EdgeMarket › What Mcglone Suttner Wealth Management, Inc. reported owning
What Mcglone Suttner Wealth Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
755.2MPositions
189Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | 147.0M | 19.5% | 3.8M | 45.61 | +22.8% |
| IUSV iShares Core S&P U.S. Value ETF | 66.8M | 8.8% | 653.3K | 114.89 | +17.6% |
| AVUS Avantis U.S. Equity ETF | 58.1M | 7.7% | 522.3K | 130.59 | +25.1% |
| SCHX Schwab U.S. Large-Cap ETF | 53.8M | 7.1% | 2.1M | 30.21 | +19.6% |
| FBND Fidelity Total Bond ETF | 48.7M | 6.5% | 1.1M | 44.90 | -2.1% |
| DFIV Dimensional International Value ETF | 37.2M | 4.9% | 704.0K | 58.31 | +27.8% |
| CGCP Capital Group Core Plus Income ETF | 32.0M | 4.2% | 1.4M | 22.00 | -2.5% |
| CGXU Capital Group International Focus Equity ETF | 20.8M | 2.8% | 706.9K | 35.14 | +25.9% |
| FENI Fidelity Enhanced International ETF | 16.2M | 2.1% | 436.4K | 41.72 | +20.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 16.1M | 2.1% | 231.1K | 81.57 | +31.9% |
| DFAS Dimensional U.S. Small Cap ETF | 15.6M | 2.1% | 219.2K | 83.02 | +25.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13.0M | 1.7% | 130.6K | 97.35 | -1.7% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 12.7M | 1.7% | 153.9K | 81.05 | -2.5% |
| FELG Fidelity Enhanced Large Cap Growth ETF | 9.7M | 1.3% | 257.7K | 43.87 | +14.3% |
| AAPL Apple Inc. | 6.8M | 0.9% | 26.8K | 309.35 | +36.9% |
| VIG Vanguard Div Appreciation ETF | 6.7M | 0.9% | 31.1K | 243.91 | +16.2% |
| FDVV Fidelity High Dividend ETF | 6.2M | 0.8% | 111.3K | 63.13 | +15.6% |
| GOOGL Alphabet Inc. | 6.1M | 0.8% | 21.1K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 6.0M | 0.8% | 16.1K | 483.24 | -4.4% |
| VYM Vanguard High Dividend Yield ETF | 5.8M | 0.8% | 39.0K | 164.97 | +19.9% |
| NVDA NVIDIA CORP | 5.5M | 0.7% | 31.5K | 214.72 | +22.4% |
| FHLC Fidelity MSCI Health Care Index ETF | 5.1M | 0.7% | 73.2K | 84.66 | +29.1% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 4.1M | 0.5% | 168.6K | 24.23 | +0.0% |
| IJH iShares Core S&P Mid-Cap ETF | 3.9M | 0.5% | 58.1K | 76.77 | +20.8% |
| JPM JPMORGAN CHASE & CO | 3.0M | 0.4% | 10.3K | 351.58 | +20.3% |
| XOM ExxonMobil Holdings Corp | 3.0M | 0.4% | 17.6K | 165.11 | +52.1% |
| CAT CATERPILLAR INC | 2.9M | 0.4% | 4.1K | 827.90 | +96.8% |
| WMT Walmart Inc. | 2.9M | 0.4% | 23.1K | 103.70 | +1.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.8M | 0.4% | 8.8K | 378.24 | +20.5% |
| JNJ JOHNSON & JOHNSON | 2.7M | 0.4% | 11.1K | 270.24 | +51.1% |
| IJR iShares Core S&P Small-Cap ETF | 2.7M | 0.4% | 21.4K | 147.31 | +29.0% |
| META Meta Platforms, Inc. | 2.6M | 0.3% | 4.6K | 549.90 | -26.5% |
| ABBV AbbVie Inc. | 2.6M | 0.3% | 12.0K | 264.96 | +26.7% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 2.5M | 0.3% | 104.4K | 24.20 | -0.2% |
| AMZN AMAZON COM INC | 2.5M | 0.3% | 12.0K | 258.63 | +15.6% |
| IVV iShares Core S&P 500 ETF | 2.4M | 0.3% | 3.7K | 769.31 | +20.0% |
| AMAT APPLIED MATERIALS INC /DE | 2.3M | 0.3% | 6.9K | 492.32 | +205.9% |
| IBDY iShares iBonds Dec 2033 Term Corporate ETF | 2.3M | 0.3% | 89.4K | 25.30 | -2.4% |
| AVGO Broadcom Inc. | 2.3M | 0.3% | 7.4K | 368.45 | +26.5% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 2.2M | 0.3% | 87.9K | 25.19 | -0.9% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 2.2M | 0.3% | 15.5K | 167.97 | +20.5% |
| CGMU Capital Group Municipal Income ETF | 2.1M | 0.3% | 78.9K | 27.09 | +1.0% |
| IWD iShares Russell 1000 Value ETF | 2.0M | 0.3% | 9.3K | 257.29 | +29.2% |
| CSCO CISCO SYSTEMS, INC. | 2.0M | 0.3% | 25.6K | 111.04 | +65.5% |
| SDY State Street SPDR S&P Dividend ETF | 2.0M | 0.3% | 13.5K | 158.44 | +12.0% |
| PG PROCTER & GAMBLE Co | 1.9M | 0.3% | 13.2K | 144.68 | -9.3% |
| IVW iShares S&P 500 Growth ETF | 1.9M | 0.2% | 16.5K | 138.83 | +22.2% |
| TSLA Tesla, Inc. | 1.8M | 0.2% | 4.8K | 362.86 | +12.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 1.7M | 0.2% | 7.8K | 249.18 | +22.7% |
| PH Parker-Hannifin Corp | 1.7M | 0.2% | 1.9K | 1,001.74 | +34.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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