Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

McNaughton Wealth Management

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

Top 5 stock holdings are VOO, BND, IVW, IVE, DYNF, and represent 37.47% of McNaughton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO, BND, EFG, BINC, SUB, MUB, INMU, GOVT, BNDX, EFV.
Started 3 new stock positions in JNJ, INMU, XOM.
Reduced shares in these 10 stocks: SPMO, MBB, SHM, IGBH, PWZ, VTEB, TLT, TSM, AGG, PPA.
Sold out of its positions in TLT, IGBH, TSM.
McNaughton Wealth Management was a net buyer of stock by $6.4M.
McNaughton Wealth Management has $286M in assets under management (AUM), dropping by 1.63%.
Central Index Key (CIK): 0001802691

Tip: Access up to 7 years of quarterly data

Positions held by McNaughton Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 75 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.5	$33M	+6%	47k	700.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.9	$26M	+7%	363k	70.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.4	$21M		148k	142.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.9	$14M		61k	228.28	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.8	$14M		198k	69.26	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	3.4	$9.7M		124k	78.42	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	2.8	$7.9M		102k	78.32	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.7	$7.8M	+10%	154k	50.79	View chart
Ishares Core Msci Emkt (IEMG)	2.6	$7.5M	+4%	93k	81.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.5	$7.1M	+5%	324k	21.87	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	2.4	$6.9M	+2%	24k	284.49	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.1	$6.1M		50k	123.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.9	$5.5M	+18%	46k	119.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$5.3M		34k	155.20	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$5.3M	-15%	59k	89.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$5.3M		6.9k	765.89	View chart
NVIDIA Corporation (NVDA)	1.7	$4.8M	+4%	21k	228.38	View chart
Ishares Tr Eafe Value Etf (EFV)	1.6	$4.5M	+8%	57k	79.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.5	$4.3M	+8%	93k	46.87	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.5	$4.3M	-3%	28k	154.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$3.9M	+3%	51k	76.40	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.3	$3.9M	-3%	40k	97.44	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.3	$3.8M	+3%	41k	92.17	View chart
Apple (AAPL)	1.2	$3.5M	+4%	11k	333.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.2	$3.5M	-27%	23k	151.58	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$3.5M	+16%	34k	101.10	View chart
Microsoft Corporation (MSFT)	1.0	$3.0M		5.8k	512.87	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$2.9M	-9%	62k	47.36	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	1.0	$2.8M		18k	150.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.7M	+4%	7.9k	344.10	View chart
Meta Platforms Cl A (META)	0.9	$2.5M	+3%	3.4k	725.18	View chart
Amazon (AMZN)	0.9	$2.5M	+3%	9.9k	249.14	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.4M		7.3k	330.83	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$2.3M	+3%	45k	50.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$2.2M	+4%	27k	82.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$2.2M	-3%	18k	125.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.2M	+6%	31k	70.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.1M	+2%	4.2k	497.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$2.1M	+47%	20k	104.54	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.7	$2.1M		12k	174.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.1M	-8%	22k	94.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$1.9M		5.9k	317.34	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.6	$1.8M	-2%	20k	91.12	View chart
Broadcom (AVGO)	0.6	$1.8M	+2%	5.2k	351.19	View chart
Tesla Motors (TSLA)	0.6	$1.8M	+6%	5.0k	354.81	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$1.7M		33k	51.76	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.6	$1.7M	+24%	17k	98.60	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.5	$1.5M		10k	146.48	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.5	$1.5M	-32%	31k	46.65	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.5	$1.4M	+16%	25k	54.12	View chart
Eli Lilly & Co. (LLY)	0.5	$1.3M	+3%	1.1k	1157.08	View chart
Ishares Tr Select Us Reit (ICF)	0.4	$1.2M	-9%	19k	62.90	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.4	$1.1M	-22%	49k	22.31	View chart
Qualcomm (QCOM)	0.4	$1.0M		5.6k	184.04	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$921k	+7%	11k	84.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$873k	+12%	6.4k	136.05	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$775k		2.1k	374.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$694k		6.5k	106.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$626k	+7%	6.3k	99.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$609k		3.7k	166.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$513k	-2%	672.00	762.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.2	$450k	-3%	13k	34.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$403k		5.6k	71.95	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.1	$356k	NEW	16k	22.89	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$330k		3.6k	92.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$293k		3.3k	89.63	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$289k	+7%	2.6k	112.94	View chart
Netflix (NFLX)	0.1	$256k	+22%	3.7k	69.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$249k	+22%	732.00	340.74	View chart
Glacier Ban (GBCI)	0.1	$238k		5.5k	43.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$235k		4.8k	48.94	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$218k	NEW	1.3k	162.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$216k		292.00	739.77	View chart
Johnson & Johnson (JNJ)	0.1	$209k	NEW	788.00	264.74	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$206k		2.3k	88.51	View chart

Past Filings by McNaughton Wealth Management

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

McNaughton Wealth Management 2026 Q3 filed Oct. 9, 2026
McNaughton Wealth Management 2026 Q2 filed July 7, 2026
McNaughton Wealth Management 2026 Q1 filed April 8, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z