McGlone Suttner Wealth Management, Inc. holds a focused book of 196 reported positions worth $852.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Dell Technologies -C and trimmed Dimensional International Va. Their largest long position is Dimensional US Core Equity 2 at 20% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
McGlone Suttner Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning McGlone Suttner Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as McGlone Suttner Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 36 / 80 | $1.0B |
| Hoey Investments, Inc | 48 / 80 | $632.2M |
| Outlook Capital Management, LLC | 15 / 80 | $246.2M |
| Howard Hughes Medical Institute | 13 / 80 | $351.1M |
| Skandinaviska Enskilda Banken AB (publ) | 18 / 80 | $2.1B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $360.0M |
| Independent Investors Inc | 19 / 80 | $405.8M |
Ranked by the share of each fund's own book sitting in the names it shares with McGlone Suttner Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 196 | $852.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 189 | $755.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 190 | $743.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 191 | $714.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 191 | $662.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 29d | 189 | $609.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 176 | $599.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 168 | $480.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.