McGlone Suttner Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Appleton, WI
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
196
Total value ($000)
$852,422
Net value change ($000)
+97,260 (12.9%)
New positions
13
Sold out positions
6
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 22,528 15.3%
AVUS 9,680 16.7%
SCHX 8,060 15.0%
IUSV 6,408 9.6%
FENI 4,253 26.2%
FELG 3,591 37.2%
CGXU 3,409 16.4%
IEMG 3,249 20.2%
DFAS 3,026 19.4%
AMAT 2,677 114.0%
Top Reduces (Value $000, Stocks/ETFs)
FHLC -1,006 -19.5%
IGEB -829 -58.5%
DE -536 -100.0%
XOM -506 -17.0%
FN -453 -100.0%
CASY -348 -100.0%
SPOT -307 -100.0%
NFLX -237 -40.5%
T -230 -25.5%
CTAS -215 -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