Evid Invest
Holders — by stockHoldings — by fund

McNaughton Wealth Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001802691

$281.6M

disclosed book value

75

positions

10.8%

largest position share

Positions, as of 2026-06-30

top 75 of 75 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS44,399$30.5M10.8%
2BNDVANGUARD BD INDEX FDS337,236$24.8M8.8%
3IVWISHARES TR147,899$20.3M7.2%
4IVEISHARES TR59,792$13.6M4.8%
5DYNFBLACKROCK ETF TRUST197,257$13.4M4.8%
6VOVANGUARD INDEX FDS122,492$9.9M3.5%
7ARTYISHARES TR102,549$7.8M2.8%
8IEMGISHARES INC88,774$7.4M2.6%
9BINCBLACKROCK ETF TRUST II139,086$7.3M2.6%
10VBVANGUARD INDEX FDS23,616$7.2M2.5%
11GOVTISHARES TR308,636$7.0M2.5%
12MBBISHARES TR70,197$6.6M2.4%
13SPYGSPDR SERIES TRUST49,204$5.9M2.1%
14VYMVANGUARD WHITEHALL FDS34,381$5.4M1.9%
15IVVISHARES TR6,957$5.2M1.9%
16SPMOINVESCO EXCH TRADED FD TR II31,673$5.1M1.8%
17PPAINVESCO EXCHANGE TRADED FD T28,938$5.1M1.8%
18EFGISHARES TR38,923$4.8M1.7%
19BNDXVANGUARD CHARLOTTE FDS85,456$4.1M1.5%
20EFVISHARES TR52,401$4.0M1.4%
21TLHISHARES TR39,909$4.0M1.4%
22NVDANVIDIA CORPORATION19,967$4.0M1.4%
23USMVISHARES TR40,843$3.9M1.4%
24BSVVANGUARD BD INDEX FDS49,156$3.8M1.4%
25VTEBVANGUARD MUN BD FDS67,836$3.4M1.2%
26MUBISHARES TR29,421$3.2M1.1%
27AAPLAPPLE INC10,217$3.0M1%
28SMLVSPDR SERIES TRUST18,455$2.9M1%
29GOOGLALPHABET INC7,548$2.7M1%
30AGGISHARES TR23,965$2.4M0.8%
31JPMJPMORGAN CHASE & CO7,222$2.4M0.8%
32AMZNAMAZON COM INC9,617$2.3M0.8%
33SHMSPDR SERIES TRUST46,166$2.2M0.8%
34SPDWSPDR INDEX SHS FDS43,678$2.2M0.8%
35LGLVSPDR SERIES TRUST12,107$2.2M0.8%
36MSFTMICROSOFT CORP5,851$2.2M0.8%
37VGTVANGUARD WORLD FD18,072$2.2M0.8%
38VEAVANGUARD TAX-MANAGED FDS29,182$2.1M0.7%
39BRK/BBERKSHIRE HATHAWAY INC DEL4,112$2.1M0.7%
40GLDMWORLD GOLD TR25,639$2.0M0.7%
41MTUMISHARES TR5,904$2.0M0.7%
42TSLATESLA INC4,660$2.0M0.7%
43AVGOBROADCOM INC5,062$1.9M0.7%
44METAMETA PLATFORMS INC3,313$1.9M0.7%
45EFAVISHARES TR20,506$1.8M0.6%
46SPEMSPDR INDEX SHS FDS33,187$1.7M0.6%
47PWZINVESCO EXCH TRADED FD TR II63,304$1.6M0.6%
48SDYSPDR SERIES TRUST10,042$1.5M0.5%
49SUBISHARES TR13,601$1.4M0.5%
50ICFISHARES TR20,925$1.4M0.5%
51VTESVANGUARD WELLINGTON FD13,472$1.4M0.5%
52LLYELI LILLY & CO1,082$1.3M0.5%
53CMFISHARES TR21,425$1.2M0.4%
54QCOMQUALCOMM INC5,463$1.0M0.4%
55SYSBISHARES TR10,206$905,4390.3%
56IJRISHARES TR5,703$845,7670.3%
57VTIVANGUARD INDEX FDS2,071$766,3530.3%
58IWRISHARES TR6,500$717,0800.3%
59ITOTISHARES TR3,662$601,5570.2%
60STIPISHARES TR5,831$595,6950.2%
61SPYSTATE STR SPDR S&P 500 ETF T686$512,2840.2%
62IDLVINVESCO EXCH TRADED FD TR II13,624$469,9380.2%
63IJHISHARES TR5,600$431,8160.2%
64IGBHISHARES U S ETF TR13,500$331,8300.1%
65SPTMSPDR SERIES TRUST3,586$325,6010.1%
66VNQVANGUARD INDEX FDS3,307$318,8940.1%
67ICVTISHARES TR2,376$289,2540.1%
68GBCIGLACIER BANCORP INC NEW5,500$283,6900.1%
69TLTISHARES TR2,987$258,1370.1%
70XSLVINVESCO EXCH TRADED FD TR II4,794$251,2490.1%
71MDYVSPDR SERIES TRUST2,323$220,3370.1%
72QQQINVESCO QQQ TR292$215,0290.1%
73NFLXNETFLIX INC.3,011$214,9850.1%
74GOOGALPHABET INC598$211,2910.1%
75TSMTAIWAN SEMICONDUCTOR MANUFAC421$201,0570.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.