§ 13F · FUND PROFILE
Kerntke Otto McGlone Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $126.2T (13F)Positions · 85Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 86K | $28.9T | 20.4% | +2% |
| 2 | DGRO | ISHARES TR | 196K | $13.6T | 9.6% | +2% |
| 3 | FFSM | FIDELITY COVINGTON TRUST | 398K | $12.2T | 8.6% | +2% |
| 4 | IBTG | ISHARES TR | 244K | $5.6T | 4.0% | −1% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 185K | $4.4T | 3.1% | +16% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 46K | $4.3T | 3.1% | +72% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 108K | $4.3T | 3.0% | −6% |
| 8 | PHYS | SPROTT ASSET MANAGEMENT LP | 121K | $4.0T | 2.8% | +15% |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | 72K | $3.4T | 2.4% | NEW |
| 10 | REGL | PROSHARES TR | 40K | $3.4T | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KERNTKE SIGNAL
AC read
Kerntke Otto McGlone Wealth Management Group is a Other fund managing $126174.9 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed