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Latest McGlone Suttner Wealth Management, Inc. Stock Portfolio

$861Million | No. of Holdings #198

McGlone Suttner Wealth Management, Inc. Performance

2026 Q3-0.64%
YTD+8.33%
2025+13.71%

About McGlone Suttner Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, McGlone Suttner Wealth Management, Inc. reported an equity portfolio of $861 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of McGlone Suttner Wealth Management, Inc. are DFAC, IJR, AEMB. The fund has invested 19.8% of it's portfolio in DIMENSIONAL ETF TRUST and 8.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), GOLDMAN SACHS GROUP INC (GS) and CORNING INC (GLW) stocks. They significantly reduced their stock positions in DELL TECHNOLOGIES INC (DELL), ISHARES TR (AGT) and AMAZON COM INC (AMZN). McGlone Suttner Wealth Management, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, EVERPURE INC (PSTG) and ARISTA NETWORKS INC (ANET). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP (APH), LAM RESEARCH CORP (LRCX) and ADVANCED MICRO DEVICES INC (AMD).
McGlone Suttner Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$861Million
  as of Oct 13, 2026

McGlone Suttner Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that McGlone Suttner Wealth Management, Inc. made a return of -0.64% in the last quarter. In trailing 12 months, it's portfolio return was 10.83%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,960,620
everpure inc321,980
ishares tr291,508
arista networks inc232,933
intuit224,230
twilio inc223,147
robinhood mkts inc222,975
phillips 66222,626
New stocks bought by McGlone Suttner Wealth Management, Inc.

Additions

Ticker% Inc.
amphenol corp99.51
lam research corp71.7
advanced micro devices inc48.83
fidelity merrimack str tr40.44
ishares tr31.95
oracle corp31.33
netflix inc.25.52
capital grp fixed incm etf t22.86
Additions to existing portfolio by McGlone Suttner Wealth Management, Inc.

Reductions

Ticker% Reduced
dell technologies inc-25.73
ishares tr-20.14
amazon com inc-11.37
meta platforms inc-11.07
fidelity merrimack str tr-7.51
fidelity covington trust-7.37
at&t inc-5.85
mcdonalds corp-4.73
McGlone Suttner Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-2,476,580
octave specialty group inc-68,085
ball corp-208,667
kulicke & soffa inds inc-268,315
pulte group inc-205,295
corning inc-313,318
space exploration techn corp-208,388
the cigna group-258,518
McGlone Suttner Wealth Management, Inc. got rid off the above stocks

Sector Distribution

McGlone Suttner Wealth Management, Inc. has about 84% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Defensive
Sector%
Others84
Technology5.8
Financial Services2.2
Industrials1.6
Healthcare1.6
Communication Services1.6
Consumer Defensive1.2

Market Cap. Distribution

McGlone Suttner Wealth Management, Inc. has about 15.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED84
MEGA-CAP11
LARGE-CAP4.8

Stocks belong to which Index?

About 15.1% of the stocks held by McGlone Suttner Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.7
S&P 50015.1
Top 5 Winners (%)%
PLTR
palantir technologies inc
58.3 %
CRM
salesforce inc
46.5 %
MSFT
microsoft corp
37.0 %
META
meta platforms inc
27.1 %
DELL
dell technologies inc
21.5 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.2 M
DFAC
dimensional etf trust
1.3 M
AAPL
apple inc
1.2 M
FNDA
schwab strategic tr
1.2 M
NVDA
nvidia corporation
0.9 M
Top 5 Losers (%)%
APH
amphenol corp
-45.0 %
AMAT
applied matls inc
-29.3 %
VRT
vertiv holdings co
-27.5 %
CMI
cummins inc
-27.4 %
CAT
caterpillar inc
-23.8 %
Top 5 Losers ($)$
FBND
fidelity merrimack str tr
-2.5 M
CGCP
capital grp fixed incm etf t
-1.7 M
AMAT
applied matls inc
-1.5 M
DFAC
dimensional etf trust
-1.1 M
CAT
caterpillar inc
-0.9 M

McGlone Suttner Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of McGlone Suttner Wealth Management, Inc.

McGlone Suttner Wealth Management, Inc. has 198 stocks in it's portfolio. About 65.4% of the portfolio is in top 10 stocks. FBND proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for McGlone Suttner Wealth Management, Inc. last quarter.

$861.04MTotal Value
211Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of McGlone Suttner Wealth Management, Inc., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
McGlone Suttner Wealth Management, Inc.'s holding in Ishares Tr over time
0.03%2,422
$290.3K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
McGlone Suttner Wealth Management, Inc.'s holding in Ishares Tr over time
0.03%3,137
$242.2K
0.03%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
McGlone Suttner Wealth Management, Inc.'s holding in American Centy Etf Tr over time
7.92%532,568
$68.22M
7.92%
increased 0.68 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
McGlone Suttner Wealth Management, Inc.'s holding in Global X Fds over time
0.04%17,185
$318.8K
0.04%
increased 0.06 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
McGlone Suttner Wealth Management, Inc.'s holding in Ishares Tr over time
0.48%169,716
$4.11M
0.48%
increased 1.77 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
McGlone Suttner Wealth Management, Inc.'s holding in Ishares Tr over time
0.05%10,388
$444.5K
0.05%
decreased 20.14 percentreduced