Mcnaughton Wealth Management, LLC Top Holdings and 13F Report (2026) About Mcnaughton Wealth Management, LLCInvestment ActivityMcnaughton Wealth Management, LLC has $241.80 million in total holdings as of March 31, 2026.Mcnaughton Wealth Management, LLC owns shares of 70 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 10.58% of the portfolio was purchased this quarter.About 8.57% of the portfolio was sold this quarter.This quarter, Mcnaughton Wealth Management, LLC has purchased 71 new stocks and bought additional shares in 34 stocks.Mcnaughton Wealth Management, LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $19,093,601iShares S&P 500 Growth ETF $16,710,076iShares S&P 500 Value ETF $16,115,487Vanguard S&P 500 ETF $13,570,488iShares U.S. Equity Factor Rotation Active ETF $11,281,961 Largest New Holdings this Quarter 464288885 - iShares MSCI EAFE Growth ETF $3,487,552 Holding532457108 - Eli Lilly and Company $813,996 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 11,639 shares (about $6.95M)iShares U.S. Treasury Bond ETF 218,524 shares (about $5.01M)iShares MSCI EAFE Growth ETF 31,315 shares (about $3.49M)iShares MSCI EAFE Value ETF 33,570 shares (about $2.50M)Invesco Aerospace & Defense ETF 7,760 shares (about $1.29M) Largest Sales this Quarter Invesco S&P 500 Top 50 ETF 154,936 shares (about $8.45M)SPDR Gold MiniShares Trust 30,766 shares (about $2.85M)iShares U.S. Equity Factor Rotation Active ETF 38,936 shares (about $2.27M)iShares Core MSCI Emerging Markets ETF 18,140 shares (about $1.27M)iShares S&P 500 Value ETF 4,135 shares (about $873.11K) 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$19,093,601$653,334 ▲3.5%259,2837.9%ETFIVWiShares S&P 500 Growth ETF$16,710,076$493,725 ▲3.0%147,7336.9%ETFIVEiShares S&P 500 Value ETF$16,115,487$873,110 ▼-5.1%76,3226.7%ETFVOOVanguard S&P 500 ETF$13,570,488$6,954,950 ▲105.1%22,7105.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$11,281,961$2,265,294 ▼-16.7%193,9154.7%ETFVOVanguard Mid-Cap ETF$8,674,360$182,361 ▼-2.1%30,2053.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$8,354,963$1,265,269 ▼-13.2%119,7843.5%ETFBINCiShares Flexible Income Active ETF$7,053,652$371,871 ▼-5.0%135,8302.9%ETFEFViShares MSCI EAFE Value ETF$6,366,963$2,495,930 ▲64.5%85,6352.6%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$6,103,247$148,989 ▲2.5%131,1682.5%ManufacturingMBBiShares MBS ETF$5,849,006$150,211 ▲2.6%61,6012.4%ETFVBVanguard Small-Cap ETF$5,848,483$289,949 ▲5.2%22,3292.4%ETFQUALiShares MSCI USA Quality Factor ETF$5,794,433$356,961 ▼-5.8%30,2092.4%ETFGOVTiShares U.S. Treasury Bond ETF$5,615,081$5,006,385 ▲822.5%245,0932.3%ETFVYMVanguard High Dividend Yield ETF$5,011,360$39,542 ▲0.8%33,8382.1%ETFSPMOInvesco S&P 500 Momentum ETF$4,778,624$258,304 ▲5.7%42,6242.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,698,993$130,808 ▲2.9%47,9931.9%ETFIVViShares Core S&P 500 ETF$4,550,668$33,312 ▼-0.7%6,9671.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,336,681$243,256 ▼-5.3%46,7621.8%ETFPPAInvesco Aerospace & Defense ETF$4,108,220$1,285,838 ▲45.6%24,7931.7%ETFBNDXVanguard Total International Bond ETF$4,008,318$224,441 ▲5.9%83,4201.7%ETFBSVVanguard Short-Term Bond ETF$3,530,175$258,753 ▲7.9%45,0221.5%ETFTLHiShares 10-20 Year Treasury Bond ETF$3,490,493$261,976 ▲8.1%34,6551.4%ETFEFGiShares MSCI EAFE Growth ETF$3,487,552$3,487,552 ▲New Holding31,3151.4%ETFNVDANVIDIA$3,274,535$173,702 ▲5.6%18,7761.