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Thomas J Suttner

Mcglone Suttner Wealth Management, Inc.

Assets Managed
$852.422M
Holdings
196
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.88%(2Q avg: 7.23%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcglone Suttner Wealth Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Mcglone Suttner Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 852.422M in assets, with a quarterly growth rate of 12.88% and a 2-quarter average growth rate of 7.23%. The portfolio is managed by Thomas J Suttner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.03%
19.89%
$169.544M
3.822M shares@ $44.36 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 1.74%
8.59%
$73.208M
664,617 shares@ $110.16 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 1.28%
7.95%
$67.751M
528,975 shares@ $128.08 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 0.18%
7.26%
$61.842M
2.101M shares@ $29.44 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 4.34%
5.95%
$50.693M
1.114M shares@ $45.49 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.07%
4.46%
$38.001M
703,455 shares@ $54.03 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 4.47%
3.92%
$33.332M
1.495M shares@ $22.29 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Decreased -0.88%
2.85%
$24.255M
700,615 shares@ $34.62 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 16.99%
2.41%
$20.486M
510,485 shares@ $40.13 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.17%
2.28%
$19.37M
233,827 shares@ $82.84 avg price

1-10 of 196