account_balance
Investment manager · 13F filer · SEC CIK 1964819
McGlone Suttner Wealth Management, Inc.
Reported value$861Mas of Sep 30, 2026
Positions200 14 new, 10 sold out
Top 10 weight65.4%DFAC alone is 20%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
19.8%
IUSViShares Tr
8.6%
AVUSAmerican Centy ETF Tr
7.9%
SCHXSchwab Strategic Tr
7.4%
FBNDFidelity Merrimack STR Tr
5.8%Added +4%
DFIVDimensional ETF Trust
4.6%
CGCPCapital GRP Fixed Incm ETF T
3.8%Added +4%
CGXUCapital Group Intl Focus Eqt
2.8%
FENIFidelity Covington Trust
2.5%+5%
IEMGiShares Inc
2.2%
DFASDimensional ETF Trust
2.1%
VCIT1.7%
DFACDimensional ETF Trust
19.8%
IUSViShares Tr
8.6%
AVUSAmerican Centy ETF Tr
7.9%
SCHXSchwab Strategic Tr
7.4%
FBNDFidelity Merrimack STR Tr
5.8%+4%
DFIVDimensional ETF Trust
4.6%
CGCPCapital GRP Fixed Incm ETF T
3.8%
CGXU2.8%
FENI
IEMG
DFAS
VCIT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 19.8% Held
IUSV iShares Tr 8.6% Held
AVUS American Centy ETF Tr 7.9% Held
SCHX Schwab Strategic Tr 7.4% Held
FBND Fidelity Merrimack STR Tr 5.8% Added +4%
DFIV Dimensional ETF Trust 4.6% Held
CGCP Capital GRP Fixed Incm ETF T 3.8% Added +4%
CGXU Capital Group Intl Focus Eqt 2.8% Held
FENI Fidelity Covington Trust 2.5% Added +5%
IEMG iShares Inc 2.2% Held
DFAS Dimensional ETF Trust 2.1% Held
VCIT Vanguard Scottsdale FDS 1.7% Added +5%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.