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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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