McNaughton Wealth Management, LLC 13F Holdings · Q3 2026
McNaughton Wealth Management, LLC reported 75 securities worth $286.22M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VOO (11.54%), BND (8.90%), IVW (7.38%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $33.0M | 11.54% | 47,134 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $25.5M | 8.90% | 363,202 | Added |
| 3 | IVW | ISHARES TR | $21.1M | 7.38% | 148,426 | Added |
| 4 | IVE | ISHARES TR | $13.9M | 4.86% | 60,879 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $13.7M | 4.80% | 198,214 | Added |
| 6 | VO | VANGUARD INDEX FDS | $9.7M | 3.39% | 123,549 | Added |
| 7 | ARTY | ISHARES TR | $7.9M | 2.78% | 101,463 | Trimmed |
| 8 | BINC | BLACKROCK ETF TRUST II | $7.8M | 2.74% | 154,300 | Added |
| 9 | IEMG | ISHARES INC | $7.5M | 2.63% | 92,734 | Added |
| 10 | GOVT | ISHARES TR | $7.1M | 2.48% | 324,074 | Added |
| 11 | VB | VANGUARD INDEX FDS | $6.9M | 2.41% | 24,204 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $6.1M | 2.13% | 49,564 | Added |
| 13 | EFG | ISHARES TR | $5.5M | 1.94% | 46,225 | Added |
| 14 | IVV | ISHARES TR | $5.3M | 1.86% | 6,933 | Trimmed |
| 15 | MBB | ISHARES TR | $5.3M | 1.86% | 59,347 | Trimmed |
| 16 | VYM | VANGUARD WHITEHALL FDS | $5.3M | 1.86% | 34,270 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $4.8M | 1.66% | 20,804 | Added |
| 18 | EFV | ISHARES TR | $4.5M | 1.57% | 56,605 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $4.3M | 1.52% | 92,643 | Added |
| 20 | PPA | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.51% | 27,908 | Trimmed |
| 21 | BSV | VANGUARD BD INDEX FDS | $3.9M | 1.36% | 51,108 | Added |
| 22 | USMV | ISHARES TR | $3.9M | 1.35% | 39,565 | Trimmed |
| 23 | TLH | ISHARES TR | $3.8M | 1.33% | 41,159 | Added |
| 24 | AAPL | APPLE INC | $3.5M | 1.24% | 10,643 | Added |
| 25 | SPMO | INVESCO EXCH TRADED FD TR II | $3.5M | 1.22% | 22,987 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR