McNaughton Wealth Management, LLC
CIK: 0001802691Latest portfolio: $242.9M · Q4 2025
Holdings
71
Total Value
$242.9M
New Positions
3
Closed Positions
6
Top Holdings
View All 71 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 250,411 | $18.5M | 7.64% | +2K | |
| 2 | IVWISHARES TR | 143,368 | $17.7M | 7.28% | +1K | |
| 3 | IVEISHARES TR | 80,457 | $17.1M | 7.03% | +19K | |
| 4 | DYNFBLACKROCK ETF TRUST | 232,851 | $14.2M | 5.83% | +20K | |
| 5 | XLGINVESCO EXCHANGE TRADED FD T | 166,928 | $9.9M | 4.07% | +8K | |
| 6 | IEMGISHARES INC | 137,924 | $9.3M | 3.82% | +31K | |
| 7 | VOVANGUARD INDEX FDS | 30,840 | $8.9M | 3.69% | +254 | |
| 8 | BINCBLACKROCK ETF TRUST II | 142,991 | $7.5M | 3.11% | +8K | |
| 9 | VOOVANGUARD INDEX FDS | 11,071 | $6.9M | 2.86% | +381 | |
| 10 | QUALISHARES TR | 32,070 | $6.4M | 2.62% | -21,835 | |
| 11 | ARTYISHARES TR | 127,966 | $6.2M | 2.54% | +15K | |
| 12 | MBBISHARES TR | 60,019 | $5.7M | 2.35% | +45 | |
| 13 | VBVANGUARD INDEX FDS | 21,222 | $5.5M | 2.25% | +3K | |
| 14 | SPYGSPDR SERIES TRUST | 46,657 | $5.0M | 2.05% | +822 | |
| 15 | VYMVANGUARD WHITEHALL FDS | 33,571 | $4.8M | 1.98% | +1K | |
| 16 | KLMNINVESCO EXCH TRADED FD TR II | 40,320 | $4.8M | 1.98% | +13K | |
| 17 | IVVISHARES TR | 7,018 | $4.8M | 1.98% | +81 | |
| 18 | USMVISHARES TR | 49,385 | $4.7M | 1.91% | -58 | |
| 19 | GLDMWORLD GOLD TR | 53,254 | $4.5M | 1.87% | +1K | |
| 20 | BNDXVANGUARD CHARLOTTE FDS | 78,749 | $3.8M | 1.57% | +553 | |
| 21 | EFVISHARES TR | 52,065 | $3.7M | 1.53% | -28,973 | |
| 22 | NVDANVIDIA CORPORATION | 17,780 | $3.3M | 1.36% | +372 | |
| 23 | BSVVANGUARD BD INDEX FDS | 41,722 | $3.3M | 1.35% | +346 | |
| 24 | TLHISHARES TR | 32,054 | $3.3M | 1.34% | -11,152 | |
| 25 | MUBISHARES TR | 29,274 | $3.1M | 1.29% | -305 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.8547176711706215e+203T)
Technology0.0% ($45463315250618704.0T)
Unknown0.0% ($48.1T)
Communication Services0.0% ($22.1T)
Consumer Cyclical0.0% ($18.9B)
Filing History
Fund Information
McNaughton Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $242.9M across 71 holdings. The largest position is VANGUARD BD INDEX FDS (BND), representing 7.6% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.