McNaughton Wealth Management, LLC

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

Import this data to Google Sheets with:

=jivedata("mcnaughton-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $237.1M74 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.8M	0.7%Prev: 1.0%	7,272 SH	Decreased-276 SH
AMAZON COM INC	COM	$1.6M	0.7%Prev: 0.8%	7,446 SH	Decreased-2,171 SH
APPLE INC	COM	$2.4M	1.0%Prev: 1.0%	9,240 SH	Decreased-977 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.7%Prev: 0.7%	3,176 SH	Decreased-936 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$12.6M	5.3%Prev: 4.8%	212,735 SH	Decreased+15,478 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.2M	3.0%	135,019 SH	New
BROADCOM INC	COM	$1.3M	0.5%Prev: 0.7%	3,805 SH	Decreased-1,257 SH
GUARANTY BANCSHARES INC TEX	COM	$268K	0.1%	5,500 SH	New
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$1.9M	0.8%Prev: 0.6%	79,082 SH	Increased+15,778 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.3M	1.4%Prev: 1.8%	27,134 SH	Decreased-4,539 SH
INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$520K	0.2%Prev: 0.2%	15,536 SH	Increased+1,912 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$222K	0.1%Prev: 0.1%	4,794 SH	Decreased
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$2.3M	1.0%Prev: 1.8%	15,010 SH	Decreased-13,928 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$9.2M	3.9%	159,205 SH	New
ISHARES INC	CORE MSCI EMKT	$7.1M	3.0%Prev: 2.6%	106,970 SH	Decreased+18,196 SH
ISHARES TR	0-5 YR TIPS ETF	$647K	0.3%Prev: 0.2%	6,262 SH	Increased+431 SH
ISHARES TR	10-20 YR TRS ETF	$4.4M	1.9%Prev: 1.4%	43,206 SH	Increased+3,297 SH
ISHARES TR	CALIF MUN BD ETF	$1.7M	0.7%Prev: 0.4%	29,111 SH	Increased+7,686 SH
ISHARES TR	CONV BD ETF	$482K	0.2%Prev: 0.1%	4,819 SH	Increased+2,443 SH
ISHARES TR	CORE S&P MCP ETF	$365K	0.2%Prev: 0.2%	5,600 SH	Decreased
ISHARES TR	CORE S&P SCP ETF	$699K	0.3%Prev: 0.3%	5,882 SH	Decreased+179 SH
ISHARES TR	CORE S&P TTL STK	$524K	0.2%Prev: 0.2%	3,601 SH	Decreased-61 SH
ISHARES TR	CORE S&P500 ETF	$4.6M	2.0%Prev: 1.9%	6,937 SH	Decreased-20 SH
ISHARES TR	CORE US AGGBD ET	$2.5M	1.1%Prev: 0.8%	24,992 SH	Increased+1,027 SH
ISHARES TR	EAFE GRWTH ETF	$615K	0.3%Prev: 1.7%	5,399 SH	Decreased-33,524 SH
ISHARES TR	EAFE VALUE ETF	$5.5M	2.3%Prev: 1.4%	81,038 SH	Increased+28,637 SH
ISHARES TR	FUTURE AI & TECH	$5.2M	2.2%	113,128 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.8M	0.8%	18,815 SH	New
ISHARES TR	MBS ETF	$5.7M	2.4%Prev: 2.4%	59,974 SH	Decreased-10,223 SH
ISHARES TR	MSCI EAFE MIN VL	$1.8M	0.8%Prev: 0.6%	21,781 SH	Increased+1,275 SH
ISHARES TR	MSCI USA MIN VOL	$4.7M	2.0%	49,443 SH	New
ISHARES TR	MSCI USA MMENTM	$1.6M	0.7%Prev: 0.7%	6,191 SH	Decreased+287 SH
ISHARES TR	MSCI USA QLT FCT	$10.5M	4.4%	53,905 SH	New
ISHARES TR	NATIONAL MUN ETF	$3.1M	1.3%Prev: 1.1%	29,579 SH	Decreased+158 SH
ISHARES TR	RUS MD CP GR ETF	$207K	0.1%	1,457 SH	New
ISHARES TR	RUS MID CAP ETF	$655K	0.3%Prev: 0.3%	6,779 SH	Decreased+279 SH
ISHARES TR	S&P 500 GRWT ETF	$17.1M	7.2%Prev: 7.2%	142,028 SH	Decreased-5,871 SH
ISHARES TR	S&P 500 VAL ETF	$12.7M	5.4%Prev: 4.8%	61,616 SH	Decreased+1,824 SH
ISHARES TR	SELECT US REIT	$1.5M	0.6%Prev: 0.5%	24,362 SH	Increased+3,437 SH
