McGlone Suttner Wealth Management, Inc.

Registered adviser

CIK

1964819

Location

APPLETON, WI

Portfolio Value

Small $711,550,974

Diversification

Diversified

Filing Date

Global Rank

#3,022 / 8,811 ▼ 147 · as of Jun 2026

Top Industry

Semiconductors 12.1%

Period ended 21 days ago

Filed Oct 13, 2026 · 8d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 149830

Roster of Oct 1, 2026

Regulatory AUM

$1,005,855,882

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,005,855,882	Individuals and high net worth (97%)
Mar 2025 to Feb 2026	$815,977,938	Individuals and high net worth (97%)
Apr 2024 to Feb 2025	$689,144,636	Individuals and high net worth (98%)
May 2023 to Mar 2024	$549,050,926	Individuals and high net worth (90%)
Apr 2023	$549,050,926	Individuals and high net worth (90%)
Mar 2022 to Mar 2023	$540,828,299	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 77.9% of the book (60%+)

Turnover

Low turnover

6.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 78.2%; sector active share 70.6% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

200 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

32.2%

−0.0 pts

Top 5

65.1%

+0.2 pts

Top 10

78.1%

+0.2 pts

HHI

1,366

Diversified+2

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.8%	$567,965,881	77
Technology	6.9%	$49,319,592	26
Financial Services	3.1%	$21,704,439	24
Industrials	2.0%	$14,204,587	21
Healthcare	2.0%	$14,074,157	13
Communication Services	1.9%	$13,439,257	8
Consumer Defensive	1.5%	$10,576,213	9
Consumer Cyclical	1.1%	$7,952,750	8
Energy	0.9%	$6,278,677	5
Utilities	0.5%	$3,530,760	5
Real Estate	0.4%	$2,504,661	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGCP	Capital Group Core Plus Income ETF	+63,587	1,558,975	$33,003,500
FBND	Fidelity Total Bond ETF	+40,201	1,154,583	$49,993,443
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+23,068	95,260	$0
FENI	Fidelity Enhanced International ETF	+22,983	533,468	$21,290,707
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+17,224	131,766	$0
DFAC	Dimensional U.S. Core Equity 2 ETF	+17,000	3,838,991	$170,643,149
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+15,639	110,150	$0
FELG	Fidelity Enhanced Large Cap Growth ETF	+10,905	313,807	$14,149,557
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+9,629	188,442	$14,756,893
SCHX	Schwab U.S. Large-Cap ETF	+9,167	2,110,480	$63,314,400
IUSV	iShares Core S&P U.S. Value ETF	+8,591	673,208	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+6,111	146,827	$0
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+5,515	58,857	$0
CGMS	Capital Group U.S. Multi-Sector Income ETF	+4,377	23,526	$617,086
APH	Amphenol Corp	+4,083	8,186	$690,079
AVUS	Avantis U.S. Equity ETF	+3,593	532,568	$68,216,635
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	+3,469	53,229	$0
