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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 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 44,399.0 $30.5M 10.83% NEW $686.81 +3.0%
2 BND VANGUARD BD INDEX FDS 337,236.0 $24.8M 8.79% NEW $73.41 -2.0%
3 IVW ISHARES TR 147,899.0 $20.3M 7.22% NEW $137.53 +2.0%
4 IVE ISHARES TR 59,792.0 $13.6M 4.82% NEW $227.06 +4.4%
5 DYNF BLACKROCK ETF TRUST 197,257.0 $13.4M 4.76% NEW $68.01 +2.9%
6 VO VANGUARD INDEX FDS 122,492.0 $9.9M 3.50% NEW $80.57 +2.2%
7 ARTY ISHARES TR 102,549.0 $7.8M 2.77% NEW $76.16 -0.4%
8 IEMG ISHARES INC 88,774.0 $7.4M 2.61% NEW $82.84 +0.5%
9 BINC BLACKROCK ETF TRUST II 139,086.0 $7.3M 2.58% NEW $52.34 -1.3%
10 VB VANGUARD INDEX FDS 23,616.0 $7.2M 2.54% NEW $303.12 -1.1%
11 GOVT ISHARES TR 308,636.0 $7.0M 2.50% NEW $22.78 -1.8%
12 MBB ISHARES TR 70,197.0 $6.6M 2.36% NEW $94.52 -1.9%
13 SPYG SPDR SERIES TRUST 49,204.0 $5.9M 2.08% NEW $118.99 +2.1%
14 VYM VANGUARD WHITEHALL FDS 34,381.0 $5.4M 1.93% NEW $158.03 +4.0%
15 IVV ISHARES TR 6,957.0 $5.2M 1.85% NEW $748.88 +3.3%
16 SPMO INVESCO EXCH TRADED FD TR II 31,673.0 $5.1M 1.82% NEW $161.54 -7.8%
17 PPA INVESCO EXCHANGE TRADED FD T 28,938.0 $5.1M 1.81% NEW $176.65 -6.7%
18 EFG ISHARES TR 38,923.0 $4.8M 1.72% NEW $124.42 -0.1%
19 BNDX VANGUARD CHARLOTTE FDS 85,456.0 $4.1M 1.47% NEW $48.43 -2.0%
20 EFV ISHARES TR 52,401.0 $4.0M 1.42% NEW $76.55 +8.3%
Page 1 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%