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Kerntke Otto Mcglone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group is an independent Registered Investment Advisory firm headquartered in Appleton, Wisconsin. The firm provides wealth management and financial advisory services, primarily serving individual and high-net-worth clients. Founded in 2007, Kerntke Otto McGlone offers personalized financial solutions leveraging a team of experienced professionals. As of 2025, the firm employs 7 people and is focused on providing tailored financial planning and portfolio management services to clients in the United States.
Investment Strategy
Kerntke Otto McGlone Wealth Management Group delivers personalized investment advice and portfolio management, primarily focusing on individual and high-net-worth clients. The firm emphasizes a client-centric approach, aiming to construct diversified portfolios based on clients’ objectives, risk tolerance, and long-term financial plans. Holdings are diversified across equities, ETFs, and fixed income, with an emphasis on risk management and long-term asset growth. Their strategy is rooted in disciplined asset allocation and ongoing portfolio review, and they do not operate pooled investment vehicles or manage assets for institutions.
Latest 13F Filing Activity
Kerntke Otto Mcglone Wealth Management Group filed their most recent 13F report on Sep 30, 2025 disclosing 84 equity positions with a total 13F market value of $132M. The fund increased holdings in American Centy Etf TR, Vanguard Index FDS, Sprott Asset Management LP among other positions. Kerntke Otto Mcglone Wealth Management Group reduced exposure to Fidelity Covington Trust, Ishares TR, Union Pac Corp. among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 20.88% | $27.6M | 84,188 | $273.64 | $328.17 | +$1.9M |
D DGRO | ISHARES TR | 9.86% | $13.0M | 191,618 | $55.32 | $68.08 | +$875.7K |
F FFSM | FIDELITY COVINGTON TRUST | 8.63% | $11.4M | 391,045 | $25.54 | $29.21 | -$2.3M |
I IBTG | ISHARES TR | 4.29% | $5.7M | 247,495 | $22.85 | $22.95 | +$118.9K |
D DFAC | DIMENSIONAL ETF TRUST | 3.36% | $4.4M | 115,102 | $28.69 | $38.57 | +$394.0K |
Industry Allocation
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