McGlone Suttner Wealth Management, Inc.

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CIK 1964819

13F portfolio (2026-Q1)

$755M

Positions

189

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

189

Top 5

49.6%

Top 10

65.8%

Effective N

14.5

HHI

0.069

This quarter

13 new · 0 exit →

By sector

Unclassified84.0%

Information Technology4.3%

Financials2.6%

Consumer Discretionary1.8%

Industrials1.7%

Communication Services1.7%

Health Care1.4%

Energy0.7%

Other2.0%

By market cap

Unknown84.0%

Mega (>$200B)10.3%

Large ($10–200B)5.4%

Mid ($2–10B)0.2%

Small ($300M–2B)0.1%

By region

Other84.0%

North America16.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	84.22%	74
Semiconductors & Semiconductor Equipment	1.60%	8
Banks	1.53%	13
Technology Hardware & Equipment	1.39%	5
Pharmaceuticals & Biotechnology	1.31%	7
Software & IT Services	1.24%	4
Specialty Retail	1.11%	6
Software	1.05%	5
Machinery	0.82%	6
Oil, Gas & Consumable Fuels	0.66%	3
Utilities	0.65%	6
Insurance	0.55%	6
Aerospace & Defense	0.38%	4
Beverages	0.34%	2
Equity Real Estate Investment Trusts (REITs)	0.33%	4
Automobiles & Components	0.32%	2
Diversified Telecommunication Services	0.31%	3
Chemicals	0.25%	1
Tobacco	0.24%	2
Capital Markets	0.20%	2
Commercial Services & Supplies	0.19%	4
Hotels, Restaurants & Leisure	0.18%	1
Media & Entertainment	0.16%	3
Road & Rail	0.15%	1
Communications Equipment	0.15%	2
Construction & Engineering	0.14%	1
Distributors	0.13%	3
Health Care Equipment & Supplies	0.07%	2
Metals & Mining	0.06%	2
Paper & Forest Products	0.05%	1
Electrical Equipment & Components	0.05%	1
Airlines	0.04%	1
Marine	0.04%	1
Food Products	0.04%	1
Health Care Providers & Services	0.04%	1
Textiles, Apparel & Luxury Goods	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DFAC	DIMENSIONAL ETF TRUST	Unclassified	19.47%
2	IUSV	ISHARES TR	Unclassified	8.85%
3	AVUS	AMERICAN CENTY ETF TR	Unclassified	7.69%
4	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	7.12%
5	FBND	FIDELITY TOTAL BOND ETF	Unclassified	6.45%
6	DFIV	DIMENSIONAL ETF TRUST	Unclassified	4.92%
7	CGCP	CAPITAL GRP FIXED INCM ETF T	Unclassified	4.23%
8	CGXU	Capital Group International Focus - ETF	Unclassified	2.76%
9	FENI	FIDELITY COVINGTON TRUST	Unclassified	2.15%
10	IEMG	ISHARES INC	Unclassified	2.13%

116/189 names classified · sector 16.0% of weight · industry 15.8% · mkt cap 16.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 14 quarters

Information TechnologyMSFT, AAPL, NVDA, AMAT, AVGO · other

FinancialsJPM, BRK.B, MET, BAC, UNH · other

Consumer DiscretionaryAMZN, WMT, TSLA, HD, MCD · other

Health CareABBV, JNJ, MRK, ABT, PFE · other

Communication ServicesGOOGL, META, VZ, T, NFLX · other

IndustrialsCAT, CSX, GD, PH, EME · other

EnergyXOM, CVX, COP, SLB, MPLX · other

Consumer StaplesPEP, KO, PM, HSY, CVS · other

MaterialsPG, KMB, DOW, EMN, CE · other

UtilitiesWEC, SO, NEE, KMI, AEP · other

Real EstateWPC, PLD, CCI, LAMR, DOC · other

UnclassifiedDFAC, IUSV, SCHX, FBND, AVUS · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 16.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 16% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (113 classified)McGlone Suttner Wealth Management, Inc. centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryIndustrialsCommunication ServicesHealth CareEnergyUtilitiesConsumer StaplesMaterialsReal Estate

Style box summary for McGlone Suttner Wealth Management, Inc.: centroid Large Core. Heaviest cells: Large Growth 5.6%, Large Core 4.1%, Large Value 3.7%.

