McNaughton Wealth Management, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 286,221
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 75 | 286,221 | 13F-HR | McNaughton Wealth Management, LLC |
| Q2 2026 | 7/7/2026 | 75 | 281,617 | 13F-HR | McNaughton Wealth Management, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.52 K | 10.7% | 3.018 K | 0 | 3.018 K |
| ETFs | 251.8 K | 88.0% | 1.843 K | 0 | 1.843 K |
| Debt | 3.905 K | 1.4% | 75 | 0 | 75 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
286,221
Holdings
75
QoQ value change ($000)
4,604
(1.6%)
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.