§ 13F · FUND PROFILE
McGlone Suttner Wealth Management, Inc..
AUM · $715M (13F)Positions · 191Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.82M | $170M | 19.9% | +1% |
| 2 | IUSV | ISHARES TR | 665K | $73M | 8.6% | +2% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 529K | $68M | 7.9% | +1% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 2.10M | $62M | 7.3% | ±0% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 1.11M | $51M | 5.9% | +4% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 703K | $38M | 4.5% | ±0% |
| 7 | CGCP | CAPITAL GRP FIXED INCM ETF T | 1.50M | $33M | 3.9% | +4% |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 701K | $24M | 2.8% | −1% |
| 9 | FENI | FIDELITY COVINGTON TRUST | 510K | $20M | 2.4% | +17% |
| 10 | IEMG | ISHARES INC | 234K | $19M | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCGLONE SIGNAL
AC read
McGlone Suttner Wealth Management, Inc. is a Other fund managing $715 million in assets. The fund runs a portfolio of 191 positions.
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