McGlone Suttner Wealth Management, Inc. Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$743.4B
Holdings
190
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (190 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,744,276 | $148.2B | 19.94% | |
| 2 | IUSVISHARES TR | 643,874 | $66.0B | 8.88% | |
| 3 | AVUSAMERICAN CENTY ETF TR | 515,580 | $57.6B | 7.75% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,119,924 | $57.0B | 7.67% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 1,017,336 | $46.8B | 6.30% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 732,615 | $36.6B | 4.92% | |
| 7 | CGCPCAPITAL GRP FIXED INCM ETF T | 1,380,991 | $31.3B | 4.21% | |
| 8 | CGXUCAPITAL GROUP INTL FOCUS EQT | 732,675 | $21.6B | 2.91% | |
| 9 | FHLCFIDELITY COVINGTON TRUST | 285,486 | $21.2B | 2.85% | |
| 10 | IEMGISHARES INC | 221,835 | $14.9B | 2.01% | |
| 11 | DFASDIMENSIONAL ETF TRUST | 209,240 | $14.6B | 1.96% | |
| 12 | IGEBISHARES TR | 292,607 | $13.4B | 1.80% | |
| 13 | AGGISHARES TR | 122,640 | $12.2B | 1.65% | |
| 14 | MSFTMICROSOFT CORP | 15,351 | $7.4B | 1.00% | |
| 15 | AAPLAPPLE INC | 25,133 | $6.8B | 0.92% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 31,081 | $6.8B | 0.92% | |
| 17 | GOOGLALPHABET INC | 21,122 | $6.6B | 0.89% | |
| 18 | FDVVFIDELITY COVINGTON TRUST | 112,345 | $6.4B | 0.86% | |
| 19 | NVDANVIDIA CORPORATION | 30,767 | $5.7B | 0.77% | |
| 20 | VYMVANGUARD WHITEHALL FDS | 38,868 | $5.6B | 0.75% | |
| 21 | IBDRISHARES TR | 161,878 | $3.9B | 0.53% | |
| 22 | IJHISHARES TR | 58,111 | $3.8B | 0.52% | |
| 23 | JPMJPMORGAN CHASE & CO. | 10,539 | $3.4B | 0.46% | |
| 24 | METAMETA PLATFORMS INC | 4,753 | $3.1B | 0.42% | |
| 25 | VTIVANGUARD INDEX FDS | 8,723 | $2.9B | 0.39% | |
| 26 | IJRISHARES TR | 23,139 | $2.8B | 0.37% | |
| 27 | ABBVABBVIE INC | 11,729 | $2.7B | 0.36% | |
| 28 | AMZNAMAZON COM INC | 11,487 | $2.7B | 0.36% | |
| 29 | IVVISHARES TR | 3,686 | $2.5B | 0.34% | |
| 30 | WMTWALMART INC | 22,486 | $2.5B | 0.34% | |
| 31 | AVGOBROADCOM INC | 7,182 | $2.5B | 0.33% | |
| 32 | CATCATERPILLAR INC | 4,319 | $2.5B | 0.33% | |
| 33 | IBDSISHARES TR | 96,924 | $2.4B | 0.32% | |
| 34 | ITOTISHARES TR | 15,480 | $2.3B | 0.31% | |
| 35 | IBDYISHARES TR | 86,911 | $2.3B | 0.31% | |
| 36 | JNJJOHNSON & JOHNSON | 10,758 | $2.2B | 0.30% | |
| 37 | TSLATESLA INC | 4,788 | $2.2B | 0.29% | |
| 38 | CGMUCAPITAL GRP FIXED INCM ETF T | 75,056 | $2.1B | 0.28% | |
| 39 | XOMEXXON MOBIL CORP | 17,030 | $2.0B | 0.28% | |
| 40 | IWDISHARES TR | 9,740 | $2.0B | 0.28% | |
| 41 | IVWISHARES TR | 16,500 | $2.0B | 0.27% | |
| 42 | IBDTISHARES TR | 79,811 | $2.0B | 0.27% | |
| 43 | IWVISHARES TR | 5,172 | $2.0B | 0.27% | |
| 44 | CSCOCISCO SYS INC | 24,937 | $1.9B | 0.26% | |
| 45 | SDYSPDR SERIES TRUST | 13,480 | $1.9B | 0.25% | |
| 46 | PGPROCTER AND GAMBLE CO | 12,843 | $1.8B | 0.25% | |
| 47 | AMATAPPLIED MATLS INC | 6,648 | $1.7B | 0.23% | |
| 48 | FFLGFIDELITY COVINGTON TRUST | 56,345 | $1.7B | 0.23% | |
| 49 | FBCGFIDELITY COVINGTON TRUST | 30,706 | $1.7B | 0.23% | |
