McGlone Suttner Wealth Management, Inc.

RIA/Wealth

McGlone Suttner Wealth Management, Inc. is a RIA/Wealth based in Appleton, WI led by Thomas John Suttner, reporting $816.0M in AUM as of Q3 2025 with 82% ETF concentration, 67% concentrated in top 10 holdings, 20% allocation to DFAC, and minimal technology exposure.

PresidentThomas John Suttner

Portfolio Value: $714.3M
Positions: 190
Top Holding: DFAC at 20.03%
Last Reported: Q3 2025

Address3501 E Evergreen Drive, Ste A, Appleton, WI, 54913, United States

Top Holdings

Largest long holdings in McGlone Suttner Wealth Management, Inc.'s portfolio (67% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$143.1M	20.03%	+$1.7M Bought	— 3.7M shares	Q4 2022 Held for 2y 11m
2 iShares Core S&P U.S. Value IUSV	ETF ETF	$62.5M	8.75%	+$1.2M Bought	— 625.1K shares	Q4 2022 Held for 2y 11m
3 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$55.0M	7.70%	+$491.6K Bought	— 2.1M shares	Q4 2022 Held for 2y 11m
4 Avantis U.S. Equity AVUS	ETF ETF	$54.8M	7.67%	+$1.1M Bought	— 503.9K shares	Q4 2023 Held for 1y 11m
5 Fidelity Total Bond FBND	ETF ETF	$45.6M	6.38%	+$975.2K Bought	— 986.0K shares	Q4 2022 Held for 2y 11m
6 Dimensional International Value DFIV	ETF ETF	$33.4M	4.68%	+$112.8K Bought	— 724.5K shares	Q4 2022 Held for 2y 11m
7 CGCP Capital Group Core Plus Income CGCP	ETF ETF	$30.3M	4.25%	+$752.4K Bought	— 1.3M shares	Q2 2023 Held for 2y 5m
8 CGXU Capital Group International Focus Equity CGXU	ETF ETF	$21.0M	2.94%	+$391.3K Bought	— 709.7K shares	Q4 2022 Held for 2y 11m
9 Fidelity MSCI Health Care Index FHLC	ETF ETF	$18.7M	2.61%	+$548.7K Bought	— 278.9K shares	Q4 2022 Held for 2y 11m
10 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$14.2M	1.98%	+$74.5K Bought	— 214.7K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in McGlone Suttner Wealth Management, Inc.'s latest filing

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Market Value

$714.3M

Prior: $662.3M

Q/Q Change

+7.85%

+$52.0M

Net Flows % of MV

+1.22%

Turnover Ratio

1.27%

New Purchases

3 stocks

$804.7K

Added To

124 stocks

+$12.0M

Sold Out Of

7 stocks

$2.0M

Reduced Holdings

38 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 Centrus Energy LEU	New	0 → 928.0 +$287.7K
2 Robinhood Markets, Inc. HOOD	New	0 → 2.0K +$281.1K
3 American Water Works AWK	New	0 → 1.7K +$235.9K
4 UnitedHealth Group UNH	+35.06%	1.3K → 1.7K +$151.9K
5 Amphenol APH	+33.08%	3.1K → 4.1K +$125.6K

Decreased Positions

Position	Shares Δ	Change
1 3M MMM	Sold	3.1K → 0 −$473.4K
2 Johnson Controls International JCI	Sold	3.3K → 0 −$350.6K
3 iShares Core MSCI Total International Stock IXUS	Sold	4.4K → 0 −$341.0K
4 Pultegroup PHM	Sold	2.2K → 0 −$234.6K
5 Ameriprise Financial AMP	Sold	392.0 → 0 −$209.2K