Investor
McGlone Suttner Wealth Management, Inc.
CIK 0001964819 · filed 2026-04-21 · SEC filing
13F book
$755.2M
Positions
189
13 new · 14 sold
Largest name
19.5%
Dimensional Etf Trust
Est. mark
−$6.8M
Price effect on 176 names still held. Flow $18.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 3.78M | $147M | 19.5% | −$2.73M | Added−$1.22M |
| Ishares Tr | — | 653.3K | $66.8M | 8.8% | −$186.7K | Added$777.3K |
| American Centy Etf Tr | — | 522.3K | $58.1M | 7.7% | −$309.4K | Added$439.7K |
| Schwab Strategic Tr | — | 2.1M | $53.8M | 7.1% | −$2.66M | Cut−$3.26M |
| Fidelity Merrimack Str Tr | — | 1.07M | $48.7M | 6.5% | −$427.3K | Added$1.89M |
| Dimensional Etf Trust | — | 704K | $37.2M | 4.9% | $2.03M | Cut$600.1K |
| Capital Grp Fixed Incm Etf T | — | 1.43M | $32M | 4.2% | −$414.3K | Added$713.8K |
| Capital Group Intl Focus Eqt | — | 706.9K | $20.8M | 2.8% | −$42.4K | Cut−$804.9K |
| Fidelity Covington Trust | — | 436.4K | $16.2M | 2.1% | — | New |
| Ishares Inc | — | 231.1K | $16.1M | 2.1% | $561.2K | Added$1.21M |
| Dimensional Etf Trust | — | 219.2K | $15.6M | 2.1% | $305.5K | Added$1.01M |
| Ishares Tr | — | 130.6K | $13M | 1.7% | −$74.8K | Added$714.4K |
| Vanguard Scottsdale Fds | — | 153.9K | $12.7M | 1.7% | — | New |
| Fidelity Covington Trust | — | 257.7K | $9.66M | 1.3% | — | New |
| Apple Inc. | AAPL | 26.8K | $6.79M | 0.9% | −$454.2K | Added−$43.9K |
| Vanguard Specialized Funds | — | 31.1K | $6.68M | 0.9% | −$146.6K | Cut−$147.7K |
| Fidelity Covington Trust | — | 111.3K | $6.15M | 0.8% | −$161.5K | Cut−$218.2K |
| Alphabet Inc | — | 21.1K | $6.06M | 0.8% | −$536.5K | Cut−$548.7K |
| Microsoft Corp | MSFT | 16.1K | $5.97M | 0.8% | −$1.74M | Added−$1.45M |
| Vanguard Whitehall Fds | — | 39K | $5.78M | 0.8% | $178K | Added$201.9K |
| Nvidia Corp | NVDA | 31.5K | $5.49M | 0.7% | −$372.4K | Added−$243.1K |
| Fidelity Covington Trust | — | 73.2K | $5.15M | 0.7% | −$286.9K | Cut−$16.1M |
| Ishares Tr | — | 168.6K | $4.09M | 0.5% | $1.61K | Added$164K |
| Ishares Tr | — | 58.1K | $3.93M | 0.5% | $88.9K | Added$90.3K |
| Jpmorgan Chase & Co. | — | 10.3K | $3.02M | 0.4% | −$287.6K | Cut−$379.1K |
| Exxon Mobil Corp | — | 17.6K | $2.98M | 0.4% | $839.9K | Added$933.9K |
| Caterpillar Inc | CAT | 4.07K | $2.88M | 0.4% | $552K | Cut$410K |
| Walmart Inc. | WMT | 23.1K | $2.88M | 0.4% | $289.4K | Added$370.9K |
| Vanguard Index Fds | — | 8.82K | $2.83M | 0.4% | −$126.1K | Added−$96.2K |
| Johnson & Johnson | JNJ | 11.1K | $2.71M | 0.4% | $403.2K | Added$479.7K |
| Ishares Tr | — | 21.4K | $2.66M | 0.4% | $88.3K | Cut−$124.2K |
| Meta Platforms, Inc. | META | 4.6K | $2.63M | 0.3% | −$404.1K | Cut−$505.7K |
| AbbVie Inc. | ABBV | 12K | $2.61M | 0.3% | −$128.9K | Added−$72.8K |
| Ishares Tr | — | 104.4K | $2.53M | 0.3% | −$3.87K | Added$176.5K |
