Mcnaughton Wealth Management, LLC Top Holdings and 13F Report (2025) About Mcnaughton Wealth Management, LLCInvestment ActivityMcnaughton Wealth Management, LLC has $224.23 million in total holdings as of June 30, 2025.Mcnaughton Wealth Management, LLC owns shares of 73 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 8.94% of the portfolio was purchased this quarter.About 7.88% of the portfolio was sold this quarter.This quarter, Mcnaughton Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 32 stocks.Mcnaughton Wealth Management, LLC sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $20,306,788iShares S&P 500 Growth ETF $16,671,275iShares MSCI USA Quality Factor ETF $12,203,973iShares S&P 500 Value ETF $11,942,899iShares U.S. Equity Factor Rotation Active ETF $10,186,240 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $5,322,200 Holding92203J407 - Vanguard Total International Bond ETF $3,297,960 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $502,510 Holding68389X105 - Oracle $223,658 Holding464287481 - iShares Russell Mid-Cap Growth ETF $202,057 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 88,659 shares (about $5.32M)Vanguard Total International Bond ETF 66,612 shares (about $3.30M)Invesco S&P 500 Top 50 ETF 40,263 shares (about $2.10M)iShares MSCI EAFE Value ETF 21,344 shares (about $1.35M)iShares 10-20 Year Treasury Bond ETF 13,289 shares (about $1.35M) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 88,189 shares (about $5.57M)Vanguard S&P 500 ETF 5,187 shares (about $2.95M)Vanguard Total Bond Market ETF 25,598 shares (about $1.88M)iShares S&P 500 Growth ETF 14,250 shares (about $1.57M)Vanguard Tax-Exempt Bond ETF 19,121 shares (about $937.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcnaughton Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$20,306,788$1,884,781 ▼-8.5%275,7959.1%ETFIVWiShares S&P 500 Growth ETF$16,671,275$1,568,929 ▼-8.6%151,4197.4%ETFQUALiShares MSCI USA Quality Factor ETF$12,203,973$804,226 ▲7.1%66,7545.4%ETFIVEiShares S&P 500 Value ETF$11,942,899$1,281,955 ▲12.0%61,1145.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$10,186,240$233,579 ▲2.3%187,0414.5%ETFVOOVanguard S&P 500 ETF$8,917,291$2,946,302 ▼-24.8%15,6994.0%ETFVOVanguard Mid-Cap ETF$8,461,517$89,826 ▲1.1%30,2383.8%ETFEFViShares MSCI EAFE Value ETF$6,991,678$1,354,915 ▲24.0%110,1403.1%ETFBINCiShares Flexible Income Active ETF$6,717,269$20,660 ▼-0.3%127,1253.0%ETFMBBiShares MBS ETF$5,431,152$73,328 ▼-1.3%57,8462.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,322,200$5,322,200 ▲New Holding88,6592.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,677,037$133,201 ▼-2.8%49,8252.1%ETFXLGInvesco S&P 500 Top 50 ETF$4,593,808$2,097,700 ▲84.0%88,1732.0%ETFVBVanguard Small-Cap ETF$4,466,292$300,486 ▲7.2%18,8472.0%ETFIVViShares Core S&P 500 ETF$4,306,347$147,146 ▼-3.3%6,9361.9%ETFVYMVanguard High Dividend Yield ETF$4,273,785$31,861 ▲0.8%32,0591.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,268,733$37,366 ▲0.9%44,7831.9%ETFTLHiShares 10-20 Year Treasury Bond ETF$4,182,034$1,350,154 ▲47.7%41,1621.9%ETFIYWiShares U.S. Technology ETF$3,976,424$498,158 ▼-11.1%22,9491.8%ManufacturingSPMOInvesco S&P 500 Momentum ETF$3,302,566$9,110 ▲0.3%29,3641.5%ETFBNDXVanguard Total International Bond ETF$3,297,960$3,297,960 ▲New Holding66,6121.5%ETFEFGiShares MSCI EAFE Growth ETF$3,142,132$420,332 ▼-11.8%28,0551.4%ETFVTEBVanguard Tax-Exempt Bond ETF$3,112,163$937,498 ▼-23.2%63,4751.4%ETFBSVVanguard Short-Term Bond ETF$3,049,782$95,070 ▲3.2%38,7521.4%ETFMUBiShares National Muni Bond ETF$2,932,754$760,928 ▲35.0%28,0701.3%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$2,929,708$56,300 ▲2.0%23,4171.3%ETFNVDANVIDIA$2,889,795$21,487 ▲0.7%18,2911.3%Computer and TechnologyLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$2,764,775$116,116 ▲4.4%15,8341.2%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,607,500$108,287 ▼-4.0%54,5161.