Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2026) About Mcglone Suttner Wealth Management, Inc.Investment ActivityMcglone Suttner Wealth Management, Inc. has $755.16 million in total holdings as of March 31, 2026.Mcglone Suttner Wealth Management, Inc. owns shares of 189 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.35% of the portfolio was purchased this quarter.About 4.77% of the portfolio was sold this quarter.This quarter, Mcglone Suttner Wealth Management, Inc. has purchased 190 new stocks and bought additional shares in 112 stocks.Mcglone Suttner Wealth Management, Inc. sold shares of 34 stocks and completely divested from 14 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $147,016,432iShares Core S&P U.S. Value ETF $66,800,176Avantis U.S. Equity ETF $58,071,188Schwab US Large-Cap ETF $53,782,335Fidelity Total Bond ETF $48,724,774 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $16,232,630 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $12,738,720 Holding31609A305 - FIDELITY COVINGTON TRUST $9,661,268 Holding247361702 - Delta Air Lines $317,101 Holding427866108 - Hershey $299,966 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 436,361 shares (about $16.23M)Vanguard Intermediate-Term Corporate Bond ETF 153,942 shares (about $12.74M)FIDELITY COVINGTON TRUST 257,703 shares (about $9.66M)Fidelity Total Bond ETF 50,721 shares (about $2.31M)Dimensional U.S. Core Equity 2 ETF 38,957 shares (about $1.51M) Largest Sales this Quarter Fidelity MSCI Health Care Index ETF 212,305 shares (about $14.94M)iShares Investment Grade Systematic Bond ETF 261,184 shares (about $11.77M)Dimensional International Value ETF 28,607 shares (about $1.51M)iShares Russell 3000 ETF 2,592 shares (about $960.83K)Capital Group International Focus Equity ETF 25,804 shares (about $760.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcglone Suttner Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$147,016,432$1,513,869 ▲1.0%3,783,23319.5%ETFIUSViShares Core S&P U.S. Value ETF$66,800,176$964,014 ▲1.5%653,3028.8%ManufacturingAVUSAvantis U.S. Equity ETF$58,071,188$749,019 ▲1.3%522,3177.7%ETFSCHXSchwab US Large-Cap ETF$53,782,335$572,516 ▼-1.1%2,097,5957.1%ETFFBNDFidelity Total Bond ETF$48,724,774$2,313,893 ▲5.0%1,068,0576.5%ETFDFIVDimensional International Value ETF$37,157,557$1,509,878 ▼-3.9%704,0084.9%ETFCGCPCapital Group Core Plus Income ETF$31,979,468$1,128,125 ▲3.7%1,431,4894.2%ETFCGXUCapital Group International Focus Equity ETF$20,845,623$760,960 ▼-3.5%706,8712.8%ETFFIDELITY COVINGTON TRUST$16,232,630$16,232,630 ▲New Holding436,3612.1%ENHANCED INTLIEMGiShares Core MSCI Emerging Markets ETF$16,121,063$648,048 ▲4.2%231,1262.1%ETFDFASDimensional U.S. Small Cap ETF$15,592,206$708,953 ▲4.8%219,2072.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$12,963,715$789,199 ▲6.5%130,5901.