| Amazon Com Inc | AMZN | 12K | $2.49M | 0.3% | −$259K | Added−$158.9K |
| Ishares Tr | — | 3.69K | $2.41M | 0.3% | −$116.5K | Added−$115.2K |
| Applied Matls Inc | — | 6.87K | $2.35M | 0.3% | $563.7K | Added$640K |
| Ishares Tr | — | 89.4K | $2.31M | 0.3% | −$25.2K | Added$39.6K |
| Broadcom Inc. | AVGO | 7.35K | $2.28M | 0.3% | −$263K | Added−$210.1K |
| Ishares Tr | — | 87.9K | $2.23M | 0.3% | −$9.99K | Added$196K |
| Ishares Tr | — | 15.5K | $2.2M | 0.3% | −$96.9K | Held |
| Capital Grp Fixed Incm Etf T | — | 78.9K | $2.14M | 0.3% | −$17.3K | Added$85.9K |
| Ishares Tr | — | 9.3K | $1.99M | 0.3% | $31K | Cut−$60.7K |
| Cisco Sys Inc | — | 25.6K | $1.98M | 0.3% | $13.9K | Added$64K |
| Spdr Series Trust | — | 13.5K | $1.97M | 0.3% | $91.4K | Added$97.2K |
| Procter And Gamble Co | PG | 13.2K | $1.91M | 0.3% | $14.5K | Added$69.3K |
| Ishares Tr | — | 16.5K | $1.87M | 0.2% | −$167.4K | Added−$167.3K |
| Tesla, Inc. | TSLA | 4.82K | $1.79M | 0.2% | −$373.4K | Added−$362.9K |
| Vanguard Index Fds | — | 7.82K | $1.7M | 0.2% | $42.9K | Held |
| Parker-Hannifin Corp | PH | 1.85K | $1.66M | 0.2% | $29.5K | Added$104.8K |
| Merck & Co., Inc. | MRK | 13.3K | $1.6M | 0.2% | $193.4K | Added$243.4K |
| Fidelity Covington Trust | — | 56.3K | $1.56M | 0.2% | −$119.9K | Cut−$122K |
| Vanguard Mun Bd Fds | — | 31.1K | $1.55M | 0.2% | −$11.1K | Added$156K |
| Fidelity Covington Trust | — | 30.7K | $1.54M | 0.2% | −$144.8K | Cut−$146.2K |
| Berkshire Hathaway Inc Del | — | 3.21K | $1.54M | 0.2% | −$65.9K | Added$123.4K |
| Ishares Tr | — | 73.3K | $1.53M | 0.2% | −$15.2K | Added$73.5K |
| Ishares Tr | — | 65.7K | $1.53M | 0.2% | −$8.6K | Added$143.9K |
| Metlife Inc | — | 21.5K | $1.52M | 0.2% | −$171.4K | Added−$124K |
| Bank America Corp | — | 31.1K | $1.52M | 0.2% | −$189.7K | Added−$153.3K |
| Home Depot, Inc. | HD | 4.58K | $1.51M | 0.2% | −$67.1K | Added−$10.8K |
| Ishares Invest Grd Sys | — | 31.4K | $1.42M | 0.2% | −$18.9K | Cut−$11.9M |
| Coca Cola Co | KO | 18.5K | $1.4M | 0.2% | $110.5K | Added$146.7K |
| Schwab Strategic Tr | — | 45.7K | $1.4M | 0.2% | $142.5K | Added$197.9K |
| Mcdonalds Corp | MCD | 4.42K | $1.37M | 0.2% | $22K | Added$64.9K |
| General Dynamics Corp | GD | 3.89K | $1.34M | 0.2% | $24.1K | Added$92.7K |
| Wec Energy Group, Inc. | WEC | 11.4K | $1.32M | 0.2% | $117.4K | Added$121.6K |
| Ishares Tr | — | 49.4K | $1.25M | 0.2% | −$12.1K | Added$63.2K |
| Philip Morris Intl Inc | — | 7.48K | $1.24M | 0.2% | $35.4K | Added$88.3K |
| Pepsico Inc | PEP | 7.73K | $1.2M | 0.2% | $87.6K | Added$132.2K |
| Conocophillips | COP | 9.03K | $1.19M | 0.2% | $306.9K | Added$443K |
| Wells Fargo Co New | — | 14.6K | $1.16M | 0.2% | −$191K | Added−$148.4K |
| Csx Corp | CSX | 27.4K | $1.12M | 0.1% | $111.2K | Added$283.6K |
| Bank New York Mellon Corp | — | 9.46K | $1.12M | 0.1% | $22.7K | Added$82K |
