH	Decreased-2,013 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$566K	0.1%	6,781 SH	New
PURE STORAGE INC	CL A	$247K	0.0%	2,945 SH	New
QUALCOMM INC	COM	$771K	0.1%Prev: 0.1%	4,632 SH	Decreased-871 SH
REPUBLIC SVCS INC	COM	$554K	0.1%Prev: 0.1%	2,414 SH	Increased+49 SH
ROBINHOOD MKTS INC	COM CL A	$281K	0.0%	1,963 SH	New
ROYAL CARIBBEAN GROUP	COM	$371K	0.1%Prev: 0.0%	1,147 SH	Increased+6 SH
RTX CORPORATION	COM	$235K	0.0%Prev: 0.0%	1,404 SH	Decreased-35 SH
SALESFORCE INC	COM	$660K	0.1%Prev: 0.0%	2,784 SH	Increased+88 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	0.2%Prev: 0.2%	43,016 SH	Decreased-3,729 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$55.0M	7.7%Prev: 7.3%	2,088,693 SH	Decreased-12,620 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$867K	0.1%	9,942 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$337K	0.0%	2,270 SH	New
SOUTHERN CO	COM	$817K	0.1%Prev: 0.1%	8,618 SH	Decreased-1,232 SH
SPDR S&P 500 ETF TR	TR UNIT	$597K	0.1%	896 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$283K	0.0%	8,340 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$881K	0.1%	8,428 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$741K	0.1%	13,392 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.9M	0.3%	13,548 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$443K	0.1%	635 SH	New
STRYKER CORPORATION	COM	$326K	0.0%Prev: 0.0%	883 SH	Increased+55 SH
SYNOPSYS INC	COM	$348K	0.0%	706 SH	New
T-MOBILE US INC	COM	$483K	0.1%Prev: 0.0%	2,017 SH	Increased
TESLA INC	COM	$2.2M	0.3%Prev: 0.2%	4,953 SH	Increased+30 SH
TEXAS INSTRS INC	COM	$286K	0.0%Prev: 0.0%	1,558 SH	Decreased+300 SH
THE CIGNA GROUP	COM	$217K	0.0%Prev: 0.0%	753 SH	Decreased-185 SH
TJX COS INC NEW	COM	$499K	0.1%Prev: 0.1%	3,456 SH	Decreased-27 SH
UBER TECHNOLOGIES INC	COM	$261K	0.0%	2,669 SH	New
UNITEDHEALTH GROUP INC	COM	$585K	0.1%Prev: 0.1%	1,695 SH	Increased+398 SH
US BANCORP DEL	COM NEW	$770K	0.1%	15,922 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$430K	0.1%Prev: 0.1%	897 SH	Decreased-6,065 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$269K	0.0%Prev: 0.0%	917 SH	Increased+155 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$322K	0.0%Prev: 0.0%	1,844 SH	Increased+240 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$280K	0.0%Prev: 0.0%	3,061 SH	Decreased+91 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	0.2%Prev: 0.2%	7,934 SH	Decreased+112 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	0.4%Prev: 0.4%	7,850 SH	Decreased-973 SH
VANGUARD INDEX FDS	VALUE ETF	$501K	0.1%Prev: 0.1%	2,688 SH	Decreased-20 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$420K	0.1%Prev: 0.1%	5,891 SH	Decreased-693 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.3M	0.2%Prev: 0.2%	25,745 SH	Decreased-7,370 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.8M	0.9%Prev: 0.9%	31,315 SH	Decreased+217 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$295K	0.0%Prev: 0.0%	4,916 SH	Decreased-357 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.6M	0.8%Prev: 0.7%	40,007 SH	Decreased+656 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$878K	0.1%Prev: 0.1%	3,382 SH	Increased+1,225 SH
VERIZON COMMUNICATIONS INC	COM	$811K	0.1%Prev: 0.1%	18,447 SH	Decreased-1,944 SH
VERTIV HOLDINGS CO	COM CL A	$305K	0.0%Prev: 0.0%	2,023 SH	Increased+1,119 SH
VISA INC	COM CL A	$442K	0.1%Prev: 0.0%	1,295 SH	Increased+176 SH
WALMART INC	COM	$2.3M	0.3%Prev: 0.3%	22,317 SH	Decreased-2,560 SH
WEC ENERGY GROUP INC	COM	$1.3M	0.2%Prev: 0.2%	11,360 SH	Decreased-293 SH
WELLS FARGO CO NEW	COM	$1.1M	0.2%	13,256 SH	New
WP CAREY INC	COM	$742K	0.1%Prev: 0.1%	10,984 SH	Decreased-1,926 SH
ZSCALER INC	COM	$300K	0.0%	1,000 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $744K
AMPHENOL CORP — $723K
ASSOCIATED BANC-CORP — $252K
BALL CORP — $209K
BANK OF AMER CORP — $1.8M
BANK OF NY MELLON CORP — $1.4M
BLACKROCK ETF TRUST — $567K
CAPITAL GROUP GROWTH ETF — $283K
CAPITAL GROUP INTL FOCUS EQT — $24.3M
CAPITAL GRP FIXED INCM ETF T — $2.2M
CHEVRON CORPORATION — $630K
CITIZENS FINL GROUP INC — $291K
CORNING INC — $313K
COSTCO WHOLESALE CORPORATION — $572K
DANAHER CORP DEL — $358K
DELL TECHNOLOGIES INC — $1.1M
DELTA AIR LINES INC — $447K
DIMENSIONAL ETF TRUST — $169.5M
DIMENSIONAL ETF TRUST — $287K
FIDELITY COVINGTON TRUST — $20.5M
… and 35 more

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