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$12,738,720$12,738,720 ▲New Holding153,9421.7%ETFFIDELITY COVINGTON TRUST$9,661,268$9,661,268 ▲New Holding257,7031.3%ENHANCED LARGEAAPLApple$6,788,896$410,379 ▲6.4%26,7500.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$6,683,219$1,075 ▼0.0%31,0760.9%ETFFDVVFidelity High Dividend ETF$6,150,634$55,295 ▼-0.9%111,3440.8%ETFGOOGLAlphabet$6,062,521$11,215 ▼-0.2%21,0830.8%Computer and TechnologyMSFTMicrosoft$5,974,105$291,691 ▲5.1%16,1390.8%Computer and TechnologyVYMVanguard High Dividend Yield ETF$5,780,176$23,844 ▲0.4%39,0290.8%ETFNVDANVIDIA$5,494,921$129,229 ▲2.4%31,5080.7%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$5,148,996$14,937,724 ▼-74.4%73,1810.7%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$4,086,326$162,408 ▲4.1%168,5780.5%ETFIJHiShares Core S&P Mid-Cap ETF$3,925,648$1,418 ▲0.0%58,1320.5%ETFJPMJPMorgan Chase & Co.$3,016,608$83,541 ▼-2.7%10,2550.4%FinanceXOMExxonMobil$2,983,281$93,991 ▲3.3%17,5840.4%EnergyCATCaterpillar$2,884,072$175,694 ▼-5.7%4,0710.4%IndustrialsWALMART INC$2,876,122$81,529 ▲2.9%23,1420.4%COMVTIVanguard Total Stock Market ETF$2,828,265$29,835 ▲1.1%8,8160.4%ETFJNJJohnson & Johnson$2,706,189$76,510 ▲2.9%11,0710.4%MedicalIJRiShares Core S&P Small-Cap ETF$2,656,666$219,783 ▼-7.6%21,3710.4%ETFMETAMeta Platforms$2,631,394$88,114 ▼-3.2%4,5990.3%Computer and TechnologyABBVAbbVie$2,607,081$56,113 ▲2.2%11,9870.3%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,529,844$180,395 ▲7.7%104,3660.3%ETFAMZNAmazon.com$2,492,562$100,177 ▲4.2%11,9680.3%Retail/WholesaleIVViShares Core S&P 500 ETF$2,409,297$1,307 ▲0.1%3,6880.3%ETFAMATApplied Materials$2,348,385$76,217 ▲3.4%6,8710.3%Computer and TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,311,445$64,806 ▲2.9%89,4180.3%ETFAVGOBroadcom$2,275,688$52,923 ▲2.4%7,3530.3%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,227,621$206,009 ▲10.2%87,9440.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,204,7730.0%15,4800.3%ETFCGMUCapital Group Municipal Income ETF$2,140,963$103,197 ▲5.1%78,8570.3%ETFIWDiShares Russell 1000 Value ETF$1,987,986$93,160 ▼-4.5%9,3040.3%ETFCSCOCisco Systems$1,984,951$50,122 ▲2.6%25,5830.3%Computer and TechnologySDYSPDR S&P Dividend ETF$1,973,094$5,838 ▲0.3%13,5200.3%ETFPGProcter & Gamble$1,909,740$54,741 ▲3.0%13,2220.3%Consumer StaplesIVWiShares S&P 500 Growth ETF$1,866,455$113 ▲0.0%16,5010.2%ETFTSLATesla$1,790,486$10,410 ▲0.6%4,8160.2%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$1,699,1960.0%7,8210.2%ETFPHParker-Hannifin$1,656,617$75,219 ▲4.8%1,8500.2%IndustrialsMRKMerck & Co., Inc.$1,597,796$50,040 ▲3.2%13,2830.2%MedicalFIDELITY COVINGTON TRUST$1,564,977$1,975 ▼-0.1%56,2740.2%FIDELITY FUND LRVTEBVanguard Tax-Exempt Bond ETF$1,549,606$167,084 ▲12.1%31,0600.2%ETFFBCGFidelity Blue Chip Growth ETF$1,537,710$1,253 ▼-0.1%30,6810.2%ETFBRK.BBerkshire Hathaway$1,536,638$189,265 ▲14.0%3,2070.2%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,533,525$88,723 ▲6.1%73,2690.