§ 13F · FUND PROFILE
McNaughton Wealth Management, LLC.
AUM · $282M (13F)Positions · 75Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 44K | $30M | 10.8% | +96% |
| 2 | BND | VANGUARD BD INDEX FDS | 337K | $25M | 8.8% | +30% |
| 3 | IVW | ISHARES TR | 148K | $20M | 7.2% | ±0% |
| 4 | IVE | ISHARES TR | 60K | $14M | 4.8% | −22% |
| 5 | DYNF | BLACKROCK ETF TRUST | 197K | $13M | 4.8% | +2% |
| 6 | VO | VANGUARD INDEX FDS | 122K | $10M | 3.5% | +306% |
| 7 | ARTY | ISHARES TR | 103K | $8M | 2.8% | −22% |
| 8 | IEMG | ISHARES INC | 89K | $7M | 2.6% | −26% |
| 9 | BINC | BLACKROCK ETF TRUST II | 139K | $7M | 2.6% | +2% |
| 10 | VB | VANGUARD INDEX FDS | 24K | $7M | 2.5% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCNAUGHTON SIGNAL
AC read
McNaughton Wealth Management, LLC is a Other fund managing $282 million in assets. The fund runs a portfolio of 75 positions.
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