McNaughton Wealth Management, LLC

CIK 0001802691 • 7 13F filings • Apr 9, 2025 – Oct 9, 2026

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Filer information

Filed by: McNaughton Wealth Management, LLC, Chief Compliance Officer
Address: 3655 NOBEL DRIVE, STE 490, SAN DIEGO, CA, 92122
Phone: 858-693-2310
AUM: $242.9M

AUM over time

$286.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryFinancialsEnergyOther

Holdings by filing

Portfolio value: $224.2M73 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.5M	0.7%Prev: 0.9%	8,323 SH	Decreased+926 SH
AMAZON COM INC	COM	$1.6M	0.7%Prev: 0.8%	7,440 SH	Decreased-1,703 SH
APPLE INC	COM	$1.9M	0.9%Prev: 1.1%	9,415 SH	Decreased-732 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.6%Prev: 0.7%	2,962 SH	Decreased-753 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$10.2M	4.5%Prev: 4.7%	187,041 SH	Decreased-6,874 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$6.7M	3.0%Prev: 2.9%	127,125 SH	Decreased-8,705 SH
BROADCOM INC	COM	$1.3M	0.6%Prev: 0.6%	4,583 SH	Decreased-119 SH
ELI LILLY & CO	COM	$670K	0.3%Prev: 0.3%	860 SH	Decreased-25 SH
GUARANTY BANCSHARES INC TEX	COM	$233K	0.1%	5,500 SH	New
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$2.0M	0.9%Prev: 0.7%	84,576 SH	Increased+14,706 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.3M	1.5%Prev: 2.0%	29,364 SH	Decreased-13,260 SH
INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$515K	0.2%Prev: 0.2%	15,536 SH	Increased+1,912 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$299K	0.1%Prev: 0.1%	6,569 SH	Increased+1,775 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$4.6M	2.0%Prev: 0.3%	88,173 SH	Increased+76,181 SH
ISHARES INC	CORE MSCI EMKT	$5.3M	2.4%Prev: 3.5%	88,659 SH	Decreased-31,125 SH
ISHARES INC	MSCI EMRG CHN	$333K	0.1%	5,270 SH	New
ISHARES TR	0-5 YR TIPS ETF	$503K	0.2%	4,883 SH	New
ISHARES TR	10-20 YR TRS ETF	$4.2M	1.9%Prev: 1.4%	41,162 SH	Increased+6,507 SH
ISHARES TR	CALIF MUN BD ETF	$1.4M	0.6%Prev: 0.5%	25,472 SH	Increased+2,161 SH
ISHARES TR	CONV BD ETF	$413K	0.2%Prev: 0.2%	4,588 SH	Decreased+210 SH
ISHARES TR	CORE S&P MCP ETF	$347K	0.2%Prev: 0.2%	5,600 SH	Decreased
ISHARES TR	CORE S&P SCP ETF	$643K	0.3%Prev: 0.3%	5,880 SH	Decreased+179 SH
ISHARES TR	CORE S&P TTL STK	$499K	0.2%Prev: 0.2%	3,696 SH	Decreased-105 SH
ISHARES TR	CORE S&P500 ETF	$4.3M	1.9%Prev: 1.9%	6,936 SH	Decreased-31 SH
ISHARES TR	CORE US AGGBD ET	$2.5M	1.1%Prev: 0.9%	24,792 SH	Increased+2,423 SH
ISHARES TR	EAFE GRWTH ETF	$3.1M	1.4%Prev: 1.4%	28,055 SH	Decreased-3,260 SH
ISHARES TR	EAFE VALUE ETF	$7.0M	3.1%Prev: 2.6%	110,140 SH	Increased+24,505 SH
ISHARES TR	JPMORGAN USD EMG	$1.7M	0.8%	18,553 SH	New
ISHARES TR	MBS ETF	$5.4M	2.4%Prev: 2.4%	57,846 SH	Decreased-3,755 SH
ISHARES TR	MSCI EAFE MIN VL	$1.8M	0.8%Prev: 0.8%	21,376 SH	Decreased-118 SH
ISHARES TR	MSCI USA MIN VOL	$4.7M	2.1%Prev: 1.8%	49,825 SH	Increased+3,063 SH
ISHARES TR	MSCI USA MMENTM	$1.5M	0.7%Prev: 0.6%	6,244 SH	Increased+340 SH
ISHARES TR	MSCI USA QLT FCT	$12.2M	5.4%Prev: 2.4%	66,754 SH	Increased+36,545 SH
ISHARES TR	NATIONAL MUN ETF	$2.9M	1.3%Prev: 1.2%	28,070 SH	Decreased+86 SH
ISHARES TR	RUS MD CP GR ETF	$202K	0.1%	1,457 SH	New
ISHARES TR	RUS MID CAP ETF	$634K	0.3%Prev: 0.3%	6,897 SH	Increased+397 SH
