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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, LGLV, IVV, VYM, SPYG, and represent 36.93% of McNaughton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG, AVGO, GSY, LLY, VO, LGLV, BSV, PWZ, SMMV, EFAV.
Started 3 new stock positions in LLY, SMMV, AVGO.
Reduced shares in these 10 stocks: JNJ, SPYG, IVV, NVDA, VGT, TSLA, AAPL, MTUM, GOOGL, XSLV.
McNaughton Wealth Management was a net buyer of stock by $4.8M.
McNaughton Wealth Management has $205M in assets under management (AUM), dropping by 8.92%.
Central Index Key (CIK): 0001802691

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Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 56 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.3	$19M		255k	75.11	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	7.8	$16M		95k	169.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.7	$14M	-2%	24k	576.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.7	$14M		107k	128.20	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.4	$13M	-3%	158k	82.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.9	$12M	+2%	46k	263.83	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	5.4	$11M		89k	124.22	View chart
Ishares Tr Cohen Steer Reit (ICF)	3.9	$7.9M	+2%	120k	65.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	3.8	$7.8M	+3%	101k	76.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.3	$6.8M	+4%	87k	78.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$6.8M	+2%	128k	52.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.8	$5.7M	+3%	137k	41.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.3	$4.7M	+2%	52k	91.31	View chart
Vanguard World Inf Tech Etf (VGT)	2.1	$4.3M	-2%	7.3k	586.49	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	2.1	$4.3M	+17%	86k	50.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$4.1M	+3%	80k	51.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$3.3M		39k	83.75	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.6	$3.2M	+2%	134k	24.05	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.6	$3.2M		62k	51.82	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.6	$3.2M		60k	53.63	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.5	$3.2M	+3%	69k	45.89	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.3	$2.8M	+5%	58k	48.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.2M	+54%	22k	101.27	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$2.2M	+7%	20k	108.63	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	1.1	$2.2M	+13%	87k	25.08	View chart
NVIDIA Corporation (NVDA)	1.0	$2.1M	-6%	17k	121.44	View chart
Apple (AAPL)	0.9	$1.9M	-3%	8.1k	233.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$1.8M	+7%	19k	95.75	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$1.7M	+6%	12k	142.04	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$1.4M	+2%	24k	58.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.4M	+7%	13k	106.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$1.3M		35k	37.56	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M		3.1k	430.32	View chart
Amazon (AMZN)	0.6	$1.3M		6.9k	186.33	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$1.3M	-2%	6.3k	202.76	View chart
Meta Platforms Cl A (META)	0.6	$1.3M		2.2k	572.44	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.3M		6.0k	210.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M		2.7k	460.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.1M	-2%	6.8k	165.85	View chart
Tesla Motors (TSLA)	0.5	$1.1M	-6%	4.1k	261.63	View chart
Qualcomm (QCOM)	0.4	$847k		5.0k	170.05	View chart
Broadcom (AVGO)	0.3	$687k	NEW	4.0k	172.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$686k	-2%	5.9k	116.97	View chart
Eli Lilly & Co. (LLY)	0.3	$627k	NEW	708.00	885.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$618k		7.0k	88.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.2	$466k	+8%	15k	30.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$458k		3.6k	125.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$449k	-2%	4.6k	97.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$448k		780.00	573.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$349k		5.6k	62.32	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.2	$321k	-6%	6.7k	48.12	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$256k	NEW	6.3k	40.80	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$253k		3.6k	70.06	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$224k		1.0k	218.48	View chart
Johnson & Johnson (JNJ)	0.1	$213k	-73%	1.3k	162.06	View chart
Exxon Mobil Corporation (XOM)	0.1	$207k		1.8k	117.22	View chart

Past Filings by McNaughton Wealth Management

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

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
McNaughton Wealth Management 2021 Q3 filed Nov. 12, 2021
McNaughton Wealth Management 2021 Q2 filed Aug. 9, 2021
McNaughton Wealth Management 2021 Q1 filed April 14, 2021
McNaughton Wealth Management 2020 Q4 filed Feb. 26, 2021

View all past filings

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