Classified: 15.6% of book weight (113/189 names) · unclassified 84.4%: DFAC, IUSV, AVUS, SCHX, FBND, DFIV, CGCP, CGXU, FENI, IEMG +66 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 189 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DFACDIMENSIONAL ETF TRUST	3,783,233	$147M	19.5%	HOLD
2	IUSVISHARES TR	653,302	$67M	8.8%	HOLD
3	AVUSAMERICAN CENTY ETF TR	522,317	$58M	7.7%	HOLD
4	SCHXSCHWAB U.S. LARGE-CAP ETF	2,097,595	$54M	7.1%	HOLD
5	FBNDFIDELITY TOTAL BOND ETF	1,068,057	$49M	6.5%	ADD 5%
6	DFIVDIMENSIONAL ETF TRUST	704,008	$37M	4.9%	TRIM −4%
7	CGCPCAPITAL GRP FIXED INCM ETF T	1,431,489	$32M	4.2%	ADD 4%
8	CGXUCapital Group International Focus - ETF	706,871	$21M	2.8%	TRIM −4%
9	FENIFIDELITY COVINGTON TRUST	436,361	$16M	2.1%	NEW
10	IEMGISHARES INC	231,126	$16M	2.1%	ADD 4%
11	DFASDIMENSIONAL ETF TRUST	219,207	$16M	2.1%	ADD 5%
12	AGGISHARES TR	130,590	$13M	1.7%	ADD 6%
13	VCITVANGUARD SCOTTSDALE FDS	153,942	$13M	1.7%	NEW
14	FELGFidelity Covington TR Enhanced LC Grow ETF	257,703	$10M	1.3%	NEW
15	AAPLAPPLE INC	26,750	$7M	0.9%	ADD 6%
16	VIGVANGUARD SPECIALIZED FUNDS	31,076	$7M	0.9%	HOLD
17	FDVVFIDELITY COVINGTON TRUST	111,344	$6M	0.8%	HOLD
18	GOOGLALPHABET INC	21,083	$6M	0.8%	HOLD
19	MSFTMICROSOFT CORP	16,139	$6M	0.8%	ADD 5%
20	VYMVANGUARD WHITEHALL FDS	39,029	$6M	0.8%	HOLD
21	NVDANVIDIA CORPORATION	31,508	$5M	0.7%	ADD 2%
22	FHLCFIDELITY COVINGTON TRUST	73,181	$5M	0.7%	TRIM −74%
23	IBDRISHARES TR	168,578	$4M	0.5%	ADD 4%
24	IJHISHARES TR	58,132	$4M	0.5%	HOLD
25	JPMJPMORGAN CHASE & CO	10,255	$3M	0.4%	TRIM −3%
26	XOMEXXON MOBIL CORP	17,584	$3M	0.4%	ADD 3%
27	CATCATERPILLAR INC	4,071	$3M	0.4%	TRIM −6%
28	WMTWALMART INC	23,142	$3M	0.4%	ADD 3%
29	VTIVANGUARD INDEX FDS	8,816	$3M	0.4%	HOLD
30	JNJJOHNSON & JOHNSON	11,071	$3M	0.4%	ADD 3%
31	IJRISHARES TR	21,371	$3M	0.4%	TRIM −8%
32	METAMETA PLATFORMS INC	4,599	$3M	0.3%	TRIM −3%
33	ABBVABBVIE INC	11,987	$3M	0.3%	ADD 2%
34	IBDSISHARES TR	104,366	$3M	0.3%	ADD 8%
35	AMZNAMAZON COM INC	11,968	$2M	0.3%	ADD 4%
36	IVVISHARES TR	3,688	$2M	0.3%	HOLD
37	AMATAPPLIED MATLS INC	6,871	$2M	0.3%	ADD 3%
38	IBDYISHARES TR	89,418	$2M	0.3%	ADD 3%
39	AVGOBROADCOM INC	7,353	$2M	0.3%	ADD 2%
40	IBDTISHARES TR	87,944	$2M	0.3%	ADD 10%
41	ITOTISHARES TR	15,480	$2M	0.3%	HOLD
42	CGMUCAPITAL GRP FIXED INCM ETF T	78,857	$2M	0.3%	ADD 5%
43	IWDISHARES TR	9,304	$2M	0.3%	TRIM −4%
44	CSCOCISCO SYS INC	25,583	$2M	0.3%	ADD 3%
45	SDYSPDR SER TR	13,520	$2M	0.3%	HOLD
