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Mcglone Suttner Wealth Management, Inc.
McGlone Suttner Wealth Management, Inc., headquartered in Appleton, Wisconsin, is an SEC-registered investment adviser founded in 2009. The firm is led by Thomas J. Suttner and Jason A. McGlone, and has approximately 13 employees. It serves individuals—including high-net-worth clients—qualified plans, and businesses, providing tailored asset management and financial planning services with a fiduciary duty to act in the best interests of clients. The firm is transparent about fees, never takes commissions, and maintains a code of ethics, with portfolios reviewed at least quarterly.
Investment Strategy
McGlone Suttner employs a diversified approach to asset allocation, using Morningstar Office for analysis. The firm provides continuous portfolio management based on each client's specific financial goals, risk tolerance, and individual circumstances. Investment strategies include mutual funds, ETFs, individual stocks, and bonds. Clients may impose restrictions, complete a questionnaire to customize services, and grant discretionary management authority. The firm does not charge performance-based fees, engage in wrap fee programs, or vote client securities.
Latest 13F Filing Activity
Mcglone Suttner Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 189 equity positions with a total 13F market value of $715M. The fund increased holdings in Dimensional Etf Trust, American Centy Etf TR, Ishares TR among other positions. Mcglone Suttner Wealth Management, Inc. reduced exposure to 3m Co., Johnson CTLS Intl PLC, Ishares TR among others.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 20.02% | $143.1M | 3,709,551 | $28.72 | $38.57 | +$11.7M |
I IUSV | ISHARES TR | 8.74% | $62.5M | 625,147 | $78.36 | $99.95 | +$4.4M |
S SCHX | SCHWAB STRATEGIC TR | 7.70% | $55.0M | 2,088,693 | $17.67 | $26.34 | +$4.4M |
A AVUS | AMERICAN CENTY ETF TR | 7.66% | $54.8M | 503,898 | $95.83 | $108.70 | +$5.0M |
F FBND | FIDELITY MERRIMACK STR TR | 6.38% | $45.6M | 986,032 | $45.07 | $46.24 | +$1.4M |
Industry Allocation
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