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.7%Prev: 0.5%	15,585 SH	Increased+1,984 SH
ISHARES TR	U.S. TECH ETF	$864K	0.4%	4,413 SH	New
ISHARES TR	US TREAS BD ETF	$582K	0.2%Prev: 2.5%	25,175 SH	Decreased-283,461 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.8%	6,150 SH	New
META PLATFORMS INC	CL A	$1.7M	0.7%Prev: 0.7%	2,248 SH	Decreased-1,065 SH
MICROSOFT CORP	COM	$1.9M	0.8%Prev: 0.8%	3,611 SH	Decreased-2,240 SH
NETFLIX INC	COM	$289K	0.1%	241 SH	New
NVIDIA CORPORATION	COM	$3.2M	1.4%Prev: 1.4%	17,408 SH	Decreased-2,559 SH
ORACLE CORP	COM	$288K	0.1%	1,023 SH	New
QUALCOMM INC	COM	$828K	0.3%Prev: 0.4%	4,978 SH	Decreased-485 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$215K	0.1%	764 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.7M	0.7%	39,049 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.4M	0.6%	30,006 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$491K	0.2%	737 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$2.7M	1.1%	55,640 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$226K	0.1%	9,421 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$277K	0.1%	3,439 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$4.8M	2.0%	45,835 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.5M	0.6%	10,754 SH	New
SPDR SERIES TRUST	SSGA US LRG ETF	$3.0M	1.3%	16,769 SH	New
SPDR SERIES TRUST	SSGA US SMAL ETF	$3.1M	1.3%	24,183 SH	New
TESLA INC	COM	$1.5M	0.7%Prev: 0.7%	3,485 SH	Decreased-1,175 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.3M	1.4%Prev: 1.4%	41,376 SH	Decreased-7,780 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.5M	7.8%Prev: 8.8%	248,717 SH	Decreased-88,519 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.9M	1.6%Prev: 1.5%	78,196 SH	Decreased-7,260 SH
VANGUARD INDEX FDS	MID CAP ETF	$9.0M	3.8%Prev: 3.5%	30,586 SH	Decreased-91,906 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$364K	0.2%Prev: 0.1%	3,982 SH	Increased+675 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.5M	2.8%Prev: 10.8%	10,690 SH	Decreased-33,709 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.7M	2.0%Prev: 2.5%	18,571 SH	Decreased-5,045 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.2M	1.3%Prev: 1.2%	63,907 SH	Decreased-3,929 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.5%Prev: 0.7%	18,473 SH	Decreased-10,709 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.6M	1.9%Prev: 1.9%	32,455 SH	Decreased-1,926 SH
VANGUARD WORLD FD	CONSUM STP ETF	$215K	0.1%	1,008 SH	New
VANGUARD WORLD FD	INF TECH ETF	$1.8M	0.7%Prev: 0.8%	2,348 SH	Decreased-15,724 SH
WORLD GOLD TR	SPDR GLD MINIS	$4.0M	1.7%Prev: 0.7%	51,857 SH	Increased+26,218 SH

Sold (vs prior filing)

ALPHABET INC — $211K
BLACKROCK ETF TRUST II — $7.3M
ELI LILLY & CO — $1.3M
GLACIER BANCORP INC NEW — $284K
INVESCO QQQ TR — $215K
ISHARES TR — $258K
ISHARES TR — $7.8M
ISHARES TR — $3.9M
ISHARES TR — $905K
ISHARES U S ETF TR — $332K
JPMORGAN CHASE & CO — $2.4M
NETFLIX INC. — $215K
SPDR INDEX SHS FDS — $1.7M
SPDR INDEX SHS FDS — $2.2M
SPDR SERIES TRUST — $2.2M
SPDR SERIES TRUST — $5.9M
SPDR SERIES TRUST — $326K
SPDR SERIES TRUST — $2.2M
SPDR SERIES TRUST — $2.9M
SPDR SERIES TRUST — $1.5M
… and 5 more

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