13F Filings History of McGlone Suttner Wealth Management, Inc.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$743,430,232
Signature - Title
Thomas J. Suttner - President
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by McGlone Suttner Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McGlone Suttner Wealth Management, Inc. reported 190 stock holdings with total value $743,430,232 as of Q4 2025. Top holdings included DFAC, IUSV, AVUS, SCHX, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 190 $743,430,232 +$25,452,463 -$12,059,108 +$13,393,355 DFAC, IUSV, AVUS, SCHX, FBND 13F-HR 15 Jan 2026, 12:17
Q3 2025 191 $714,632,817 +$14,316,148 -$4,128,065 +$10,188,083 DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 20 Oct 2025, 10:37
Q2 2025 191 $662,299,641 +$21,669,890 -$6,646,253 +$15,023,637 DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 14 Jul 2025, 15:07
Q1 2025 189 $609,355,701 +$30,132,881 -$10,074,387 +$20,058,494 DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 29 Apr 2025, 13:53
Q4 2024 176 $599,013,926 +$159,392,427 -$10,436,944 +$148,955,483 DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 17 Jan 2025, 21:46
Q3 2024 168 $480,895,104 +$51,590,172 -$122,456,065 -$70,865,893 DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 10 Oct 2024, 13:32
Q2 2024 163 $469,166,140 +$41,440,096 -$53,804,008 -$12,363,912 DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 18 Jul 2024, 11:39
Q1 2024 167 $533,087,834 +$60,772,060 -$62,222,561 -$1,450,501 DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 18 Apr 2024, 11:22
Q4 2023 825 $505,920,404 +$43,201,394 -$9,478,264 +$33,723,130 DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 18 Jan 2024, 14:58
Q3 2023 140 $431,466,961 +$45,852,228 -$37,505,721 +$8,346,507 DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 19 Oct 2023, 16:49
Q2 2023 151 $438,010,460 +$36,148,256 -$3,850,781 +$32,297,475 DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 25 Jul 2023, 12:02
Q1 2023 139 $389,019,129 +$68,713,253 -$6,920,357 +$61,792,896 DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 20 Apr 2023, 14:55
Q4 2022 132 $315,203,276 $0 $0 $0 DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 09 Feb 2023, 14:46