Mc Glone Suttner Wealth Management, Inc. Portfolio Holdings
Mc Glone Suttner Wealth Management, Inc.
- $743 Billion
- Q4 2025
Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $743 Billion distributed in 190 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 $148B, Ishares Core S&P U.S. Value Et with a value of $66B, American Centy ETF Tr Avantis with a value of $57.6B, Schwab Strategic Tr Us Large C with a value of $57B, and Fidelity Merrimack Str Tr Tota with a value of $46.8B.
Examining the 13F form we can see an increase of $28.8B in the current position value, from $715B to 743B.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 190
- Current Value $743 Billion
- Prior Value $715 Billion
- Filing
- Period Q4 2025
- Filing Date January 15, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 11 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 62 stocks