§ 13F · FUND PROFILE
McNaughton Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $237M (13F)Positions · 74Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 259K | $19M | 7.9% | +4% |
| 2 | IVW | ISHARES TR | 148K | $17M | 6.9% | +3% |
| 3 | IVE | ISHARES TR | 76K | $16M | 6.7% | −5% |
| 4 | VOO | VANGUARD INDEX FDS | 23K | $14M | 5.6% | +105% |
| 5 | DYNF | BLACKROCK ETF TRUST | 194K | $11M | 4.7% | −17% |
| 6 | VO | VANGUARD INDEX FDS | 30K | $9M | 3.6% | −2% |
| 7 | IEMG | ISHARES INC | 120K | $8M | 3.5% | −13% |
| 8 | BINC | BLACKROCK ETF TRUST II | 136K | $7M | 2.9% | −5% |
| 9 | EFV | ISHARES TR | 86K | $6M | 2.6% | +64% |
| 10 | ARTY | ISHARES TR | 131K | $6M | 2.5% | +3% |
§ 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 $237 million in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed