McGlone Suttner Wealth Management, Inc.
•CIK: 1964819•Filing: Q4 2025
**McGlone Suttner Wealth Management, Inc.** manages $743M across a diversified portfolio of 190 holdings. The firm maintains significant exposure to key areas, notably anchoring its top positions in DFAC ($148.2M) and IUSV ($66.0M). Further allocations include substantial weightings in AVUS ($57.6M) and SCHX ($57.0M). This structure suggests a focus on established, multi-asset class strategies.
Total AUM
$743.4M
QoQ Performance
+4.0%
Positions
139
Top 10 Concentration
67.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
IUSV
AVUS
SCHX
FBND
DFAC19.9%
IUSV8.9%
AVUS7.8%
SCHX7.7%
FBND6.3%
DFIV4.9%
CGCP4.2%
CGXU2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.8%
Technology5.2%
Financial1.8%
Consumer1.5%
Healthcare1.5%
Industrial0.5%
ETF0.4%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW11 new positions
↑104 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023