McGlone Suttner Wealth Management, Inc.

13F filer · CIK 0001964819

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$852MU.S. long equity reported on 13F

Positions12712 new · 5 closed

Net flow last quarter+$6.32MBuys minus sells

Top 10 positions weight9.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026127 positions
CGCPCardiogenesis Corp	$33.3M	3.91%	Not reported	+4.5%	Q2 2023
AAPLApple Inc.	$8.42M	0.99%	0.00%	+8.8%	Q4 2022
GOOGLAlphabet Inc.	$7.63M	0.89%	0.00%	+1.2%	Q4 2022
NVDANvidia Corp	$6.42M	0.75%	0.00%	+1.8%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.22M	0.73%	Not reported	+0.8%	Q4 2022
MSFTMicrosoft Corp	$6.09M	0.71%	0.00%	+1.1%	Q4 2022
AMATApplied Materials Inc	$5.03M	0.59%	0.00%	+1.2%	Q4 2022
CATCaterpillar Inc	$3.72M	0.44%	0.00%	-14.2%	Q4 2022
JPMJPMorgan Chase & Co	$3.44M	0.40%	0.00%	+2.4%	Q4 2022
AVGOBroadcom Inc.	$3.09M	0.36%	0.00%	+11.3%	Q4 2022
ABBVAbbVie Inc.	$3.06M	0.36%	0.00%	+1.4%	Q4 2022
AMZNAmazon Com Inc	$2.87M	0.34%	0.00%	+0.5%	Q4 2022
JNJJohnson & Johnson	$2.85M	0.33%	0.00%	+1.2%	Q4 2022
WMTWalmart Inc.	$2.82M	0.33%	0.00%	+7.5%	Q4 2022
CSCOCisco Systems, Inc.	$2.76M	0.32%	0.00%	-8.0%	Q4 2022
METAMeta Platforms, Inc.	$2.59M	0.30%	Not reported	-0.2%	Q4 2022
XOMExxonMobil Holdings Corp	$2.48M	0.29%	0.00%	+3.0%	Q4 2022
TSLATesla, Inc.	$2.07M	0.24%	0.00%	+2.2%	Q4 2022
PGPROCTER & GAMBLE Co	$1.99M	0.23%	0.00%	+2.7%	Q4 2022
MUMicron Technology Inc	$1.92M	0.22%	0.00%	+121.5%	Q4 2023
PHParker-Hannifin Corp	$1.9M	0.22%	0.00%	+4.8%	Q4 2023
METMetlife Inc	$1.88M	0.22%	0.00%	+3.5%	Q4 2022
