Mcnaughton Wealth Management, LLC Top Holdings and 13F Report (2025) About Mcnaughton Wealth Management, LLCInvestment ActivityMcnaughton Wealth Management, LLC has $206.01 million in total holdings as of March 31, 2025.Mcnaughton Wealth Management, LLC owns shares of 73 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 52.02% of the portfolio was purchased this quarter.About 51.73% of the portfolio was sold this quarter.This quarter, Mcnaughton Wealth Management, LLC has purchased 55 new stocks and bought additional shares in 19 stocks.Mcnaughton Wealth Management, LLC sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $22,137,288iShares S&P 500 Growth ETF $15,379,044Vanguard S&P 500 ETF $10,733,333iShares MSCI USA Quality Factor ETF $10,655,766iShares S&P 500 Value ETF $10,396,980 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $10,733,333 Holding46432F339 - iShares MSCI USA Quality Factor ETF $10,655,766 Holding464287408 - iShares S&P 500 Value ETF $10,396,980 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $8,910,969 Holding092528603 - iShares Flexible Income Active ETF $6,679,303 Holding Largest Purchases this Quarter iShares S&P 500 Growth ETF 145,764 shares (about $13.53M)Vanguard S&P 500 ETF 20,886 shares (about $10.73M)iShares MSCI USA Quality Factor ETF 62,355 shares (about $10.66M)iShares S&P 500 Value ETF 54,554 shares (about $10.40M)iShares U.S. Equity Factor Rotation Active ETF 182,752 shares (about $8.91M) Largest Sales this Quarter SPDR SSGA US Large Cap Low Volatility Index ETF 80,593 shares (about $14.03M)Vanguard High Dividend Yield ETF 75,139 shares (about $9.69M)iShares Core S&P 500 ETF 16,743 shares (about $9.41M)SPDR Portfolio S&P 500 Growth ETF 113,627 shares (about $9.13M)SPDR SSGA US Small Cap Low Volatility Index ETF 65,038 shares (about $7.99M) 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$22,137,288$3,017,763 ▲15.8%301,39310.7%ETFIVWiShares S&P 500 Growth ETF$15,379,044$13,531,264 ▲732.3%165,6697.5%ETFVOOVanguard S&P 500 ETF$10,733,333$10,733,333 ▲New Holding20,8865.2%ETFQUALiShares MSCI USA Quality Factor ETF$10,655,766$10,655,766 ▲New Holding62,3555.2%ETFIVEiShares S&P 500 Value ETF$10,396,980$10,396,980 ▲New Holding54,5545.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,910,969$8,910,969 ▲New Holding182,7524.3%ETFVOVanguard Mid-Cap ETF$7,737,151$4,229,739 ▼-35.3%29,9173.8%ETFBINCiShares Flexible Income Active ETF$6,679,303$6,679,303 ▲New Holding127,5163.2%ETFMBBiShares MBS ETF$5,498,048$5,498,048 ▲New Holding58,6272.7%ETFEFViShares MSCI EAFE Value ETF$5,233,636$5,233,636 ▲New Holding88,7962.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$5,148,656$5,148,656 ▲New Holding93,4592.5%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$4,799,531$68,934 ▼-1.4%51,2442.3%ETFVYMVanguard High Dividend Yield ETF$4,103,507$9,689,925 ▼-70.3%31,8202.0%ETFVTEBVanguard Tax-Exempt Bond ETF$4,098,436$210,588 ▲5.4%82,5962.0%ETFIVViShares Core S&P 500 ETF$4,030,722$9,408,390 ▼-70.0%7,1732.0%ETFVBVanguard Small-Cap ETF$3,898,078$3,898,078 ▲New Holding17,5791.9%ETFIYWiShares U.S. Technology ETF$3,626,744$3,626,744 ▲New Holding25,8241.8%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$3,567,703$9,132,198 ▼-71.9%44,3911.7%ETFEFGiShares MSCI EAFE Growth ETF$3,180,800$3,180,800 ▲New Holding31,8081.5%ETFBSVVanguard Short-Term Bond ETF$2,938,944$4,182,343 ▼-58.7%37,5441.4%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,891,824$2,891,824 ▲New Holding27,8731.4%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$2,822,110$7,991,657 ▼-73.9%22,9671.4%ETFSPMOInvesco S&P 500 Momentum ETF$2,709,596$2,709,596 ▲New Holding29,2831.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$2,702,728$198,206 ▼-6.8%56,7801.3%FinanceLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$2,640,013$14,026,407 ▼-84.2%15,1691.3%ETFGLDMSPDR Gold MiniShares Trust$2,437,352$2,437,352 ▲New Holding39,3821.2%FinanceXLGInvesco S&P 500 Top 50 ETF$2,204,824$2,204,824 ▲New Holding47,9101.1%ETFMUBiShares National Muni Bond ETF$2,191,781$323,068 ▼-12.8%20,7871.