McGlone Suttner Wealth Management, Inc.

13F filer, CIK 1964819, APPLETON, WI

McGlone Suttner Wealth Management, Inc. reported $599,013,926 across 176 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-21. Its ten largest share positions make up 67.79% of the portfolio.

Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001964819-25-000001

Period: 2024-12-31
Reported value: $599M
Holdings: 176
Top 10 weight: 67.79%
New: 22
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHXadded	+1,499,584	$34.8M
DFACadded	+788,869	$27.3M
IUSVadded	+137,695	$12.7M
AVUSadded	+123,780	$12M
FBNDadded	+247,922	$11.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ISHARESexited	-88,264	-$2.23M
BLACKROCK INCexited	-846	-$804K
AVGOreduced	-2,270	-$526K
JNJreduced	-3,264	-$472K
PEPreduced	-2,993	-$455K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001964819-25-000001, largest first. % of portfolio is the value over $599,013,926, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	3,557,104	$123M	20.54%	+788,869	Timeline
IUSVISHARES TR	580,423	$53.7M	8.97%	+137,695	Timeline
SCHXSCHWAB STRATEGIC TR	2,003,808	$46.4M	7.75%	+1,499,584	Timeline
AVUSAMERICAN CENTY ETF TR	469,422	$45.5M	7.6%	+123,780	Timeline
FBNDFIDELITY MERRIMACK STR TR	895,790	$40.2M	6.71%	+247,922	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	1,208,816	$26.8M	4.48%	+351,296	Timeline
DFIVDIMENSIONAL ETF TRUST	702,355	$24.9M	4.16%	+168,500	Timeline
FHLCFIDELITY COVINGTON TRUST	255,256	$16.7M	2.78%	+68,775	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	660,958	$16.3M	2.72%	+158,821	Timeline
DFASDIMENSIONAL ETF TRUST	190,729	$12.4M	2.07%	+49,688	Timeline
IGEBISHARES TR	252,863	$11.2M	1.87%	+72,474	Timeline
IEMGISHARES INC	204,766	$10.7M	1.79%	+52,331	Timeline
AGGISHARES TR	104,986	$10.2M	1.7%	+30,478	Timeline
MSFTMICROSOFT CORP	15,849	$6.68M	1.12%	+1,989	Timeline
VIGVANGUARD SPECIALIZED FUNDS	32,457	$6.36M	1.06%	+3,335	Timeline
FDVVFIDELITY COVINGTON TRUST	109,789	$5.48M	0.92%	+21,978	Timeline
AAPLAPPLE INC	21,594	$5.41M	0.9%	+1,894	Timeline
VYMVANGUARD WHITEHALL FDS	41,670	$5.32M	0.89%	+4,865	Timeline
NVDANVIDIA CORPORATION	30,165	$4.05M	0.68%	-233	Timeline
IJHISHARES TR	58,450	$3.64M	0.61%	+8,337	Timeline
GOOGLALPHABET INC	18,862	$3.57M	0.6%	+831	Timeline
IWVISHARES TR	8,386	$2.8M	0.47%	new	Timeline
IBDRISHARES TR	109,821	$2.64M	0.44%	+35,665	Timeline
ISHARES TRISHARES TR	105,218	$2.64M	0.44%	+28,395
IJRISHARES TR	22,630	$2.61M	0.44%	+3,733	Timeline
IWDISHARES TR	13,385	$2.48M	0.41%	new	Timeline
AMZNAMAZON COM INC	10,936	$2.4M	0.4%	+381	Timeline
JPMJPMORGAN CHASE & CO	9,590	$2.3M	0.38%	+329	Timeline
PGPROCTER & GAMBLE CO	13,706	$2.3M	0.38%	+1,620	Timeline
VTIVANGUARD INDEX FDS	7,797	$2.26M	0.38%	+39	Timeline
METAMETA PLATFORMS INC	3,755	$2.2M	0.37%	+110	Timeline
IBDYISHARES TR	82,167	$2.06M	0.34%	+2,016	Timeline
