McGlone Suttner Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
Appleton, WI
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
190
Total value ($000)
$743,430
Net value change ($000)
+28,797 (4.0%)
New positions
11
Sold out positions
12
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 5,159 3.6%
IUSV 3,540 5.7%
DFIV 3,143 9.4%
AVUS 2,858 5.2%
FHLC 2,553 13.7%
IWD 2,049 NEW
SCHX 2,031 3.7%
IWV 2,001 NEW
FBND 1,244 2.7%
GOOGL 1,229 22.8%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -3,086 -100.0%
MSFT -852 -10.3%
NFLX -523 -48.1%
META -512 -14.0%
PG -454 -19.8%
COP -448 -37.4%
NVDA -427 -6.9%
HD -377 -19.9%
IDYN -357 -100.0%
SNPS -348 -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