McNaughton Wealth Management, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 241,799
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 70 | 241,799 | 13F-HR | McNaughton Wealth Management, LLC |
| Q4 2025 | 1/12/2026 | 71 | 242,875 | 13F-HR | McNaughton Wealth Management, LLC |
| Q3 2025 | 10/8/2025 | 74 | 237,116 | 13F-HR | McNaughton Wealth Management, LLC |
| Q2 2025 | 7/22/2025 | 73 | 224,233 | 13F-HR | McNaughton Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.06 K | 9.1% | 0 | 100.8 K | -100.8 K |
| ETFs | 216.2 K | 89.4% | 101.3 K | 0 | 101.3 K |
| Debt | 3.53 K | 1.5% | 242 | 0 | 242 |
| Other | 0 | 0.0% | 0 | 1.805 K | -1.805 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
241,799
Holdings
70
QoQ value change ($000)
-1,076
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.