DFAS	Dimensional U.S. Small Cap ETF	+3,347	229,457	$17,764,560
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	+2,955	169,716	$0
CGXU	Capital Group International Focus Equity ETF	+2,502	703,117	$24,109,881
NVDA	Nvidia Corp	+2,468	34,544	$7,889,158
FCOR	Fidelity Corporate Bond ETF	+1,835	6,373	$284,490
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	+1,542	80,149	$0
IJH	iShares Core S&P Mid-Cap ETF	+1,526	58,502	$0
VUG	VANGUARD GROWTH INDEX FUND	+1,473	8,435	$760,077
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FHLC	Fidelity MSCI Health Care Index ETF	−3,955	49,678	$4,058,692
IGEB	iShares Investment Grade Systematic Bond ETF	−2,620	10,388	$0
T	At&T Inc.	−1,902	30,604	$746,737
AMZN	Amazon Com Inc	−1,368	10,664	$2,656,935
AAPL	Apple Inc.	−999	28,113	$9,362,191
KMI	Kinder Morgan, Inc.	−925	30,496	$919,454
FLTB	Fidelity Limited Term Bond ETF	−730	8,989	$440,281
DELL	Dell Technologies Inc.	−663	1,914	$1,029,636
META	Meta Platforms, Inc.	−508	4,082	$2,960,184
MSFT	Microsoft Corp	−472	15,843	$8,125,874
JNJ	Johnson & Johnson	−274	10,932	$2,894,137
FDVV	Fidelity High Dividend ETF	−269	111,477	$6,769,998
SCHD	Schwab U.S. Dividend Equity ETF	−229	46,516	$1,513,165
MCD	Mcdonalds Corp	−215	4,326	$999,046
VSTS	Vestis Corp	−120	11,276	$150,647
VIG	Vanguard Specialized Funds	−91	31,007	$7,234,243
IVV	iShares Core S&P 500 ETF	−84	3,172	$0
ZM	Zoom Communications, Inc.	−79	2,840	$257,786
HIG	Hartford Insurance Group, Inc.	−78	4,828	$590,754
WEC	Wec Energy Group, Inc.	−71	11,582	$1,167,233
HSY	Hershey Co	−64	1,391	$219,235
PEP	Pepsico Inc	−54	7,847	$994,371
TMUS	T-Mobile US, Inc.	−30	1,987	$324,039
GOOGL	Alphabet Inc.	−30	21,313	$7,333,377
VRT	Vertiv Holdings Co	−24	880	$212,352
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
P	Everpure, Inc.	2,462	$321,980
ANET	Arista Networks, Inc.	1,144	$232,906
INTU	Intuit Inc.	813	$224,152
TWLO	Twilio Inc	763	$223,146
HOOD	Robinhood Markets, Inc.	1,982	$222,975
PSX	Phillips 66	872	$222,630
SHOP	Shopify Inc.	1,485	$220,225
AMGN	Amgen Inc	515	$217,077
BE	Bloom Energy Corp	779	$215,767
CTAS	Cintas Corp	1,104	$215,346
F	Ford Motor Co	17,526	$211,363
FAAA	Fidelity Merrimack Street Trust	4,000	$201,020
IBCB	iShares iBonds Dec 2036 Term Corporate ETF	12,336	$0
IWM	iShares Russell 2000 ETF	772	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
GS	Goldman Sachs Group Inc	502	$507,707
GLW	Corning Inc	1,227	$313,412
KLIC	Kulicke & Soffa Industries Inc	2,006	$268,322
SYK	Stryker Corp	828	$260,687
CI	Cigna Group	938	$258,587
PLXS	Plexus Corp	760	$228,509
BALL	BALL Corp	3,344	$208,665
SPCX	Space Exploration Technologies Corp	1,220	$208,449
PHM	Pultegroup Inc	1,496	$205,266
OSG	Octave Specialty Group Inc	10,911	$68,084
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

