Universe · entity

McNaughton Wealth Management, LLC

Institutional manager (13F) · CIK 1802691
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $231M
#IssuerValueShares
1VANGUARD BD INDEX FDS$19M259,283
2ISHARES TR$17M147,733
3ISHARES TR$16M76,322
4VANGUARD INDEX FDS$14M22,710
5BLACKROCK ETF TRUST$11M193,915
6VANGUARD INDEX FDS$9M30,205
7ISHARES INC$8M119,784
8BLACKROCK ETF TRUST II$7M135,830
9ISHARES TR$6M85,635
10ISHARES TR$6M131,168
11ISHARES TR$6M61,601
12VANGUARD INDEX FDS$6M22,329
13ISHARES TR$6M30,209
14ISHARES TR$6M245,093
15VANGUARD WHITEHALL FDS$5M33,838
16INVESCO EXCH TRADED FD TR II$5M42,624
17SPDR SERIES TRUST$5M47,993
18ISHARES TR$5M6,967
19ISHARES TR$4M46,762
20INVESCO EXCHANGE TRADED FD T$4M24,793
21VANGUARD CHARLOTTE FDS$4M83,420
22VANGUARD BD INDEX FDS$4M45,022
23ISHARES TR$3M34,655
24ISHARES TR$3M31,315
25NVIDIA CORPORATION$3M18,776
26VANGUARD MUN BD FDS$3M59,678
27ISHARES TR$3M27,984
28SPDR SERIES TRUST$3M18,820
29APPLE INC$3M10,147
30SPDR SERIES TRUST$2M13,295
31SPDR SERIES TRUST$2M47,830
32ISHARES TR$2M22,369
33ALPHABET INC$2M7,397
34WORLD GOLD TR$2M22,488
35JPMORGAN CHASE & CO$2M6,816
36SPDR INDEX SHS FDS$2M43,645
37ISHARES TR$2M21,494
38AMAZON COM INC$2M9,143
39BERKSHIRE HATHAWAY INC DEL$2M3,715
40MICROSOFT CORP$2M4,781
41INVESCO EXCH TRADED FD TR II$2M69,870
42META PLATFORMS INC$2M2,839
43VANGUARD TAX-MANAGED FDS$2M25,114
44VANGUARD WORLD FD$2M2,259
45SPDR INDEX SHS FDS$2M32,918
46TESLA INC$2M4,125
47SPDR SERIES TRUST$1M10,153
48BROADCOM INC$1M4,702
49ISHARES TR$1M13,311
50ISHARES TR$1M5,904
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.