McNaughton Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 4, 2024
Value $
$205M
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 56 stock holdings with total value $205M as of Q3 2024. Top holdings included BND, LGLV, IVV, VYM, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 56 $205M +$6.66M -$1.86M +$4.8M BND, LGLV, IVV, VYM, SPYG 13F-HR 10/4/2024, 04:31 PM
Q2 2024 53 $189M +$9.67M -$1.19M +$8.48M BND, LGLV, IVV, SPYG, VYM 13F-HR 7/12/2024, 02:28 PM
Q1 2024 53 $180M +$5.34M -$1.67M +$3.67M BND, LGLV, IVV, VYM, SPYG 13F-HR 4/12/2024, 02:34 PM
Q4 2023 51 $169M +$9.28M -$3.4M +$5.87M BND, LGLV, IVV, VYM, SPYG 13F-HR 1/10/2024, 02:44 PM
Q3 2023 53 $150M +$16.3M -$16.7M -$393K BND, LGLV, IVV, VYM, SPYG 13F-HR 10/5/2023, 10:08 AM
Q2 2023 56 $156M +$14.8M -$13.6M +$1.15M BND, USMV, IVV, VYM, SPYG 13F-HR 8/8/2023, 05:08 PM
Q1 2023 52 $151M +$2.48M -$3.6M -$1.12M USMV, BND, IVV, VYM, VO 13F-HR 4/12/2023, 11:21 AM
Q4 2022 54 $146M +$6.12M -$3.16M +$2.96M USMV, BND, VYM, IVV, VO 13F-HR 1/31/2023, 08:44 PM
Q3 2022 53 $136M +$11.7M -$8.3M +$3.39M BND, USMV, VYM, IVV, VO 13F-HR 10/11/2022, 07:49 PM
Q2 2022 53 $141M +$11.4M -$7.2M +$4.18M BND, USMV, VYM, VO, SMLV 13F-HR 7/8/2022, 06:03 PM
Q1 2022 51 $154M +$5.98M -$1.26M +$4.72M BND, USMV, VYM, MTUM, VO 13F-HR 4/8/2022, 05:14 PM
Q4 2021 51 $154M +$9.22M -$440K +$8.78M BND, USMV, VYM, MTUM, VO 13F-HR 1/19/2022, 09:33 PM
Q3 2021 47 $141M +$4.09M -$4.62M -$535K BND, USMV, MTUM, VYM, VO 13F-HR 11/12/2021, 10:01 AM
Q2 2021 50 $143M +$7.35M -$776K +$6.58M BND, USMV, VYM, MTUM, VO 13F-HR 8/6/2021, 07:15 PM
Q1 2021 50 $131M +$6.69M -$4.33M +$2.36M BND, USMV, VYM, MTUM, VO 13F-HR 4/14/2021, 01:03 PM
Q4 2020 49 $125M +$12.6M -$8.33M +$4.25M BND, USMV, VYM, MTUM, VO 13F-HR 2/26/2021, 11:30 AM
Q3 2020 48 $114M +$10.5M -$7.74M +$2.76M BND, USMV, MTUM, VYM, VO 13F-HR 10/19/2020, 10:46 AM
Q2 2020 47 $108M +$10.4M -$6.03M +$4.38M BND, USMV, MTUM, VYM, VO 13F-HR 7/17/2020, 05:38 PM
Q1 2020 45 $93.6M +$6.8M -$5.78M +$1.02M BND, USMV, VYM, MTUM, EFAV 13F-HR 4/17/2020, 05:21 PM
Q4 2019 47 $107M $0 $0 BND, USMV, VYM, MTUM, EFAV 13F-HR 2/14/2020, 03:59 PM