Mcnaughton Wealth Management, LLC Top Holdings and 13F Report (2025) About Mcnaughton Wealth Management, LLCInvestment ActivityMcnaughton Wealth Management, LLC has $207.49 million in total holdings as of December 31, 2024.Mcnaughton Wealth Management, LLC owns shares of 55 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.88% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Mcnaughton Wealth Management, LLC has purchased 56 new stocks and bought additional shares in 35 stocks.Mcnaughton Wealth Management, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $18,718,643SPDR SSGA US Large Cap Low Volatility Index ETF $15,820,760iShares Core S&P 500 ETF $14,078,620SPDR Portfolio S&P 500 Growth ETF $13,889,802Vanguard High Dividend Yield ETF $13,646,953 Largest New Holdings this Quarter Netflix $237,982 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 62,054 shares (about $1.60M)Invesco Ultra Short Duration ETF 28,055 shares (about $1.41M)Vanguard Total Bond Market ETF 5,289 shares (about $380.33K)iShares National Muni Bond ETF 3,519 shares (about $374.95K)Vanguard Short-Term Bond ETF 4,233 shares (about $327.08K) Largest Sales this Quarter SPDR SSGA US Small Cap Low Volatility Index ETF 933 shares (about $119.08K)Vanguard Tax-Exempt Bond ETF 1,703 shares (about $85.37K)Tesla 100 shares (about $40.38K)SPDR S&P Dividend ETF 219 shares (about $28.93K)Apple 91 shares (about $22.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcnaughton Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$18,718,643$380,331 ▲2.1%260,3079.0%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$15,820,760$128,368 ▲0.8%95,7627.6%ETFIVViShares Core S&P 500 ETF$14,078,620$19,426 ▼-0.1%23,9166.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$13,889,802$4,395 ▲0.0%158,0186.7%ETFVYMVanguard High Dividend Yield ETF$13,646,953$1,531 ▼0.0%106,9596.6%ETFVOVanguard Mid-Cap ETF$12,221,890$75,806 ▲0.6%46,2725.9%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$11,232,364$119,082 ▼-1.0%88,0055.4%ETFICFiShares Cohen & Steers REIT ETF$7,289,904$45,075 ▲0.6%120,9743.5%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$7,237,420$71,134 ▲1.0%102,3543.5%ETFBSVVanguard Short-Term Bond ETF$7,029,404$327,084 ▲4.9%90,9723.4%ETFVEAVanguard FTSE Developed Markets ETF$6,142,160$25,392 ▲0.4%128,4433.0%ETFGSYInvesco Ultra Short Duration ETF$5,687,969$1,405,832 ▲32.8%113,5102.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$5,337,087$64,615 ▲1.2%139,0952.6%ETFVGTVanguard Information Technology ETF$4,626,648$65,908 ▲1.4%7,4412.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,615,283$5,061 ▲0.1%51,9802.2%ETFVTEBVanguard Tax-Exempt Bond ETF$3,927,807$85,372 ▼-2.1%78,3521.9%ETFFTSLFirst Trust Senior Loan ETF$3,252,793$51,974 ▲1.6%70,3461.6%ManufacturingSPHYSPDR Portfolio High Yield Bond ETF$3,195,855$41,378 ▲1.3%136,1681.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,161,485$42,864 ▲1.4%39,3861.5%ETFSCHPSchwab U.S. TIPS ETF$3,148,806$1,602,855 ▲103.7%121,9051.5%ETFIAGGiShares Core International Aggregate Bond ETF$3,133,586$27,656 ▲0.9%62,7721.5%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$2,888,136$159,752 ▲5.9%60,9441.4%FinanceMUBiShares National Muni Bond ETF$2,541,324$374,949 ▲17.3%23,8511.2%ETFNVDANVIDIA$2,327,111$13,563 ▼-0.6%17,3291.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,320,077$204,362 ▲9.7%23,9431.1%FinancePWZInvesco California AMT-Free Municipal Bond ETF$2,276,451$123,031 ▲5.7%92,1641.1%ETFIVWiShares S&P 500 Growth ETF$2,020,955$131,989 ▲7.0%19,9051.0%ETFAAPLApple$2,012,101$22,788 ▼-1.1%8,0351.0%Computer and TechnologyTSLATesla$1,608,495$40,384 ▼-2.4%3,9830.8%Auto/Tires/TrucksSDYSPDR S&P Dividend ETF$1,545,131$28,929 ▼-1.8%11,6970.7%ETFAMZNAmazon.com$1,541,434$24,572 ▲1.6%7,0260.7%Retail/WholesaleJPMJPMorgan Chase & Co.$1,441,616$12,705 ▲0.9%6,0140.7%FinanceSUBiShares Short-Term National Muni Bond ETF$1,411,639$45,145 ▲3.3%13,3830.7%ETFCMFiShares California Muni Bond ETF$1,377,870$10,940 ▲0.8%24,0550.7%ETFGOOGLAlphabet$1,325,505$37,671 ▲2.9%7,0020.6%Computer and TechnologyMSFTMicrosoft$1,324,857$37,516 ▲2.9%3,1430.6%Computer and TechnologyMETAMeta Platforms$1,301,589$1,757 ▼-0.1%2,2230.6%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,297,930$89,830 ▲7.4%38,0290.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,296,975$8,484 ▼-0.6%6,2680.6%ETFBRK.BBerkshire Hathaway$1,218,870$16,318 ▲1.4%2,6890.6%FinanceAVGOBroadcom$972,569$49,846 ▲5.4%4,1950.5%Computer and TechnologyQCOMQUALCOMM$764,7200.0%4,9780.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$676,930$807 ▲0.1%5,8750.3%ETFIWRiShares Russell Mid-Cap ETF$613,496$6,718 ▼-1.1%6,9400.3%ETFLLYEli Lilly and Company$589,036$42,460 ▲7.8%7630.3%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$478,209$9,389 ▲2.0%3,7180.2%ETFSPYSPDR S&P 500 ETF Trust$452,454$4,689 ▼-1.0%7720.2%FinanceIDLVInvesco S&P International Developed Low Volatility ETF$425,9450.0%15,3080.2%ETFVNQVanguard Real Estate ETF$414,311$3,563 ▲0.9%4,6510.2%ETFIJHiShares Core S&P Mid-Cap ETF$348,9360.0%5,6000.2%ETFXSLVInvesco S&P SmallCap Low Volatility ETF$310,234$4,298 ▼-1.4%6,5690.1%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$260,0790.0%6,2730.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$257,7910.0%3,6090.1%ETFNFLXNetflix$237,982$237,982 ▲New Holding2670.1%Consumer DiscretionaryVDCVanguard Consumer Staples ETF$216,2420.0%1,0230.1%ETFJNJJohnson & Johnson$0$213,433 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$207,011 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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