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McNaughton Wealth Management

Latest statistics and disclosures from McNaughton Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, IVW, IVE, DYNF, XLG, and represent 31.84% of McNaughton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVE, IEMG, SPMO, DYNF, ARTY, VB, Ishares Tr edge us fixd inm, XLG, BINC, PPA.
Started 3 new stock positions in VTES, Ishares Tr edge us fixd inm, GBCI.
Reduced shares in these 10 stocks: QUAL, EFV, TLH, IYW, , EFG, SMLV, LGLV, Guaranty Bancshares, SUB.
Sold out of its positions in Guaranty Bancshares, IWP, IYW, EFG, STIP, SPHY.
McNaughton Wealth Management was a net buyer of stock by $2.7M.
McNaughton Wealth Management has $243M in assets under management (AUM), dropping by 2.43%.
Central Index Key (CIK): 0001802691

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Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.6	$19M		250k	74.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.3	$18M		143k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	7.0	$17M	+30%	81k	212.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.8	$14M	+9%	233k	60.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	4.1	$9.9M	+4%	167k	59.28	View chart
Ishares Core Msci Emkt (IEMG)	3.8	$9.3M	+28%	138k	67.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$9.0M		31k	290.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.1	$7.5M	+5%	143k	52.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$6.9M	+3%	11k	627.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$6.4M	-40%	32k	198.62	View chart
Ishares Tr Future Ai & Tech (ARTY)	2.5	$6.2M	+13%	128k	48.18	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$5.7M		60k	95.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$5.5M	+14%	21k	257.94	View chart
Spdr Series Trust State Street Spd (SPYG)	2.0	$5.0M		47k	106.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$4.8M	+3%	34k	143.52	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.0	$4.8M	+48%	40k	119.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$4.8M		7.0k	684.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.9	$4.7M		49k	94.16	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.9	$4.5M	+2%	53k	85.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.6	$3.8M		79k	48.32	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$3.7M	-35%	52k	71.41	View chart
NVIDIA Corporation (NVDA)	1.4	$3.3M	+2%	18k	186.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$3.3M		42k	78.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.3	$3.3M	-25%	32k	101.67	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$3.1M		29k	107.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$3.0M	-6%	60k	50.29	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.1	$2.7M	+13%	17k	156.63	View chart
Spdr Series Trust State Street Spd (SMLV)	1.1	$2.6M	-18%	20k	131.13	View chart
Spdr Series Trust State Street Spd (SHM)	1.1	$2.6M	-3%	54k	47.99	View chart
Apple (AAPL)	1.0	$2.5M		9.2k	271.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$2.4M	-2%	24k	99.88	View chart
Spdr Series Trust State Street Spd (LGLV)	1.0	$2.4M	-19%	14k	175.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.2M	-2%	7.1k	313.01	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.1M	+4%	6.4k	322.22	View chart
Amazon (AMZN)	0.8	$1.9M	+9%	8.2k	230.82	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$1.9M		22k	86.25	View chart
Microsoft Corporation (MSFT)	0.8	$1.9M	+7%	3.9k	483.67	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.8	$1.8M	-4%	76k	24.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$1.8M	+4%	41k	44.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$1.8M		19k	96.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$1.8M		2.4k	753.78	View chart
Meta Platforms Cl A (META)	0.7	$1.7M	+17%	2.7k	660.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.7M	+7%	3.4k	502.65	View chart
Tesla Motors (TSLA)	0.7	$1.6M	+4%	3.7k	449.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$1.5M		6.2k	250.31	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.6	$1.5M	-8%	27k	57.46	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$1.5M		11k	139.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$1.5M	+5%	32k	46.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$1.4M	-14%	13k	106.70	View chart
Broadcom (AVGO)	0.6	$1.4M	+6%	4.1k	346.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.3M	+14%	21k	62.47	View chart
Ishares Tr Select Us Reit (ICF)	0.5	$1.3M	-11%	21k	59.67	View chart
Qualcomm (QCOM)	0.4	$856k		5.0k	171.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$707k		5.9k	120.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$626k	-4%	6.5k	96.27	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$612k	+5%	27k	23.02	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$594k	+25%	6.0k	98.50	View chart
Ishares Tr Systematic Bd Et	0.2	$575k	NEW	6.4k	89.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$537k		3.6k	148.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$503k		737.00	681.92	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.2	$462k	-12%	14k	33.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$370k		5.6k	66.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$293k	-16%	3.3k	88.49	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$289k	NEW	2.8k	101.58	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$283k		3.4k	82.50	View chart
Netflix (NFLX)	0.1	$274k	+1110%	2.9k	93.76	View chart
Glacier Ban (GBCI)	0.1	$242k	NEW	5.5k	44.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$222k		4.8k	46.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$220k	+100%	1.5k	143.97	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$213k		1.0k	211.24	View chart
Oracle Corporation (ORCL)	0.1	$204k	+2%	1.0k	194.91	View chart

Past Filings by McNaughton Wealth Management

SEC 13F filings are viewable for McNaughton Wealth Management going back to 2019

McNaughton Wealth Management 2025 Q4 filed Jan. 12, 2026
McNaughton Wealth Management 2025 Q3 filed Oct. 8, 2025
McNaughton Wealth Management 2025 Q2 filed July 22, 2025
McNaughton Wealth Management 2025 Q1 filed April 9, 2025
McNaughton Wealth Management 2024 Q4 filed Jan. 14, 2025
McNaughton Wealth Management 2024 Q3 filed Oct. 4, 2024
McNaughton Wealth Management 2024 Q2 filed July 12, 2024
McNaughton Wealth Management 2024 Q1 filed April 12, 2024
McNaughton Wealth Management 2023 Q4 filed Jan. 10, 2024
McNaughton Wealth Management 2023 Q3 filed Oct. 5, 2023
McNaughton Wealth Management 2023 Q2 filed Aug. 8, 2023
McNaughton Wealth Management 2023 Q1 filed April 12, 2023
McNaughton Wealth Management 2022 Q4 filed Feb. 1, 2023
McNaughton Wealth Management 2022 Q3 filed Oct. 12, 2022
McNaughton Wealth Management 2022 Q2 filed July 11, 2022
McNaughton Wealth Management 2022 Q1 filed April 8, 2022

View all past filings

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