StockDriftsStockDriftsTop 50 McNaughton Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.83% | 44.4K | $30.5M | +95.50%(+21.69K) | $602.22(+18.34%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 8.79% | 337.2K | $24.8M | +30.06%(+77.95K) | $78.26(-7.68%) | 2026-06-30 | |
| IVW | ISHARES TR | 7.22% | 147.9K | $20.3M | +0.11%(+166) | $93.89(+50.85%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.82% | 59.8K | $13.6M | -21.66%(-16.53K) | $195.25(+21.44%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.76% | 197.3K | $13.4M | +1.72%(+3.34K) | $51.83(+35.38%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.5% | 122.5K | $9.9M | +1.38%(+1.67K) | $46.79(+80.24%) | 2026-06-30 | |
| ARTY | ISHARES TR | 2.77% | 102.5K | $7.8M | -21.82%(-28.62K) | $44.08(+75.11%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.61% | 88.8K | $7.4M | -25.89%(-31.01K) | $57.07(+44.80%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.58% | 139.1K | $7.3M | +2.40%(+3.26K) | $52.29(-0.50%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.54% | 23.6K | $7.2M | +5.76%(+1.29K) | $237.68(+29.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.80% | +47.39% | +6.48% | +36.87% |
| Top 20 Holdings Unweighted | +13.71% | +47.01% | +6.25% | +35.38% |
McNaughton Wealth Management, LLC reports $281.62M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.8%), BND (8.8%) and IVW (7.2%). The top 20 holdings account for 69.39% of reported assets. Its disclosed equity book has returned +47.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from McNaughton Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802691). View McNaughton Wealth Management, LLC’s 13F filings on SEC