46	PGPROCTER AND GAMBLE CO	13,222	$2M	0.3%	ADD 3%
47	IVWISHARES TR	16,501	$2M	0.2%	HOLD
48	TSLATESLA INC	4,816	$2M	0.2%	HOLD
49	VBRVANGUARD INDEX FDS	7,821	$2M	0.2%	HOLD
50	PHPARKER-HANNIFIN CORP	1,850	$2M	0.2%	ADD 5%
51	MRKMERCK & CO INC	13,283	$2M	0.2%	ADD 3%
52	FFLGFIDELITY COVINGTON TRUST	56,274	$2M	0.2%	HOLD
53	VTEBVANGUARD MUN BD FDS	31,060	$2M	0.2%	ADD 12%
54	FBCGFIDELITY COVINGTON TRUST	30,681	$2M	0.2%	HOLD
55	BRK.BBERKSHIRE HATHAWAY INC DEL	3,207	$2M	0.2%	ADD 14%
56	IBDWISHARES TR	73,269	$2M	0.2%	ADD 6%
57	IBDUISHARES TR	65,713	$2M	0.2%	ADD 11%
58	METMETLIFE INC	21,518	$2M	0.2%	ADD 3%
59	BACBANK AMERICA CORP	31,096	$2M	0.2%	ADD 2%
60	HDHOME DEPOT INC	4,580	$2M	0.2%	ADD 4%
61	IGEBISHARES TR	31,423	$1M	0.2%	TRIM −89%
62	KOCOCA COLA CO	18,466	$1M	0.2%	ADD 3%
63	SCHDSCHWAB STRATEGIC TR	45,662	$1M	0.2%	ADD 4%
64	MCDMCDONALDS CORP	4,420	$1M	0.2%	ADD 3%
65	GDGENERAL DYNAMICS CORP	3,892	$1M	0.2%	ADD 5%
66	WECWEC ENERGY GROUP INC	11,430	$1M	0.2%	HOLD
67	IBDXISHARES TR	49,426	$1M	0.2%	ADD 6%
68	PMPHILIP MORRIS INTL INC	7,479	$1M	0.2%	ADD 4%
69	PEPPEPSICO INC	7,730	$1M	0.2%	ADD 4%
70	COPCONOCOPHILLIPS	9,027	$1M	0.2%	ADD 13%
71	WFCWELLS FARGO CO NEW	14,594	$1M	0.2%	ADD 4%
72	CSXCSX CORP	27,361	$1M	0.1%	ADD 18%
73	BNYBANK NEW YORK MELLON CORP	9,460	$1M	0.1%	ADD 6%
74	BLKBLACKROCK INC	1,150	$1M	0.1%	ADD 5%
75	EMEEMCOR GROUP INC	1,482	$1M	0.1%	TRIM −3%
76	IBMINTERNATIONAL BUSINESS MACHS	4,303	$1M	0.1%	ADD 16%
77	IEFAISHARES TR	11,405	$1M	0.1%	HOLD
78	LLYELI LILLY & CO	1,116	$1M	0.1%	TRIM −3%
79	PRUPRUDENTIAL FINL INC	10,203	$996,704	0.1%	ADD 7%
80	IBDVISHARES TR	45,361	$992,950	0.1%	ADD 18%
81	VZVERIZON COMMUNICATIONS INC	19,765	$992,193	0.1%	ADD 9%
82	IWVISHARES TR	2,580	$956,382	0.1%	TRIM −50%
83	KMIKINDER MORGAN INC DEL	28,393	$952,021	0.1%	ADD 21%
84	IVEISHARES TR	4,472	$944,291	0.1%	HOLD
85	PLDPROLOGIS INC.	6,966	$920,717	0.1%	ADD 4%
86	USBUS BANCORP	17,689	$920,002	0.1%	ADD 6%
87	SOSOUTHERN CO	9,480	$914,973	0.1%	ADD 4%
88	XLUSELECT SECTOR SPDR TR	19,898	$913,112	0.1%	HOLD
89	TAT&T INC	31,158	$903,258	0.1%	ADD 14%
90	ABTABBOTT LABS	8,194	$841,233	0.1%	TRIM −8%
91	WPCW. P. Carey Inc.	12,212	$829,958	0.1%	ADD 4%
92	AXPAMERICAN EXPRESS CO	2,670	$807,565	0.1%	HOLD
93	AEPAMERICAN ELEC PWR CO INC	6,149	$806,056	0.1%	HOLD
94	CVXCHEVRON CORP NEW	3,790	$784,185	0.1%	ADD 3%
95	PLTRPALANTIR TECHNOLOGIES INC	5,079	$742,956	0.1%	HOLD
96	VHTVANGUARD WORLD FD	2,721	$741,029	0.1%	TRIM −10%
97	QCOMQUALCOMM INC	5,190	$668,372	0.1%	ADD 4%
