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 $281.6M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($30.5M, 10.83%), BND ($24.8M, 8.79%), IVW ($20.3M, 7.22%), IVE ($13.6M, 4.82%), DYNF ($13.4M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $30.5M | 10.83% | 44,399 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $24.8M | 8.79% | 337,236 | Added |
| 3 | IVW | ISHARES TR | $20.3M | 7.22% | 147,899 | Added |
| 4 | IVE | ISHARES TR | $13.6M | 4.82% | 59,792 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $13.4M | 4.76% | 197,257 | Added |
| 6 | VO | VANGUARD INDEX FDS | $9.9M | 3.50% | 122,492 | Added |
| 7 | IRBO | ISHARES TR | $7.8M | 2.77% | 102,549 | Trimmed |
| 8 | IEMG | ISHARES INC | $7.4M | 2.61% | 88,774 | Trimmed |
| 9 | BINC | BLACKROCK ETF TRUST II | $7.3M | 2.58% | 139,086 | Added |
| 10 | VB | VANGUARD INDEX FDS | $7.2M | 2.54% | 23,616 | Added |
| 11 | GOVT | ISHARES TR | $7.0M | 2.50% | 308,636 | Added |
| 12 | MBB | ISHARES TR | $6.6M | 2.36% | 70,197 | Added |
| 13 | SPYG | SPDR SERIES TRUST | $5.9M | 2.08% | 49,204 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $5.4M | 1.93% | 34,381 | Added |
| 15 | IVV | ISHARES TR | $5.2M | 1.85% | 6,957 | Trimmed |
| 16 | PPA | INVESCO EXCHANGE TRADED FD T | $5.1M | 1.82% | 28,938 | Added |
| 17 | SPMO | INVESCO EXCH TRADED FD TR II | $5.1M | 1.82% | 31,673 | Trimmed |
| 18 | EFG | ISHARES TR | $4.8M | 1.72% | 38,923 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $4.1M | 1.47% | 85,456 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $4.0M | 1.42% | 19,967 | Added |
| 21 | EFV | ISHARES TR | $4.0M | 1.42% | 52,401 | Trimmed |
| 22 | TLH | ISHARES TR | $4.0M | 1.42% | 39,909 | Added |
| 23 | USMV | ISHARES TR | $3.9M | 1.40% | 40,843 | Trimmed |
| 24 | BSV | VANGUARD BD INDEX FDS | $3.8M | 1.36% | 49,156 | Added |
| 25 | VTEB | VANGUARD MUN BD FDS | $3.4M | 1.22% | 67,836 | Added |
Source: SEC Form 13F filings · as of 2026-06-30