McNaughton Wealth Management, LLC
CIK 0001802691 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$281.6M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
10.8%
BND
VANGUARD BD INDEX FDS
8.8%
IVW
ISHARES TR
7.2%
IVE
ISHARES TR
4.8%
DYNF
BLACKROCK ETF TRUST
4.8%
VO
VANGUARD INDEX FDS
3.5%
ARTY
ISHARES TR
2.8%
IEMG
ISHARES INC
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.