McGlone Suttner Wealth Management, Inc.
Long book
$755.2M
Q1 2026
Positions
189
Top-10 weight
66%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsMcGlone Suttner Wealth Management, Inc. is a wealth-management firm allocating client money, running a $755.2M US long book across 189 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, ISHARES CORE S&P U.S. VALUE, AVANTIS U.S. EQUITY ETF, SCHWAB US LARGE-CAP ETF, FIDELITY TOTAL BOND ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.1%
Q2 2024
+6.7%
Q3 2024
-0.8%
Q4 2024
-1.3%
Q1 2025
+6.9%
Q2 2025
+6.9%
Q3 2025
+3.0%
Q4 2025
-0.7%
Q1 2026
+10.9%
Sector allocation
Technology 35%
Financials 16%
Industrials 12%
Consumer discretionary 9%
Healthcare 9%
Utilities 5%
Energy 4%
Consumer staples 4%
Long book by quarter
What does McGlone Suttner own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 26.8K | $6.8M | 0.9% | +6.4% |
| GOOGL ALPHABET INC-CL A | Technology | 21.1K | $6.1M | 0.8% | -0.2% |
| MSFT MICROSOFT CORP | Technology | 16.1K | $6.0M | 0.8% | +5.1% |
| NVDA NVIDIA CORP | Technology | 31.5K | $5.5M | 0.7% | +2.4% |
| JPM JPMORGAN CHASE & CO | Financials | 10.3K | $3.0M | 0.4% | -2.7% |
| XOM EXXON MOBIL CORP | Energy | 17.6K | $3.0M | 0.4% | +3.3% |
| CAT CATERPILLAR INC | Industrials | 4.1K | $2.9M | 0.4% | -5.7% |
| WMT WALMART INC | Consumer discretionary | 23.1K | $2.9M | 0.4% | +2.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.1K | $2.7M | 0.4% | +2.9% |
| META META PLATFORMS INC-CLASS A | Technology | 4.6K | $2.6M | 0.3% | -3.2% |
| ABBV ABBVIE INC | Healthcare | 12.0K | $2.6M | 0.3% | +2.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 12.0K | $2.5M | 0.3% | +4.2% |
| AMAT APPLIED MATERIALS INC | Technology | 6.9K | $2.3M | 0.3% | +3.4% |
| AVGO BROADCOM INC | Technology | 7.4K | $2.3M | 0.3% | +2.4% |
| CSCO CISCO SYSTEMS INC | Technology | 25.6K | $2.0M | 0.3% | +2.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 13.2K | $1.9M | 0.3% | +3.0% |
| TSLA TESLA INC | Industrials | 4.8K | $1.8M | 0.2% | +0.6% |
| PH PARKER HANNIFIN CORP | Industrials | 1.9K | $1.7M | 0.2% | +4.8% |
| MRK MERCK & CO. INC. | Healthcare | 13.3K | $1.6M | 0.2% | +3.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.2K | $1.5M | 0.2% | +14.0% |
| MET METLIFE INC | Financials | 21.5K | $1.5M | 0.2% | +3.2% |
| BAC BANK OF AMERICA CORP | Financials | 31.1K | $1.5M | 0.2% | +2.5% |
| HD HOME DEPOT INC | Consumer discretionary | 4.6K | $1.5M | 0.2% | +3.9% |
| KO COCA-COLA CO/THE | Consumer staples | 18.5K | $1.4M | 0.2% | +2.7% |
| MCD MCDONALD'S CORP | Consumer discretionary | 4.4K | $1.4M | 0.2% | +3.2% |
| GD GENERAL DYNAMICS CORP | Industrials | 3.9K | $1.3M | 0.2% | +5.4% |
| WEC WEC ENERGY GROUP INC | Utilities | 11.4K | $1.3M | 0.2% | +0.3% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 7.5K | $1.2M | 0.2% | +4.5% |
| PEP PEPSICO INC | Consumer staples | 7.7K | $1.2M | 0.2% | +3.9% |
| COP CONOCOPHILLIPS | Energy | 9.0K | $1.2M | 0.2% | +12.9% |
| WFC WELLS FARGO & CO | Financials | 14.6K | $1.2M | 0.2% | +3.8% |
| CSX CSX CORP | Industrials | 27.4K | $1.1M | 0.1% | +18.1% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 9.5K | $1.1M | 0.1% | +5.6% |
| BLK BLACKROCK INC | Financials | 1.1K | $1.1M | 0.1% | +4.9% |
| EME EMCOR GROUP INC | Industrials | 1.5K | $1.1M | 0.1% | -2.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 4.3K | $1.0M | 0.1% | +16.1% |
| LLY ELI LILLY & CO | Healthcare | 1.1K | $1.0M | 0.1% | -2.6% |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 10.2K | $997K | 0.1% | +7.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 19.8K | $992K | 0.1% | +8.9% |
| KMI KINDER MORGAN INC | Utilities | 28.4K | $952K | 0.1% | +21.1% |
| USB US BANCORP | Financials | 17.7K | $920K | 0.1% | +5.9% |
| SO SOUTHERN CO/THE | Utilities | 9.5K | $915K | 0.1% | +4.3% |
| T AT&T INC | Communications | 31.2K | $903K | 0.1% | +14.1% |
| ABT ABBOTT LABORATORIES | Healthcare | 8.2K | $841K | 0.1% | -8.0% |
| AXP AMERICAN EXPRESS CO | Financials | 2.7K | $808K | 0.1% | 0.0% |
| AEP AMERICAN ELECTRIC POWER | Utilities | 6.1K | $806K | 0.1% | +1.9% |
| CVX CHEVRON CORP | Energy | 3.8K | $784K | 0.1% | +3.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 5.1K | $743K | 0.1% | +0.4% |
| QCOM QUALCOMM INC | Technology | 5.2K | $668K | 0.1% | +4.2% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 3.2K | $666K | 0.1% | -1.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 189 | $755.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 190 | $743.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 191 | $714.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 14, 2025 | 191 | $662.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 29, 2025 | 189 | $609.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 176 | $599.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 10, 2024 | 168 | $480.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 163 | $486.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 167 | $533.1M | canonical | SEC ↗ |