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CIK: 0001802691
Total reported value
$281.6M
$281.6M
74 檔
25.4%
At the close of Q3 2025, McNaughton Wealth Management, LLC disclosed equity holdings valued at approximately $281.6M, spread across 74 reported holdings.
McNaughton Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 6 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 7.80% | +0.89% | -9.82% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.23% | +0.31% | -6.20% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.37% | -1.84% | +0.82% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.31% | +0.09% | +13.74% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.42% | -2.40% | EXIT | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.86% | -0.27% | EXIT | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.79% | -0.09% | +1.15% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.03% | -0.34% | +6.21% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.97% | -0.85% | +20.65% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | +5.22% | -31.91% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.41% | -0.06% | +3.68% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.32% | -1.21% | -26.42% | |
| 13 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.18% | +0.25% | — | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.02% | +0.14% | +2.35% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.99% | +0.12% | -1.46% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.98% | -0.39% | -0.77% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.03% | +0.01% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.93% | -0.14% | +1.24% | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.88% | -0.02% | +4.97% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.67% | -0.14% | +40.09% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.63% | -0.19% | +17.39% | |
| 22 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.39% | -0.16% | -7.59% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.38% | -0.10% | +6.77% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.07% | -4.83% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.35% | -0.01% | +0.68% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 1.33% | -0.11% | +5.38% | |
| 27 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 1.32% | -0.04% | +3.27% | |
| 28 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.26% | -0.20% | +5.91% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.13% | -0.16% | +2.06% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | -0.08% | +0.81% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.99% | -0.01% | -1.86% | |
| 32 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.98% | +0.12% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | -2.46% | |
| 34 | PWZ | Invesco California Amt-free | ETF-Other | 0.80% | -0.14% | -6.50% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | +0.04% | +0.42% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.78% | -0.17% | +1.89% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.76% | — | +1.41% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.08% | -12.63% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.74% | +0.12% | +1.12% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | -0.04% | +0.38% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.70% | -0.08% | +2.66% | |
| 42 | CMF | Ishares California Muni Bond | ETF-Other | 0.70% | -0.11% | +14.29% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.01% | -5.43% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.02% | +0.08% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.01% | +7.22% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.67% | +0.13% | -0.85% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.07% | -3.11% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.64% | -0.07% | -0.82% | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.63% | -0.04% | -2.14% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.59% | -0.03% | +2.96% |
According to official SEC Form 13F filings, McNaughton Wealth Management, LLC reported a total U.S. public equity portfolio value of $281.6M across 74 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, IVW, IVE) accounted for 25.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEMG
市值: $7.1M
Top Position Liquidated / Trimmed
EMXC
前期市值: $5.1M
During Q3 2025, McNaughton Wealth Management, LLC's top holdings by market value included BND (7.8%)、IVW (7.2%)、IVE (5.4%). The largest single position, BND, represented 7.8% of total portfolio value.
In Q3 2025, McNaughton Wealth Management, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 6 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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