ITOTISHARES TR	15,670	$2.02M	0.34%	+1,933	Timeline
SDYSPDR SERIES TRUST	14,022	$1.85M	0.31%	+2,414	Timeline
ABBVABBVIE INC	10,226	$1.82M	0.3%	+19	Timeline
VTEBVANGUARD MUN BD FDS	36,119	$1.81M	0.3%	+6,498	Timeline
WMTWALMART INC	19,093	$1.73M	0.29%	+1,150	Timeline
TSLATESLA INC	4,267	$1.72M	0.29%	+136	Timeline
IVVISHARES TR	2,921	$1.72M	0.29%	+449	Timeline
IVWISHARES TR	16,830	$1.71M	0.29%	+1,350	Timeline
CGMUCAPITAL GRP FIXED INCM ETF T	63,061	$1.7M	0.28%	+2,645	Timeline
VBRVANGUARD INDEX FDS	8,439	$1.67M	0.28%	+783	Timeline
IBDSISHARES TR	69,260	$1.66M	0.28%	+24,766	Timeline
HDHOME DEPOT INC	4,215	$1.64M	0.27%	+284	Timeline
XOMEXXON MOBIL CORP	13,153	$1.41M	0.24%	+1,407	Timeline
METMETLIFE INC	16,869	$1.38M	0.23%	+750	Timeline
FFLGFIDELITY COVINGTON TRUST	53,831	$1.35M	0.23%	+678	Timeline
FBCGFIDELITY COVINGTON TRUST	28,507	$1.32M	0.22%	new	Timeline
CATCATERPILLAR INC	3,627	$1.32M	0.22%	-19	Timeline
AMATAPPLIED MATLS INC	7,702	$1.25M	0.21%	+3,513	Timeline
IBDWISHARES TR	61,125	$1.24M	0.21%	+3,078	Timeline
IBDTISHARES TR	49,168	$1.22M	0.2%	+17,962	Timeline
AVGOBROADCOM INC	5,265	$1.22M	0.2%	-2,270	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,660	$1.21M	0.2%	+102	Timeline
MCDMCDONALDS CORP	3,912	$1.13M	0.19%	+143	Timeline
BACBANK OF AMER CORP	25,796	$1.13M	0.19%	+1,291	Timeline
CSCOCISCO SYS INC	18,958	$1.12M	0.19%	+1,524	Timeline
SCHDSCHWAB STRATEGIC TR	39,998	$1.09M	0.18%	+25,089	Timeline
MRKMERCK & CO INC	10,953	$1.09M	0.18%	-2,675	Timeline
IBDXISHARES TR	44,139	$1.08M	0.18%	+1,876	Timeline
WECWEC ENERGY GROUP INC	11,184	$1.05M	0.18%	-63	Timeline
KOCOCA COLA CO	16,592	$1.03M	0.17%	+1,359	Timeline
ABTABBOTT LABORATORIES	8,881	$1M	0.17%	-117	Timeline
IEFAISHARES TR	13,707	$963K	0.16%	-1,404	Timeline
AXPAMERICAN EXPRESS CO	3,220	$956K	0.16%	+50	Timeline
CRMSALESFORCE INC	2,816	$941K	0.16%	+545	Timeline
BLKBLACKROCK INC	891	$914K	0.15%	new	Timeline
KMBKIMBERLY-CLARK CORP	6,956	$911K	0.15%	+3,950	Timeline
VHTVANGUARD WORLD FD	3,490	$885K	0.15%	-407	Timeline
IVEISHARES TR	4,472	$854K	0.14%	0	Timeline
PHPARKER-HANNIFIN CORP	1,288	$820K	0.14%	+75	Timeline
JNJJOHNSON & JOHNSON	5,653	$818K	0.14%	-3,264	Timeline
NFLXNETFLIX INC.	907	$808K	0.13%	+33	Timeline
PRUPRUDENTIAL FINL INC	6,743	$799K	0.13%	+433	Timeline
ORCLORACLE CORP	4,765	$794K	0.13%	+218	Timeline
AJGGALLAGHER ARTHUR J & CO	2,670	$758K	0.13%	+87	Timeline
XLUSELECT SECTOR SPDR TR	9,910	$750K	0.13%	+2,434	Timeline
COPCONOCOPHILLIPS	7,448	$739K	0.12%	-2,673	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,271	$719K	0.12%	+231	Timeline
SOSOUTHERN CO	8,449	$696K	0.12%	+523	Timeline
UNHUNITEDHEALTH GROUP INC	1,375	$695K	0.12%	-219	Timeline
PMPHILIP MORRIS INTL INC	5,506	$663K	0.11%	+284	Timeline
PEPPEPSICO INC	4,259	$648K	0.11%	-2,993	Timeline
CVXCHEVRON CORPORATION	4,334	$628K	0.1%	-1,688	Timeline
QCOMQUALCOMM INC	4,015	$617K	0.1%	-15	Timeline