| BlackRock, Inc. | BLK | 1.15K | $1.11M | 0.1% | −$119.5K | Added−$67.5K |
| EMCOR Group, Inc. | EME | 1.48K | $1.09M | 0.1% | $187.1K | Cut$161.4K |
| International Business Machs | — | 4.3K | $1.04M | 0.1% | −$199.4K | Added−$54.7K |
| Ishares Tr | — | 11.4K | $1.03M | 0.1% | $12.2K | Held |
| Eli Lilly & Co | LLY | 1.12K | $1.03M | 0.1% | −$173.2K | Cut−$205.4K |
| Prudential Finl Inc | — | 10.2K | $996.7K | 0.1% | −$144.4K | Added−$76.2K |
| Ishares Tr | — | 45.4K | $993K | 0.1% | −$6.93K | Added$144.3K |
| Verizon Communications Inc | VZ | 19.8K | $992.2K | 0.1% | $171.8K | Added$253.2K |
| Ishares Tr | — | 2.58K | $956.4K | 0.1% | −$41.7K | Cut−$1.04M |
| Kinder Morgan Inc Del | — | 28.4K | $952K | 0.1% | $141.7K | Added$307.3K |
| Ishares Tr | — | 4.47K | $944.3K | 0.1% | −$4.11K | Held |
| Prologis Inc. | — | 6.97K | $920.7K | 0.1% | $30.4K | Added$62.2K |
| Us Bancorp Del | — | 17.7K | $920K | 0.1% | −$22.5K | Added$28.7K |
| Southern Co | — | 9.48K | $915K | 0.1% | $84.7K | Added$122.7K |
| Select Sector Spdr Tr | — | 19.9K | $913.1K | 0.1% | $63.7K | Added$63.9K |
| At&T Inc | — | 31.2K | $903.3K | 0.1% | $113.3K | Added$225.1K |
| Abbott Labs | ABT | 8.19K | $841.2K | 0.1% | −$185.4K | Cut−$275K |
| Wp Carey Inc | — | 12.2K | $830K | 0.1% | $42.1K | Added$77.5K |
| American Express Co | AXP | 2.67K | $807.6K | 0.1% | −$180K | Added−$179.7K |
| American Elec Pwr Co Inc | — | 6.15K | $806.1K | 0.1% | $95.1K | Added$110.5K |
| Chevron Corp New | CVX | 3.79K | $784.2K | 0.1% | $200.5K | Added$223.7K |
| Palantir Technologies Inc. | PLTR | 5.08K | $743K | 0.1% | −$159.2K | Added−$156.3K |
| Vanguard World Fd | — | 2.72K | $741K | 0.1% | −$42.2K | Cut−$133.4K |
| Qualcomm Inc | — | 5.19K | $668.4K | 0.1% | −$210.6K | Added−$183.8K |
| Cardinal Health Inc | CAH | 3.15K | $666.2K | 0.1% | $18.3K | Cut$6.95K |
| Hartford Insurance Group Inc | — | 4.9K | $663K | 0.1% | −$12.5K | Cut−$82.7K |
| Nicolet Bankshares Inc | NIC | 4.46K | $662.7K | 0.1% | $112.1K | Added$164.6K |
| Oshkosh Corp | OSK | 4.47K | $658.7K | 0.1% | $96.4K | Added$97.1K |
| Bank First Corp | BFC | 4.88K | $658.4K | 0.1% | $64.5K | Held |
| Spdr Series Trust | — | 6.7K | $655.8K | 0.1% | −$58.9K | Cut−$246.9K |
| L3harris Technologies Inc | — | 1.88K | $648.6K | 0.1% | $91.4K | Added$127.3K |
| Dimensional Etf Trust | — | 10.2K | $635.9K | 0.1% | $29.6K | Held |
| Lockheed Martin Corp | LMT | 1.04K | $628K | 0.1% | $119K | Added$151.7K |
| Public Svc Enterprise Grp In | — | 7.7K | $623.1K | 0.1% | $4.68K | Added$41.6K |
| Gilead Sciences, Inc. | GILD | 4.42K | $615.9K | 0.1% | $73.5K | Cut−$95.6K |
| Spdr Series Trust | — | 10.8K | $608.9K | 0.1% | −$2.48K | Cut−$152.8K |
| Costco Whsl Corp New | — | 600 | $598.2K | 0.1% | $78.7K | Added$93.7K |
