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CIK: 0001802691
Total reported value
$281.6M
$281.6M
73 檔
25.3%
During the Q2 2025 filing period, McNaughton Wealth Management, LLC (CIK: 0001802691) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $281.6M across 73 reported positions.
In Q2 2025, McNaughton Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 9.06% | +0.89% | -8.49% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.43% | +0.31% | -8.60% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.44% | -2.40% | EXIT | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.33% | -1.84% | +12.02% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.54% | +0.09% | +2.35% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.98% | +5.22% | -24.83% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.77% | -0.09% | +1.07% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.12% | -1.21% | +24.04% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.00% | -0.34% | -0.31% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.42% | -0.06% | -1.33% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.37% | -0.85% | — | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.09% | -0.39% | -2.77% | |
| 13 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.05% | -0.27% | EXIT | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.99% | +0.12% | +7.21% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | -0.03% | -3.30% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.91% | -0.14% | +0.75% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.90% | +0.14% | +0.88% | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.87% | -0.02% | +47.68% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.77% | — | -11.13% | |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.47% | -0.16% | +0.28% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.47% | -0.19% | — | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.40% | +0.28% | -11.80% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.39% | -0.01% | -23.15% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.36% | -0.10% | +3.22% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.31% | -0.11% | +35.04% | |
| 26 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 1.31% | -0.04% | +1.96% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.07% | +0.75% | |
| 28 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.23% | -0.20% | +4.38% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.16% | -0.16% | -3.99% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.10% | -0.08% | +12.80% | |
| 31 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.08% | -0.14% | -6.00% | |
| 32 | PWZ | Invesco California Amt-free | ETF-Other | 0.88% | -0.14% | +26.34% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.01% | +10.16% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | +3.04% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.80% | -0.17% | -0.32% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.04% | -2.12% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.01% | +5.22% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.77% | — | +6.33% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.02% | +7.27% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.72% | -0.08% | +12.62% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | -0.04% | +0.64% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.69% | +0.12% | +11.15% | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.68% | -0.04% | -0.30% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.67% | +0.13% | — | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.66% | -0.07% | +0.41% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.08% | +6.79% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.01% | +6.62% | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.63% | -0.11% | -16.67% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.08% | -1.93% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | -0.03% | +5.80% |
According to official SEC Form 13F filings, McNaughton Wealth Management, LLC reported a total U.S. public equity portfolio value of $281.6M across 73 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, IVW, QUAL) accounted for 25.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
IEMG
市值: $5.3M
Top Position Liquidated / Trimmed
PAVE
前期市值: $896.3K
During Q2 2025, McNaughton Wealth Management, LLC's top holdings by market value included BND (9.1%)、IVW (7.4%)、QUAL (5.4%). The largest single position, BND, represented 9.1% of total portfolio value.
In Q2 2025, McNaughton Wealth Management, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 5 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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