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: $755.2M187 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$841K	0.1%	8,194 SH	New
ABBVIE INC	COM	$2.6M	0.3%Prev: 0.4%	11,987 SH	Increased+943 SH
ADVANCED MICRO DEVICES INC	COM	$510K	0.1%	2,506 SH	New
ALPHABET INC	CAP STK CL A	$6.1M	0.8%Prev: 0.5%	21,083 SH	Increased+1,782 SH
ALPHABET INC	CAP STK CL C	$422K	0.1%Prev: 0.0%	1,471 SH	Increased+175 SH
ALTRIA GROUP INC	COM	$545K	0.1%Prev: 0.1%	8,253 SH	Increased+1,929 SH
AMAZON COM INC	COM	$2.5M	0.3%Prev: 0.4%	11,968 SH	Increased+143 SH
AMERICAN CENTY ETF TR	US EQT ETF	$58.1M	7.7%Prev: 7.2%	522,317 SH	Increased+45,935 SH
AMERICAN ELEC PWR CO INC	COM	$806K	0.1%Prev: 0.1%	6,149 SH	Increased+355 SH
AMERICAN EXPRESS CO	COM	$808K	0.1%Prev: 0.1%	2,670 SH	Decreased-678 SH
AMPHENOL CORP	CL A	$488K	0.1%	3,864 SH	New
APPLE INC	COM	$6.8M	0.9%Prev: 0.8%	26,750 SH	Increased+3,555 SH
APPLIED MATLS INC	COM	$2.3M	0.3%Prev: 0.2%	6,871 SH	Increased-149 SH
ASSOCIATED BANC-CORP	COM	$219K	0.0%	8,468 SH	New
AT&T INC	COM	$903K	0.1%Prev: 0.1%	31,158 SH	Increased+7,256 SH
BANK AMERICA CORP	COM	$1.5M	0.2%Prev: 0.2%	31,096 SH	Increased+2,594 SH
BANK FIRST CORP	COM	$658K	0.1%Prev: 0.1%	4,875 SH	Increased
BANK NEW YORK MELLON CORP	COM	$1.1M	0.1%Prev: 0.1%	9,460 SH	Increased+1,299 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.2%Prev: 0.2%	3,207 SH	Increased+547 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$354K	0.0%	10,755 SH	New
BLACKROCK INC	COM	$1.1M	0.1%Prev: 0.1%	1,150 SH	Increased+197 SH
BROADCOM INC	COM	$2.3M	0.3%Prev: 0.2%	7,353 SH	Increased+1,085 SH
CADENCE DESIGN SYSTEM INC	COM	$332K	0.0%Prev: 0.1%	1,195 SH	Decreased-253 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$20.8M	2.8%Prev: 2.7%	706,871 SH	Increased+28,653 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$32.0M	4.2%Prev: 4.6%	1,431,489 SH	Increased+175,215 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.1M	0.3%Prev: 0.3%	78,857 SH	Increased+16,787 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$547K	0.1%Prev: 0.1%	20,079 SH	Increased+2,505 SH
CARDINAL HEALTH INC	COM	$666K	0.1%Prev: 0.0%	3,153 SH	Increased+1,681 SH
CASEYS GEN STORES INC	COM	$348K	0.0%Prev: 0.0%	479 SH	Increased+9 SH
CATERPILLAR INC	COM	$2.9M	0.4%Prev: 0.2%	4,071 SH	Increased+103 SH
CHEVRON CORPORATION	COM	$784K	0.1%	3,790 SH	New
CINTAS CORP	COM	$215K	0.0%Prev: 0.1%	1,270 SH	Decreased-302 SH
CISCO SYS INC	COM	$2.0M	0.3%Prev: 0.2%	25,583 SH	Increased+3,390 SH
CITIGROUP INC	COM NEW	$346K	0.0%Prev: 0.0%	3,052 SH	Increased-411 SH
CITIZENS FINL GROUP INC	COM	$248K	0.0%	4,142 SH	New
COCA COLA CO	COM	$1.4M	0.2%Prev: 0.2%	18,466 SH	Increased+1,170 SH
COMCAST CORP NEW	CL A	$306K	0.0%Prev: 0.1%	10,674 SH	Decreased+928 SH
CONOCOPHILLIPS	COM	$1.2M	0.2%Prev: 0.2%	9,027 SH	Decreased-2,541 SH
CORNING INC	COM	$244K	0.0%	1,795 SH	New