EMEEMCOR GROUP INC	1,354	$615K	0.1%	+187	Timeline
CSXCSX CORP	18,725	$604K	0.1%	+2,526	Timeline
IBDUISHARES TR	26,128	$596K	0.1%	+5,658	Timeline
GDGENERAL DYNAMICS CORP	2,257	$595K	0.1%	-204	Timeline
LLYELI LILLY & CO	768	$593K	0.1%	+41	Timeline
WFCWELLS FARGO & CO	8,350	$586K	0.1%	+3,262	Timeline
HIGHARTFORD INSURANCE GROUP INC	5,239	$573K	0.1%	+108	Timeline
DFATDIMENSIONAL ETF TRUST	10,183	$567K	0.09%	new	Timeline
FLTBFIDELITY MERRIMACK STR TR	11,280	$560K	0.09%	+672	Timeline
KMIKINDER MORGAN INC DEL	19,929	$546K	0.09%	+1,407	Timeline
BNYBANK OF NY MELLON CORP	7,084	$544K	0.09%	+414	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,086	$541K	0.09%	+389	Timeline
IBDVISHARES TR	24,831	$530K	0.09%	+4,457	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	893	$523K	0.09%	+1	Timeline
TMUST-MOBILE US INC	2,309	$510K	0.09%	-304	Timeline
VZVERIZON COMMUNICATIONS INC	12,723	$509K	0.08%	-1,964	Timeline
COSTCOSTCO WHOLESALE CORPORATION	553	$507K	0.08%	-3	Timeline
TAT&T INC	21,801	$496K	0.08%	+1,694	Timeline
USBUS BANCORP	10,341	$495K	0.08%	+633	Timeline
ITWILLINOIS TOOL WKS INC	1,943	$493K	0.08%	+214	Timeline
BFCBANK FIRST CORP	4,875	$483K	0.08%	0	Timeline
IXUSISHARES TR	7,279	$481K	0.08%	-1,650	Timeline
LMTLOCKHEED MARTIN CORP	976	$474K	0.08%	-95	Timeline
NEENEXTERA ENERGY INC	6,432	$461K	0.08%	-659	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	5,355	$452K	0.08%	+345	Timeline
PNCPNC FINL SVCS GROUP INC	2,341	$452K	0.08%	+116	Timeline
PLTRPALANTIR TECHNOLOGIES INC	5,943	$449K	0.08%	new	Timeline
RSGREPUBLIC SVCS INC	2,213	$445K	0.07%	+48	Timeline
AEPAMERICAN ELEC PWR CO INC	4,735	$437K	0.07%	-666	Timeline
NICNICOLET BANKSHARES INC	4,078	$428K	0.07%	+7	Timeline
OSKOSHKOSH CORP	4,457	$424K	0.07%	+228	Timeline
IBDZISHARES TR	16,328	$416K	0.07%	+1,776	Timeline
IJSISHARES TR	3,806	$413K	0.07%	0	Timeline
WPCWP CAREY INC	7,467	$407K	0.07%	-2,148	Timeline
SNPSSYNOPSYS INC	796	$386K	0.06%	-455	Timeline
PANWPALO ALTO NETWORKS INC	2,065	$376K	0.06%	+1,110	Timeline
MOALTRIA GROUP INC	7,085	$370K	0.06%	+346	Timeline
FITBFIFTH THIRD BANCORP	8,739	$369K	0.06%	+577	Timeline
IWFISHARES TR	905	$363K	0.06%	new	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,191	$358K	0.06%	-216	Timeline
MCOMOODYS CORP	746	$353K	0.06%	+23	Timeline
TJXTJX COS INC NEW	2,915	$352K	0.06%	+94	Timeline
MMM3M CO	2,712	$350K	0.06%	+196	Timeline
VEUVANGUARD INTL EQUITY INDEX F	5,891	$338K	0.06%	+1,192	Timeline
NOWSERVICENOW INC	313	$332K	0.06%	+20	Timeline
VEAVANGUARD TAX-MANAGED FDS	6,922	$331K	0.06%	+13	Timeline
RCLROYAL CARIBBEAN GROUP	1,434	$331K	0.06%	new	Timeline
PFEPFIZER INC	12,239	$325K	0.05%	-3,139	Timeline
VNQVANGUARD INDEX FDS	3,610	$322K	0.05%	+827	Timeline
SPOTSPOTIFY TECHNOLOGY S A	713	$319K	0.05%	+2	Timeline
ANETARISTA NETWORKS INC	2,794	$309K	0.05%	new	Timeline
SYKSTRYKER CORPORATION	842	$303K	0.05%	+25	Timeline
