McNaughton Wealth Management, LLC
•CIK: 1802691•Filing: Q4 2025
**McNaughton Wealth Management, LLC** manages $243M across a diversified portfolio of 71 positions. The fund exhibits a notable allocation toward fixed income and broad market exposure, with top holdings including BND ($18.5M) and IVW ($17.7M). Significant weightings are also observed in international equity (IVE at $17.1M) and dividend-focused strategies (DYNF at $14.2M). This positioning suggests a focus on capital preservation combined with systematic exposure to global asset classes.
Total AUM
$242.9M
QoQ Performance
+2.4%
Positions
33
Top 10 Concentration
47.9%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
IVW
IVE
DYNF
BND7.6%
IVW7.3%
IVE7.0%
DYNF5.8%
XLG4.1%
IEMG3.8%
VO3.7%
BINC3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.0%
Technology5.8%
ETF5.0%
Financial1.6%
Consumer1.5%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑41 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023