COSTCO WHOLESALE CORPORATION	COM	$598K	0.1%	600 SH	New
CROWN CASTLE INC	COM	$391K	0.1%Prev: 0.1%	4,814 SH	Increased+1,520 SH
CSX CORP	COM	$1.1M	0.1%Prev: 0.1%	27,361 SH	Increased+8,365 SH
CUMMINS INC	COM	$382K	0.1%Prev: 0.0%	710 SH	Increased-36 SH
DANAHER CORP DEL	COM	$335K	0.0%	1,768 SH	New
DEERE & CO	COM	$536K	0.1%Prev: 0.0%	951 SH	Increased+326 SH
DELTA AIR LINES INC	COM NEW	$317K	0.0%	4,770 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$37.2M	4.9%Prev: 4.6%	704,008 SH	Increased-4,758 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$147.0M	19.5%Prev: 19.4%	3,783,233 SH	Increased+198,229 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$248K	0.0%Prev: 0.0%	3,502 SH	Increased
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$15.6M	2.1%Prev: 1.9%	219,207 SH	Increased+24,865 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$300K	0.0%	7,313 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$636K	0.1%Prev: 0.1%	10,183 SH	Increased
ELI LILLY & CO	COM	$1.0M	0.1%Prev: 0.1%	1,116 SH	Increased+64 SH
EMCOR GROUP INC	COM	$1.1M	0.1%Prev: 0.1%	1,482 SH	Increased-7 SH
EXXON MOBIL CORP	COM	$3.0M	0.4%Prev: 0.3%	17,584 SH	Increased+2,142 SH
FABRINET	SHS	$453K	0.1%	868 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$222K	0.0%	951 SH	New
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$1.5M	0.2%Prev: 0.2%	30,681 SH	Increased+2,174 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$16.2M	2.1%	436,361 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$9.7M	1.3%	257,703 SH	New
FIDELITY COVINGTON TRUST	FIDELITY FUND LR	$1.6M	0.2%Prev: 0.2%	56,274 SH	Increased+943 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$6.2M	0.8%Prev: 0.9%	111,344 SH	Increased-1,024 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$5.1M	0.7%Prev: 2.9%	73,181 SH	Decreased-186,264 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$215K	0.0%	1,034 SH	New
FIDELITY MERRIMACK STR TR	CORP BOND ETF	$214K	0.0%Prev: 0.0%	4,538 SH	Increased
FIDELITY MERRIMACK STR TR	LTD TRM BD ETF	$497K	0.1%Prev: 0.1%	9,889 SH	Decreased-798 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$48.7M	6.5%Prev: 7.0%	1,068,057 SH	Increased+136,533 SH
FIFTH THIRD BANCORP	COM	$424K	0.1%Prev: 0.1%	9,136 SH	Increased+606 SH
GALLAGHER ARTHUR J & CO	COM	$384K	0.1%Prev: 0.1%	1,771 SH	Decreased+23 SH
GE AEROSPACE	COM NEW	$350K	0.0%Prev: 0.0%	1,233 SH	Increased+56 SH
GENERAL DYNAMICS CORP	COM	$1.3M	0.2%Prev: 0.1%	3,892 SH	Increased+894 SH
GILEAD SCIENCES INC	COM	$616K	0.1%Prev: 0.1%	4,419 SH	Increased+357 SH
GLOBAL X FDS	NASDAQ 100 COVER	$311K	0.0%Prev: 0.1%	18,127 SH	Decreased-10,835 SH
GOLDMAN SACHS GROUP INC	COM	$405K	0.1%Prev: 0.0%	478 SH	Increased+44 SH
HARTFORD INSURANCE GROUP INC	COM	$663K	0.1%Prev: 0.1%	4,902 SH	Decreased-630 SH
HERSHEY CO	COM	$300K	0.0%	1,443 SH	New
HOME DEPOT INC	COM	$1.5M	0.2%Prev: 0.3%	4,580 SH	Decreased-26 SH
