McNaughton Wealth Management, LLC
CIK: 0001802691SEC EDGAR →
Portfolio Value
$242.9M
Holdings
71
As of
Q4 2025
New Positions
3
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 250,411 | $18.5M | 7.64% |
| 2 | ISHARES TR | 143,368 | $17.7M | 7.28% |
| 3 | ISHARES TR | 80,457 | $17.1M | 7.03% |
| 4 | BLACKROCK ETF TRUST | 232,851 | $14.2M | 5.83% |
| 5 | INVESCO EXCHANGE TRADED FD T | 166,928 | $9.9M | 4.07% |
| 6 | ISHARES INC | 137,924 | $9.3M | 3.82% |
| 7 | VANGUARD INDEX FDS | 30,840 | $8.9M | 3.69% |
| 8 | BLACKROCK ETF TRUST II | 142,991 | $7.5M | 3.11% |
| 9 | VANGUARD INDEX FDS | 11,071 | $6.9M | 2.86% |
| 10 | ISHARES TR | 32,070 | $6.4M | 2.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $213.2M | 87.8% |
| Technology | 7 | $14.7M | 6.1% |
| Unknown | 3 | $7.1M | 2.9% |
| Communication Services | 3 | $4.2M | 1.7% |
| Consumer Cyclical | 2 | $3.5M | 1.5% |