McGlone Suttner Wealth Management, Inc.
CIK 1964819
13F filing for Q2 2026・No. 2,852
- Holdings
- US$852.42M
- Quarter change
- +US$97.26M
- Entries
- 196
- Net bought (estimate)
- +US$18.78M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 6
- Cut 36
- Added 126
- Corporate actions 0
- Unchanged 21
Largest holdings
196 stocks worth US$852.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 3,821,991 | US$169.54M | 19.89% |
| ISHARES TRCORE S&P US VLU | Added | 664,617 | US$73.21M | 8.59% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 528,975 | US$67.75M | 7.95% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 2,101,313 | US$61.84M | 7.25% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 1,114,382 | US$50.69M | 5.95% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Cut | 703,455 | US$38M | 4.46% |
| CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM | Added | 1,495,388 | US$33.33M | 3.91% |
| CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT | Cut | 700,615 | US$24.26M | 2.85% |
| FIDELITY COVINGTON TRUSTENHANCED INTL | Added | 510,485 | US$20.49M | 2.40% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 233,827 | US$19.37M | 2.27% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.