BACBank of America Corp	$1.81M	0.21%	0.00%	+2.1%	Q4 2022
MRKMerck & Co., Inc.	$1.75M	0.20%	0.00%	+2.3%	Q4 2022
HDHome Depot, Inc.	$1.65M	0.19%	0.00%	+2.4%	Q4 2022
AMDAdvanced Micro Devices Inc	$1.58M	0.19%	0.00%	+8.7%	Q4 2023
KOCoca Cola Co	$1.54M	0.18%	0.00%	+2.7%	Q4 2022
GDGeneral Dynamics Corp	$1.45M	0.17%	0.00%	+5.5%	Q4 2022
BNYBank of New York Mellon Corp	$1.45M	0.17%	0.00%	+5.6%	Q4 2023
PMPhilip Morris International Inc.	$1.41M	0.17%	0.00%	+4.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.41M	0.17%	Not reported	-12.1%	Q4 2022
CSXCSX Corp	$1.41M	0.17%	0.00%	+8.2%	Q4 2022
LLYELI LILLY & Co	$1.38M	0.16%	0.00%	+3.1%	Q4 2022
WECWec Energy Group, Inc.	$1.36M	0.16%	0.00%	+2.0%	Q4 2022
WFCWells Fargo & Company	$1.24M	0.15%	0.00%	+3.1%	Q4 2022
EMEEMCOR Group, Inc.	$1.24M	0.15%	0.00%	+0.7%	Q4 2023
MCDMcdonalds Corp	$1.23M	0.14%	0.00%	+2.7%	Q4 2022
IBMInternational Business Machines Corp	$1.22M	0.14%	0.00%	+0.9%	Q4 2022
PRUPrudential Financial Inc	$1.17M	0.14%	0.00%	+6.0%	Q4 2022
BLKBlackRock, Inc.	$1.15M	0.13%	0.00%	+3.9%	Q4 2022
USBUS Bancorp \de\	$1.12M	0.13%	0.00%	+5.3%	Q4 2022
DELLDell Technologies Inc.	$1.11M	0.13%	0.00%	New	Q2 2026
PEPPepsico Inc	$1.07M	0.13%	0.00%	+2.2%	Q4 2022
QCOMQualcomm Inc	$1.02M	0.12%	0.00%	+6.0%	Q3 2023
KMIKinder Morgan, Inc.	$1M	0.12%	0.00%	+10.7%	Q4 2022
COPConocophillips	$982K	0.12%	0.00%	+4.6%	Q4 2022
PLDPrologis, Inc.	$977K	0.11%	0.00%	+3.5%	Q2 2023
SOSouthern Co	$943K	0.11%	0.00%	+3.9%	Q4 2022
WPCW. P. Carey Inc.	$923K	0.11%	0.01%	+5.7%	Q4 2022
AXPAmerican Express Co	$904K	0.11%	0.00%	+0.1%	Q4 2022