HOWMET AEROSPACE INC	COM	$232K	0.0%	1,009 SH	New
ILLINOIS TOOL WKS INC	COM	$415K	0.1%Prev: 0.1%	1,593 SH	Decreased-410 SH
INTEL CORP	COM	$221K	0.0%	5,017 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.1%Prev: 0.1%	4,303 SH	Increased+893 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$596K	0.1%Prev: 0.1%	3,103 SH	Increased+12 SH
ISHARES INC	CORE MSCI EMKT	$16.1M	2.1%Prev: 1.8%	231,126 SH	Increased+23,880 SH
ISHARES TR	CORE MSCI EAFE	$1.0M	0.1%Prev: 0.2%	11,405 SH	Decreased-2,301 SH
ISHARES TR	CORE MSCI TOTAL	$375K	0.0%Prev: 0.1%	4,329 SH	Increased-62 SH
ISHARES TR	CORE S&P MCP ETF	$3.9M	0.5%Prev: 0.6%	58,132 SH	Increased-2,249 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	0.4%Prev: 0.4%	21,371 SH	Increased-295 SH
ISHARES TR	CORE S&P TTL STK	$2.2M	0.3%Prev: 0.3%	15,480 SH	Increased-190 SH
ISHARES TR	CORE S&P US VLU	$66.8M	8.8%Prev: 9.0%	653,302 SH	Increased+59,204 SH
ISHARES TR	CORE S&P500 ETF	$2.4M	0.3%Prev: 0.3%	3,688 SH	Increased+273 SH
ISHARES TR	CORE US AGGBD ET	$13.0M	1.7%Prev: 1.8%	130,590 SH	Increased+20,908 SH
ISHARES TR	EAFE GRWTH ETF	$269K	0.0%Prev: 0.0%	2,416 SH	Increased+21 SH
ISHARES TR	IBDS DEC28 ETF	$2.2M	0.3%Prev: 0.2%	87,944 SH	Increased+28,246 SH
ISHARES TR	IBONDS 27 ETF	$2.5M	0.3%Prev: 0.3%	104,366 SH	Increased+36,041 SH
ISHARES TR	IBONDS DEC 2030	$993K	0.1%Prev: 0.1%	45,361 SH	Increased+18,690 SH
ISHARES TR	IBONDS DEC 2031	$1.5M	0.2%Prev: 0.2%	73,269 SH	Increased+11,379 SH
ISHARES TR	IBONDS DEC 2032	$1.2M	0.2%Prev: 0.2%	49,426 SH	Increased+4,735 SH
ISHARES TR	IBONDS DEC 2033	$2.3M	0.3%Prev: 0.3%	89,418 SH	Increased+6,326 SH
ISHARES TR	IBONDS DEC 2034	$512K	0.1%Prev: 0.1%	19,651 SH	Increased+1,597 SH
ISHARES TR	IBONDS DEC 29	$1.5M	0.2%Prev: 0.1%	65,713 SH	Increased+32,888 SH
ISHARES TR	IBONDS DEC2026	$4.1M	0.5%Prev: 0.4%	168,578 SH	Increased+55,391 SH
ISHARES TR	IBOXX HI YD ETF	$250K	0.0%Prev: 0.0%	3,137 SH	Increased
ISHARES TR	INVESTMENT GRADE	$1.4M	0.2%Prev: 1.9%	31,423 SH	Decreased-230,865 SH
ISHARES TR	RUS 1000 GRW ETF	$206K	0.0%	482 SH	New
ISHARES TR	RUS 1000 VAL ETF	$2.0M	0.3%	9,304 SH	New
ISHARES TR	RUSSELL 3000 ETF	$956K	0.1%	2,580 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.9M	0.2%Prev: 0.3%	16,501 SH	Increased-6 SH
ISHARES TR	S&P 500 VAL ETF	$944K	0.1%Prev: 0.1%	4,472 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$201K	0.0%	1,515 SH	New
ISHARES TR	SP SMCP600VL ETF	$451K	0.1%Prev: 0.1%	3,806 SH	Increased
JOHNSON & JOHNSON	COM	$2.7M	0.4%Prev: 0.3%	11,071 SH	Increased+1,200 SH
JPMORGAN CHASE & CO	COM	$3.0M	0.4%	10,255 SH	New
KIMBERLY-CLARK CORP	COM	$391K	0.1%Prev: 0.1%	4,055 SH	Decreased-6 SH
KINDER MORGAN INC DEL	COM	$952K	0.1%Prev: 0.1%	28,393 SH	Increased+7,437 SH
L3HARRIS TECHNOLOGIES INC	COM	$649K	0.1%Prev: 0.0%	1,879 SH	Increased+503 SH
LABCORP HOLDINGS INC	COM SHS	$268K	0.0%Prev: 0.0%	1,003 SH	Increased+3 SH
