McGlone Suttner Wealth Management, Inc. reported 123 positions worth $143.59M for the quarter ended Sep 30, 2026, up 1.9% on the prior quarter. It opened 11 new positions, added to 76, trimmed 29 and exited 10. Its largest holding is Apple Inc. at 6.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +1,330 | +48.8% | $813.58K | 1.73% |
| NVDA Nvidia Corp | +2,468 | +7.7% | $563.64K | 5.49% |
| LRCX Lam Research Corp | +998 | +71.7% | $327.86K | 0.547% |
| P Everpure, Inc. | +2,462 | – | $321.98K | 0.224% |
| ANET Arista Networks, Inc. | +1,144 | – | $232.93K | 0.162% |
| INTU Intuit Inc. | +813 | – | $224.23K | 0.156% |
| TWLO Twilio Inc | +763 | – | $223.15K | 0.155% |
| HOOD Robinhood Markets, Inc. | +1,982 | – | $222.98K | 0.155% |
| PSX Phillips 66 | +872 | – | $222.63K | 0.155% |
| SHOP Shopify Inc. | +1,485 | – | $220.30K | 0.153% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GS Goldman Sachs Group Inc | -502 | -100.0% | $507.96K | Exited |
| META Meta Platforms, Inc. | -508 | -11.1% | $368.40K | 2.06% |
| DELL Dell Technologies Inc. | -663 | -25.7% | $356.58K | 0.717% |
| AMZN Amazon Com Inc | -1,368 | -11.4% | $340.84K | 1.85% |
| AAPL Apple Inc. | -999 | -3.4% | $332.69K | 6.52% |
| GLW Corning Inc | -1,227 | -100.0% | $313.32K | Exited |
| KLIC Kulicke & Soffa Industries Inc | -2,006 | -100.0% | $268.32K | Exited |
| SYK Stryker Corp | -828 | -100.0% | $260.60K | Exited |
| CI Cigna Group | -938 | -100.0% | $258.52K | Exited |
| MSFT Microsoft Corp | -472 | -2.9% | $242.09K | 5.66% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| P Everpure, Inc. | +2,462 | $321.98K | 0.224% |
| ANET Arista Networks, Inc. | +1,144 | $232.93K | 0.162% |
| INTU Intuit Inc. | +813 | $224.23K | 0.156% |
| TWLO Twilio Inc | +763 | $223.15K | 0.155% |
| HOOD Robinhood Markets, Inc. | +1,982 | $222.98K | 0.155% |
| PSX Phillips 66 | +872 | $222.63K | 0.155% |
| SHOP Shopify Inc. | +1,485 | $220.30K | 0.153% |
| AMGN Amgen Inc | +515 | $216.89K | 0.151% |
| BE Bloom Energy Corp | +779 | $215.77K | 0.15% |
| CTAS Cintas Corp | +1,104 | $215.28K | 0.15% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GS Goldman Sachs Group Inc | -502 | $507.96K | 0.361% |
| GLW Corning Inc | -1,227 | $313.32K | 0.222% |
| KLIC Kulicke & Soffa Industries Inc | -2,006 | $268.32K | 0.19% |
| SYK Stryker Corp | -828 | $260.60K | 0.185% |
| CI Cigna Group | -938 | $258.52K | 0.184% |
| PLXS Plexus Corp | -760 | $228.51K | 0.162% |
| BALL BALL Corp | -3,344 | $208.67K | 0.148% |
| SPCX Space Exploration Technologies Corp | -1,220 | $208.39K | 0.148% |
| PHM Pultegroup Inc | -1,496 | $205.30K | 0.146% |
| OSG Octave Specialty Group Inc | -10.9K | $68.09K | 0.048% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 28.1K | $9.36M | 6.52% | -999 | -3.4% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 15.8K | $8.13M | 5.66% | -472 | -2.9% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 34.5K | $7.89M | 5.49% | +2,468 | +7.7% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 21.3K | $7.33M | 5.11% | -30 | -0.1% | Reduced | 0% |
| 5 | AMAT Applied Materials Inc | Technology | 6,957 | $3.56M | 2.48% | +6 | +0.1% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 10.6K | $3.50M | 2.44% | +74 | +0.7% | Added | 0% |
| 7 | ABBV AbbVie Inc. | Healthcare | 12.2K | $3.20M | 2.23% | +70 | +0.6% | Added | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 18.2K | $2.96M | 2.06% | +77 | +0.4% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 4,082 | $2.96M | 2.06% | -508 | -11.1% | Reduced | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 10.9K | $2.89M | 2.02% | -274 | -2.4% | Reduced | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 8,219 | $2.89M | 2.01% | +36 | +0.4% | Added | 0% |
| 12 | CAT Caterpillar Inc | Industrials | 3,489 | $2.83M | 1.97% | -6 | -0.2% | Reduced | 0% |
| 13 | AMZN Amazon Com Inc | Consumer Discretionary | 10.7K | $2.66M | 1.85% | -1,368 | -11.4% | Reduced | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 25.0K | $2.59M | 1.81% | +88 | +0.4% | Added | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 23.6K | $2.54M | 1.77% | +83 | +0.4% | Added | 0% |
Tip. Select a row to see that position’s full history at McGlone Suttner Wealth Management.
As of its Q3 2026 13F filing, McGlone Suttner Wealth Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 6.5%, Microsoft Corp (MSFT) at 5.7%, Nvidia Corp (NVDA) at 5.5%, Alphabet Inc. (GOOGL) at 5.1%, Applied Materials Inc (AMAT) at 2.5% of the reported portfolio.
McGlone Suttner Wealth Management, Inc. reported a 13F portfolio worth $143.59M across 123 positions for Q3 2026. That is up 1.9% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($813.58K), Nvidia Corp ($563.64K), Lam Research Corp ($327.86K). It opened 11 new positions.
Its largest sales by value were Goldman Sachs Group Inc ($507.96K), Meta Platforms, Inc. ($368.40K), Dell Technologies Inc. ($356.58K). It exited 10 positions entirely.
From the Form 13F-HR reports McGlone Suttner Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.