Q1 2026Reported Apr 21, 2026120 positions
CGCPCardiogenesis Corp	$32M	4.23%	Not reported	+3.7%	Q2 2023
AAPLApple Inc.	$6.79M	0.90%	0.00%	+6.4%	Q4 2022
GOOGLAlphabet Inc.	$6.06M	0.80%	0.00%	-0.2%	Q4 2022
MSFTMicrosoft Corp	$5.97M	0.79%	0.00%	+5.1%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.78M	0.77%	Not reported	+0.4%	Q4 2022
NVDANvidia Corp	$5.49M	0.73%	0.00%	+2.4%	Q4 2022
JPMJPMorgan Chase & Co	$3.02M	0.40%	0.00%	-2.7%	Q4 2022
XOMExxonMobil Holdings Corp	$2.98M	0.40%	0.00%	+3.3%	Q4 2022
CATCaterpillar Inc	$2.88M	0.38%	0.00%	-5.7%	Q4 2022
WMTWalmart Inc.	$2.88M	0.38%	0.00%	+2.9%	Q4 2022
JNJJohnson & Johnson	$2.71M	0.36%	0.00%	+2.9%	Q4 2022
METAMeta Platforms, Inc.	$2.63M	0.35%	Not reported	-3.2%	Q4 2022
ABBVAbbVie Inc.	$2.61M	0.35%	0.00%	+2.2%	Q4 2022
AMZNAmazon Com Inc	$2.49M	0.33%	0.00%	+4.2%	Q4 2022
AMATApplied Materials Inc	$2.35M	0.31%	0.00%	+3.4%	Q4 2022
AVGOBroadcom Inc.	$2.28M	0.30%	0.00%	+2.4%	Q4 2022
CSCOCisco Systems, Inc.	$1.98M	0.26%	0.00%	+2.6%	Q4 2022
PGPROCTER & GAMBLE Co	$1.91M	0.25%	0.00%	+3.0%	Q4 2022
TSLATesla, Inc.	$1.79M	0.24%	0.00%	+0.6%	Q4 2022
PHParker-Hannifin Corp	$1.66M	0.22%	0.00%	+4.8%	Q4 2023
MRKMerck & Co., Inc.	$1.6M	0.21%	0.00%	+3.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.54M	0.20%	Not reported	+14.1%	Q4 2022
METMetlife Inc	$1.52M	0.20%	0.00%	+3.2%	Q4 2022
BACBank of America Corp	$1.52M	0.20%	0.00%	+2.5%	Q4 2022
HDHome Depot, Inc.	$1.51M	0.20%	0.00%	+3.9%	Q4 2022
KOCoca Cola Co	$1.4M	0.19%	0.00%	+2.7%	Q4 2022
MCDMcdonalds Corp	$1.37M	0.18%	0.00%	+3.2%	Q4 2022
GDGeneral Dynamics Corp	$1.34M	0.18%	0.00%	+5.4%	Q4 2022
WECWec Energy Group, Inc.	$1.32M	0.18%	0.00%	+0.3%	Q4 2022
PMPhilip Morris International Inc.	$1.24M	0.16%	0.00%	+4.5%	Q4 2022
PEPPepsico Inc	$1.2M	0.16%	0.00%	+3.9%	Q4 2022
COPConocophillips	$1.19M	0.16%	0.00%	+12.9%	Q4 2022
WFCWells Fargo & Company	$1.16M	0.15%	0.00%	+3.8%	Q4 2022
CSXCSX Corp	$1.12M	0.15%	0.00%	+18.1%	Q4 2022
BNYBank of New York Mellon Corp	$1.12M	0.15%	0.00%	+5.6%	Q4 2023
BLKBlackRock, Inc.	$1.11M	0.15%	0.00%	+4.9%	Q4 2022
EMEEMCOR Group, Inc.	$1.09M	0.14%	0.00%	-2.8%	Q4 2023
IBMInternational Business Machines Corp	$1.04M	0.14%	0.00%	+16.1%	Q4 2022
LLYELI LILLY & Co	$1.03M	0.14%	0.00%	-2.6%	Q4 2022
PRUPrudential Financial Inc	$997K	0.13%	0.00%	+7.3%	Q4 2022
VZVerizon Communications Inc	$992K	0.13%	0.00%	+8.9%	Q4 2022
KMIKinder Morgan, Inc.	$952K	0.13%	0.00%	+21.1%	Q4 2022
PLDPrologis, Inc.	$921K	0.12%	0.00%	+3.6%	Q2 2023
USBUS Bancorp \de\	$920K	0.12%	0.00%	+5.9%	Q4 2022
SOSouthern Co	$915K	0.12%	0.00%	+4.3%	Q4 2022
TAt&T Inc.	$903K	0.12%	0.00%	+14.1%	Q4 2022
ABTAbbott Laboratories	$841K	0.11%	0.00%	-8.0%	Q4 2022
WPCW. P. Carey Inc.	$830K	0.11%	0.01%	+4.5%	Q4 2022
AXPAmerican Express Co	$808K	0.11%	0.00%	0.0%	Q4 2022
AEPAmerican Electric Power Co Inc	$806K	0.11%	0.00%	+1.9%	Q4 2022

