DOSSIER · 13F-HR · Q3 2026

McNaughton Wealth Management, LLC

$286M in tracked AUM across 75 positions as of Q3 2026.

MW
CIK 0001802691 · last filed Sep 30, 2026
Total AUM
$286M
as of Q3 2026
Holdings
75
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

McNaughton Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$33M47K11.5%
02
BND
VANGUARD BD INDEX FDS
$25M363K8.9%
03
IVW
ISHARES TR
$21M148K7.4%
04
IVE
ISHARES TR
$14M61K4.9%
05
DYNF
BLACKROCK ETF TRUST
$14M198K4.8%
06
VO
VANGUARD INDEX FDS
$10M124K3.4%
07
ARTY
ISHARES TR
$8M101K2.8%
08
BINC
BLACKROCK ETF TRUST II
$8M154K2.7%
09
IEMG
ISHARES INC
$8M93K2.6%
10
GOVT
ISHARES TR
$7M324K2.5%

Filing history

2026Q3Sep 30
$286M▲ 1.6%
75 positionsView →
2026Q2Jun 30
$282M▲ 16.5%
75 positionsView →
2026Q1Mar 31
$242M▼ 0.4%
70 positionsView →
2025Q4Dec 31
$243M▲ 2.4%
71 positionsView →
2025Q3Sep 30
$237M▲ 5.7%
74 positionsLocked
2025Q2Jun 30
$224M▲ 8.8%
73 positionsLocked
2025Q1Mar 31
$206M▼ 0.7%
73 positionsLocked
2024Q4Dec 31
$207M▲ 1.0%
55 positionsLocked
2024Q3Sep 30
$205M▲ 8.9%
56 positionsLocked
2024Q2Jun 30
$189M▲ 4.6%
53 positionsLocked
2024Q1Mar 31
$180M▲ 6.8%
53 positionsLocked
2023Q4Dec 31
$169M▲ 12.3%
51 positionsLocked
Showing 12 of 28