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

Latest 13F report
Q3 2025 - Oct 20, 2025
Value $
$715M
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 191 stock holdings with total value $715M as of Q3 2025. Top holdings included DFAC, IUSV, SCHX, AVUS, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 191 $715M +$14.3M -$4.13M +$10.2M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 10/20/2025, 10:37 AM
Q2 2025 191 $662M +$21.7M -$6.65M +$15M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 7/14/2025, 03:07 PM
Q1 2025 189 $609M +$30.1M -$10.1M +$20.1M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 4/29/2025, 01:53 PM
Q4 2024 176 $599M +$159M -$10.4M +$149M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 1/17/2025, 09:46 PM
Q3 2024 168 $481M +$51.6M -$122M -$70.9M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 10/10/2024, 01:32 PM
Q2 2024 163 $469M +$41.4M -$53.8M -$12.4M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 7/18/2024, 11:39 AM
Q1 2024 167 $533M +$60.8M -$62.2M -$1.45M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 4/18/2024, 11:22 AM
Q4 2023 825 $506M +$43.2M -$9.48M +$33.7M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 1/18/2024, 02:58 PM
Q3 2023 140 $431M +$45.9M -$37.5M +$8.35M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 10/19/2023, 04:49 PM
Q2 2023 151 $438M +$36.1M -$3.85M +$32.3M DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 7/25/2023, 12:02 PM
Q1 2023 139 $389M +$68.7M -$6.92M +$61.8M DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 4/20/2023, 02:55 PM
Q4 2022 132 $315M $0 $0 DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 2/9/2023, 02:46 PM