98	CAHCARDINAL HEALTH INC	3,153	$666,206	0.1%	HOLD
99	HIGHARTFORD INSURANCE GROUP INC	4,902	$662,954	0.1%	TRIM −9%
100	NICNICOLET BANKSHARES INC	4,459	$662,675	0.1%	ADD 9%
101	OSKOSHKOSH CORP	4,475	$658,742	0.1%	HOLD
102	BFCBANK FIRST CORP	4,875	$658,418	0.1%	HOLD
103	SPYGSPDR SERIES TRUST STATE STREET SPD	6,698	$655,755	0.1%	TRIM −21%
104	LHXL3HARRIS TECHNOLOGIES INC	1,879	$648,555	0.1%	ADD 6%
105	DFATDIMENSIONAL ETF TRUST	10,183	$635,915	0.1%	HOLD
106	LMTLOCKHEED MARTIN CORP	1,039	$628,025	0.1%	ADD 5%
107	PEGPUBLIC SVC ENTERPRISE GROUP	7,698	$623,146	0.1%	ADD 6%
108	GILDGILEAD SCIENCES INC	4,419	$615,874	0.1%	TRIM −24%
109	SPYVSPDR SERIES TRUST	10,761	$608,864	0.1%	TRIM −20%
110	COSTCOSTCO WHSL CORP NEW	600	$598,236	0.1%	ADD 3%
111	RSPINVESCO EXCHANGE TRADED FD T	3,103	$595,510	0.1%	HOLD
112	NFLXNETFLIX INC	6,085	$585,073	0.1%	HOLD
113	SPYSTATE STR SPDR S&P 500 ETF T	898	$583,786	0.1%	HOLD
114	CGMSCAPITAL GRP FIXED INCM ETF T	20,079	$546,763	0.1%	HOLD
115	MOALTRIA GROUP INC	8,253	$544,605	0.1%	ADD 26%
116	VTVVANGUARD INDEX FDS	2,773	$544,018	0.1%	HOLD
117	TJXTJX COS INC NEW	3,396	$542,343	0.1%	TRIM −3%
118	DEDEERE & CO	951	$535,903	0.1%	ADD 5%
119	VUGVANGUARD INDEX FDS	1,188	$519,098	0.1%	TRIM −15%
120	RSGREPUBLIC SVCS INC	2,365	$517,933	0.1%	HOLD
121	IBDZISHARES TR	19,651	$512,113	0.1%	ADD 15%
122	AMDADVANCED MICRO DEVICES INC	2,506	$509,738	0.1%	HOLD
123	VRTVERTIV HOLDINGS CO	2,008	$503,069	0.1%	HOLD
124	FLTBFIDELITY MERRIMACK STR TR	9,889	$497,096	0.1%	HOLD
125	VEUVANGUARD INTL EQUITY INDEX F	6,584	$494,483	0.1%	HOLD
126	CRMSALESFORCE INC	2,644	$493,542	0.1%	HOLD
127	APHAMPHENOL CORP	3,864	$488,204	0.1%	HOLD
128	PFEPFIZER INC	17,193	$482,784	0.1%	ADD 11%
129	FNFABRINET	868	$452,679	0.1%	TRIM −3%
130	IJSISHARES TR	3,806	$450,774	0.1%	HOLD
131	PNCPNC FINL SVCS GROUP INC	2,094	$435,676	0.1%	HOLD
132	FITBFIFTH THIRD BANCORP	9,136	$424,451	0.1%	ADD 4%
133	TMUST-MOBILE US INC	2,013	$422,789	0.1%	HOLD
134	GOOGALPHABET INC	1,471	$422,029	0.1%	ADD 15%
135	ITWILLINOIS TOOL WKS INC	1,593	$414,539	0.1%	HOLD
136	GSGOLDMAN SACHS GROUP INC	478	$404,760	0.1%	ADD 8%
137	CCICROWN CASTLE INC	4,814	$391,405	0.1%	ADD 8%
138	KMBKIMBERLY-CLARK CORP	4,055	$391,179	0.1%	HOLD
139	AJGGALLAGHER ARTHUR J & CO	1,771	$383,561	0.1%	HOLD
140	CMICUMMINS INC	710	$381,742	0.1%	HOLD
141	IXUSISHARES TR	4,329	$375,083	0.0%	HOLD
142	MCOMOODYS CORP	815	$355,647	0.0%	HOLD
143	BAIBLACKROCK ETF TRUST	10,755	$354,375	0.0%	HOLD
