Mcglone Suttner Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Mcglone Suttner Wealth Management, Inc. disclosed 200 stock positions valued at approximately $861.04M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, ISHARES TR, and AMERICAN CENTY ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 200
- Portfolio Value
- $861.04M
Holdings by Sector
Mcglone Suttner Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 19.82% | 3,838,991 | +17,000 | +0.44% | $170,643,171 |
| ISHARES TR | IUSV | Other | 8.62% | 673,208 | +8,591 | +1.29% | $74,241,384 |
| AMERICAN CENTY ETF TR | AVUS | Other | 7.92% | 532,568 | +3,593 | +0.68% | $68,216,672 |
| SCHWAB STRATEGIC TR | SCHX | Other | 7.35% | 2,110,480 | +9,167 | +0.44% | $63,314,395 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 5.81% | 1,154,583 | +40,201 | +3.61% | $49,993,430 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 4.57% | 704,178 | +723 | +0.10% | $39,335,362 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 3.83% | 1,558,975 | +63,587 | +4.25% | $33,003,509 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 2.80% | 703,117 | +2,502 | +0.36% | $24,109,888 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.47% | 533,468 | +22,983 | +4.50% | $21,290,689 |
| ISHARES INC | IEMG | Other | 2.21% | 234,861 | +1,034 | +0.44% | $19,061,335 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.06% | 229,457 | +3,347 | +1.48% | $17,764,573 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.71% | 188,442 | +9,629 | +5.38% | $14,756,901 |
| FIDELITY COVINGTON TRUST | FELG | Other | 1.64% | 313,807 | +10,905 | +3.60% | $14,149,541 |
| ISHARES TR | AGG | Other | 1.61% | 146,827 | +6,111 | +4.34% | $13,881,056 |
| APPLE INC | AAPL | Technology | 1.09% | 28,113 | -999 | -3.43% | $9,362,297 |
| MICROSOFT CORP | MSFT | Technology | 0.94% | 15,843 | -472 | -2.89% | $8,125,915 |
| NVIDIA CORPORATION | NVDA | Technology | 0.92% | 34,544 | +2,468 | +7.69% | $7,889,176 |
| ALPHABET INC | GOOGL | Communication Services | 0.85% | 21,313 | -30 | -0.14% | $7,333,481 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.84% | 31,007 | -91 | -0.29% | $7,234,211 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.79% | 111,477 | -269 | -0.24% | $6,770,028 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.71% | 39,516 | +165 | +0.42% | $6,132,864 |
| ISHARES TR | IJH | Other | 0.49% | 58,502 | +1,526 | +2.68% | $4,209,204 |
| ISHARES TR | IBDR | Other | 0.48% | 169,716 | +2,955 | +1.77% | $4,113,916 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.47% | 49,678 | -3,955 | -7.37% | $4,058,711 |
| APPLIED MATLS INC | AMAT | Technology | 0.41% | 6,957 | +6 | +0.09% | $3,557,901 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.41% | 10,579 | +74 | +0.70% | $3,499,924 |
| VANGUARD INDEX FDS | VTI | Other | 0.38% | 8,845 | +22 | +0.25% | $3,310,066 |
| ABBVIE INC | ABBV | Healthcare | 0.37% | 12,230 | +70 | +0.58% | $3,199,172 |
| ISHARES TR | IBDS | Other | 0.37% | 131,766 | +17,224 | +15.04% | $3,178,206 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.34% | 18,191 | +77 | +0.43% | $2,960,625 |
Showing 30 of 200 holdings in the latest reporting period.