Q4 2025Reported Jan 15, 2026124 positions
CGCPCardiogenesis Corp	$31.3M	4.21%	Not reported	+3.4%	Q2 2023
MSFTMicrosoft Corp	$7.42M	1.00%	0.00%	-3.9%	Q4 2022
AAPLApple Inc.	$6.83M	0.92%	0.00%	-3.8%	Q4 2022
GOOGLAlphabet Inc.	$6.61M	0.89%	0.00%	-4.6%	Q4 2022
NVDANvidia Corp	$5.74M	0.77%	0.00%	-6.9%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.58M	0.75%	Not reported	-2.9%	Q4 2022
JPMJPMorgan Chase & Co	$3.4M	0.46%	0.00%	-2.7%	Q4 2022
METAMeta Platforms, Inc.	$3.14M	0.42%	Not reported	-4.4%	Q4 2022
ABBVAbbVie Inc.	$2.68M	0.36%	0.00%	+2.2%	Q4 2022
AMZNAmazon Com Inc	$2.65M	0.36%	0.00%	-5.6%	Q4 2022
WMTWalmart Inc.	$2.51M	0.34%	0.00%	+0.8%	Q4 2022
AVGOBroadcom Inc.	$2.49M	0.33%	0.00%	+2.8%	Q4 2022
CATCaterpillar Inc	$2.47M	0.33%	0.00%	+5.3%	Q4 2022
JNJJohnson & Johnson	$2.23M	0.30%	0.00%	+3.1%	Q4 2022
TSLATesla, Inc.	$2.15M	0.29%	0.00%	-3.3%	Q4 2022
XOMExxonMobil Holdings Corp	$2.05M	0.28%	0.00%	+6.1%	Q4 2022
CSCOCisco Systems, Inc.	$1.92M	0.26%	0.00%	+1.4%	Q4 2022
PGPROCTER & GAMBLE Co	$1.84M	0.25%	0.00%	-14.0%	Q4 2022
AMATApplied Materials Inc	$1.71M	0.23%	0.00%	-5.5%	Q4 2022
BACBank of America Corp	$1.67M	0.22%	0.00%	+3.9%	Q4 2022
METMetlife Inc	$1.65M	0.22%	0.00%	+4.3%	Q4 2022
PHParker-Hannifin Corp	$1.55M	0.21%	0.00%	+8.9%	Q4 2023
HDHome Depot, Inc.	$1.52M	0.20%	0.00%	-5.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.41M	0.19%	Not reported	+3.8%	Q4 2022
MRKMerck & Co., Inc.	$1.35M	0.18%	0.00%	-11.5%	Q4 2022
WFCWells Fargo & Company	$1.31M	0.18%	0.00%	+6.1%	Q4 2022
MCDMcdonalds Corp	$1.31M	0.18%	0.00%	-4.0%	Q4 2022
KOCoca Cola Co	$1.26M	0.17%	0.00%	+3.5%	Q4 2022
GDGeneral Dynamics Corp	$1.24M	0.17%	0.00%	+10.5%	Q4 2022
LLYELI LILLY & Co	$1.23M	0.17%	0.00%	+10.4%	Q4 2022
WECWec Energy Group, Inc.	$1.2M	0.16%	0.00%	+0.3%	Q4 2022
BLKBlackRock, Inc.	$1.17M	0.16%	0.00%	+6.8%	Q4 2022
PMPhilip Morris International Inc.	$1.15M	0.15%	0.00%	+6.9%	Q4 2022
ABTAbbott Laboratories	$1.12M	0.15%	0.00%	+0.3%	Q4 2022
IBMInternational Business Machines Corp	$1.1M	0.15%	0.00%	+4.2%	Q4 2022
PRUPrudential Financial Inc	$1.07M	0.14%	0.00%	+8.0%	Q4 2022
PEPPepsico Inc	$1.07M	0.14%	0.00%	-5.4%	Q4 2022
BNYBank of New York Mellon Corp	$1.04M	0.14%	0.00%	+10.1%	Q4 2023
AXPAmerican Express Co	$987K	0.13%	0.00%	-8.3%	Q4 2022
EMEEMCOR Group, Inc.	$933K	0.13%	0.00%	+1.8%	Q4 2023
PLTRPalantir Technologies Inc.	$899K	0.12%	0.00%	-8.7%	Q4 2022
USBUS Bancorp \de\	$891K	0.12%	0.00%	+4.9%	Q4 2022
PLDPrologis, Inc.	$859K	0.12%	0.00%	+23.6%	Q2 2023
QCOMQualcomm Inc	$852K	0.11%	0.00%	+7.6%	Q3 2023
CSXCSX Corp	$840K	0.11%	0.00%	+4.7%	Q4 2022
SOSouthern Co	$792K	0.11%	0.00%	+5.4%	Q4 2022
WPCW. P. Carey Inc.	$752K	0.10%	0.01%	+6.5%	Q4 2022
COPConocophillips	$749K	0.10%	0.00%	-36.8%	Q4 2022
HIGHartford Insurance Group, Inc.	$746K	0.10%	0.00%	+2.4%	Q3 2023
VZVerizon Communications Inc	$739K	0.10%	0.00%	-1.7%	Q4 2022

