McGlone Suttner Wealth Management, Inc.
McGlone Suttner Wealth Management, Inc. reported 196 positions worth $852.4M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: DFAC (19.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $169.5M | 19.89% | 3,821,991 | — | — | |
| ▸ 2 | IUSV | SH | $73.2M | 8.59% | 664,617 | — | — | |
| ▸ 3 | AVUS | SH | $67.8M | 7.95% | 528,975 | — | — | |
| ▸ 4 | SCHX | SH | $61.8M | 7.25% | 2,101,313 | — | — | |
| ▸ 5 | FBND | SH | $50.7M | 5.95% | 1,114,382 | — | — | |
| ▸ 6 | DFIV | SH | $38.0M | 4.46% | 703,455 | — | — | |
| ▸ 7 | CGCP | SH | $33.3M | 3.91% | 1,495,388 | — | — | |
| ▸ 8 | CGXU | SH | $24.3M | 2.85% | 700,615 | — | — | |
| ▸ 9 | FENI | SH | $20.5M | 2.40% | 510,485 | — | — | |
| ▸ 10 | IEMG | SH | $19.4M | 2.27% | 233,827 | — | — |
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Frequently Asked Questions
What stocks does McGlone Suttner Wealth Management, Inc. hold as of Q2 2026?
McGlone Suttner Wealth Management, Inc. reported 196 positions worth $852.4M in its Q2 2026 13F filing. Largest positions: DFAC (19.9%), IUSV (8.6%), AVUS (7.9%), SCHX (7.3%) and FBND (5.9%).
What did McGlone Suttner Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did McGlone Suttner Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.