McNaughton Wealth Management, LLC
McNaughton Wealth Management, LLC reported 75 positions worth $281.6M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: VOO (10.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $30.5M | 10.83% | 44,399 | — | — | |
| ▸ 2 | BND | SH | $24.8M | 8.79% | 337,236 | — | — | |
| ▸ 3 | IVW | SH | $20.3M | 7.22% | 147,899 | — | — | |
| ▸ 4 | IVE | SH | $13.6M | 4.82% | 59,792 | — | — | |
| ▸ 5 | DYNF | SH | $13.4M | 4.76% | 197,257 | — | — | |
| ▸ 6 | VO | SH | $9.9M | 3.50% | 122,492 | — | — | |
| ▸ 7 | ARTY | SH | $7.8M | 2.77% | 102,549 | — | — | |
| ▸ 8 | IEMG | SH | $7.4M | 2.61% | 88,774 | — | — | |
| ▸ 9 | BINC | SH | $7.3M | 2.58% | 139,086 | — | — | |
| ▸ 10 | VB | SH | $7.2M | 2.54% | 23,616 | — | — |
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Frequently Asked Questions
What stocks does McNaughton Wealth Management, LLC hold as of Q2 2026?
McNaughton Wealth Management, LLC reported 75 positions worth $281.6M in its Q2 2026 13F filing. Largest positions: VOO (10.8%), BND (8.8%), IVW (7.2%), IVE (4.8%) and DYNF (4.8%).
What did McNaughton Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did McNaughton Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.