DOSSIER · 13F-HR · Q2 2026

McNaughton Wealth Management, LLC

$282M in tracked AUM across 75 positions as of Q2 2026.

MW
CIK 0001802691 · last filed Jun 30, 2026
Total AUM
$282M
as of Q2 2026
Holdings
75
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

McNaughton Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$30M44K10.8%
02
BND
VANGUARD BD INDEX FDS
$25M337K8.8%
03
IVW
ISHARES TR
$20M148K7.2%
04
IVE
ISHARES TR
$14M60K4.8%
05
DYNF
BLACKROCK ETF TRUST
$13M197K4.8%
06
VO
VANGUARD INDEX FDS
$10M122K3.5%
07
ARTY
ISHARES TR
$8M103K2.8%
08
IEMG
ISHARES INC
$7M89K2.6%
09
BINC
BLACKROCK ETF TRUST II
$7M139K2.6%
10
VB
VANGUARD INDEX FDS
$7M24K2.5%

Filing history

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 positionsView →
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
2023Q3Sep 30
$150M 3.7%
53 positionsLocked
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