McGlone Suttner Wealth Management, Inc.
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 743,430
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 515.5 K | 69.3% | 19.66 K | 0 | 19.66 K |
| ETFs | 213.6 K | 28.7% | 10.17 K | 0 | 10.17 K |
| Debt | 14.32 K | 1.9% | 0 | 1.031 K | -1.031 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
743,430
Holdings
190
QoQ value change ($000)
28,797
(4.0%)
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.