McGlone Suttner Wealth Management
McGlone Suttner Wealth Management reported 200 stocks worth $861M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (19.8%), IUSV (8.6%) and AVUS (7.9%). Compared with Q2 2026, the fund opened new positions in XOM, added to IUSV, AVUS and SCHX, trimmed AAPL, MSFT and GOOGL and sold out of XOM, GS and GLW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $171M | 19.8% | 3.8M | +17K (+0%) | 8 of 8 | |
| 2 |  IUSV Ishares TR | $74.2M | 8.6% | 673K | +8,591 (+1%) | 8 of 8 | |
| 3 |  AVUS Avantis U.s. Equity ETF | $68.2M | 7.9% | 533K | +3,593 (+1%) | 8 of 8 | |
| 4 |  SCHX Schwab US Large Cap ETF | $63.3M | 7.3% | 2.1M | +9,167 (+0%) | 8 of 8 | |
| 5 |  FBND Fidelity Total Bond ETF | $50M | 5.8% | 1.2M | +40K (+4%) | 8 of 8 | |
| 6 |  DFIV Dimensional ETF Trust | $39.3M | 4.6% | 704K | +723 (+0%) | 8 of 8 | |
| 7 |  CGCP Capital Group Core Plus Income ETF | $33M | 3.8% | 1.6M | +64K (+4%) | 8 of 8 | |
| 8 |  CGXU Capital Group Intrtnl | $24.1M | 2.8% | 703K | +2,502 (+0%) | 8 of 8 | |
| 9 |  FENI Fidelity Covington Trust | $21.3M | 2.5% | 533K | +23K (+5%) | 3 of 8 | |
| 10 |  IEMG Ishares Inc | $19.1M | 2.2% | 235K | +1,034 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2.5M | 18K |
 GS Goldman Sachs Group Inc | $508K | 502 |
 GLW Corning Inc | $313K | 1,227 |
 KLIC KULICKE & SOFFA INDS INC | $268K | 2,006 |
 SYK Stryker Corporation | $261K | 828 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →McGlone Suttner Wealth Management 13F FAQ
What does McGlone Suttner Wealth Management own?
McGlone Suttner Wealth Management reported 200 stocks worth $861M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (19.8%), IUSV (8.6%) and AVUS (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did McGlone Suttner Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 113 added to, 36 trimmed and 11 sold out. New positions include XOM. It sold all of XOM, GS and GLW.
When will McGlone Suttner Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is McGlone Suttner Wealth Management's portfolio worth?
The Q3 2026 filing reports $861M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.