LAM RESEARCH CORP	COM NEW	$287K	0.0%	1,344 SH	New
LAMAR ADVERTISING CO	CL A	$324K	0.0%	2,560 SH	New
LOCKHEED MARTIN CORP	COM	$628K	0.1%Prev: 0.1%	1,039 SH	Increased+160 SH
MASTERCARD INCORPORATED	CL A	$218K	0.0%Prev: 0.0%	437 SH	Decreased-18 SH
MCDONALDS CORP	COM	$1.4M	0.2%Prev: 0.2%	4,420 SH	Increased+246 SH
MEDTRONIC PLC	SHS	$273K	0.0%Prev: 0.0%	3,153 SH	Decreased-80 SH
MERCK & CO INC	COM	$1.6M	0.2%Prev: 0.2%	13,283 SH	Increased-1,780 SH
META PLATFORMS INC	CL A	$2.6M	0.3%Prev: 0.4%	4,599 SH	Increased+481 SH
METLIFE INC	COM	$1.5M	0.2%Prev: 0.2%	21,518 SH	Increased+2,940 SH
MICRON TECHNOLOGY INC	COM	$253K	0.0%	749 SH	New
MICROSOFT CORP	COM	$6.0M	0.8%Prev: 1.0%	16,139 SH	Decreased+45 SH
MOODYS CORP	COM	$356K	0.0%Prev: 0.1%	815 SH	Decreased+5 SH
NETFLIX INC.	COM	$585K	0.1%	6,085 SH	New
NEXTERA ENERGY INC	COM	$300K	0.0%Prev: 0.1%	3,227 SH	Decreased-3,957 SH
NICOLET BANKSHARES INC	COM	$663K	0.1%Prev: 0.1%	4,459 SH	Increased+374 SH
NVIDIA CORPORATION	COM	$5.5M	0.7%Prev: 0.6%	31,508 SH	Increased+70 SH
ORACLE CORP	COM	$349K	0.0%Prev: 0.1%	2,374 SH	Decreased-1,264 SH
OSHKOSH CORP	COM	$659K	0.1%Prev: 0.1%	4,475 SH	Increased+14 SH
PALANTIR TECHNOLOGIES INC	CL A	$743K	0.1%Prev: 0.1%	5,079 SH	Increased-2,235 SH
PALO ALTO NETWORKS INC	COM	$317K	0.0%Prev: 0.1%	1,978 SH	Decreased-24 SH
PARKER-HANNIFIN CORP	COM	$1.7M	0.2%Prev: 0.1%	1,850 SH	Increased+374 SH
PEPSICO INC	COM	$1.2M	0.2%Prev: 0.2%	7,730 SH	Increased+535 SH
PFIZER INC	COM	$483K	0.1%Prev: 0.1%	17,193 SH	Decreased-2,830 SH
PHILIP MORRIS INTL INC	COM	$1.2M	0.2%Prev: 0.2%	7,479 SH	Increased+1,407 SH
PNC FINL SVCS GROUP INC	COM	$436K	0.1%Prev: 0.1%	2,094 SH	Decreased-509 SH
PROCTER & GAMBLE CO	COM	$1.9M	0.3%	13,222 SH	New
PROLOGIS INC.	COM	$921K	0.1%Prev: 0.1%	6,966 SH	Increased+1,809 SH
PRUDENTIAL FINL INC	COM	$997K	0.1%Prev: 0.1%	10,203 SH	Increased+2,440 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$623K	0.1%	7,698 SH	New
QUALCOMM INC	COM	$668K	0.1%Prev: 0.1%	5,190 SH	Decreased+585 SH
REPUBLIC SVCS INC	COM	$518K	0.1%Prev: 0.1%	2,365 SH	Decreased+26 SH
ROYAL CARIBBEAN GROUP	COM	$314K	0.0%Prev: 0.0%	1,140 SH	Increased+22 SH
RTX CORPORATION	COM	$277K	0.0%Prev: 0.0%	1,437 SH	Increased-246 SH
SALESFORCE INC	COM	$494K	0.1%Prev: 0.1%	2,644 SH	Decreased-409 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.2%Prev: 0.2%	45,662 SH	Increased+4,648 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$53.8M	7.1%Prev: 7.3%	2,097,595 SH	Increased+79,578 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$913K	0.1%	19,898 SH	New
SOUTHERN CO	COM	$915K	0.1%Prev: 0.1%	9,480 SH	Increased+915 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.2M	0.4%	30,979 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$307K	0.0%Prev: 0.1%	633 SH	Decreased-332 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$584K	0.1%	898 SH	New
