McGlone Suttner Wealth Management, Inc.
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 852,422
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 196 | 852,422 | 13F-HR | McGlone Suttner Wealth Management, Inc. |
| Q1 2026 | 4/21/2026 | 189 | 755,162 | 13F-HR | McGlone Suttner Wealth Management, Inc. |
| Q4 2025 | 1/15/2026 | 190 | 743,430 | 13F-HR | McGlone Suttner Wealth Management, Inc. |
| Q3 2025 | 10/20/2025 | 191 | 714,633 | 13F-HR | McGlone Suttner Wealth Management, Inc. |
| Q2 2025 | 7/14/2025 | 191 | 662,300 | 13F-HR | McGlone Suttner Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.2 K | 24.3% | 31.21 K | 0 | 31.21 K |
| ETFs | 629.7 K | 73.9% | 65.41 K | 0 | 65.41 K |
| Debt | 15.6 K | 1.8% | 645 | 0 | 645 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
852,422
Holdings
196
QoQ value change ($000)
97,260
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.