Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McNaughton Wealth Management, LLC (CIK 1802691) reported $241.8M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($19.1M, 7.90%), IVW ($16.7M, 6.91%), IVE ($16.1M, 6.66%), VOO ($13.6M, 5.61%), DYNF ($11.3M, 4.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $19.1M | 7.90% | 259,283 | Added |
| 2 | IVW | ISHARES TR | $16.7M | 6.91% | 147,733 | Added |
| 3 | IVE | ISHARES TR | $16.1M | 6.66% | 76,322 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $13.6M | 5.61% | 22,710 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $11.3M | 4.67% | 193,915 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $8.7M | 3.59% | 30,205 | Trimmed |
| 7 | IEMG | ISHARES INC | $8.4M | 3.46% | 119,784 | Trimmed |
| 8 | BINC | BLACKROCK ETF TRUST II | $7.1M | 2.92% | 135,830 | Trimmed |
| 9 | EFV | ISHARES TR | $6.4M | 2.63% | 85,635 | Added |
| 10 | IRBO | ISHARES TR | $6.1M | 2.52% | 131,168 | Added |
| 11 | VB | VANGUARD INDEX FDS | $5.8M | 2.42% | 22,329 | Added |
| 12 | MBB | ISHARES TR | $5.8M | 2.42% | 61,601 | Added |
| 13 | QUAL | ISHARES TR | $5.8M | 2.40% | 30,209 | Trimmed |
| 14 | GOVT | ISHARES TR | $5.6M | 2.32% | 245,093 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $5.0M | 2.07% | 33,838 | Added |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $4.8M | 1.98% | 42,624 | Added |
| 17 | SPYG | SPDR SERIES TRUST | $4.7M | 1.94% | 47,993 | Added |
| 18 | IVV | ISHARES TR | $4.6M | 1.88% | 6,967 | Trimmed |
| 19 | USMV | ISHARES TR | $4.3M | 1.79% | 46,762 | Trimmed |
| 20 | PPA | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.70% | 24,793 | Added |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $4.0M | 1.66% | 83,420 | Added |
| 22 | BSV | VANGUARD BD INDEX FDS | $3.5M | 1.46% | 45,022 | Added |
| 23 | TLH | ISHARES TR | $3.5M | 1.44% | 34,655 | Added |
| 24 | EFG | ISHARES TR | $3.5M | 1.44% | 31,315 | New |
| 25 | NVDA | NVIDIA CORPORATION | $3.3M | 1.35% | 18,776 | Added |
Source: SEC Form 13F filings · as of 2026-03-31