Universe · entity
McNaughton Wealth Management, LLC
Institutional manager (13F) · CIK 1802691
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $231M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $19M | 259,283 |
| 2 | ISHARES TR | $17M | 147,733 |
| 3 | ISHARES TR | $16M | 76,322 |
| 4 | VANGUARD INDEX FDS | $14M | 22,710 |
| 5 | BLACKROCK ETF TRUST | $11M | 193,915 |
| 6 | VANGUARD INDEX FDS | $9M | 30,205 |
| 7 | ISHARES INC | $8M | 119,784 |
| 8 | BLACKROCK ETF TRUST II | $7M | 135,830 |
| 9 | ISHARES TR | $6M | 85,635 |
| 10 | ISHARES TR | $6M | 131,168 |
| 11 | ISHARES TR | $6M | 61,601 |
| 12 | VANGUARD INDEX FDS | $6M | 22,329 |
| 13 | ISHARES TR | $6M | 30,209 |
| 14 | ISHARES TR | $6M | 245,093 |
| 15 | VANGUARD WHITEHALL FDS | $5M | 33,838 |
| 16 | INVESCO EXCH TRADED FD TR II | $5M | 42,624 |
| 17 | SPDR SERIES TRUST | $5M | 47,993 |
| 18 | ISHARES TR | $5M | 6,967 |
| 19 | ISHARES TR | $4M | 46,762 |
| 20 | INVESCO EXCHANGE TRADED FD T | $4M | 24,793 |
| 21 | VANGUARD CHARLOTTE FDS | $4M | 83,420 |
| 22 | VANGUARD BD INDEX FDS | $4M | 45,022 |
| 23 | ISHARES TR | $3M | 34,655 |
| 24 | ISHARES TR | $3M | 31,315 |
| 25 | NVIDIA CORPORATION | $3M | 18,776 |
| 26 | VANGUARD MUN BD FDS | $3M | 59,678 |
| 27 | ISHARES TR | $3M | 27,984 |
| 28 | SPDR SERIES TRUST | $3M | 18,820 |
| 29 | APPLE INC | $3M | 10,147 |
| 30 | SPDR SERIES TRUST | $2M | 13,295 |
| 31 | SPDR SERIES TRUST | $2M | 47,830 |
| 32 | ISHARES TR | $2M | 22,369 |
| 33 | ALPHABET INC | $2M | 7,397 |
| 34 | WORLD GOLD TR | $2M | 22,488 |
| 35 | JPMORGAN CHASE & CO | $2M | 6,816 |
| 36 | SPDR INDEX SHS FDS | $2M | 43,645 |
| 37 | ISHARES TR | $2M | 21,494 |
| 38 | AMAZON COM INC | $2M | 9,143 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,715 |
| 40 | MICROSOFT CORP | $2M | 4,781 |
| 41 | INVESCO EXCH TRADED FD TR II | $2M | 69,870 |
| 42 | META PLATFORMS INC | $2M | 2,839 |
| 43 | VANGUARD TAX-MANAGED FDS | $2M | 25,114 |
| 44 | VANGUARD WORLD FD | $2M | 2,259 |
| 45 | SPDR INDEX SHS FDS | $2M | 32,918 |
| 46 | TESLA INC | $2M | 4,125 |
| 47 | SPDR SERIES TRUST | $1M | 10,153 |
| 48 | BROADCOM INC | $1M | 4,702 |
| 49 | ISHARES TR | $1M | 13,311 |
| 50 | ISHARES TR | $1M | 5,904 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.