| Invesco Exchange Traded Fd T | — | 3.1K | $595.5K | 0.1% | $1.12K | Held |
| Netflix Inc | NFLX | 6.08K | $585.1K | 0.1% | $14.4K | Added$21.4K |
| Spdr S&P 500 Etf Tr | — | 898 | $583.8K | 0.1% | −$28.4K | Added−$27.7K |
| Capital Grp Fixed Incm Etf T | — | 20.1K | $546.8K | 0.1% | −$7.83K | Held |
| Altria Group, Inc. | MO | 8.25K | $544.6K | 0.1% | $54.7K | Added$166.1K |
| Vanguard Index Fds | — | 2.77K | $544K | 0.1% | $14.4K | Held |
| Tjx Cos Inc New | — | 3.4K | $542.3K | 0.1% | $20.6K | Cut$2.17K |
| Deere & Co | DE | 951 | $535.9K | 0.1% | $88.9K | Added$113.7K |
| Vanguard Growth Etf | — | 1.19K | $519.1K | 0.1% | −$60.6K | Cut−$163.1K |
| Republic Svcs Inc | — | 2.37K | $517.9K | 0.1% | $16.7K | Added$19.3K |
| Ishares Tr | — | 19.7K | $512.1K | 0.1% | −$5.31K | Added$60.2K |
| Advanced Micro Devices Inc | AMD | 2.51K | $509.7K | 0.1% | −$26.6K | Added−$21.3K |
| Vertiv Holdings Co | VRT | 2.01K | $503.1K | 0.1% | $177.7K | Cut$177.4K |
| Fidelity Merrimack Str Tr | — | 9.89K | $497.1K | 0.1% | −$3.86K | Held |
| Vanguard Intl Equity Index F | — | 6.58K | $494.5K | 0.1% | $10.1K | Held |
| Salesforce, Inc. | CRM | 2.64K | $493.5K | 0.1% | −$206.9K | Added−$206.7K |
| Amphenol Corp New | — | 3.86K | $488.2K | 0.1% | −$34K | Cut−$35.7K |
| Pfizer Inc | PFE | 17.2K | $482.8K | 0.1% | $49.2K | Added$97.8K |
| Fabrinet | FN | 868 | $452.7K | 0.1% | $57.5K | Cut$46.6K |
| Ishares Tr | — | 3.81K | $450.8K | 0.1% | $18K | Held |
| Pnc Finl Svcs Group Inc | — | 2.09K | $435.7K | 0.1% | −$1.36K | Added$1.96K |
| Fifth Third Bancorp | — | 9.14K | $424.5K | 0.1% | −$3.11K | Added$11.5K |
| T-Mobile Us Inc | — | 2.01K | $422.8K | 0.1% | $14K | Added$14.6K |
| Alphabet Inc | — | 1.47K | $422K | 0.1% | −$34.4K | Added$22.2K |
| Illinois Tool Wks Inc | — | 1.59K | $414.5K | 0.1% | $22.3K | Held |
| Goldman Sachs Group Inc | — | 478 | $404.8K | 0.1% | −$14.7K | Added$14.1K |
| Crown Castle Inc. | CCI | 4.81K | $391.4K | 0.1% | −$33.7K | Added−$4.17K |
| Kimberly Clark Corp | KMB | 4.05K | $391.2K | 0.1% | −$17.9K | Added−$17.3K |
| Gallagher Arthur J & Co | — | 1.77K | $383.6K | 0.1% | −$74.1K | Added−$70.9K |
| Cummins Inc | CMI | 710 | $381.7K | 0.1% | $19K | Added$22.8K |
| Ishares Tr | — | 4.33K | $375.1K | 0.1% | $8.66K | Held |
| Moodys Corp | — | 815 | $355.6K | 0.0% | −$60.5K | Held |
| Blackrock Etf Trust | — | 10.8K | $354.4K | 0.0% | −$3.77K | Held |
| Ge Aerospace | — | 1.23K | $349.9K | 0.0% | −$29.8K | Held |
| Oracle Corp | — | 2.37K | $349.3K | 0.0% | −$113.4K | Added−$113.2K |
| Caseys Gen Stores Inc | — | 479 | $348.5K | 0.0% | $84K | Held |
| Citigroup Inc | — | 3.05K | $346.2K | 0.0% | −$9.88K | Added−$7.95K |
| Unitedhealth Group Inc | UNH | 1.25K | $337.6K | 0.0% | −$70.2K | Added−$51.5K |
| Vanguard Tax-Managed Fds | — | 5.26K | $337.4K | 0.0% | $8.45K | Added$8.64K |
