Managers / Q4 2025 · view latest →
McGlone Suttner Wealth Management, Inc.
CIK 0001964819 · 3501 E EVERGREEN DRIVE STE. A, APPLETON, WI, 54913 · 920-882-5299
Reported Value
$743M
Q4 2025
Positions
190
Filings on Record
14
2019–present window
Filed
Jan 15, 2026
original filing
Summary
Mcglone Suttner Wealth Management, Inc. reported $743M in U.S.-listed holdings across 190 positions for Q4 2025.
Its largest position, DFAC, represents 19.9% of the portfolio.
Compared with Q3 2025, the fund opened 11 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $755M | 189 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $743M | 190 | Jan 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $715M | 191 | Oct 20, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $662M | 191 | Jul 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $609M | 189 | Apr 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $599M | 176 | Jan 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $481M | 168 | Oct 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $487M | 163 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $533M | 167 | Apr 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $506M | 854 | Jan 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $431M | 140 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $438M | 151 | Jul 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $389M | 139 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $315.2B | 132 | Feb 9, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.