McNaughton Wealth Management, LLC: 13F holdings
CIK 18026912026Q2
| Positions | 75 |
|---|
| Reported value | $281.6m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 75 (+5 vs prior quarter) |
|---|
| Reported value | $281.6m (+16.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 44,399 | $30.5m | 10.8% |
| BND VANGUARD BD INDEX FDS | 337,236 | $24.8m | 8.8% |
| IWF ISHARES TR | 147,899 | $20.3m | 7.2% |
| IVE ISHARES TR | 59,792 | $13.6m | 4.8% |
| DYNF BLACKROCK ETF TRUST | 197,257 | $13.4m | 4.8% |
| VO VANGUARD INDEX FDS | 122,492 | $9.9m | 3.5% |
| IRBO ISHARES TR | 102,549 | $7.8m | 2.8% |
| IEMG ISHARES INC | 88,774 | $7.4m | 2.6% |
| BINC BLACKROCK ETF TRUST II | 139,086 | $7.3m | 2.6% |
| VB VANGUARD INDEX FDS | 23,616 | $7.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802691")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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