Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McGlone Suttner Wealth Management, Inc. (CIK 1964819) reported $755.2M across 189 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($147.0M, 19.47%), IUSV ($66.8M, 8.85%), AVUS ($58.1M, 7.69%), SCHX ($53.8M, 7.12%), FBND ($48.7M, 6.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $147.0M | 19.47% | 3.8M | Added |
| 2 | IUSV | ISHARES TR | $66.8M | 8.85% | 653,302 | Added |
| 3 | AVUS | AMERICAN CENTY ETF TR | $58.1M | 7.69% | 522,317 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $53.8M | 7.12% | 2.1M | Trimmed |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $48.7M | 6.45% | 1.1M | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $37.2M | 4.92% | 704,008 | Trimmed |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | $32.0M | 4.23% | 1.4M | Added |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.8M | 2.76% | 706,871 | Trimmed |
| 9 | FENI | FIDELITY COVINGTON TRUST | $16.2M | 2.15% | 436,361 | New |
| 10 | IEMG | ISHARES INC | $16.1M | 2.13% | 231,126 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $15.6M | 2.06% | 219,207 | Added |
| 12 | AGG | ISHARES TR | $13.0M | 1.72% | 130,590 | Added |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $12.7M | 1.69% | 153,942 | New |
| 14 | FELG | FIDELITY COVINGTON TRUST | $9.7M | 1.28% | 257,703 | New |
| 15 | AAPL | APPLE INC | $6.8M | 0.90% | 26,750 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $6.7M | 0.89% | 31,076 | Trimmed |
| 17 | FDVV | FIDELITY COVINGTON TRUST | $6.2M | 0.81% | 111,344 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $6.1M | 0.80% | 21,083 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $6.0M | 0.79% | 16,139 | Added |
| 20 | VYM | VANGUARD WHITEHALL FDS | $5.8M | 0.77% | 39,029 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $5.5M | 0.73% | 31,508 | Added |
| 22 | FHLC | FIDELITY COVINGTON TRUST | $5.1M | 0.68% | 73,181 | Trimmed |
| 23 | IBDR | ISHARES TR | $4.1M | 0.54% | 168,578 | Added |
| 24 | IJH | ISHARES TR | $3.9M | 0.52% | 58,132 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $3.0M | 0.40% | 10,255 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31