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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTUM ISHARES TR 5,904.0 $2.0M 0.72% NEW $342.83 -11.1%
42 TSLA TESLA INC Consumer Cyclical 4,660.0 $2.0M 0.70% NEW $420.60 -15.8%
43 AVGO BROADCOM INC Technology 5,062.0 $1.9M 0.68% NEW $377.75 -5.3%
44 META META PLATFORMS INC Communication Services 3,313.0 $1.9M 0.66% NEW $563.29 +9.5%
45 EFAV ISHARES TR 20,506.0 $1.8M 0.64% NEW $87.71 +8.1%
46 SPEM SPDR INDEX SHS FDS 33,187.0 $1.7M 0.61% NEW $51.78 +3.1%
47 PWZ INVESCO EXCH TRADED FD TR II 63,304.0 $1.6M 0.55% NEW $24.51 -4.2%
48 SDY SPDR SERIES TRUST 10,042.0 $1.5M 0.54% NEW $152.19 +2.4%
49 SUB ISHARES TR 13,601.0 $1.4M 0.51% NEW $106.47 -0.5%
50 ICF ISHARES TR 20,925.0 $1.4M 0.50% NEW $67.63 -1.0%
51 VTES VANGUARD WELLINGTON FD 13,472.0 $1.4M 0.48% NEW $101.31 -0.9%
52 LLY ELI LILLY & CO Healthcare 1,082.0 $1.3M 0.46% NEW $1199.43 -4.3%
53 CMF ISHARES TR 21,425.0 $1.2M 0.44% NEW $57.64 -3.4%
54 QCOM QUALCOMM INC Technology 5,463.0 $1.0M 0.36% NEW $184.79 -8.7%
55 SYSB ISHARES TR 10,206.0 $905K 0.32% NEW $88.72 -2.1%
56 IJR ISHARES TR 5,703.0 $846K 0.30% NEW $148.30 -2.0%
57 VTI VANGUARD INDEX FDS 2,071.0 $766K 0.27% NEW $370.04 +2.6%
58 IWR ISHARES TR 6,500.0 $717K 0.26% NEW $110.32 +1.4%
59 ITOT ISHARES TR 3,662.0 $602K 0.21% NEW $164.27 +2.7%
60 STIP ISHARES TR 5,831.0 $596K 0.21% NEW $102.16 -1.3%
Page 3 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%