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CIK: 0001802691
Total reported value
$281.6M
$281.6M
56 檔
26.9%
As reported in its official Q3 2024 Form 13F filing, McNaughton Wealth Management, LLC's tracked investment portfolio stood at $281.6M with 56 total positions.
In Q3 2024, McNaughton Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 9.33% | +0.89% | +0.23% | |
| 2 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 7.83% | -0.20% | +1.85% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.73% | -0.03% | -2.23% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.68% | -0.14% | +1.51% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.38% | +0.14% | -3.09% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.91% | -0.09% | +2.54% | |
| 7 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 5.38% | -0.04% | +0.88% | |
| 8 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 3.86% | -0.04% | +2.50% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.78% | -0.17% | +3.22% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.32% | -0.10% | +4.24% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.29% | +0.07% | +2.71% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.76% | -0.03% | +3.43% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.31% | -0.39% | +2.41% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.09% | +0.12% | -2.02% | |
| 15 | GSY | Invesco Ultra Short Duration | ETF-Other | 2.09% | — | +17.74% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.99% | -0.01% | +3.48% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.58% | — | +1.10% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.57% | — | +2.82% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.57% | — | +1.91% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.56% | — | +1.76% | |
| 21 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.55% | — | +3.97% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.35% | -0.16% | +5.92% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.08% | -0.08% | +54.91% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 1.08% | -0.11% | +7.78% | |
| 25 | PWZ | Invesco California Amt-free | ETF-Other | 1.06% | -0.14% | +13.36% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.07% | -6.97% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.01% | -3.78% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.31% | +7.07% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.82% | -0.07% | +6.94% | |
| 30 | CMF | Ishares California Muni Bond | ETF-Other | 0.68% | -0.11% | +2.71% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.08% | +7.89% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | -0.04% | -1.66% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | +0.04% | +1.39% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.02% | +1.99% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.62% | +0.13% | -2.20% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.01% | +0.77% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | -0.25% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.01% | +0.80% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.08% | -2.41% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.07% | -6.57% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.09% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.08% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.01% | -2.73% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | +0.12% | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | -0.01% | -0.65% | |
| 46 | IDLV | Invesco S&p International De | ETF-Other | 0.23% | -0.02% | +8.43% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | -0.01% | +0.08% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.22% | -0.01% | -2.80% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.01% | -0.51% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.17% | -0.01% | — |
According to official SEC Form 13F filings, McNaughton Wealth Management, LLC reported a total U.S. public equity portfolio value of $281.6M across 56 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, LGLV, IVV) accounted for 26.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVGO
市值: $686.6K
Top Position Liquidated / Trimmed
IVV
前期市值: $13.4M
During Q3 2024, McNaughton Wealth Management, LLC's top holdings by market value included BND (9.3%)、LGLV (7.8%)、IVV (6.7%). The largest single position, BND, represented 9.3% of total portfolio value.
In Q3 2024, McNaughton Wealth Management, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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