| 50 | BACBANK AMERICA CORP | 30,350 | $1.7B | 0.22% | |
| 51 | VBRVANGUARD INDEX FDS | 7,821 | $1.7B | 0.22% | |
| 52 | METMETLIFE INC | 20,847 | $1.6B | 0.22% | |
| 53 | PHPARKER-HANNIFIN CORP | 1,766 | $1.6B | 0.21% | |
| 54 | HDHOME DEPOT INC | 4,409 | $1.5B | 0.20% | |
| 55 | IBDWISHARES TR | 69,030 | $1.5B | 0.20% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,812 | $1.4B | 0.19% | |
| 57 | VTEBVANGUARD MUN BD FDS | 27,711 | $1.4B | 0.19% | |
| 58 | IBDUISHARES TR | 59,157 | $1.4B | 0.19% | |
| 59 | MRKMERCK & CO INC | 12,867 | $1.4B | 0.18% | |
| 60 | WFCWELLS FARGO CO NEW | 14,059 | $1.3B | 0.18% | |
| 61 | MCDMCDONALDS CORP | 4,282 | $1.3B | 0.18% | |
| 62 | KOCOCA COLA CO | 17,989 | $1.3B | 0.17% | |
| 63 | GDGENERAL DYNAMICS CORP | 3,692 | $1.2B | 0.17% | |
| 64 | LLYELI LILLY & CO | 1,146 | $1.2B | 0.17% | |
| 65 | SCHDSCHWAB STRATEGIC TR | 43,858 | $1.2B | 0.16% | |
| 66 | WECWEC ENERGY GROUP INC | 11,394 | $1.2B | 0.16% | |
| 67 | IBDXISHARES TR | 46,448 | $1.2B | 0.16% | |
| 68 | BLKBLACKROCK INC | 1,096 | $1.2B | 0.16% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 7,159 | $1.1B | 0.15% | |
| 70 | ABTABBOTT LABS | 8,909 | $1.1B | 0.15% | |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 3,706 | $1.1B | 0.15% | |
| 72 | PRUPRUDENTIAL FINL INC | 9,505 | $1.1B | 0.14% | |
| 73 | PEPPEPSICO INC | 7,443 | $1.1B | 0.14% | |
| 74 | BKBANK NEW YORK MELLON CORP | 8,960 | $1.0B | 0.14% | |
| 75 | AQLTISHARES TR | 11,405 | $1.0B | 0.14% | |
| 76 | AXPAMERICAN EXPRESS CO | 2,669 | $987.0M | 0.13% | |
| 77 | IVEISHARES TR | 4,472 | $948.0M | 0.13% | |
| 78 | EMEEMCOR GROUP INC | 1,524 | $932.0M | 0.13% | |
| 79 | SPYGSPDR SERIES TRUST | 8,460 | $902.0M | 0.12% | |
| 80 | PLTRPALANTIR TECHNOLOGIES INC | 5,059 | $899.0M | 0.12% | |
| 81 | USBUS BANCORP DEL | 16,704 | $891.0M | 0.12% | |
| 82 | VHTVANGUARD WORLD FD | 3,038 | $874.0M | 0.12% | |
| 83 | PLDPROLOGIS INC. | 6,725 | $858.0M | 0.12% | |
| 84 | QCOMQUALCOMM INC | 4,982 | $852.0M | 0.11% | |
| 85 | XLUSELECT SECTOR SPDR TR | 19,892 | $849.0M | 0.11% | |
| 86 | IBDVISHARES TR | 38,453 | $848.0M | 0.11% | |
| 87 | CSXCSX CORP | 23,160 | $839.0M | 0.11% | |
| 88 | SOSOUTHERN CO | 9,086 | $792.0M | 0.11% | |
| 89 | SPYVSPDR SERIES TRUST | 13,407 | $761.0M | 0.10% | |
| 90 | WPCWP CAREY INC | 11,692 | $752.0M | 0.10% | |
| 91 | COPCONOCOPHILLIPS | 7,996 | $748.0M | 0.10% | |
| 92 | HIGHARTFORD INSURANCE GROUP INC | 5,411 | $745.0M | 0.10% | |
| 93 | BACVERIZON COMMUNICATIONS INC | 18,143 | $738.0M | 0.10% | |
| 94 | GILDGILEAD SCIENCES INC | 5,797 | $711.0M | 0.10% | |
| 95 | CRMSALESFORCE INC | 2,643 | $700.0M | 0.09% | |
| 96 | AEPAMERICAN ELEC PWR CO INC | 6,032 | $695.0M | 0.09% | |
| 97 | VUGVANGUARD INDEX FDS | 1,398 | $682.0M | 0.09% | |
| 98 | TAT&T INC | 27,300 | $678.0M | 0.09% | |
| 99 | CAHCARDINAL HEALTH INC | 3,208 | $659.0M | 0.09% | |
| 100 | KMIKINDER MORGAN INC DEL | 23,455 | $644.0M | 0.09% |
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