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CIK: 0001802691
Total reported value
$286.2M
$286.2M
75 檔
35.8%
According to the latest 13F quarterly dataset, McNaughton Wealth Management, LLC managed an equity portfolio of $286.2M at the end of Q2 2026, spanning 75 distinct U.S. exchange-listed positions.
In Q2 2026, McNaughton Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.83% | +0.71% | +95.50% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.79% | +0.11% | +30.06% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.22% | +0.16% | +0.11% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.82% | +0.04% | -21.66% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.76% | +0.04% | +1.72% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.50% | -0.12% | +305.54% | |
| 7 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.77% | +0.01% | -21.82% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.61% | +0.02% | -25.89% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.58% | +0.16% | +2.40% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.54% | -0.13% | +5.76% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.50% | -0.02% | +25.93% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.36% | -0.50% | +13.95% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.08% | +0.05% | +2.52% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.93% | -0.07% | +1.60% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | +0.01% | -0.14% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.82% | -0.60% | -25.69% | |
| 17 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.82% | -0.31% | +16.72% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.72% | +0.22% | +24.30% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.47% | +0.05% | +2.44% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.42% | +0.15% | -38.81% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.42% | -0.09% | +15.16% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.24% | +6.34% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.40% | -0.05% | -12.66% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.36% | — | +9.18% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.20% | +13.67% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 1.12% | +0.09% | +5.14% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.19% | +0.69% | |
| 28 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 1.03% | -0.07% | -1.94% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | -0.02% | +2.04% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.84% | -0.11% | +7.13% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | +5.96% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.05% | +5.18% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.79% | -0.28% | -3.48% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.78% | +0.01% | +0.08% | |
| 35 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.78% | -0.05% | -8.94% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.28% | +22.38% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | — | +700.00% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | +0.03% | +16.20% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | — | +10.69% | |
| 40 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.72% | +0.05% | +14.01% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | -0.07% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.09% | +12.97% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | -0.04% | +7.66% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.20% | +16.70% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.64% | — | -4.60% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.61% | -0.02% | +0.82% | |
| 47 | PWZ | Invesco California Amt-free | ETF-Other | 0.55% | -0.17% | -9.40% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.54% | -0.03% | -1.09% | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.51% | +0.22% | +2.18% | |
| 50 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.50% | -0.08% | -0.39% |
According to official SEC Form 13F filings, McNaughton Wealth Management, LLC reported a total U.S. public equity portfolio value of $286.2M across 75 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, IVW) accounted for 35.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
VTI
市值: $766.4K
Top Position Liquidated / Trimmed
QUAL
前期市值: $5.8M
During Q2 2026, McNaughton Wealth Management, LLC's top holdings by market value included VOO (10.8%)、BND (8.8%)、IVW (7.2%). The largest single position, VOO, represented 10.8% of total portfolio value.
In Q2 2026, McNaughton Wealth Management, LLC made 70 total portfolio adjustments, initiating 8 new buys, adding to 40 positions, trimming 19 holdings, and fully liquidating 3 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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