200 tracked positions · $711,550,974 total · filing declares 200 positions · $861,035,824 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 200 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	3,838,991	+17,000	$170,643,149	+0.6%	23.98%
AVUS	Avantis U.S. Equity ETF	Added	532,568	+3,593	$68,216,635	+0.7%	9.59%
SCHX	Schwab U.S. Large-Cap ETF	Added	2,110,480	+9,167	$63,314,400	+2.4%	8.90%
FBND	Fidelity Total Bond ETF	Added	1,154,583	+40,201	$49,993,443	−1.4%	7.03%
DFIV	Dimensional International Value ETF	Added	704,178	+723	$39,335,383	+3.5%	5.53%
CGCP	Capital Group Core Plus Income ETF	Added	1,558,975	+63,587	$33,003,500	−1.0%	4.64%
CGXU	Capital Group International Focus Equity ETF	Added	703,117	+2,502	$24,109,881	−0.6%	3.39%
FENI	Fidelity Enhanced International ETF	Added	533,468	+22,983	$21,290,707	+3.9%	2.99%
DFAS	Dimensional U.S. Small Cap ETF	Added	229,457	+3,347	$17,764,560	−4.6%	2.50%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	188,442	+9,629	$14,756,893	−0.1%	2.07%
FELG	Fidelity Enhanced Large Cap Growth ETF	Added	313,807	+10,905	$14,149,557	+6.8%	1.99%
AAPL	Apple Inc. Technology	Reduced	28,113	-999	$9,362,191	+11.1%	1.32%
MSFT	Microsoft Corp Technology	Reduced	15,843	-472	$8,125,874	+33.5%	1.14%
NVDA	Nvidia Corp Technology	Added	34,544	+2,468	$7,889,158	+22.9%	1.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,313	-30	$7,333,377	−3.9%	1.03%
VIG	Vanguard Specialized Funds	Reduced	31,007	-91	$7,234,243	−1.7%	1.02%
FDVV	Fidelity High Dividend ETF	Reduced	111,477	-269	$6,769,998	+0.5%	0.95%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	39,516	+165	$6,132,883	−1.4%	0.86%
FHLC	Fidelity MSCI Health Care Index ETF	Reduced	49,678	-3,955	$4,058,692	−2.0%	0.57%
AMAT	Applied Materials Inc Technology	Added	6,957	+6	$3,557,670	−29.2%	0.50%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,579	+74	$3,499,850	+1.8%	0.49%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,845	+22	$3,310,152	+1.4%	0.47%
ABBV	AbbVie Inc. Healthcare	Added	12,230	+70	$3,199,245	+4.6%	0.45%
XOM	ExxonMobil Holdings Corp Energy	Added	18,191	+77	$2,960,585	+19.5%	0.42%
META	Meta Platforms, Inc. Communication Services	Reduced	4,082	-508	$2,960,184	+14.5%	0.42%
JNJ	Johnson & Johnson Healthcare	Reduced	10,932	-274	$2,894,137	+1.7%	0.41%
AVGO	Broadcom Inc. Technology	Added	8,219	+36	$2,886,430	−6.6%	0.41%
CAT	Caterpillar Inc Industrials	Reduced	3,489	-6	$2,828,846	−24.0%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,664	-1,368	$2,656,935	−7.3%	0.37%
WMT	Walmart Inc. Consumer Defensive	Added	24,965	+88	$2,594,362	−7.9%	0.36%
CSCO	Cisco Systems, Inc. Technology	Added	23,608	+83	$2,540,929	−8.0%	0.36%
AMD	Advanced Micro Devices Inc Technology	Added	4,054	+1,330	$2,480,075	+56.7%	0.35%
MRK	Merck & Co., Inc. Healthcare	Added	14,891	+1,298	$2,163,811	+23.9%	0.30%
CGMU	Capital Group Municipal Income ETF	Added	81,614	+610	$2,117,067	−4.9%	0.30%
MET	Metlife Inc Financial Services	Added	22,391	+124	$2,108,336	+11.9%	0.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	14,395	+812	$2,091,305	+5.0%	0.29%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Held	13,480	0	$1,974,550	−3.7%	0.28%
FBCG	Fidelity Covington Trust	Held	30,681	0	$1,939,346	+1.8%	0.27%
MU	Micron Technology Inc Technology	Added	1,801	+142	$1,918,263	+0.2%	0.27%
FFLG	Fidelity Fundamental Large Cap Growth ETF	Added	56,279	+3	$1,916,581	−1.8%	0.27%
PH	Parker-Hannifin Corp Industrials	Added	1,963	+24	$1,875,489	−1.1%	0.26%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	8,058	+236	$1,861,639	−2.1%	0.26%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,923	0	$1,746,729	−15.6%	0.25%
BAC	Bank Of America Corp Financial Services	Added	31,916	+176	$1,737,187	−3.9%	0.24%
KO	Coca Cola Co Consumer Defensive	Added	19,169	+210	$1,650,067	+7.1%	0.23%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	33,263	+148	$1,575,335	−5.9%	0.22%
PM	Philip Morris International Inc. Consumer Defensive	Added	7,973	+166	$1,521,407	+7.7%	0.21%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	46,516	-229	$1,513,165	+2.1%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,985	+166	$1,486,380	+5.4%	0.21%
GD	General Dynamics Corp Industrials	Added	4,470	+364	$1,483,280	+2.0%	0.21%

Showing the top 50 of 200 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.