144	GEGE AEROSPACE	1,233	$349,937	0.0%	HOLD
145	ORCLORACLE CORP	2,374	$349,272	0.0%	HOLD
146	CASYCASEYS GEN STORES INC	479	$348,462	0.0%	HOLD
147	CCITIGROUP INC	3,052	$346,155	0.0%	HOLD
148	UNHUNITEDHEALTH GROUP INC	1,248	$337,584	0.0%	ADD 6%
149	VEAVANGUARD TAX-MANAGED FDS	5,265	$337,361	0.0%	HOLD
150	DHRDANAHER CORP DEL	1,768	$335,281	0.0%	ADD 4%
151	CDNSCADENCE DESIGN SYSTEM INC	1,195	$332,055	0.0%	TRIM −19%
152	VVISA INC	1,075	$324,802	0.0%	HOLD
153	LAMRLAMAR ADVERTISING CO	2,560	$324,224	0.0%	ADD 4%
154	PANWPALO ALTO NETWORKS INC	1,978	$317,113	0.0%	HOLD
155	DALDELTA AIR LINES INC	4,770	$317,101	0.0%	NEW
156	RCLROYAL CARIBBEAN GROUP	1,140	$313,603	0.0%	HOLD
157	QYLDGLOBAL X FDS	18,127	$310,872	0.0%	HOLD
158	SPOTSPOTIFY TECHNOLOGY S A	633	$306,948	0.0%	HOLD
159	CMCSACOMCAST CORP NEW	10,674	$306,458	0.0%	ADD 9%
160	DFSUDIMENSIONAL ETF TRUST	7,313	$300,491	0.0%	HOLD
161	HSYHERSHEY CO	1,443	$299,966	0.0%	NEW
162	NEENEXTERA ENERGY INC	3,227	$299,750	0.0%	ADD 6%
163	VOEVANGUARD INDEX FDS	1,604	$295,514	0.0%	TRIM −13%
164	LRCXLAM RESEARCH CORP	1,344	$287,130	0.0%	NEW
165	RTXRTX CORPORATION	1,437	$277,235	0.0%	HOLD
166	MDTMEDTRONIC PLC	3,153	$273,236	0.0%	HOLD
167	VNQVANGUARD INDEX FDS	3,075	$272,750	0.0%	HOLD
168	VOOVANGUARD INDEX FDS	455	$272,070	0.0%	NEW
169	SYKSTRYKER CORPORATION	827	$271,781	0.0%	HOLD
170	EFGISHARES TR	2,416	$269,078	0.0%	HOLD
171	LHLABCORP HOLDINGS INC	1,003	$267,729	0.0%	HOLD
172	MUMICRON TECHNOLOGY INC	749	$253,157	0.0%	HOLD
173	HYGISHARES TR	3,137	$249,580	0.0%	HOLD
174	CFGCITIZENS FINL GROUP INC	4,142	$248,419	0.0%	ADD 19%
175	DFUSDIMENSIONAL ETF TRUST	3,502	$248,311	0.0%	HOLD
176	GLWCORNING INC	1,795	$244,120	0.0%	NEW
177	CITHE CIGNA GROUP	889	$237,123	0.0%	NEW
178	ZMZOOM COMMUNICATIONS INC	2,939	$236,266	0.0%	HOLD
179	HWMHOWMET AEROSPACE INC	1,009	$232,444	0.0%	NEW
180	FERGFERGUSON ENTERPRISES INC	951	$221,747	0.0%	ADD 6%
181	INTCINTEL CORP	5,017	$221,406	0.0%	NEW
182	ASBASSOCIATED BANC CORP	8,468	$218,993	0.0%	HOLD
183	MAMASTERCARD INCORPORATED	437	$218,304	0.0%	HOLD
184	FTECFIDELITY COVINGTON TRUST	1,034	$215,115	0.0%	HOLD
185	CTASCINTAS CORP	1,270	$214,891	0.0%	HOLD
186	FCORFIDELITY MERRIMACK STR TR	4,538	$213,854	0.0%	HOLD
187	IWFISHARES TR	482	$205,525	0.0%	TRIM −15%
188	IJJISHARES TR	1,515	$200,684	0.0%	NEW
189	VSTSVESTIS CORPORATION	14,615	$114,874	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DFACDIMENSIONAL ETF TRUST

