McGlone Suttner Wealth Management, Inc.

Q3 2025 13F-HR Holdings

Location
Appleton, WI
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
191
Total value ($000)
$714,633
Net value change ($000)
+52,333 (7.9%)
New positions
7
Sold out positions
7
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 11,737 8.9%
AVUS 4,957 10.0%
IUSV 4,429 7.6%
SCHX 4,424 8.7%
DFIV 2,489 8.0%
CGXU 2,125 11.2%
AAPL 1,866 39.0%
GOOGL 1,651 44.3%
FBND 1,448 3.3%
FHLC 1,339 7.7%
Top Reduces (Value $000, Stocks/ETFs)
MMM -473 -100.0%
JCI -351 -100.0%
IXUS -341 -100.0%
SPOT -302 -40.5%
NFLX -237 -17.9%
SNPS -235 -40.3%
PHM -235 -100.0%
AMP -209 -100.0%
FTNT -206 -100.0%
HBAN -196 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type