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,174,064$194,378 ▼-8.2%21,9781.1%FinanceNVDANVIDIA$1,967,639$89,522 ▲4.8%18,1551.0%Computer and TechnologyAAPLApple$1,898,534$113,730 ▲6.4%8,5470.9%Computer and TechnologyCMFiShares California Muni Bond ETF$1,720,254$366,439 ▲27.1%30,5660.8%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,670,916$6,304,505 ▼-79.0%21,4440.8%ETFPWZInvesco California AMT-Free Municipal Bond ETF$1,596,567$601,545 ▼-27.4%66,9420.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,580,649$1,580,649 ▲New Holding17,4480.8%ETFICFiShares Select U.S. REIT ETF$1,536,408$5,907,141 ▼-79.4%24,9700.7%ETFJPMJPMorgan Chase & Co.$1,500,991$25,757 ▲1.7%6,1190.7%FinanceBRK.BBerkshire Hathaway$1,479,507$47,400 ▲3.3%2,7780.7%FinanceSDYSPDR S&P Dividend ETF$1,465,263$121,845 ▼-7.7%10,7990.7%ETFSUBiShares Short-Term National Muni Bond ETF$1,423,488$10,243 ▲0.7%13,4800.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,407,392$22,756 ▲1.6%38,6540.7%ETFMSFTMicrosoft$1,379,280$199,346 ▲16.9%3,6740.7%Computer and TechnologyAMZNAmazon.com$1,319,643$17,123 ▼-1.3%6,9360.6%Retail/WholesaleMETAMeta Platforms$1,301,997$20,749 ▲1.6%2,2590.6%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,262,100$4,851 ▼-0.4%6,2440.6%ETFGOOGLAlphabet$1,205,293$122,478 ▲11.3%7,7940.6%Computer and TechnologyVGTVanguard Information Technology ETF$1,133,032$2,902,818 ▼-71.9%2,0890.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,084,486$4,391,684 ▼-80.2%27,5460.5%ETFVEAVanguard FTSE Developed Markets ETF$980,515$5,548,271 ▼-85.0%19,2900.5%ETFTSLATesla$968,740$63,494 ▼-6.2%3,7380.5%Auto/Tires/TrucksPAVEGlobal X U.S. Infrastructure Development ETF$896,314$896,314 ▲New Holding23,7560.4%ETFAVGOBroadcom$782,400$80,032 ▲11.4%4,6730.4%Computer and TechnologyQCOMQUALCOMM$764,6710.0%4,9780.4%Computer and TechnologyLLYEli Lilly and Company$720,194$90,024 ▲14.3%8720.3%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$666,829$666,829 ▲New Holding18,3750.3%ETFIJRiShares Core S&P Small-Cap ETF$614,579$209 ▲0.0%5,8770.3%ETFIWRiShares Russell Mid-Cap ETF$590,3860.0%6,9400.3%ETFICVTiShares Convertible Bond ETF$577,327$577,327 ▲New Holding6,9050.3%ETFGOVTiShares U.S. Treasury Bond ETF$540,837$540,837 ▲New Holding23,5300.3%ETFIDLVInvesco S&P International Developed Low Volatility ETF$476,550$12,342 ▲2.7%15,7150.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$467,664$14,031 ▲3.1%3,8330.2%ETFVNQVanguard Real Estate ETF$432,962$11,861 ▲2.8%4,7820.2%ETFSPYSPDR S&P 500 ETF Trust$431,8490.0%7720.2%FinanceSPHYSPDR Portfolio High Yield Bond ETF$341,698$2,847,358 ▼-89.3%14,5900.2%ETFIJHiShares Core S&P Mid-Cap ETF$326,7600.0%5,6000.2%ETFXSLVInvesco S&P SmallCap Low Volatility ETF$303,3260.0%6,5690.1%ETFTLTiShares 20+ Year Treasury Bond ETF$288,747$288,747 ▲New Holding3,1720.1%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$254,089$5,927 ▼-2.3%6,1300.1%ETFNFLXNetflix$240,593$8,393 ▼-3.4%2580.1%Consumer DiscretionarySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$233,886$11,562 ▼-4.7%3,4390.1%ETFVDCVanguard Consumer Staples ETF$223,8530.0%1,0230.1%ETFGNTYGuaranty Bancshares$220,165$220,165 ▲New Holding5,5000.1%FinanceXOMExxon Mobil$206,938$206,938 ▲New Holding1,7400.1%EnergyGSYInvesco Ultra Short Duration ETF$0$5,687,969 ▼-100.0%00.0%ETFFTSLFirst Trust Senior Loan ETF$0$3,252,793 ▼-100.0%00.0%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$0$3,161,485 ▼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$3,148,806 ▼-100.0%00.0%ETFIAGGiShares Core International Aggregate Bond ETF$0$3,133,586 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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