McNaughton Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, McNaughton Wealth Management, LLC held in its portfolio 66 assets valued at $242,874,505 (i.e. $242.88M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($18.55M), ISHARES TR ($17.67M), and ISHARES TR ($17.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
McNaughton Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 250411 | 18547927 | TOTAL BND MRKT |
| ISHARES TR | 143368 | 17671535 | S&P 500 GRWT ETF |
| ISHARES TR | 80457 | 17062483 | S&P 500 VAL ETF |
| SPDR SERIES TRUST | 147724 | 14283005 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 232851 | 14159672 | ISHARES US EQUIT |
| INVESCO EXCHANGE TRADED FD T | 166928 | 9895518 | S&P 500 TOP 50 |
| ISHARES INC | 137924 | 9271279 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 30840 | 8950414 | MID CAP ETF |
| BLACKROCK ETF TRUST II | 142991 | 7545650 | ISHARES FLEXIBLE |
| VANGUARD INDEX FDS | 11071 | 6942683 | S&P 500 ETF SHS |
| ISHARES TR | 32070 | 6369655 | MSCI USA QLT FCT |
| ISHARES TR | 127966 | 6165402 | FUTURE AI & TECH |
| ISHARES TR | 60019 | 5715014 | MBS ETF |
| VANGUARD INDEX FDS | 21222 | 5474103 | SMALL CP ETF |
| VANGUARD WHITEHALL FDS | 33571 | 4818149 | HIGH DIV YLD |
| INVESCO EXCH TRADED FD TR II | 40320 | 4811015 | S&P 500 MOMNTM |
| ISHARES TR | 7018 | 4806797 | CORE S&P500 ETF |
| ISHARES TR | 49385 | 4650054 | MSCI USA MIN VOL |
| WORLD GOLD TR | 53254 | 4546294 | SPDR GLD MINIS |
| VANGUARD CHARLOTTE FDS | 78749 | 3805174 | TOTAL INT BD ETF |
| ISHARES TR | 52065 | 3717962 | EAFE VALUE ETF |
| NVIDIA CORPORATION | 17780 | 3315971 | COM |
| VANGUARD BD INDEX FDS | 41722 | 3288111 | SHORT TRM BOND |
| ISHARES TR | 32054 | 3258885 | 10-20 YR TRS ETF |
| ISHARES TR | 29274 | 3135538 | NATIONAL MUN ETF |
| VANGUARD MUN BD FDS | 59598 | 2997190 | TAX EXEMPT BD |
| INVESCO EXCHANGE TRADED FD T | 17033 | 2667889 | AEROSPACE DEFN |
| APPLE INC | 9219 | 2506305 | COM |
| ISHARES TR | 24251 | 2422190 | CORE US AGGBD ET |
| ALPHABET INC | 7066 | 2211750 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 6435 | 2073486 | COM |
| AMAZON COM INC | 8187 | 1889723 | COM |
| ISHARES TR | 21796 | 1879913 | MSCI EAFE MIN VL |
| MICROSOFT CORP | 3868 | 1870843 | COM |
| INVESCO EXCH TRADED FD TR II | 75860 | 1832778 | CALIF AMT MUN |
| SPDR INDEX SHS FDS | 40987 | 1820233 | PORTFOLIO DEVLPD |
| ISHARES TR | 18746 | 1804857 | JPMORGAN USD EMG |
| VANGUARD WORLD FD | 2368 | 1784957 | INF TECH ETF |
| META PLATFORMS INC | 2650 | 1749239 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 3414 | 1716047 | CL B NEW |
| TESLA INC | 3658 | 1645076 | COM |
| ISHARES TR | 6191 | 1549669 | MSCI USA MMENTM |
| ISHARES TR | 26694 | 1533837 | CALIF MUN BD ETF |
| SPDR INDEX SHS FDS | 31555 | 1477090 | PORTFOLIO EMG MK |
| ISHARES TR | 13376 | 1427219 | SHRT NAT MUN ETF |
| BROADCOM INC | 4069 | 1408281 | COM |
| VANGUARD TAX-MANAGED FDS | 21121 | 1319422 | VAN FTSE DEV MKT |
| ISHARES TR | 21449 | 1279862 | SELECT US REIT |
| QUALCOMM INC | 5006 | 856276 | COM |
| ISHARES TR | 5885 | 707317 | CORE S&P SCP ETF |
| ISHARES TR | 6500 | 625755 | RUS MID CAP ETF |
| ISHARES TR | 26569 | 611751 | US TREAS BD ETF |
| ISHARES TR | 6034 | 594349 | CONV BD ETF |
| ISHARES TR | 6407 | 575092 | SYSTEMATIC BD ET |
| ISHARES TR | 3611 | 536920 | CORE S&P TTL STK |
| SPDR S&P 500 ETF TR | 737 | 502575 | TR UNIT |
| INVESCO EXCH TRADED FD TR II | 13624 | 461854 | S&P INTL LOW |
| ISHARES TR | 5600 | 369600 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 3307 | 292636 | REAL ESTATE ETF |
| VANGUARD WELLINGTON FD | 2845 | 288981 | SHORT TRM TAX EX |
| NETFLIX INC | 2917 | 273498 | COM |
| GLACIER BANCORP INC NEW | 5500 | 242275 | COM |
| INVESCO EXCH TRADED FD TR II | 4794 | 222298 | S&P SMLCP LOW |
| SELECT SECTOR SPDR TR | 1528 | 219986 | STATE STREET TEC |
| VANGUARD WORLD FD | 1008 | 212930 | CONSUM STP ETF |
| ORACLE CORP | 1048 | 204266 | COM |
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