Q3 2025Reported Oct 20, 2025127 positions
CGCPCardiogenesis Corp	$30.3M	4.25%	Not reported	+2.5%	Q2 2023
MSFTMicrosoft Corp	$8.28M	1.16%	0.00%	-0.1%	Q4 2022
AAPLApple Inc.	$6.65M	0.93%	0.00%	+12.0%	Q4 2022
NVDANvidia Corp	$6.16M	0.86%	0.00%	0.0%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.64M	0.79%	Not reported	+0.1%	Q4 2022
GOOGLAlphabet Inc.	$5.38M	0.75%	0.00%	+4.6%	Q4 2022
METAMeta Platforms, Inc.	$3.65M	0.51%	Not reported	+19.1%	Q4 2022
JPMJPMorgan Chase & Co	$3.42M	0.48%	0.00%	+2.2%	Q4 2022
AMZNAmazon Com Inc	$2.67M	0.37%	0.00%	+0.4%	Q4 2022
ABBVAbbVie Inc.	$2.66M	0.37%	0.00%	+1.5%	Q4 2022
AVGOBroadcom Inc.	$2.31M	0.32%	0.00%	-3.2%	Q4 2022
WMTWalmart Inc.	$2.3M	0.32%	0.00%	+1.2%	Q4 2022
PGPROCTER & GAMBLE Co	$2.29M	0.32%	0.00%	+1.5%	Q4 2022
TSLATesla, Inc.	$2.2M	0.31%	0.00%	+1.9%	Q4 2022
CATCaterpillar Inc	$1.96M	0.27%	0.00%	+1.9%	Q4 2022
JNJJohnson & Johnson	$1.94M	0.27%	0.00%	+2.1%	Q4 2022
HDHome Depot, Inc.	$1.89M	0.27%	0.00%	+2.0%	Q4 2022
XOMExxonMobil Holdings Corp	$1.81M	0.25%	0.00%	+2.0%	Q4 2022
CSCOCisco Systems, Inc.	$1.68M	0.24%	0.00%	+2.9%	Q4 2022
METMetlife Inc	$1.65M	0.23%	0.00%	+3.1%	Q4 2022
BACBank of America Corp	$1.51M	0.21%	0.00%	+1.8%	Q4 2022
AMATApplied Materials Inc	$1.44M	0.20%	0.00%	+0.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.36M	0.19%	Not reported	+1.9%	Q4 2022
MCDMcdonalds Corp	$1.36M	0.19%	0.00%	+2.5%	Q4 2022
WECWec Energy Group, Inc.	$1.3M	0.18%	0.00%	+0.3%	Q4 2022
PHParker-Hannifin Corp	$1.23M	0.17%	0.00%	+3.0%	Q4 2023
MRKMerck & Co., Inc.	$1.22M	0.17%	0.00%	+2.4%	Q4 2022
COPConocophillips	$1.2M	0.17%	0.00%	+2.3%	Q4 2022
BLKBlackRock, Inc.	$1.2M	0.17%	0.00%	+2.4%	Q4 2022
ABTAbbott Laboratories	$1.19M	0.17%	0.00%	+0.1%	Q4 2022
KOCoca Cola Co	$1.15M	0.16%	0.00%	-1.0%	Q4 2022
GDGeneral Dynamics Corp	$1.14M	0.16%	0.00%	+4.5%	Q4 2022
WFCWells Fargo & Company	$1.11M	0.16%	0.00%	+2.2%	Q4 2022
PEPPepsico Inc	$1.1M	0.15%	0.00%	+6.9%	Q4 2022
NFLXNetflix Inc	$1.09M	0.15%	0.00%	-8.3%	Q2 2023
PMPhilip Morris International Inc.	$1.09M	0.15%	0.00%	+3.5%	Q4 2022
PLTRPalantir Technologies Inc.	$1.01M	0.14%	0.00%	-25.0%	Q4 2022
IBMInternational Business Machines Corp	$1M	0.14%	0.00%	+1.5%	Q4 2022
EMEEMCOR Group, Inc.	$973K	0.14%	0.00%	-1.4%	Q4 2023
AXPAmerican Express Co	$967K	0.14%	0.00%	+1.0%	Q4 2022
PRUPrudential Financial Inc	$913K	0.13%	0.00%	+4.5%	Q4 2022
BNYBank of New York Mellon Corp	$887K	0.12%	0.00%	-7.9%	Q4 2023
CVXChevron Corp	$858K	0.12%	0.00%	+1.9%	Q4 2022
SOSouthern Co	$817K	0.11%	0.00%	-12.0%	Q4 2022
VZVerizon Communications Inc	$811K	0.11%	0.00%	+3.7%	Q4 2022
ORCLOracle Corp	$799K	0.11%	0.00%	-0.1%	Q2 2023
LLYELI LILLY & Co	$792K	0.11%	0.00%	+0.3%	Q4 2022
CSXCSX Corp	$786K	0.11%	0.00%	+1.7%	Q4 2022
QCOMQualcomm Inc	$771K	0.11%	0.00%	-14.0%	Q3 2023
USBUS Bancorp \de\	$770K	0.11%	0.00%	+4.4%	Q4 2022

Premium opens every quarter this fund has filed