ISHARES TR	S&P 500 GRWT ETF	$16.7M	7.4%Prev: 6.9%	151,419 SH	Decreased+3,686 SH
ISHARES TR	S&P 500 VAL ETF	$11.9M	5.3%Prev: 6.7%	61,114 SH	Decreased-15,208 SH
ISHARES TR	SELECT US REIT	$1.5M	0.7%Prev: 0.5%	24,895 SH	Increased+3,889 SH
ISHARES TR	SHRT NAT MUN ETF	$1.6M	0.7%Prev: 0.6%	15,181 SH	Increased+1,870 SH
ISHARES TR	U.S. TECH ETF	$4.0M	1.8%	22,949 SH	New
ISHARES TR	US TREAS BD ETF	$563K	0.3%Prev: 2.3%	24,501 SH	Decreased-220,592 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.8%	6,305 SH	New
META PLATFORMS INC	CL A	$1.8M	0.8%Prev: 0.7%	2,377 SH	Increased-462 SH
MICROSOFT CORP	COM	$1.8M	0.8%Prev: 0.7%	3,596 SH	Increased-1,185 SH
NETFLIX INC	COM	$320K	0.1%	239 SH	New
NVIDIA CORPORATION	COM	$2.9M	1.3%Prev: 1.4%	18,291 SH	Decreased-485 SH
ORACLE CORP	COM	$224K	0.1%	1,023 SH	New
QUALCOMM INC	COM	$793K	0.4%Prev: 0.3%	4,978 SH	Increased-28 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.6M	0.7%	38,902 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.2M	0.6%	29,143 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$477K	0.2%	772 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$2.6M	1.2%	54,516 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$234K	0.1%	9,839 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$258K	0.1%	3,439 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$4.3M	1.9%	44,783 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.5M	0.7%	10,843 SH	New
SPDR SERIES TRUST	SSGA US LRG ETF	$2.8M	1.2%	15,834 SH	New
SPDR SERIES TRUST	SSGA US SMAL ETF	$2.9M	1.3%	23,417 SH	New
TESLA INC	COM	$1.1M	0.5%Prev: 0.6%	3,597 SH	Decreased-528 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.0M	1.4%Prev: 1.5%	38,752 SH	Decreased-6,270 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$20.3M	9.1%Prev: 7.9%	275,795 SH	Increased+16,512 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.3M	1.5%Prev: 1.7%	66,612 SH	Decreased-16,808 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.5M	3.8%Prev: 3.6%	30,238 SH	Decreased+33 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$378K	0.2%Prev: 0.1%	4,239 SH	Increased+932 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.9M	4.0%Prev: 5.6%	15,699 SH	Decreased-7,011 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.5M	2.0%Prev: 2.4%	18,847 SH	Decreased-3,482 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.1M	1.4%Prev: 1.2%	63,475 SH	Increased+3,797 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.0M	0.5%Prev: 0.7%	18,149 SH	Decreased-6,965 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.3M	1.9%Prev: 2.1%	32,059 SH	Decreased-1,779 SH
VANGUARD WORLD FD	CONSUM STP ETF	$224K	0.1%Prev: 0.1%	1,023 SH	Decreased+15 SH
VANGUARD WORLD FD	INF TECH ETF	$1.5M	0.7%Prev: 0.7%	2,322 SH	Decreased+63 SH
WORLD GOLD TR	SPDR GLD MINIS	$2.4M	1.1%Prev: 0.9%	37,018 SH	Increased+14,530 SH

Sold (vs prior filing)

GLACIER BANCORP INC NEW — $246K
INVESCO EXCHANGE TRADED FD T — $4.1M
ISHARES TR — $6.1M
ISHARES TR — $715K
JPMORGAN CHASE & CO — $2.0M
NETFLIX INC. — $302K
SPDR INDEX SHS FDS — $3.5M
SPDR SERIES TRUST — $13.7M
STATE STR SPDR S&P 500 ETF T — $452K
VANGUARD WELLINGTON FD — $501K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001802691-26-000001	$242.9M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000835	$286.2M	View
Oct 8, 2025	Q3 2025