McGlone Suttner Wealth Management, Inc. holds a focused book of 196 stocks worth $852.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Dimensional International Va. Their largest long position is Dimensional US Core Equity 2 at 20% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show McGlone Suttner Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning McGlone Suttner Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $169.5M | 3.82M | 19.9% | ▲+1.0% Added · +39K sh | |
| 2 | Ishares TR CORE S&P US VLU | $73.2M | 664.6K | 8.6% | ▲+1.7% Added · +11K sh | |
| 3 | American Centy ETF TR US EQT ETF | $67.8M | 529.0K | 7.9% | ▲+1.3% Added · +7K sh | |
| 4 | Schwab Strategic TR US LRG CAP ETF | $61.8M | 2.10M | 7.3% | ▲+0.2% Added · +4K sh | |
| 5 | Fidelity Merrimack STR TR TOTAL BD ETF | $50.7M | 1.11M | 5.9% | ▲+4.3% Added · +46K sh | |
| 6 | Dimensional ETF Trust INTERNATNAL VAL | $38.0M | 703.5K | 4.5% | ▼−0.1% Reduced · −553 sh | |
| 7 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $33.3M | 1.50M | 3.9% | ▲+4.5% Added · +64K sh | |
| 8 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $24.3M | 700.6K | 2.8% | ▼−0.9% Reduced · −6K sh | |
| 9 | Fidelity Covington Trust ENHANCED INTL | $20.5M | 510.5K | 2.4% | ▲+17% Added · +74K sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $19.4M | 233.8K | 2.3% | ▲+1.2% Added · +3K sh | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $18.6M | 226.1K | 2.2% | ▲+3.1% Added · +7K sh | |
| 12 | Vanguard Scottsdale FDS INT-TERM CORP | $14.8M | 178.8K | 1.7% | ▲+16% Added · +25K sh | |
| 13 | Ishares TR CORE US AGGBD ET | $13.9M | 140.7K | 1.6% | ▲+7.8% Added · +10K sh | |
| 14 | Fidelity Covington Trust ENHANCED LARGE | $13.3M | 302.9K | 1.6% | ▲+18% Added · +45K sh | |
| 15 | Apple Inc COM | $8.4M | 29.1K | 1.0% | ▲+8.8% Added · +2K sh | |
| 16 | Alphabet Inc CAP STK CL A | $7.6M | 21.3K | 0.9% | ▲+1.2% Added · +260 sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $7.4M | 31.1K | 0.9% | ▲+0.1% Added · +22 sh | |
| 18 | Fidelity Covington Trust HIGH DIVID ETF | $6.7M | 111.7K | 0.8% | ▲+0.4% Added · +402 sh | |
| 19 | Nvidia Corporation COM | $6.4M | 32.1K | 0.8% | ▲+1.8% Added · +568 sh | |
| 20 | Vanguard Whitehall FDS HIGH DIV YLD | $6.2M | 39.4K | 0.7% | ▲+0.8% Added · +322 sh | |
| 21 | Microsoft Corp COM | $6.1M | 16.3K | 0.7% | ▲+1.1% Added · +176 sh | |
| 22 | Applied Matls Inc COM | $5.0M | 7.0K | 0.6% | ▲+1.2% Added · +80 sh | |
| 23 | Ishares TR CORE S&P MCP ETF | $4.4M | 57.0K | 0.5% | ▼−2.0% Reduced · −1K sh | |
| 24 | Fidelity Covington Trust MSCI HLTH CARE I | $4.1M | 53.6K | 0.5% | ▼−27% Reduced · −20K sh | |
| 25 | Ishares TR IBONDS DEC2026 | $4.0M | 166.8K | 0.5% | ▼−1.1% Reduced · −2K sh | |
| 26 | Caterpillar Inc COM | $3.7M | 3.5K | 0.4% | ▼−14% Reduced · −576 sh | |
| 27 | JPMorgan Chase & Co COM | $3.4M | 10.5K | 0.4% | ▲+2.4% Added · +250 sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $3.3M | 8.8K | 0.4% | ▲+0.1% Added · +7 sh | |
| 29 | Ishares TR CORE S&P SCP ETF | $3.2M | 21.4K | 0.4% | ▲+0.2% Added · +52 sh | |
| 30 | Broadcom Inc COM | $3.1M | 8.2K | 0.4% | ▲+11% Added · +830 sh | |
| 31 | Abbvie Inc COM | $3.1M | 12.2K | 0.4% | ▲+1.4% Added · +173 sh | |
| 32 | Amazon Com Inc COM | $2.9M | 12.0K | 0.3% | ▲+0.5% Added · +64 sh | |
| 33 | Johnson & Johnson COM | $2.8M | 11.2K | 0.3% | ▲+1.2% Added · +135 sh | |
| 34 | Walmart Inc COM | $2.8M | 24.9K | 0.3% | ▲+7.5% Added · +2K sh | |
| 35 | Ishares TR IBONDS 27 ETF | $2.8M | 114.5K | 0.3% | ▲+9.8% Added · +10K sh | |
| 36 | Cisco Sys Inc COM | $2.8M | 23.5K | 0.3% | ▼−8.0% Reduced · −2K sh | |
| 37 | Meta Platforms Inc CL A | $2.6M | 4.6K | 0.3% | ▼−0.2% Reduced · −9 sh | |
| 38 | Ishares TR CORE S&P TTL STK | $2.5M | 15.5K | 0.3% | —Held | |
| 39 | Exxon Mobil Corp COM | $2.5M | 18.1K | 0.3% | ▲+3.0% Added · +530 sh | |
| 40 | Ishares TR CORE S&P500 ETF | $2.4M | 3.3K | 0.3% | ▼−12% Reduced · −432 sh | |
| 41 | Ishares TR IBDS DEC28 ETF | $2.4M | 94.5K | 0.3% | ▲+7.5% Added · +7K sh | |
| 42 | Ishares TR IBONDS DEC 2033 | $2.3M | 90.5K | 0.3% | ▲+1.2% Added · +1K sh | |
| 43 | Capital Grp Fixed Incm ETF T MUN INM ETF | $2.2M | 81.0K | 0.3% | ▲+2.7% Added · +2K sh | |
| 44 | Ishares TR S&P 500 GRWT ETF | $2.2M | 15.8K | 0.3% | ▼−4.4% Reduced · −728 sh | |
| 45 | Ishares TR RUS 1000 VAL ETF | $2.2M | 8.9K | 0.3% | ▼−4.0% Reduced · −369 sh | |
| 46 | Tesla Inc COM | $2.1M | 4.9K | 0.2% | ▲+2.2% Added · +107 sh | |
| 47 | SPDR Series Trust ST STR SP DIV | $2.1M | 13.5K | 0.2% | ▼−0.3% Reduced · −40 sh | |
| 48 | Procter & Gamble Co COM | $2.0M | 13.6K | 0.2% | ▲+2.7% Added · +361 sh | |
| 49 | Fidelity Covington Trust FIDELITY FUND LR | $2.0M | 56.3K | 0.2% | ▲~0% Added · +2 sh | |
| 50 | Micron Technology Inc COM | $1.9M | 1.7K | 0.2% | ▲+121% Added · +910 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 196 | $852.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 189 | $755.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 190 | $743.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 191 | $714.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 191 | $662.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 189 | $609.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 176 | $599.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 168 | $480.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.