Mc Naughton Wealth Management, LLC Portfolio Holdings

Mc Naughton Wealth Management, LLC

  • $227 Million
  • Q3 2025

Mc Naughton Wealth Management, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $227 Million distributed in 74 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 $18.5M, Ishares S&P 500 Growth ETF with a value of $17.1M, Ishares S&P 500 Value ETF with a value of $12.7M, Blackrock ETF Tr U S Equity Fa with a value of $12.6M, and Ishares Msci Usa Quality Facto with a value of $10.5M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $217M to 227M.

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

Portfolio value $227 Million
ETFs: $206 Million
Technology: $9.84 Million
Financial Services: $3.8 Million
Communication Services: $3.71 Million
Consumer Cyclical: $3.18 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$1.26 Million 0.55% of portfolio
3,805
Q3 2025 Reduced 16.98%
$188B
$828,000 0.36% of portfolio
4,978
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $227 Million
  • Prior Value $217 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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