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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 VOO, BND, IVW, IVE, DYNF, and represent 36.43% of McNaughton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$15M), VO (+$7.4M), BND (+$5.7M), VGT, GOVT, EFG, VTES, MBB, VTI, PPA.
Started 8 new stock positions in QQQ, TSM, IGBH, MDYV, VTI, TLT, STIP, GOOG.
Reduced shares in these 10 stocks: QUAL (-$5.8M), IVE, IEMG, EFV, ARTY, SPMO, XLG, USMV, ICVT, .
Sold out of its positions in XLG, QUAL, VDC.
McNaughton Wealth Management was a net buyer of stock by $22M.
McNaughton Wealth Management has $282M in assets under management (AUM), dropping by 16.47%.
Central Index Key (CIK): 0001802691

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Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 75 positions in its portfolio as reported in the June 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)	10.8	$31M	+95%	44k	686.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.8	$25M	+30%	337k	73.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.2	$20M		148k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.8	$14M	-21%	60k	227.06	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.8	$13M		197k	68.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$9.9M	+305%	123k	80.57	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	2.8	$7.8M	-21%	103k	76.16	View chart
Ishares Core Msci Emkt (IEMG)	2.6	$7.4M	-25%	89k	82.84	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.6	$7.3M	+2%	139k	52.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.5	$7.2M	+5%	24k	303.12	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.5	$7.0M	+25%	309k	22.78	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$6.6M	+13%	70k	94.52	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.1	$5.9M	+2%	49k	118.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$5.4M		34k	158.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$5.2M		7.0k	748.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.8	$5.1M	-25%	32k	161.54	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.8	$5.1M	+16%	29k	176.65	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.7	$4.8M	+24%	39k	124.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.5	$4.1M	+2%	86k	48.43	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$4.0M	-38%	52k	76.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.4	$4.0M	+15%	40k	100.35	View chart
NVIDIA Corporation (NVDA)	1.4	$4.0M	+6%	20k	200.09	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.4	$3.9M	-12%	41k	96.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$3.8M	+9%	49k	77.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$3.4M	+13%	68k	50.58	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$3.2M	+5%	29k	107.62	View chart
Apple (AAPL)	1.0	$3.0M		10k	289.37	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	1.0	$2.9M		19k	157.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.7M	+2%	7.5k	357.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$2.4M	+7%	24k	98.98	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.4M	+5%	7.2k	327.33	View chart
Amazon (AMZN)	0.8	$2.3M	+5%	9.6k	238.34	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.8	$2.2M	-3%	46k	47.97	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$2.2M		44k	50.39	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.8	$2.2M	-8%	12k	181.45	View chart
Microsoft Corporation (MSFT)	0.8	$2.2M	+22%	5.9k	372.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$2.2M	+700%	18k	119.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.1M	+16%	29k	71.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.1M	+10%	4.1k	500.39	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$2.0M	+14%	26k	79.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$2.0M		5.9k	342.83	View chart
Tesla Motors (TSLA)	0.7	$2.0M	+12%	4.7k	420.60	View chart
Broadcom (AVGO)	0.7	$1.9M	+7%	5.1k	377.75	View chart
Meta Platforms Cl A (META)	0.7	$1.9M	+16%	3.3k	563.29	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.6	$1.8M	-4%	21k	87.71	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$1.7M		33k	51.78	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.6	$1.6M	-9%	63k	24.51	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.5	$1.5M		10k	152.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.4M	+2%	14k	106.47	View chart
Ishares Tr Select Us Reit (ICF)	0.5	$1.4M		21k	67.63	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.4M	+171%	14k	101.31	View chart
Eli Lilly & Co. (LLY)	0.5	$1.3M	+22%	1.1k	1199.43	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$1.2M	-8%	21k	57.64	View chart
Qualcomm (QCOM)	0.4	$1.0M	+9%	5.5k	184.79	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.3	$905k	+26%	10k	88.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$846k		5.7k	148.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$766k	NEW	2.1k	370.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$717k		6.5k	110.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$602k	-3%	3.7k	164.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$596k	NEW	5.8k	102.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$512k		686.00	746.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.2	$470k		14k	34.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$432k		5.6k	77.11	View chart
Ishares U S Etf Tr Int Rt Hd Long (IGBH)	0.1	$332k	NEW	14k	24.58	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$326k		3.6k	90.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$319k		3.3k	96.43	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$289k	-45%	2.4k	121.74	View chart
Glacier Ban (GBCI)	0.1	$284k		5.5k	51.58	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$258k	NEW	3.0k	86.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$251k		4.8k	52.41	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$220k	NEW	2.3k	94.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$215k	NEW	292.00	736.40	View chart
Netflix (NFLX)	0.1	$215k	-4%	3.0k	71.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$211k	NEW	598.00	353.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$201k	NEW	421.00	477.57	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 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
McNaughton Wealth Management 2022 Q3 filed Oct. 12, 2022

View all past filings

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