McGlone Suttner Wealth Management, Inc. — 13F holdings

McGlone Suttner Wealth Management, Inc. reported 200 holdings worth $861M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $171M (19.8%)
  2. IUSV ISHARES TR — $74.2M (8.6%)
  3. AVUS AMERICAN CENTY ETF TR — $68.2M (7.9%)
  4. SCHX SCHWAB STRATEGIC TR — $63.3M (7.4%)
  5. FBND FIDELITY MERRIMACK STR TR — $50.0M (5.8%)
  6. DFIV DIMENSIONAL ETF TRUST — $39.3M (4.6%)
  7. CGCP CAPITAL GRP FIXED INCM ETF T — $33.0M (3.8%)
  8. CGXU CAPITAL GROUP INTL FOCUS EQT — $24.1M (2.8%)
  9. FENI FIDELITY COVINGTON TRUST — $21.3M (2.5%)
  10. IEMG ISHARES INC — $19.1M (2.2%)