McGlone Suttner Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Appleton, WI
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
189
Total value ($000)
$755,162
Net value change ($000)
+11,732 (1.6%)
New positions
13
Sold out positions
14
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FENI 16,233 NEW
VCIT 12,739 NEW
FELG 9,661 NEW
FBND 1,887 4.0%
IEMG 1,209 8.1%
DFAS 1,014 7.0%
XOM 934 45.6%
IUSV 777 1.2%
AGG 715 5.8%
CGCP 713 2.3%
Top Reduces (Value $000, Stocks/ETFs)
FHLC -16,057 -75.7%
IGEB -11,944 -89.4%
SCHX -3,265 -5.7%
MSFT -1,450 -19.5%
DFAC -1,220 -0.8%
IWV -1,045 -52.2%
CGXU -805 -3.7%
NSC -562 -100.0%
GOOGL -548 -8.3%
META -506 -16.1%
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