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,977,316$3,991 ▲0.1%59,6781.2%ETFMUBiShares National Muni Bond ETF$2,970,502$136,934 ▼-4.4%27,9841.2%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$2,579,810$124,056 ▼-4.6%18,8201.1%ETFAAPLApple$2,575,245$235,521 ▲10.1%10,1471.1%Computer and TechnologyLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$2,367,926$35,978 ▼-1.5%13,2951.0%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,287,709$281,958 ▼-11.0%47,8300.9%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,220,571$186,826 ▼-7.8%22,3690.9%FinanceGOOGLAlphabet$2,127,174$95,187 ▲4.7%7,3970.9%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$2,084,413$2,851,701 ▼-57.8%22,4880.9%FinanceJPMJPMorgan Chase & Co.$2,004,995$112,075 ▲5.9%6,8160.8%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$1,992,394$121,338 ▲6.5%43,6450.8%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,963,916$27,594 ▼-1.4%21,4940.8%ETFAMZNAmazon.com$1,904,213$199,106 ▲11.7%9,1430.8%Retail/WholesaleBRK.BBerkshire Hathaway$1,780,228$144,239 ▲8.8%3,7150.7%FinanceMSFTMicrosoft$1,769,961$337,999 ▲23.6%4,7810.7%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$1,667,797$142,981 ▼-7.9%69,8700.7%ETFMETAMeta Platforms$1,624,277$108,133 ▲7.1%2,8390.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,609,281$255,868 ▲18.9%25,1140.7%ETFVGTVanguard Information Technology ETF$1,576,157$76,052 ▼-4.6%2,2590.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,544,183$63,938 ▲4.3%32,9180.6%ETFTSLATesla$1,533,469$173,607 ▲12.8%4,1250.6%Auto/Tires/TrucksSDYSPDR S&P Dividend ETF$1,481,669$77,637 ▼-5.0%10,1530.6%ETFAVGOBroadcom$1,455,316$195,920 ▲15.6%4,7020.6%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,417,622$6,923 ▼-0.5%13,3110.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,416,901$68,877 ▼-4.6%5,9040.6%ETFCMFiShares California Muni Bond ETF$1,325,463$192,357 ▼-12.7%23,3110.5%ETFICFiShares Select U.S. REIT ETF$1,300,069$27,417 ▼-2.1%21,0060.5%ETFLLYEli Lilly and Company$813,996$813,996 ▲New Holding8850.3%MedicalFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$715,293$145,070 ▲25.4%8,0370.3%ETFIJRiShares Core S&P Small-Cap ETF$708,640$22,871 ▼-3.1%5,7010.3%ETFXLGInvesco S&P 500 Top 50 ETF$654,164$8,451,764 ▼-92.8%11,9920.3%ETFQCOMQualcomm$644,6730.0%5,0060.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$631,9950.0%6,5000.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$541,376$27,062 ▲5.3%3,8010.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$501,250$213,507 ▲74.2%4,9560.2%ETFIDLVInvesco S&P International Developed Low Volatility ETF$469,3970.0%13,6240.2%ETFSPYSPDR S&P 500 ETF Trust$451,986$27,314 ▼-5.7%6950.2%FinanceICVTiShares Convertible Bond ETF$445,637$168,564 ▼-27.4%4,3780.2%ETFIJHiShares Core S&P Mid-Cap ETF$378,1680.0%5,6000.2%ETFNFLXNetflix$301,623$21,153 ▲7.5%3,1370.1%Consumer DiscretionaryVNQVanguard Real Estate ETF$293,3310.0%3,3070.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$283,500$11,938 ▲4.4%3,5860.1%ETFGLACIER BANCORP INC NEW$245,6850.0%5,5000.1%COMVDCVanguard Consumer Staples ETF$226,3870.0%1,0080.1%ETFXSLVInvesco S&P SmallCap Low Volatility ETF$226,2550.0%4,7940.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$1,804,857 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$219,986 ▼-100.0%00.0%ETFORCLOracle$0$204,266 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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