Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $662 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 $131B, Ishares Core S&P U.S. Value Et with a value of $58.1B, Schwab Strategic Tr Us Large C with a value of $50.6B, American Centy ETF Tr Avantis with a value of $49.8B, and Fidelity Merrimack Str Tr Tota with a value of $44.1B.

Examining the 13F form we can see an increase of $52.9B in the current position value, from $609B to 662B.

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 $662 Billion
ETFs: $545 Billion
Technology: $31.4 Billion
Financial Services: $17.4 Billion
Communication Services: $11.5 Billion
Industrials: $10.5 Billion
Healthcare: $10 Billion
Consumer Defensive: $9.62 Billion
Consumer Cyclical: $8.43 Billion
Other: $9.84 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $662 Billion
  • Prior Value $609 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
Track This Portfolio

Track Mc Glone Suttner Wealth Management, Inc. Portfolio

Follow Mc Glone Suttner Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.