STRYKER CORPORATION	COM	$272K	0.0%Prev: 0.1%	827 SH	Decreased-61 SH
T-MOBILE US INC	COM	$423K	0.1%Prev: 0.1%	2,013 SH	Decreased+6 SH
TESLA INC	COM	$1.8M	0.2%Prev: 0.2%	4,816 SH	Increased+421 SH
THE CIGNA GROUP	COM	$237K	0.0%	889 SH	New
TJX COS INC NEW	COM	$542K	0.1%Prev: 0.1%	3,396 SH	Increased+439 SH
UNITEDHEALTH GROUP INC	COM	$338K	0.0%Prev: 0.2%	1,248 SH	Decreased-933 SH
US BANCORP	COM NEW	$920K	0.1%	17,689 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$519K	0.1%Prev: 0.1%	1,188 SH	Increased+291 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$296K	0.0%Prev: 0.1%	1,604 SH	Decreased-991 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$273K	0.0%Prev: 0.1%	3,075 SH	Decreased-470 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$272K	0.0%	455 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	0.2%Prev: 0.3%	7,821 SH	Increased-611 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	0.4%Prev: 0.4%	8,816 SH	Increased+1,013 SH
VANGUARD INDEX FDS	VALUE ETF	$544K	0.1%Prev: 0.1%	2,773 SH	Increased+85 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$494K	0.1%Prev: 0.1%	6,584 SH	Increased+693 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	0.2%Prev: 0.3%	31,060 SH	Decreased-298 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$12.7M	1.7%	153,942 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	0.9%Prev: 1.0%	31,076 SH	Increased-501 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$337K	0.0%Prev: 0.1%	5,265 SH	Decreased-1,686 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.8M	0.8%Prev: 0.9%	39,029 SH	Increased-1,590 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$741K	0.1%Prev: 0.2%	2,721 SH	Decreased-772 SH
VERIZON COMMUNICATIONS INC	COM	$992K	0.1%Prev: 0.1%	19,765 SH	Increased+3,003 SH
VERTIV HOLDINGS CO	COM CL A	$503K	0.1%	2,008 SH	New
VESTIS CORPORATION	COM SHS	$115K	0.0%	14,615 SH	New
VISA INC	COM CL A	$325K	0.0%Prev: 0.1%	1,075 SH	Decreased-255 SH
WALMART INC	COM	$2.9M	0.4%Prev: 0.3%	23,142 SH	Increased+2,016 SH
WEC ENERGY GROUP INC	COM	$1.3M	0.2%Prev: 0.2%	11,430 SH	Increased+211 SH
WELLS FARGO & CO	COM	$1.2M	0.2%	14,594 SH	New
WP CAREY INC	COM	$830K	0.1%Prev: 0.1%	12,212 SH	Increased+2,141 SH
ZOOM COMMUNICATIONS INC	CL A	$236K	0.0%	2,939 SH	New

Sold (vs prior filing)

3M CO — $433K
ABBOTT LABS — $1.2M
ACCENTURE PLC IRELAND — $388K
ARISTA NETWORKS INC — $222K
AUTOMATIC DATA PROCESSING IN — $209K
BECTON DICKINSON & CO — $305K
CHEVRON CORP NEW — $923K
COSTCO WHSL CORP NEW — $574K
DOW INC — $336K
EASTMAN CHEM CO — $259K
FIDELITY NATL INFORMATION SV — $261K
FORD MTR CO — $143K
HEALTHPEAK PROPERTIES INC — $212K
HUNTINGTON BANCSHARES INC — $171K
ISHARES TR — $443K
ISHARES TR — $3.4M
ISHARES TR — $229K
ISHARES TR — $218K
JOHNSON CTLS INTL PLC — $293K
JPMORGAN CHASE & CO. — $2.6M
… and 24 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