Mc Naughton Wealth Management, LLC Portfolio Holdings

Mc Naughton Wealth Management, LLC

  • $217 Million
  • Q2 2025

Mc Naughton Wealth Management, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $217 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $20.3M, Ishares S&P 500 Growth ETF with a value of $16.7M, Ishares Msci Usa Quality Facto with a value of $12.2M, Ishares S&P 500 Value ETF with a value of $11.9M, and Blackrock ETF Tr U S Equity Fa with a value of $10.2M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $199M to 217M.

Below you can find more details about Mc Naughton Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $198 Million
Technology: $8.89 Million
Communication Services: $3.54 Million
Financial Services: $3.5 Million
Consumer Cyclical: $2.77 Million
Healthcare: $670,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$347,000 0.16% of portfolio
5,600
Q1 2024 Added 400.0%
$0
$332,000 0.15% of portfolio
5,270
Q2 2025 Reduced 94.36%
$0
$299,000 0.14% of portfolio
6,569
Q4 2024 Reduced 1.37%
$0
$257,000 0.12% of portfolio
3,439
Q1 2025 Reduced 4.71%
$0
$234,000 0.11% of portfolio
9,839
Q2 2025 Reduced 32.56%
$0
$224,000 0.1% of portfolio
1,023
Q1 2024 New
$0
$202,000 0.09% of portfolio
1,457
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $217 Million
  • Prior Value $199 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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