§ 13F · FUND PROFILE
McGlone Suttner Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 190Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$743.4T 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 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.74M | $148.2T | 19.9% | NEW |
| 2 | IUSV | ISHARES TR | 644K | $66.0T | 8.9% | NEW |
| 3 | AVUS | AMERICAN CENTY ETF TR | 516K | $57.6T | 7.8% | NEW |
| 4 | SCHX | SCHWAB STRATEGIC TR | 2.12M | $57.0T | 7.7% | NEW |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 1.02M | $46.8T | 6.3% | NEW |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 733K | $36.6T | 4.9% | NEW |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | 1.38M | $31.3T | 4.2% | NEW |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 733K | $21.7T | 2.9% | NEW |
| 9 | FHLC | FIDELITY COVINGTON TRUST | 285K | $21.2T | 2.9% | NEW |
| 10 | IEMG | ISHARES INC | 222K | $14.9T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCGLONE SIGNAL
AC read
McGlone Suttner Wealth Management, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed