SEC Form 13F

McGlone Suttner Wealth Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$852,422,334
Positions196

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$169,543,5073,821,991
ISHARES TRIUSVCORE S&P US VLU$73,207,578664,617
AMERICAN CENTY ETF TRAVUSUS EQT ETF$67,751,109528,975
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$61,841,6522,101,313
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$50,693,2321,114,382
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$38,000,650703,455
CAPITAL GRP FIXED INCM ETF TCGCPCORE PLUS INCM$33,332,1881,495,388
CAPITAL GROUP INTL FOCUS EQTCGXUSHS CREAT UNIT$24,255,286700,615
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$20,485,763510,485
ISHARES INCIEMGCORE MSCI EMKT$19,370,205233,827

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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