McGlone Suttner Wealth Management, Inc. ETF holdings
Appleton, WI
Reported $711.6M in 74 ETFs in its Form 13F for June 30, 2026.
ETF value
$711.6M
ETFs held
74
Change from prior quarter
+12.2%
With price moves
ETFs as a share of its 13F
83.5%
of $852.4M
Top 10 of 74 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $169.5M | 3,821,991 | +38,758 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $73.2M | 664,617 | +11,315 shares |
| AVUS | Avantis US Equity ETF | $67.8M | 528,975 | +6,658 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $61.8M | 2,101,313 | +3,718 shares |
| FBND | Fidelity Total Bond ETF | $50.7M | 1,114,382 | +46,325 shares |
| DFIV | Dimensional International Value ETF | $38.0M | 703,455 | −553 shares |
| CGCP | Capital Group Core Plus Income ETF | $33.3M | 1,495,388 | +63,899 shares |
| CGXU | Capital Group International Focus Equity ETF | $24.3M | 700,615 | −6,256 shares |
| FENI | Fidelity Enhanced International ETF | $20.5M | 510,485 | +74,124 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $19.4M | 233,827 | +2,701 shares |
64 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001964819. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does McGlone Suttner Wealth Management, Inc. own?
McGlone Suttner Wealth Management, Inc. reported 74 ETF positions worth $711.6M in its Form 13F for June 30, 2026. The largest was DFAC, at $169.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.