3.6M

3.7M

3.8M

$147M

IUSVISHARES TR

580K

594K

613K

625K

644K

653K

$67M

AVUSAMERICAN CENTY ETF TR

469K

476K

494K

504K

516K

522K

$58M

SCHXSCHWAB U.S. LARGE-CAP ETF

2.0M

2.1M

$54M

FBNDFIDELITY TOTAL BOND ETF

896K

932K

965K

986K

1.0M

1.1M

$49M

DFIVDIMENSIONAL ETF TRUST

702K

709K

722K

724K

733K

704K

$37M

CGCPCAPITAL GRP FIXED INCM ETF T

1.2M

1.3M

1.4M

$32M

CGXUCapital Group International Focus - ETF

661K

678K

696K

710K

733K

707K

$21M

FENIFIDELITY COVINGTON TRUST

—

436K

$16M

IEMGISHARES INC

205K

207K

214K

215K

222K

231K

$16M

DFASDIMENSIONAL ETF TRUST

191K

194K

200K

203K

209K

219K

$16M

AGGISHARES TR

105K

110K

115K

117K

123K

131K

$13M

VCITVANGUARD SCOTTSDALE FDS

—

154K

$13M

FELGFidelity Covington TR Enhanced LC Grow ETF

—

258K

$10M

AAPLAPPLE INC

22K

23K

26K

25K

27K

$7M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆McGlone Suttner Wealth Management, Inc.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 189 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

McGlone Suttner Wealth Management, Inc.