McGlone Suttner Wealth Management, Inc.: 13F holdings
CIK 19648192026Q2
| Positions | 196 |
|---|
| Reported value | $852.4m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 196 (+7 vs prior quarter) |
|---|
| Reported value | $852.4m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 3,821,991 | $169.5m | 19.9% |
| QQQE ISHARES TR | 664,617 | $73.2m | 8.6% |
| AVUS AMERICAN CENTY ETF TR | 528,975 | $67.8m | 7.9% |
| SCHX SCHWAB STRATEGIC TR | 2,101,313 | $61.8m | 7.3% |
| FBND FIDELITY MERRIMACK STR TR | 1,114,382 | $50.7m | 5.9% |
| DFIV DIMENSIONAL ETF TRUST | 703,455 | $38.0m | 4.5% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 1,495,388 | $33.3m | 3.9% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 700,615 | $24.3m | 2.8% |
| FENI FIDELITY COVINGTON TRUST | 510,485 | $20.5m | 2.4% |
| IEMG ISHARES INC | 233,827 | $19.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964819")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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