McNaughton Wealth Management, LLC - Portfolio Stock Holdings
McNaughton Wealth Management, LLC disclosed 79 stock positions in a recent SEC 13F filing. $281,692,688 of stock holdings were filed, with the largest holdings including VOO, BND, and IVW. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $291,623,458 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
79Est. Stock Holding Value:
$281,692,688Top Stock Holdings By Sector
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Portfolio Stock Holdings - McNaughton Wealth Management, LLC
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% of Portfolio
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