McGlone Suttner Wealth Management, Inc. logo

McGlone Suttner Wealth Management, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for McGlone Suttner Wealth Management, Inc. with $714.3M in long positions as of Q3 2025, 82% allocated to ETF, and 67% concentrated in top 10 positions.

Portfolio Value
$714.3M
Top 10 Concentration
67%
Top Sector
ETF (82%)
US Exposure
100%
Countries
5

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 82.00%ETFTechnology: 5.00%Financial Services: 2.70%Communication Services: 1.90%Industrials: 1.70%Healthcare: 1.60%Consumer Defensive: 1.40%Consumer Cyclical: 1.30%Energy: 0.70%Utilities: 0.60%Real Estate: 0.30%
ETF
82.00%
Technology
5.00%
Financial Services
2.70%
Communication Services
1.90%
Industrials
1.70%
Healthcare
1.60%
Consumer Defensive
1.40%
Consumer Cyclical
1.30%
Energy
0.70%
Utilities
0.60%
Real Estate
0.30%

Industry Breakdown

57 industries across all sectors

ETF: 82.03%ETFSoftware - Infrastructure: 1.60%Semiconductors: 1.58%Internet Content & Information: 1.37%Drug Manufacturers - General: 1.08%Consumer Electronics: 0.93%51 more: 10.43%51 more
ETF
ETF
82.03%
Software - Infrastructure
Technology
1.60%
Semiconductors
Technology
1.58%
Internet Content & Information
Communication Services
1.37%
Drug Manufacturers - General
Healthcare
1.08%
Consumer Electronics
Technology
0.93%
Banks - Diversified
Financial Services
0.89%
Regulated Electric
Utilities
0.52%
Banks - Regional
Financial Services
0.43%
Specialty Retail
Consumer Cyclical
0.41%
Discount Stores
Consumer Defensive
0.40%
Household & Personal Products
Consumer Defensive
0.39%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

No market cap data available

Portfolio Concentration

Top 10 Holdings %
66.99%
Top 20 Holdings %
78.73%
Top 50 Holdings %
88.39%
Top 100 Holdings %
95.26%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.67%
International
0.33%
Countries
5
Largest Int'l Market
United Kingdom - 0.11%
United States of America
99.67% ($711.9M)
184 holdings
United Kingdom
0.11% ($819.2K)
2 holdings
Ireland
0.11% ($754.6K)
2 holdings
Luxembourg
0.06% ($443.2K)
1 holdings
Canada
0.05% ($337.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
10.4 quarters
Avg. Top 20
10.4 quarters
Avg. All Positions
8.3 quarters
Median Holding Period
11 quarters
Persistence Rate
81.58%
Persistent Holdings Weight
98.23%
Persistent Positions
155
Longest Held
iShares Core MSCI EAFE ETF logo
iShares Core MSCI EAFE ETFIEFA - 11 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.04%
Avg. Position Weight
0.53%
Largest Position
Dimensional U.S. Core Equity 2 ETF logo
Dimensional U.S. Core Equity 2 ETFDFAC - 20.03%
Largest Ownership Stake
Bank First Corporation Common Stock logo
Bank First Corporation Common StockBFC - 0.05%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2022)

Avg. New Position
0.13%
Avg. Ownership Stake
0.001%
Largest Position
Dimensional U.S. Core Equity 2 ETF logo
Dimensional U.S. Core Equity 2 ETFDFAC - 27.75% (Q3 2023)
Largest Ownership Stake
Bank First Corporation Common Stock logo
Bank First Corporation Common StockBFC - 0.05% (Q4 2022)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.3%
Value Traded
$9.04M
Positions Added
3
Positions Exited
7

Historical (Since Q4 2022)

Avg. Turnover Ratio
11.4%
Avg. Positions Added
73
Avg. Positions Exited
66
Highest Turnover
50.0%
Q4 2022
Lowest Turnover
1.3%
Q3 2025

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