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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, QUAL, and represent 30.13% of McNaughton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ARTY (+$5.2M), XLG, PPA, DYNF, IEMG, GLDM, BNDX, BINC, XLK, TLH.
Started 3 new stock positions in PPA, ARTY, XLK.
Reduced shares in these 10 stocks: IYW, VOO, EFG, QUAL, BND, EFV, IVW, LLY, EMXC, SPMO.
Sold out of its positions in EMXC, LLY.
McNaughton Wealth Management was a net seller of stock by $-671k.
McNaughton Wealth Management has $237M in assets under management (AUM), dropping by 5.75%.
Central Index Key (CIK): 0001802691

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Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 74 positions in its portfolio as reported in the September 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)	7.8	$19M	-9%	249k	74.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.2	$17M	-6%	142k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.4	$13M		62k	206.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.3	$13M	+13%	213k	59.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.4	$11M	-19%	54k	194.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	3.9	$9.2M	+80%	159k	57.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.8	$9.0M		31k	293.74	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.0	$7.2M	+6%	135k	53.24	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$7.1M	+20%	107k	65.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$6.5M	-31%	11k	612.38	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$5.7M	+3%	60k	95.15	View chart
Ishares Tr Eafe Value Etf (EFV)	2.3	$5.5M	-26%	81k	67.83	View chart
Ishares Tr Future Ai & Tech (ARTY)	2.2	$5.2M	NEW	113k	45.78	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	2.0	$4.8M	+2%	46k	104.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$4.7M		19k	254.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.0	$4.7M		49k	95.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$4.6M		6.9k	669.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$4.6M		33k	140.95	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.9	$4.4M	+4%	43k	102.99	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.7	$4.0M	+40%	52k	76.45	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.6	$3.9M	+17%	78k	49.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.4	$3.3M	-7%	27k	121.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$3.3M	+6%	41k	78.91	View chart
NVIDIA Corporation (NVDA)	1.4	$3.2M	-4%	17k	186.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$3.2M		64k	50.07	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$3.1M	+5%	30k	106.49	View chart
Spdr Series Trust Ssga Us Smal Etf (SMLV)	1.3	$3.1M	+3%	24k	129.74	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	1.3	$3.0M	+5%	17k	178.16	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	1.1	$2.7M	+2%	56k	48.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.5M		25k	100.25	View chart
Apple (AAPL)	1.0	$2.4M		9.2k	254.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.0	$2.3M	NEW	15k	155.45	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.9M	-2%	6.2k	315.43	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.8	$1.9M	-6%	79k	23.92	View chart
Microsoft Corporation (MSFT)	0.8	$1.9M		3.6k	518.00	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$1.8M		22k	84.83	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.8	$1.8M		19k	95.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.8M	-12%	7.3k	243.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$1.8M		2.3k	746.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$1.7M		39k	42.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.7M	+2%	16k	106.78	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$1.7M	+14%	29k	57.04	View chart
Meta Platforms Cl A (META)	0.7	$1.7M	-5%	2.2k	734.38	View chart
Amazon (AMZN)	0.7	$1.6M		7.4k	219.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.6M	+7%	3.2k	502.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$1.6M		6.2k	256.45	View chart
Tesla Motors (TSLA)	0.7	$1.5M	-3%	3.5k	444.72	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.6	$1.5M		11k	140.05	View chart
Ishares Tr Select Us Reit (ICF)	0.6	$1.5M	-2%	24k	61.62	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$1.4M	+2%	30k	46.81	View chart
Broadcom (AVGO)	0.5	$1.3M	-16%	3.8k	329.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.1M		19k	59.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$864k	-80%	4.4k	195.87	View chart
Qualcomm (QCOM)	0.3	$828k		5.0k	166.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$699k		5.9k	118.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$655k		6.8k	96.55	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$647k	+28%	6.3k	103.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$615k	-80%	5.4k	113.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$582k	+2%	25k	23.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$525k	-2%	3.6k	145.65	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.2	$521k		16k	33.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$491k	-4%	737.00	666.18	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$482k	+5%	4.8k	100.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$366k		5.6k	65.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$364k	-6%	4.0k	91.42	View chart
Netflix (NFLX)	0.1	$289k		241.00	1198.92	View chart
Oracle Corporation (ORCL)	0.1	$288k		1.0k	281.24	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$277k		3.4k	80.65	View chart
Guaranty Bancshares	0.1	$268k		5.5k	48.75	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$226k	-4%	9.4k	23.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$222k	-27%	4.8k	46.31	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$215k		1.0k	213.73	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$215k	NEW	764.00	281.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$208k		1.5k	142.41	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 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
McNaughton Wealth Management 2021 Q4 filed Jan. 20, 2022

View all past filings

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