McGlone Suttner Wealth Management, Inc.
CIK: 0001964819SEC EDGAR →
Portfolio Value
$743.4B
Holdings
190
As of
Q4 2025
New Positions
190
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,744,276 | $148.2B | 19.94% |
| 2 | ISHARES TR | 643,874 | $66.0B | 8.88% |
| 3 | AMERICAN CENTY ETF TR | 515,580 | $57.6B | 7.75% |
| 4 | SCHWAB STRATEGIC TR | 2,119,924 | $57.0B | 7.67% |
| 5 | FIDELITY MERRIMACK STR TR | 1,017,336 | $46.8B | 6.30% |
| 6 | DIMENSIONAL ETF TRUST | 732,615 | $36.6B | 4.92% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 1,380,991 | $31.3B | 4.21% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 732,675 | $21.6B | 2.91% |
| 9 | FIDELITY COVINGTON TRUST | 285,486 | $21.2B | 2.85% |
| 10 | ISHARES INC | 221,835 | $14.9B | 2.01% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (190)
$148.2B · 3.7M shares
$66.0B · 644K shares
$57.6B · 516K shares
$57.0B · 2.1M shares
$46.8B · 1.0M shares
$36.6B · 733K shares
$31.3B · 1.4M shares
$21.6B · 733K shares
$21.2B · 285K shares
$14.9B · 222K shares
$14.6B · 209K shares
$13.4B · 293K shares
$12.2B · 123K shares
$7.4B · 15K shares
$6.8B · 25K shares
$6.8B · 31K shares
$6.6B · 21K shares
$6.4B · 112K shares
$5.7B · 31K shares
$5.6B · 39K shares
$3.9B · 162K shares
$3.8B · 58K shares
$3.4B · 11K shares
$3.1B · 5K shares
$2.9B · 9K shares
$2.8B · 23K shares
$2.7B · 12K shares
$2.7B · 11K shares
$2.5B · 4K shares
$2.5B · 22K shares
$2.5B · 7K shares
$2.5B · 4K shares
$2.4B · 97K shares
$2.3B · 15K shares
$2.3B · 87K shares
$2.2B · 11K shares
$2.2B · 5K shares
$2.1B · 75K shares
$2.0B · 17K shares
$2.0B · 10K shares
$2.0B · 17K shares
$2.0B · 80K shares
$2.0B · 5K shares
$1.9B · 25K shares
$1.9B · 13K shares
$1.8B · 13K shares
$1.7B · 7K shares
$1.7B · 56K shares
$1.7B · 31K shares
$1.7B · 30K shares
$1.7B · 8K shares
$1.6B · 21K shares
$1.6B · 2K shares
$1.5B · 4K shares
$1.5B · 69K shares
$1.4B · 3K shares
$1.4B · 28K shares
$1.4B · 59K shares
$1.4B · 13K shares
$1.3B · 14K shares
$1.3B · 4K shares
$1.3B · 18K shares
$1.2B · 4K shares
$1.2B · 1K shares
$1.2B · 44K shares
$1.2B · 11K shares
$1.2B · 46K shares
$1.2B · 1K shares
$1.1B · 7K shares
$1.1B · 9K shares
$1.1B · 4K shares
$1.1B · 10K shares
$1.1B · 7K shares
$1.0B · 9K shares
$1.0B · 11K shares
$987.0M · 3K shares
$948.0M · 4K shares
$932.0M · 2K shares
$902.0M · 8K shares
$899.0M · 5K shares
$891.0M · 17K shares
$874.0M · 3K shares
$858.0M · 7K shares
$852.0M · 5K shares
$849.0M · 20K shares
$848.0M · 38K shares
$839.0M · 23K shares
$792.0M · 9K shares
$761.0M · 13K shares
$752.0M · 12K shares
$748.0M · 8K shares
$745.0M · 5K shares
$738.0M · 18K shares
$711.0M · 6K shares
$700.0M · 3K shares
$695.0M · 6K shares
$682.0M · 1K shares
$678.0M · 27K shares
$659.0M · 3K shares
$644.0M · 23K shares
$611.0M · 897 shares
$606.0M · 10K shares
$594.0M · 3K shares
$593.0M · 5K shares
$581.0M · 7K shares
$563.0M · 6K shares
$561.0M · 4K shares
$561.0M · 2K shares
$560.0M · 4K shares
$554.0M · 20K shares
$540.0M · 4K shares
$531.0M · 2K shares
$529.0M · 3K shares
$523.0M · 4K shares
$521.0M · 2K shares
$504.0M · 585 shares
$500.0M · 10K shares
$498.0M · 4K shares
$498.0M · 2K shares
$484.0M · 7K shares
$476.0M · 985 shares
$462.0M · 2K shares
$461.0M · 1K shares
$454.0M · 2K shares
$451.0M · 17K shares
$433.0M · 2K shares
$432.0M · 4K shares
$422.0M · 907 shares
$416.0M · 815 shares
$412.0M · 9K shares
$408.0M · 2K shares
$408.0M · 4K shares
$406.0M · 892 shares
$399.0M · 1K shares
$395.0M · 4K shares
$392.0M · 2K shares
$390.0M · 444 shares
$389.0M · 1K shares
$388.0M · 2K shares
$385.0M · 15K shares
$379.0M · 1K shares
$378.0M · 7K shares
$376.0M · 1K shares
$366.0M · 4K shares
$365.0M · 630 shares
$364.0M · 2K shares
$358.0M · 703 shares
$358.0M · 11K shares
$354.0M · 3K shares
$328.0M · 2K shares
$328.0M · 5K shares
$325.0M · 2K shares
$322.0M · 1K shares
$319.0M · 18K shares
$317.0M · 7K shares
$311.0M · 2K shares
$299.0M · 3K shares
$292.0M · 10K shares
$290.0M · 3K shares
$288.0M · 821 shares
$284.0M · 8K shares
$275.0M · 2K shares
$271.0M · 3K shares
$267.0M · 566 shares
$264.0M · 479 shares
$263.0M · 1K shares
$261.0M · 2K shares
$259.0M · 4K shares
$256.0M · 918 shares
$253.0M · 3K shares
$252.0M · 3K shares
$251.0M · 1K shares
$249.0M · 437 shares
$244.0M · 3K shares
$239.0M · 1K shares
$238.0M · 1K shares
$232.0M · 1K shares
$228.0M · 5K shares
$225.0M · 928 shares
$225.0M · 538 shares
$221.0M · 9K shares
$221.0M · 2K shares
$218.0M · 8K shares
$217.0M · 5K shares
$217.0M · 3K shares
$213.0M · 749 shares
$212.0M · 3K shares
$204.0M · 761 shares
$202.0M · 3K shares
$200.0M · 899 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $641.5B | 86.3% |
| Technology | 24 | $34.2B | 4.6% |
| Communication Services | 8 | $12.5B | 1.7% |
| Industrials | 18 | $12.3B | 1.7% |
| Healthcare | 13 | $12.0B | 1.6% |
| Consumer Cyclical | 7 | $8.8B | 1.2% |
| Consumer Defensive | 7 | $8.0B | 1.1% |
| Unknown | 6 | $4.6B | 0.6% |
| Energy | 5 | $4.2B | 0.6% |
| Utilities | 5 | $3.5B | 0.5% |
| Real Estate | 3 | $1.9B | 0.3% |