McNaughton Wealth Management, LLC - Portfolio overview

McNaughton Wealth Management, LLC has 78 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 7.75%
2. IVW - ISHARES TR, 6.78%
3. IVE - ISHARES TR, 6.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.