13F Filings History of McNaughton Wealth Management, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$242,874,505
Signature - Title
Jennifer Matthews - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by McNaughton Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McNaughton Wealth Management, LLC reported 71 stock holdings with total value $242,874,505 as of Q4 2025. Top holdings included BND, IVW, IVE, DYNF, and XLG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $242,874,505 +$15,532,812 -$12,811,360 +$2,721,452 BND, IVW, IVE, DYNF, XLG 13F-HR 12 Jan 2026, 09:55
Q3 2025 74 $237,115,709 +$18,880,181 -$19,550,961 -$670,780 BND, IVW, IVE, DYNF, QUAL 13F-HR 07 Oct 2025, 21:05
Q2 2025 73 $224,232,745 +$20,037,168 -$17,675,754 +$2,361,414 BND, IVW, QUAL, IVE, DYNF 13F-HR 21 Jul 2025, 17:50
Q1 2025 73 $206,014,242 +$107,170,249 -$106,566,401 +$603,848 BND, IVW, VOO, QUAL, IVE 13F-HR 09 Apr 2025, 13:31
Q4 2024 55 $207,492,239 +$5,978,554 -$777,464 +$5,201,090 BND, LGLV, IVV, SPYG, VYM 13F-HR 13 Jan 2025, 19:19
Q3 2024 56 $205,401,175 +$6,663,359 -$1,864,682 +$4,798,677 BND, LGLV, IVV, VYM, SPYG 13F-HR 04 Oct 2024, 16:31
Q2 2024 53 $188,586,460 +$9,671,718 -$1,187,295 +$8,484,423 BND, LGLV, IVV, SPYG, VYM 13F-HR 12 Jul 2024, 14:28
Q1 2024 53 $180,354,296 +$5,336,340 -$1,668,240 +$3,668,100 BND, LGLV, IVV, VYM, SPYG 13F-HR 12 Apr 2024, 14:34
Q4 2023 51 $168,855,230 +$9,275,820 -$3,404,389 +$5,871,431 BND, LGLV, IVV, VYM, SPYG 13F-HR 10 Jan 2024, 14:44
Q3 2023 53 $150,384,978 +$16,344,697 -$16,737,580 -$392,883 BND, LGLV, IVV, VYM, SPYG 13F-HR 05 Oct 2023, 10:08
Q2 2023 56 $156,237,831 +$14,765,040 -$13,614,864 +$1,150,176 BND, USMV, IVV, VYM, SPYG 13F-HR 08 Aug 2023, 17:08
Q1 2023 52 $150,708,572 +$2,481,518 -$3,598,487 -$1,116,969 USMV, BND, IVV, VYM, VO 13F-HR 12 Apr 2023, 11:21
Q4 2022 54 $146,272,609 +$6,117,739 -$3,157,109 +$2,960,630 USMV, BND, VYM, IVV, VO 13F-HR 31 Jan 2023, 20:44
Q3 2022 53 $136,201,000 +$11,685,210 -$8,297,861 +$3,387,349 BND, USMV, VYM, IVV, VO 13F-HR 11 Oct 2022, 19:49
Q2 2022 53 $141,410,000 +$11,379,062 -$7,196,652 +$4,182,410 BND, USMV, VYM, VO, SMLV 13F-HR 08 Jul 2022, 18:03
Q1 2022 51 $153,713,000 +$5,978,806 -$1,263,201 +$4,715,605 BND, USMV, VYM, MTUM, VO 13F-HR 08 Apr 2022, 17:14
Q4 2021 51 $154,420,000 +$9,218,138 -$439,884 +$8,778,254 BND, USMV, VYM, MTUM, VO 13F-HR 19 Jan 2022, 21:33
Q3 2021 47 $141,454,000 +$4,086,153 -$4,621,475 -$535,322 BND, USMV, MTUM, VYM, VO 13F-HR 12 Nov 2021, 10:01
Q2 2021 50 $142,611,000 +$7,353,181 -$775,842 +$6,577,339 BND, USMV, VYM, MTUM, VO 13F-HR 06 Aug 2021, 19:15
Q1 2021 50 $130,565,000 +$6,689,200 -$4,329,015 +$2,360,185 BND, USMV, VYM, MTUM, VO 13F-HR 14 Apr 2021, 13:03
Q4 2020 49 $124,931,000 +$12,581,621 -$8,330,684 +$4,250,937 BND, USMV, VYM, MTUM, VO 13F-HR 26 Feb 2021, 11:30
Q3 2020 48 $114,257,000 +$10,507,375 -$7,744,363 +$2,763,012 BND, USMV, MTUM, VYM, VO 13F-HR 19 Oct 2020, 10:46
Q2 2020 47 $107,926,000 +$10,416,802 -$6,032,453 +$4,384,349 BND, USMV, MTUM, VYM, VO 13F-HR 17 Jul 2020, 17:38
Q1 2020 45 $93,600,000 +$6,800,974 -$5,784,252 +$1,016,722 BND, USMV, VYM, MTUM, EFAV 13F-HR 17 Apr 2020, 17:21
Q4 2019 47 $107,436,000 $0 $0 $0 BND, USMV, VYM, MTUM, EFAV 13F-HR 14 Feb 2020, 15:59