McGlone Suttner Wealth Management, Inc. - Portfolio overview

McGlone Suttner Wealth Management, Inc. has 212 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 19.22%
2. IUSV - ISHARES TR, 8.74%
3. AVUS - AMERICAN CENTY ETF TR, 7.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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