Mc Glone Suttner Wealth Management, Inc. Portfolio Holdings

Mc Glone Suttner Wealth Management, Inc.

  • $715 Billion
  • Q3 2025

Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $715 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $143B, Ishares Core S&P U.S. Value Et with a value of $62.5B, Schwab Strategic Tr Us Large C with a value of $55B, American Centy ETF Tr Avantis with a value of $54.8B, and Fidelity Merrimack Str Tr Tota with a value of $45.6B.

Examining the 13F form we can see an increase of $52.3B in the current position value, from $662B to 715B.

Mc Glone Suttner Wealth Management, Inc. is based out at Appleton, WI

Below you can find more details about Mc Glone Suttner Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $715 Billion
ETFs: $586 Billion
Technology: $35.2 Billion
Financial Services: $18.1 Billion
Communication Services: $13.2 Billion
Industrials: $11.4 Billion
Healthcare: $11.3 Billion
Consumer Defensive: $9.67 Billion
Consumer Cyclical: $9.28 Billion
Other: $10.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$143 Billion 20.02% of portfolio
3,709,551
Q3 2025 Added 1.23%
$0
$62.5 Billion 8.74% of portfolio
625,147
Q3 2025 Added 1.9%
$0
$55 Billion 7.7% of portfolio
2,088,693
Q3 2025 Added 0.9%
$0
$54.8 Billion 7.66% of portfolio
503,898
Q3 2025 Added 1.98%
$0
$45.6 Billion 6.38% of portfolio
986,032
Q3 2025 Added 2.19%
$0
$33.4 Billion 4.68% of portfolio
724,496
Q3 2025 Added 0.34%
$0
$30.3 Billion 4.25% of portfolio
1,335,471
Q3 2025 Added 2.54%
$0
$21 Billion 2.94% of portfolio
709,664
Q3 2025 Added 1.9%
$0
$18.7 Billion 2.61% of portfolio
278,946
Q3 2025 Added 3.03%
$0
$14.2 Billion 1.98% of portfolio
214,698
Q3 2025 Added 0.53%
$0
$13.9 Billion 1.94% of portfolio
202,856
Q3 2025 Added 1.61%
$0
$12.8 Billion 1.79% of portfolio
277,897
Q3 2025 Added 1.94%
$0
$11.7 Billion 1.64% of portfolio
117,077
Q3 2025 Added 2.19%
$3.86T
$8.28 Billion 1.16% of portfolio
15,978
Q3 2025 Reduced 0.06%
$0
$6.76 Billion 0.95% of portfolio
31,315
Q3 2025 Reduced 0.62%
$4.35T
$6.65 Billion 0.93% of portfolio
26,136
Q3 2025 Added 11.97%
$505B
$6.16 Billion 0.86% of portfolio
33,040
Q3 2025 Reduced -0.0%
$0
$5.64 Billion 0.79% of portfolio
40,007
Q3 2025 Added 0.05%
$1.68T
$5.38 Billion 0.75% of portfolio
22,138
Q3 2025 Added 4.56%
$0
$3.8 Billion 0.53% of portfolio
58,193
Q3 2025 Reduced 1.72%
$1.46T
$3.65 Billion 0.51% of portfolio
4,969
Q3 2025 Added 19.1%
$913B
$3.42 Billion 0.48% of portfolio
10,836
Q3 2025 Added 2.18%
$0
$3.16 Billion 0.44% of portfolio
129,941
Q3 2025 Added 2.16%
$0
$3.09 Billion 0.43% of portfolio
122,495
Q3 2025 Added 0.61%
$386B
$2.66 Billion 0.37% of portfolio
11,473
Q3 2025 Added 1.53%
$2.49T
$2.67 Billion 0.37% of portfolio
12,163
Q3 2025 Added 0.41%
$0
$2.58 Billion 0.36% of portfolio
7,850
Q3 2025 Added 0.04%
$0
$2.55 Billion 0.36% of portfolio
21,422
Q3 2025 Reduced 1.22%
$0
$2.34 Billion 0.33% of portfolio
3,498
Q3 2025 Added 1.27%
$150B
$2.31 Billion 0.32% of portfolio
6,987
Q3 2025 Reduced 3.16%
$356B
$2.29 Billion 0.32% of portfolio
14,929
Q3 2025 Added 1.45%
$275B
$2.3 Billion 0.32% of portfolio
22,317
Q3 2025 Added 1.15%
$0
$2.28 Billion 0.32% of portfolio
15,668
Q3 2025 Reduced 0.01%
Ishares Tr
-
$2.24 Billion 0.31% of portfolio
-
Q3 2025 Added 2.02%
$1.44T
$2.2 Billion 0.31% of portfolio
4,953
Q3 2025 Added 1.89%
$0
$2.02 Billion 0.28% of portfolio
83,130
Q3 2025 Added 2.82%
$0
$1.99 Billion 0.28% of portfolio
16,512
Q3 2025 Added 0.02%
$494B
$1.94 Billion 0.27% of portfolio
10,440
Q3 2025 Added 2.08%
$305B
$1.96 Billion 0.27% of portfolio
4,100
Q3 2025 Added 1.91%
$0
$1.9 Billion 0.27% of portfolio
13,548
Q3 2025 Reduced 0.78%
$389B
$1.89 Billion 0.27% of portfolio
4,675
Q3 2025 Added 1.99%
-
$1.89 Billion 0.26% of portfolio
-
Q3 2025 Added 3.95%
$477B
$1.81 Billion 0.25% of portfolio
16,059
Q3 2025 Added 1.96%
$0
$1.8 Billion 0.25% of portfolio
70,444
Q3 2025 Added 3.43%
$300B
$1.68 Billion 0.24% of portfolio
24,597
Q3 2025 Added 2.86%
$0
$1.66 Billion 0.23% of portfolio
7,934
Q3 2025 Added 0.03%
$0
$1.66 Billion 0.23% of portfolio
56,344
Q3 2025 Added 1.83%
$0
$1.62 Billion 0.23% of portfolio
30,107
Q3 2025 Added 5.61%
$63.7B
$1.65 Billion 0.23% of portfolio
19,979
Q3 2025 Added 3.05%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $715 Billion
  • Prior Value $662 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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