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,459,366$279,149 ▲12.8%24,7921.1%FinanceGLDMSPDR Gold MiniShares Trust$2,425,419$154,889 ▼-6.0%37,0181.1%FinancePWZInvesco California AMT-Free Municipal Bond ETF$1,974,004$411,578 ▲26.3%84,5760.9%ETFAAPLApple$1,931,677$178,088 ▲10.2%9,4150.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,827,883$53,923 ▲3.0%6,3050.8%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$1,796,894$5,716 ▼-0.3%21,3760.8%ETFMSFTMicrosoft$1,788,841$38,801 ▼-2.1%3,5960.8%Computer and TechnologyMETAMeta Platforms$1,754,440$87,095 ▲5.2%2,3770.8%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,718,422$102,348 ▲6.3%18,5530.8%ETFAMZNAmazon.com$1,632,262$110,573 ▲7.3%7,4400.7%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$1,614,348$180,884 ▲12.6%15,1810.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,575,142$10,042 ▲0.6%38,9020.7%ETFVGTVanguard Information Technology ETF$1,540,137$154,544 ▲11.2%2,3220.7%ETFICFiShares Select U.S. REIT ETF$1,522,588$4,587 ▼-0.3%24,8950.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,500,5580.0%6,2440.7%ETFSDYSPDR S&P Dividend ETF$1,471,751$5,972 ▲0.4%10,8430.7%ETFGOOGLAlphabet$1,466,804$93,228 ▲6.8%8,3230.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,438,851$89,382 ▲6.6%2,9620.6%FinanceCMFiShares California Muni Bond ETF$1,419,809$283,940 ▼-16.7%25,4720.6%ETFAVGOBroadcom$1,263,304$24,809 ▼-1.9%4,5830.6%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$1,245,572$68,256 ▲5.8%29,1430.6%ETFTSLATesla$1,142,623$44,790 ▼-3.8%3,5970.5%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$1,034,689$65,049 ▼-5.9%18,1490.5%ETFQCOMQUALCOMM$792,7960.0%4,9780.4%Computer and TechnologyLLYEli Lilly and Company$670,396$9,354 ▼-1.4%8600.3%MedicalIJRiShares Core S&P Small-Cap ETF$642,593$328 ▲0.1%5,8800.3%ETFIWRiShares Russell Mid-Cap ETF$634,317$3,955 ▼-0.6%6,8970.3%ETFGOVTiShares U.S. Treasury Bond ETF$563,033$22,314 ▲4.1%24,5010.3%ETFIDLVInvesco S&P International Developed Low Volatility ETF$514,630$5,929 ▼-1.1%15,5360.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$502,510$502,510 ▲New Holding4,8830.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$499,108$18,500 ▼-3.6%3,6960.2%ETFSPYSPDR S&P 500 ETF Trust$476,9800.0%7720.2%FinanceICVTiShares Convertible Bond ETF$413,379$208,762 ▼-33.6%4,5880.2%ETFVNQVanguard Real Estate ETF$377,525$48,360 ▼-11.4%4,2390.2%ETFIJHiShares Core S&P Mid-Cap ETF$347,3120.0%5,6000.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$332,748$5,568,257 ▼-94.4%5,2700.1%ManufacturingNFLXNetflix$320,052$25,443 ▼-7.4%2390.1%Consumer DiscretionaryXSLVInvesco S&P SmallCap Low Volatility ETF$299,2180.0%6,5690.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$257,5470.0%3,4390.1%ETFSPHYSPDR Portfolio High Yield Bond ETF$234,168$113,074 ▼-32.6%9,8390.1%ETFGNTYGuaranty Bancshares$233,4200.0%5,5000.1%FinanceVDCVanguard Consumer Staples ETF$224,0370.0%1,0230.1%ETFORCLOracle$223,658$223,658 ▲New Holding1,0230.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$202,057$202,057 ▲New Holding1,4570.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$896,314 ▼-100.0%00.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$0$666,829 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$288,747 ▼-100.0%00.0%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$0$254,089 ▼-100.0%00.0%ETFXOMExxon Mobil$0$206,938 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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