McGlone Suttner Wealth Management, Inc.
SEC Form 13F institutional filer · CIK 0001964819
13F-HR · 115 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
68.8%
McGlone Suttner Wealth Management, Inc. — $292M AUM allocation strategy
McGlone Suttner Wealth Management, Inc. files SEC Form 13F and reports $292M of long US equity value across 115 reported holdings for 2026-03-31.
Its largest sector bet is Financials 21.2%, followed by Information Technology 8.5% and Communication Services 2.9%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
McGlone Suttner Wealth Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$292M
total across 115 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +24.9K sh · +$2.48M+$KMI +4.94K sh · +$307K+$CSX +4.2K sh · +$284K
Biggest trims (shares)
−$SCHW −20.5K sh · −$3.07M−$IWM −3.11K sh · −$1.17M−$GILD −1.38K sh · −$95.6K
Exited to nil (held last quarter, gone now)
$NSC ($562K last qtr)$PNR ($290K last qtr)$ANET ($261K last qtr)$HOOD ($222K last qtr)$UBER ($217K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage18.9%—
- Interactive Media & Services2.9%—
- Semiconductors2.6%—
- Technology Hardware, Storage & Peripherals2.3%—
- Systems Software2.0%—
- Asset Management & Custody Banks1.2%—
- Diversified Banks1.0%—
- Integrated Oil & Gas1.0%—
- Other holdings67.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 2.14M | $55.2M | -20.5K | 18.9% |
| $AAPL | Apple Inc | 26.8K | $6.79M | +1.62K | 2.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 21.1K | $6.06M | -39 | 2.1% |
| $MSFT | Microsoft Corporation | 16.1K | $5.97M | +788 | 2.0% |
| $NVDA | NVIDIA Corporation | 31.5K | $5.49M | +741 | 1.9% |
| $BLK | BlackRock Inc | 24.6K | $3.67M | +55 | 1.3% |
| $JPM | JP Morgan Chase & Co | 10.3K | $3.02M | -284 | 1.0% |
| $XOM | ExxonMobil Holdings Corporation | 17.6K | $2.98M | +554 | 1.0% |
…and 107 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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