McNaughton Wealth Management, LLC

Est. AUM

$241.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$19.1M	259283	7.90%	SOLE
2	ISHARES TR	S&P 500 GRWT ETF	$16.7M	147733	6.91%	SOLE
3	ISHARES TR	S&P 500 VAL ETF	$16.1M	76322	6.66%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.6M	22710	5.61%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$11.3M	193915	4.67%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$8.7M	30205	3.59%	SOLE
7	ISHARES INC	CORE MSCI EMKT	$8.4M	119784	3.46%	SOLE
8	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.1M	135830	2.92%	SOLE
9	ISHARES TR	EAFE VALUE ETF	$6.4M	85635	2.63%	SOLE
10	ISHARES TR	FUTURE AI & TECH	$6.1M	131168	2.52%	SOLE
11	ISHARES TR	MBS ETF	$5.8M	61601	2.42%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	22329	2.42%	SOLE
13	ISHARES TR	MSCI USA QLT FCT	$5.8M	30209	2.40%	SOLE
14	ISHARES TR	US TREAS BD ETF	$5.6M	245093	2.32%	SOLE
15	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.0M	33838	2.07%	SOLE
16	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$4.8M	42624	1.98%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	47993	1.94%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$4.6M	6967	1.88%	SOLE
19	ISHARES TR	MSCI USA MIN VOL	$4.3M	46762	1.79%	SOLE
20	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$4.1M	24793	1.70%	SOLE
21	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.0M	83420	1.66%	SOLE
22	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.5M	45022	1.46%	SOLE
23	ISHARES TR	10-20 YR TRS ETF	$3.5M	34655	1.44%	SOLE
24	ISHARES TR	EAFE GRWTH ETF	$3.5M	31315	1.44%	SOLE
25	NVIDIA CORPORATION	COM	$3.3M	18776	1.35%	SOLE
26	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.0M	59678	1.23%	SOLE
27	ISHARES TR	NATIONAL MUN ETF	$3.0M	27984	1.23%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	18820	1.07%	SOLE
29	APPLE INC	COM	$2.6M	10147	1.06%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	13295	0.98%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	47830	0.95%	SOLE
32	ISHARES TR	CORE US AGGBD ET	$2.2M	22369	0.92%	SOLE
33	ALPHABET INC	CAP STK CL A	$2.1M	7397	0.88%	SOLE
34	WORLD GOLD TR	SPDR GLD MINIS	$2.1M	22488	0.86%	SOLE
35	JPMORGAN CHASE & CO	COM	$2.0M	6816	0.83%	SOLE
36	SPDR INDEX SHS FDS	STATE STREET SPD	$2.0M	43645	0.82%	SOLE
37	ISHARES TR	MSCI EAFE MIN VL	$2.0M	21494	0.81%	SOLE
38	AMAZON COM INC	COM	$1.9M	9143	0.79%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3715	0.74%	SOLE
40	MICROSOFT CORP	COM	$1.8M	4781	0.73%	SOLE
41	INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$1.7M	69870	0.69%	SOLE
42	META PLATFORMS INC	CL A	$1.6M	2839	0.67%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	25114	0.67%	SOLE
44	VANGUARD WORLD FD	INF TECH ETF	$1.6M	2259	0.65%	SOLE
45	SPDR INDEX SHS FDS	STATE STREET SPD	$1.5M	32918	0.64%	SOLE
46	TESLA INC	COM	$1.5M	4125	0.63%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	10153	0.61%	SOLE
48	BROADCOM INC	COM	$1.5M	4702	0.60%	SOLE
49	ISHARES TR	SHRT NAT MUN ETF	$1.4M	13311	0.59%	SOLE
50	ISHARES TR	MSCI USA MMENTM	$1.4M	5904	0.59%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.