account_balance

Investment manager · 13F filer · SEC CIK 1802691

McNaughton Wealth Management, LLC

Reported value$286Mas of Sep 30, 2026
Positions75 3 new, 3 sold out
Top 10 weight51.5%VOO alone is 12%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 11.5% Added +6%
BND Vanguard Bd Index FDS 8.9% Added +8%
IVW iShares Tr 7.4% Held
IVE iShares Tr 4.9% Held
DYNF BlackRock ETF Trust 4.8% Held
VO Vanguard Index FDS 3.4% Held
ARTY iShares Tr 2.8% Held
BINC BlackRock ETF Trust II 2.7% Added +11%
IEMG iShares Inc 2.6% Added +4%
GOVT iShares Tr 2.5% Added +5%
VB Vanguard Index FDS 2.4% Added +2%
SPYG SPDR Series Trust 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • SUB +47%
  • VTES +25%
  • EFG +19%
  • MUB +17%
arrow_downwardTrimmed
  • SHM −32%
  • SPMO −27%
  • PWZ −22%
  • MBB −15%
remove_circleSold out
  • IGBH $332K
  • TLT $258K
  • TSM $201K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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