StockDriftsStockDriftsTop 50 McGlone Suttner Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.89% | 3.82M | $169.5M | +1.02%(+38.76K) | $28.47(+61.51%) | 2026-06-30 | |
| IUSV | ISHARES TR | 8.59% | 664.6K | $73.2M | +1.73%(+11.31K) | $77.88(+47.32%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 7.95% | 529.0K | $67.8M | +1.27%(+6.66K) | $94.57(+39.03%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 7.25% | 2.10M | $61.8M | +0.18%(+3.72K) | $17.24(+77.14%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.95% | 1.11M | $50.7M | +4.34%(+46.33K) | $45.25(-0.72%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.46% | 703.5K | $38.0M | -0.08%(-553) | $32.02(+80.91%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 3.91% | 1.50M | $33.3M | +4.46%(+63.90K) | $22.21(-0.86%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 2.85% | 700.6K | $24.3M | -0.89%(-6.26K) | $22.54(+55.19%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 2.4% | 510.5K | $20.5M | +16.99%(+74.12K) | $37.07(+12.86%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.27% | 233.8K | $19.4M | +1.17%(+2.70K) | $50.38(+59.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.01% | +48.18% | — | — | +59.31% |
| Top 20 Holdings Unweighted | +14.34% | +49.50% | — | — | +60.68% |
McGlone Suttner Wealth Management, Inc. reports $852.42M in US-listed equity holdings across 196 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (19.9%), IUSV (8.6%) and AVUS (8.0%). The top 20 holdings account for 77.62% of reported assets. Its disclosed equity book has returned +48.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from McGlone Suttner Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964819). View McGlone Suttner Wealth Management, Inc.’s 13F filings on SEC