| Danaher Corporation | — | 1.77K | $335.3K | 0.0% | −$66.7K | Added−$53.4K |
| Cadence Design System Inc | — | 1.2K | $332.1K | 0.0% | −$41.5K | Cut−$129K |
| Visa Inc. | V | 1.07K | $324.8K | 0.0% | −$52.1K | Added−$51.8K |
| Lamar Advertising Co/New | LAMR | 2.56K | $324.2K | 0.0% | $127 | Added$12.4K |
| Palo Alto Networks Inc | PANW | 1.98K | $317.1K | 0.0% | −$47.2K | Held |
| Delta Air Lines Inc Del | DAL | 4.77K | $317.1K | 0.0% | — | New |
| Royal Caribbean Group | — | 1.14K | $313.6K | 0.0% | −$4.5K | Cut−$8.69K |
| Global X Fds | — | 18.1K | $310.9K | 0.0% | −$9.4K | Added−$8.26K |
| Spotify Technology S.A. | SPOT | 633 | $306.9K | 0.0% | −$60.4K | Added−$58.9K |
| Comcast Corp New | — | 10.7K | $306.5K | 0.0% | −$11.5K | Added$14K |
| Dimensional Etf Trust | — | 7.31K | $300.5K | 0.0% | −$17.1K | Held |
| Hershey Co | HSY | 1.44K | $300K | 0.0% | — | New |
| Nextera Energy Inc | — | 3.23K | $299.8K | 0.0% | $38.3K | Added$55.6K |
| Vanguard Index Fds | — | 1.6K | $295.5K | 0.0% | $11K | Cut−$32.6K |
| Lam Research Corp | LRCX | 1.34K | $287.1K | 0.0% | — | New |
| RTX Corp | RTX | 1.44K | $277.2K | 0.0% | $13.7K | Added$13.9K |
| Medtronic Plc | MDT | 3.15K | $273.2K | 0.0% | −$29.2K | Added−$25.9K |
| Vanguard Index Fds | — | 3.08K | $272.8K | 0.0% | $618 | Added$1.33K |
| Vanguard Index Fds | — | 455 | $272.1K | 0.0% | — | New |
| Stryker Corp | SYK | 827 | $271.8K | 0.0% | −$18.6K | Added−$16.6K |
| Ishares Tr | — | 2.42K | $269.1K | 0.0% | −$6.16K | Held |
| Labcorp Holdings Inc. | LH | 1K | $267.7K | 0.0% | $16.2K | Held |
| Micron Technology Inc | MU | 749 | $253.2K | 0.0% | $39.4K | Held |
| Ishares Tr | — | 3.14K | $249.6K | 0.0% | −$3.36K | Held |
| Citizens Finl Group Inc | — | 4.14K | $248.4K | 0.0% | $5.45K | Added$45.5K |
| Dimensional Etf Trust | — | 3.5K | $248.3K | 0.0% | −$11.4K | Held |
| Corning Inc | — | 1.79K | $244.1K | 0.0% | — | New |
| Cigna Group | CI | 889 | $237.1K | 0.0% | — | New |
| Zoom Communications, Inc. | ZM | 2.94K | $236.3K | 0.0% | −$17.3K | Held |
| Howmet Aerospace Inc. | HWM | 1.01K | $232.4K | 0.0% | — | New |
| Ferguson Enterprises Inc | — | 951 | $221.7K | 0.0% | $9.45K | Added$21.6K |
| Intel Corp | INTC | 5.02K | $221.4K | 0.0% | — | New |
| Associated Banc Corp | — | 8.47K | $219K | 0.0% | $847 | Held |
| Mastercard Inc | MA | 437 | $218.3K | 0.0% | −$30.9K | Held |
| Fidelity Covington Trust | — | 1.03K | $215.1K | 0.0% | −$17.2K | Held |
| Cintas Corp | CTAS | 1.27K | $214.9K | 0.0% | −$24K | Added−$23.8K |
| Fidelity Merrimack Str Tr | — | 4.54K | $213.9K | 0.0% | −$3.18K | Held |
| Ishares Tr | — | 482 | $205.5K | 0.0% | −$22.6K | Cut−$62.4K |
| Ishares Tr | — | 1.51K | $200.7K | 0.0% | — | New |
| Vestis Corp | VSTS | 14.6K | $114.9K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.