EFGISHARES TR	3,101	$300K	0.05%	+826	Timeline
LAMRLAMAR ADVERTISING CO	2,390	$291K	0.05%	+147	Timeline
CGMSCAPITAL GRP FIXED INCM ETF T	10,563	$288K	0.05%	+354	Timeline
ACNACCENTURE PLC IRELAND	819	$288K	0.05%	new	Timeline
VVISA INC	893	$282K	0.05%	new	Timeline
FISFIDELITY NATL INFORMATION SV	3,493	$282K	0.05%	-159	Timeline
PLDPROLOGIS INC.	2,609	$276K	0.05%	-2,814	Timeline
TXNTEXAS INSTRS INC	1,447	$271K	0.05%	+237	Timeline
GILDGILEAD SCIENCES INC	2,936	$271K	0.05%	+195	Timeline
JCIJOHNSON CONTROLS INTERNATION	3,398	$268K	0.04%	+277	Timeline
CMCSACOMCAST CORP NEW	6,978	$262K	0.04%	-1,607	Timeline
VTVVANGUARD INDEX FDS	1,542	$261K	0.04%	new	Timeline
QYLDGLOBAL X FDS	14,171	$258K	0.04%	+8	Timeline
VRTVERTIV HOLDINGS CO	2,227	$253K	0.04%	-427	Timeline
GOOGALPHABET INC	1,275	$243K	0.04%	+56	Timeline
INTUINTUIT	385	$242K	0.04%	+16	Timeline
SHOPSHOPIFY INC	2,270	$241K	0.04%	new	Timeline
DHRDANAHER CORP DEL	1,036	$238K	0.04%	-18	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,119	$235K	0.04%	+195	Timeline
DOWDOW HLDGS INC	5,845	$235K	0.04%	-5,257	Timeline
KKELLANOVA	2,862	$232K	0.04%	+199	Timeline
CTASCINTAS CORP	1,253	$229K	0.04%	+207	Timeline
PHMPULTE GROUP INC	2,101	$229K	0.04%	-1,096	Timeline
NSCNORFOLK SOUTHN CORP	973	$228K	0.04%	new	Timeline
ICSHISHARES TR	4,527	$228K	0.04%	-694	Timeline
DFUSDIMENSIONAL ETF TRUST	3,502	$223K	0.04%	0	Timeline
MAMASTERCARD INCORPORATED	422	$222K	0.04%	new	Timeline
MANHMANHATTAN ASSOCIATES INC	813	$220K	0.04%	+62	Timeline
AMDADVANCED MICRO DEVICES INC	1,783	$215K	0.04%	-505	Timeline
MRSHMARSH & MCLENNAN COS INC	1,011	$215K	0.04%	+22	Timeline
FCORFIDELITY MERRIMACK STR TR	4,564	$212K	0.04%	new	Timeline
CCITIGROUP INC	3,006	$212K	0.04%	new	Timeline
ADPAUTOMATIC DATA PROCESSING IN	711	$208K	0.03%	new	Timeline
ASBASSOCIATED BANC-CORP	8,468	$202K	0.03%	new	Timeline
FTECFIDELITY COVINGTON TRUST	1,090	$201K	0.03%	new	Timeline
LHLABCORP HOLDINGS INC	872	$200K	0.03%	new	Timeline
HBANHUNTINGTON BANCSHARES INC	11,765	$191K	0.03%	+795	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	11,984	$147K	0.02%	-3,921	Timeline
BMOBANK OF MONTREAL	788	$76.4K	0.01%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ISHARESISHARES	88,264	$2.23M	shares
BLACKROCK INCBLACKROCK INC	846	$804K	shares
HSYHERSHEY CO	1,569	$301K	shares
BDXBECTON DICKINSON & CO	1,244	$300K	shares
CCICROWN CASTLE INC	2,445	$290K	shares
MDTMEDTRONIC PLC	3,184	$287K	shares
HONHONEYWELL INTL INC	1,362	$282K	shares
DOCHEALTHPEAK PROPERTIES INC	10,985	$251K	shares
EMNEASTMAN CHEM CO	2,119	$237K	shares
HCAHCA HEALTHCARE INC	578	$235K	shares
PEVERPURE INC	4,491	$226K	shares
EMREMERSON ELEC CO	1,936	$212K	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	540	$207K	shares
FFORD MTR CO	12,290	$130K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001964819-25-000001	base		2025-01-21	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC