Institutional Fund
Mcglone Suttner Wealth Management, Inc.
Appleton, WICIK 19648195 filings on record
Portfolio Value
$755.16M
Q1 2026
Holdings
189
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+1.6%
from $743.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust19.5%
- Ishares Tr8.8%
- American Centy ETF Tr7.7%
- Schwab Strategic Tr7.1%
- Fidelity Merrimack Str Tr6.5%
- Dimensional ETF Trust4.9%
- Other45.5%
Portfolio Holdings
189 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.78M | $147.02M | 19.5% | +39.0K | Added |
| 2 | Ishares Tr | 653.3K | $66.80M | 8.8% | +9.4K | Added |
| 3 | American Centy ETF Tr | 522.3K | $58.07M | 7.7% | +6.7K | Added |
| 4 | Schwab Strategic Tr | 2.10M | $53.78M | 7.1% | −22.3K | Reduced |
| 5 | Fidelity Merrimack Str Tr | 1.07M | $48.72M | 6.5% | +50.7K | Added |
| 6 | Dimensional ETF Trust | 704.0K | $37.16M | 4.9% | −28.6K | Reduced |
| 7 | Capital Grp Fixed Incm ETF T | 1.43M | $31.98M | 4.2% | +50.5K | Added |
| 8 | Capital Group Intl Focus Eqt | 706.9K | $20.85M | 2.8% | −25.8K | Reduced |
| 9 | Fidelity Covington Trust | 436.4K | $16.23M | 2.1% | +436.4K | New |
| 10 | Ishares Inc | 231.1K | $16.12M | 2.1% | +9.3K | Added |
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