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Portfolio (Quarterly) Guide ↗

McNaughton Wealth Management, LLC

· CIK 0001802691
13F Portfolio $282M AUM 75 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 75 New
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLH ISHARES TR 39,909.0 $4.0M 1.42% NEW $100.35 -3.7%
22 NVDA NVIDIA CORPORATION Technology 19,967.0 $4.0M 1.42% NEW $200.09 +15.1%
23 USMV ISHARES TR 40,843.0 $3.9M 1.40% NEW $96.46 +4.5%
24 BSV VANGUARD BD INDEX FDS 49,156.0 $3.8M 1.36% NEW $77.91 -0.9%
25 VTEB VANGUARD MUN BD FDS 67,836.0 $3.4M 1.22% NEW $50.58 -3.4%
26 MUB ISHARES TR 29,421.0 $3.2M 1.12% NEW $107.62 -3.3%
27 AAPL APPLE INC Technology 10,217.0 $3.0M 1.05% NEW $289.37 +10.6%
28 SMLV SPDR SERIES TRUST 18,455.0 $2.9M 1.03% NEW $157.36 +0.9%
29 GOOGL ALPHABET INC Communication Services 7,548.0 $2.7M 0.96% NEW $357.39 -5.3%
30 AGG ISHARES TR 23,965.0 $2.4M 0.84% NEW $98.98 -2.0%
31 JPM JPMORGAN CHASE & CO Financial Services 7,222.0 $2.4M 0.84% NEW $327.33 +9.6%
32 AMZN AMAZON COM INC Consumer Cyclical 9,617.0 $2.3M 0.81% NEW $238.34 +8.5%
33 SHM SPDR SERIES TRUST 46,166.0 $2.2M 0.79% NEW $47.97 -0.9%
34 SPDW SPDR INDEX SHS FDS 43,678.0 $2.2M 0.78% NEW $50.39 +3.8%
35 LGLV SPDR SERIES TRUST 12,107.0 $2.2M 0.78% NEW $181.45 +2.2%
36 MSFT MICROSOFT CORP Technology 5,851.0 $2.2M 0.78% NEW $372.99 +34.0%
37 VGT VANGUARD WORLD FD 18,072.0 $2.2M 0.77% NEW $119.52 +1.5%
38 VEA VANGUARD TAX-MANAGED FDS 29,182.0 $2.1M 0.74% NEW $71.25 +3.5%
39 BERKSHIRE HATHAWAY INC DEL 4,112.0 $2.1M 0.73% NEW $500.39
40 GLDM WORLD GOLD TR Financial Services 25,639.0 $2.0M 0.72% NEW $79.42 +10.5%
Page 2 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.8%
Financial Services 19.3%
Communication Services 17.1%
Consumer Cyclical 15.2%
Healthcare 4.6%