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CIK: 0001802691
Total reported value
$281.6M
$281.6M
71 檔
27.5%
In Q4 2025, McNaughton Wealth Management, LLC's U.S. equity holdings reached a combined market value of $281.6M, distributed across 71 disclosed stock positions.
In Q4 2025, McNaughton Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 7.64% | +0.89% | +0.68% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.28% | +0.31% | +0.94% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.03% | -1.84% | +30.58% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.83% | +0.09% | +9.46% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 4.07% | -0.27% | EXIT | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.82% | -0.85% | +28.94% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.69% | -0.09% | +0.83% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.11% | -0.34% | +5.90% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | +5.22% | +3.56% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.62% | -2.40% | EXIT | |
| 11 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.54% | +0.25% | +13.12% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.35% | -0.06% | +0.07% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.25% | +0.12% | +14.27% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.05% | +0.14% | +1.79% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.98% | -0.14% | +3.44% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.98% | -0.16% | +48.60% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | -0.03% | +1.17% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.91% | -0.39% | -0.12% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.87% | -0.14% | +2.69% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.57% | -0.19% | +0.71% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.53% | -1.21% | -35.75% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.07% | +2.14% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.35% | -0.10% | +0.84% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.34% | -0.02% | -25.81% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.29% | -0.11% | -1.03% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.23% | -0.01% | -6.74% | |
| 27 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.10% | +0.12% | +13.48% | |
| 28 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 1.06% | -0.04% | -18.43% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.06% | -0.16% | -3.44% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.03% | -0.01% | -0.23% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.00% | -0.08% | -2.96% | |
| 32 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.98% | -0.20% | -19.51% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.08% | -2.83% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.01% | +4.63% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.02% | +9.95% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.77% | -0.17% | +0.07% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.04% | +7.12% | |
| 38 | PWZ | Invesco California Amt-free | ETF-Other | 0.75% | -0.14% | -4.07% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.75% | -0.04% | +4.96% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.74% | — | -0.37% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | +0.12% | +0.85% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.01% | +17.88% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.01% | +7.49% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.07% | +4.96% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.64% | +0.13% | — | |
| 46 | CMF | Ishares California Muni Bond | ETF-Other | 0.63% | -0.11% | -8.30% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.61% | -0.07% | -0.64% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.61% | -0.03% | +5.16% | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.59% | -0.08% | -14.17% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.08% | +6.94% |
According to official SEC Form 13F filings, McNaughton Wealth Management, LLC reported a total U.S. public equity portfolio value of $281.6M across 71 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, IVW, IVE) accounted for 27.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SYSB
市值: $575.1K
Top Position Liquidated / Trimmed
IYW
前期市值: $864.4K
During Q4 2025, McNaughton Wealth Management, LLC's top holdings by market value included BND (7.6%)、IVW (7.3%)、IVE (7.0%). The largest single position, BND, represented 7.6% of total portfolio value.
In Q4 2025, McNaughton Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 14 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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