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CIK: 0001802691
Total reported value
$281.6M
$281.6M
55 檔
27.0%
The Q4 2024 SEC filing reveals that McNaughton Wealth Management, LLC held a total portfolio value of $281.6M, covering 55 public equity positions.
In Q4 2024, McNaughton Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 9.02% | +0.89% | +2.07% | |
| 2 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 7.62% | -0.20% | +0.82% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.79% | -0.03% | -0.14% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.69% | +0.14% | +0.03% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.58% | -0.14% | -0.01% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.89% | -0.09% | +0.62% | |
| 7 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 5.41% | -0.04% | -1.05% | |
| 8 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 3.51% | -0.04% | +0.62% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.49% | -0.17% | +0.99% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.39% | -0.10% | +4.88% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.96% | +0.07% | +0.42% | |
| 12 | GSY | Invesco Ultra Short Duration | ETF-Other | 2.74% | — | +32.83% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.57% | -0.03% | +1.23% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.23% | +0.12% | +1.45% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.22% | -0.39% | +0.11% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.89% | -0.01% | -2.13% | |
| 17 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.57% | — | +1.62% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.54% | — | +1.31% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.52% | — | +1.37% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.52% | — | +103.68% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.51% | — | +0.89% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.39% | -0.16% | +5.86% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.22% | -0.11% | +17.31% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.07% | -0.58% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.12% | -0.08% | +9.66% | |
| 26 | PWZ | Invesco California Amt-free | ETF-Other | 1.10% | -0.14% | +5.71% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.31% | +6.99% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.97% | -0.01% | -1.12% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.07% | -2.45% | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.74% | -0.07% | -1.84% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.02% | +1.62% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.01% | +0.89% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.68% | -0.08% | +3.30% | |
| 34 | CMF | Ishares California Muni Bond | ETF-Other | 0.66% | -0.11% | +0.80% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.08% | +2.93% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | +0.04% | +2.91% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.01% | -0.13% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | -0.04% | +7.44% | |
| 39 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.63% | +0.13% | -0.65% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.01% | +1.36% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.08% | +5.40% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | +0.09% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.01% | +0.12% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | -0.01% | -1.08% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.12% | +7.77% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | -0.01% | +2.00% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.01% | -1.03% | |
| 48 | IDLV | Invesco S&p International De | ETF-Other | 0.21% | -0.02% | — | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | +0.87% | |
| 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 55 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, LGLV, IVV) accounted for 27.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
NFLX
市值: $238.0K
Top Position Liquidated / Trimmed
JNJ
前期市值: $213.4K
During Q4 2024, McNaughton Wealth Management, LLC's top holdings by market value included BND (9.0%)、LGLV (7.6%)、IVV (6.8%). The largest single position, BND, represented 9.0% of total portfolio value.
In Q4 2024, McNaughton Wealth Management, LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 11 holdings, and fully liquidating 2 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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