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 $852.4M across 196 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($169.5M, 19.89%), IUSV ($73.2M, 8.59%), AVUS ($67.8M, 7.95%), SCHX ($61.8M, 7.25%), FBND ($50.7M, 5.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $169.5M | 19.89% | 3.8M | Added |
| 2 | IUSV | ISHARES TR | $73.2M | 8.59% | 664,617 | Added |
| 3 | AVUS | AMERICAN CENTY ETF TR | $67.8M | 7.95% | 528,975 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $61.8M | 7.25% | 2.1M | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $50.7M | 5.95% | 1.1M | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $38.0M | 4.46% | 703,455 | Trimmed |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | $33.3M | 3.91% | 1.5M | Added |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $24.3M | 2.85% | 700,615 | Trimmed |
| 9 | FENI | FIDELITY COVINGTON TRUST | $20.5M | 2.40% | 510,485 | Added |
| 10 | IEMG | ISHARES INC | $19.4M | 2.27% | 233,827 | Added |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $18.6M | 2.18% | 226,110 | Added |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $14.8M | 1.73% | 178,813 | Added |
| 13 | AGG | ISHARES TR | $13.9M | 1.63% | 140,716 | Added |
| 14 | FELG | FIDELITY COVINGTON TRUST | $13.3M | 1.55% | 302,902 | Added |
| 15 | AAPL | APPLE INC | $8.4M | 0.99% | 29,112 | Added |
| 16 | GOOGL | ALPHABET INC | $7.6M | 0.89% | 21,343 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $7.4M | 0.86% | 31,098 | Added |
| 18 | FDVV | FIDELITY COVINGTON TRUST | $6.7M | 0.79% | 111,746 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $6.4M | 0.75% | 32,076 | Added |
| 20 | VYM | VANGUARD WHITEHALL FDS | $6.2M | 0.73% | 39,351 | Added |
| 21 | MSFT | MICROSOFT CORP | $6.1M | 0.71% | 16,315 | Added |
| 22 | AMAT | APPLIED MATLS INC | $5.0M | 0.59% | 6,951 | Added |
| 23 | IJH | ISHARES TR | $4.4M | 0.52% | 56,976 | Trimmed |
| 24 | FHLC | FIDELITY COVINGTON TRUST | $4.1M | 0.49% | 53,633 | Trimmed |
| 25 | IBDR | ISHARES TR | $4.0M | 0.47% | 166,761 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30