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,528,475$152,492 ▲11.1%65,7130.2%ETFMETMetLife$1,521,729$47,452 ▲3.2%21,5180.2%FinanceBACBank of America$1,515,954$36,368 ▲2.5%31,0960.2%FinanceHDHome Depot$1,506,251$56,238 ▲3.9%4,5800.2%Retail/WholesaleIGEBiShares Investment Grade Systematic Bond ETF$1,415,924$11,768,981 ▼-89.3%31,4230.2%ETFKOCocaCola$1,404,340$36,276 ▲2.7%18,4660.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$1,400,919$55,347 ▲4.1%45,6620.2%ETFMCDMcDonald's$1,373,703$42,889 ▲3.2%4,4200.2%Retail/WholesaleGDGeneral Dynamics$1,335,715$68,639 ▲5.4%3,8920.2%AerospaceWECWEC Energy Group$1,323,223$4,168 ▲0.3%11,4300.2%UtilitiesIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,248,994$75,254 ▲6.4%49,4260.2%ETFPMPhilip Morris International$1,236,627$52,911 ▲4.5%7,4790.2%Consumer StaplesPEPPepsiCo$1,200,374$44,568 ▲3.9%7,7300.2%Consumer StaplesCOPConocoPhillips$1,191,518$136,087 ▲12.9%9,0270.2%EnergyWFCWells Fargo & Company$1,161,868$42,593 ▲3.8%14,5940.2%FinanceCSXCSX$1,123,173$172,452 ▲18.1%27,3610.1%TransportationBKBNY$1,122,229$59,314 ▲5.6%9,4600.1%FinanceBLACKROCK INC$1,105,986$51,933 ▲4.9%1,1500.1%COMEMEEMCOR Group$1,094,034$31,005 ▼-2.8%1,4820.1%ConstructionIBMInternational Business Machines$1,043,063$144,715 ▲16.1%4,3030.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,032,4780.0%11,4050.1%ETFLLYEli Lilly and Company$1,026,622$27,597 ▼-2.6%1,1160.1%MedicalPRUPrudential Financial$996,704$68,186 ▲7.3%10,2030.1%FinanceIBDViShares iBonds Dec 2030 Term Corporate ETF$992,950$151,216 ▲18.0%45,3610.1%ETFVZVerizon Communications$992,193$81,424 ▲8.9%19,7650.1%Computer and TechnologyIWViShares Russell 3000 ETF$956,382$960,830 ▼-50.1%2,5800.1%ETFKMIKinder Morgan$952,021$165,572 ▲21.1%28,3930.1%EnergyIVEiShares S&P 500 Value ETF$944,2910.0%4,4720.1%ETFPLDPrologis$920,717$31,854 ▲3.6%6,9660.1%FinanceUSBU.S. Bancorp$920,002$51,230 ▲5.9%17,6890.1%FinanceSOSouthern$914,973$38,027 ▲4.3%9,4800.1%UtilitiesXLUUtilities Select Sector SPDR Fund$913,112$275 ▲0.0%19,8980.1%ETFTAT&T$903,258$111,842 ▲14.1%31,1580.1%Computer and TechnologyABTAbbott Laboratories$841,233$73,405 ▼-8.0%8,1940.1%MedicalWPCW.P. Carey$829,958$35,340 ▲4.4%12,2120.1%FinanceAXPAmerican Express$807,565$302 ▲0.0%2,6700.1%FinanceAEPAmerican Electric Power$806,056$15,337 ▲1.9%6,1490.1%UtilitiesCVXChevron$784,185$23,174 ▲3.0%3,7900.1%EnergyPALANTIR TECHNOLOGIES INC$742,956$2,926 ▲0.4%5,0790.1%CL AVHTVanguard Health Care ETF$741,029$86,331 ▼-10.4%2,7210.1%ETFQCOMQualcomm$668,372$26,786 ▲4.2%5,1900.1%Computer and TechnologyCAHCardinal Health$666,206$11,621 ▼-1.7%3,1530.1%MedicalHIGThe Hartford Insurance Group$662,954$68,838 ▼-9.4%4,9020.1%FinanceNICNicolet Bankshares$662,675$52,461 ▲8.6%4,4590.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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