McNaughton Wealth Management

McNaughton Wealth Management as of March 31, 2026

Portfolio Holdings for McNaughton Wealth Management

McNaughton Wealth Management holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.9 $19M 259k 73.64
Ishares Tr S&p 500 Grwt Etf (IVW) 6.9 $17M 148k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 6.7 $16M 76k 211.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $14M 23k 597.56
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.7 $11M 194k 58.18
Vanguard Index Fds Mid Cap Etf (VO) 3.6 $8.7M 30k 287.18
Ishares Core Msci Emkt (IEMG) 3.5 $8.4M 120k 69.75
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.9 $7.1M 136k 51.93
Ishares Tr Eafe Value Etf (EFV) 2.6 $6.4M 86k 74.35
Ishares Tr Future Ai & Tech (ARTY) 2.5 $6.1M 131k 46.53
Ishares Tr Mbs Etf (MBB) 2.4 $5.8M 62k 94.95
Vanguard Index Fds Small Cp Etf (VB) 2.4 $5.8M 22k 261.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $5.8M 30k 191.81
Ishares Tr Us Treas Bd Etf (GOVT) 2.3 $5.6M 245k 22.91
Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $5.0M 34k 148.10
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.0 $4.8M 43k 112.11
Spdr Series Trust State Street Spd (SPYG) 1.9 $4.7M 48k 97.91
Ishares Tr Core S&p500 Etf (IVV) 1.9 $4.6M 7.0k 653.17
Ishares Tr Msci Usa Min Vol (USMV) 1.8 $4.3M 47k 92.74
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.7 $4.1M 25k 165.70
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.7 $4.0M 83k 48.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $3.5M 45k 78.41
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.4 $3.5M 35k 100.72
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $3.5M 31k 111.37
NVIDIA Corporation (NVDA) 1.4 $3.3M 19k 174.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $3.0M 60k 49.89
Ishares Tr National Mun Etf (MUB) 1.2 $3.0M 28k 106.15
Spdr Series Trust State Street Spd (SMLV) 1.1 $2.6M 19k 137.08
Apple (AAPL) 1.1 $2.6M 10k 253.79
Spdr Series Trust State Street Spd (LGLV) 1.0 $2.4M 13k 178.11
Spdr Series Trust State Street Spd (SHM) 0.9 $2.3M 48k 47.83
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.2M 22k 99.27
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.1M 7.4k 287.57
World Gold Tr Spdr Gld Minis (GLDM) 0.9 $2.1M 23k 92.69
JPMorgan Chase & Co. (JPM) 0.8 $2.0M 6.8k 294.16
Spdr Index Shs Fds State Street Spd (SPDW) 0.8 $2.0M 44k 45.65
Ishares Tr Msci Eafe Min Vl (EFAV) 0.8 $2.0M 22k 91.37
Amazon (AMZN) 0.8 $1.9M 9.1k 208.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.8M 3.7k 479.20
Microsoft Corporation (MSFT) 0.7 $1.8M 4.8k 370.21
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.7 $1.7M 70k 23.87
Meta Platforms Cl A (META) 0.7 $1.6M 2.8k 572.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.6M 25k 64.08
Vanguard World Inf Tech Etf (VGT) 0.7 $1.6M 2.3k 697.72
Spdr Index Shs Fds State Street Spd (SPEM) 0.6 $1.5M 33k 46.91
Tesla Motors (TSLA) 0.6 $1.5M 4.1k 371.75
Spdr Series Trust State Street Spd (SDY) 0.6 $1.5M 10k 145.93
Broadcom (AVGO) 0.6 $1.5M 4.7k 309.51
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.4M 13k 106.50
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.4M 5.9k 239.99
Ishares Tr Calif Mun Bd Etf (CMF) 0.5 $1.3M 23k 56.86
Ishares Tr Select Us Reit (ICF) 0.5 $1.3M 21k 61.89
Eli Lilly & Co. (LLY) 0.3 $814k 885.00 919.77
Ishares Tr Systematic Bd Et (SYSB) 0.3 $715k 8.0k 89.00
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $709k 5.7k 124.30
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $654k 12k 54.55
Qualcomm (QCOM) 0.3 $645k 5.0k 128.78
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $632k 6.5k 97.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $541k 3.8k 142.43
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $501k 5.0k 101.14
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.2 $469k 14k 34.45
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $452k 695.00 650.34
Ishares Tr Conv Bd Etf (ICVT) 0.2 $446k 4.4k 101.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $378k 5.6k 67.53
Netflix (NFLX) 0.1 $302k 3.1k 96.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $293k 3.3k 88.70
Spdr Series Trust State Street Spd (SPTM) 0.1 $284k 3.6k 79.06
Glacier Ban (GBCI) 0.1 $246k 5.5k 44.67
Vanguard World Consum Stp Etf (VDC) 0.1 $226k 1.0k 224.59
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $226k 4.8k 47.20