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The Analysis of McNaughton Wealth Management, LLC's Holdings & P&L

Currently, McNaughton Wealth Management, LLC holds 70 types of securities in its portfolio with a total value $241.8M. In the most recent quarter, they have increased their positions in N/A (+11.6K shares, valued at $7.0M), GOVT (+218.5K shares, valued at $5.0M), EFG (+31.3K shares, valued at $3.5M); decreased their positions in XLG (-154.9K shares, valued at $8.5M), GLDM (-30.8K shares, valued at $2.9M), DYNF (-38.9K shares, valued at $2.3M); initiated new positions in EFG (+31.3K shares, valued at $3.5M), LLY (+885 shares, valued at $814.0K).

1M P&L

+8.2M+3.48%

3M P&L

-28.5M-10.50%

HY P&L

-17.0M-6.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A205.7M

92.5%

2Semiconductors3.9M

1.8%

3Consumer Electronics2.6M

1.2%

Top Industries by Stock Count

1N/A54 stocks

83.1%

2Semiconductors2 stocks

3.1%

3Internet Retail1 stocks

1.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS259.3K shares3.54%2026-03-312026-04-08

IVW ISHARES TR147.7K shares3.04%2026-03-312026-04-08

IVE ISHARES TR76.3K shares-5.14%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS22.7K shares105.13%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST193.9K shares-16.72%2026-03-312026-04-08

VO VANGUARD INDEX FDS30.2K shares-2.06%2026-03-312026-04-08

IEMG ISHARES INC119.8K shares-13.15%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II135.8K shares-5.01%2026-03-312026-04-08

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EFV ISHARES TR85.6K shares64.48%2026-03-312026-04-08

ARTY ISHARES TR131.2K shares2.50%2026-03-312026-04-08

MBB ISHARES TR61.6K shares2.64%2026-03-312026-04-08

VB VANGUARD INDEX FDS22.3K shares5.22%2026-03-312026-04-08

QUAL ISHARES TR30.2K shares-5.80%2026-03-312026-04-08

GOVT ISHARES TR245.1K shares822.48%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS33.8K shares0.80%2026-03-312026-04-08

SPMO INVESCO EXCH TRADED FD TR II42.6K shares5.71%2026-03-312026-04-08

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SPYG SPDR SERIES TRUST48.0K shares2.86%2026-03-312026-04-08

IVV ISHARES TR7.0K shares-0.73%2026-03-312026-04-08

USMV ISHARES TR46.8K shares-5.31%2026-03-312026-04-08

PPA INVESCO EXCHANGE TRADED FD T24.8K shares45.56%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS83.4K shares5.93%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS45.0K shares7.91%2026-03-312026-04-08

TLH ISHARES TR34.7K shares8.11%2026-03-312026-04-08

EFG ISHARES TR31.3K sharesnew addition2026-03-312026-04-08

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NVDA NVIDIA CORPORATION18.8K shares5.60%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS59.7K shares0.13%2026-03-312026-04-08

MUB ISHARES TR28.0K shares-4.41%2026-03-312026-04-08

SMLV SPDR SERIES TRUST18.8K shares-4.59%2026-03-312026-04-08

AAPL APPLE INC10.1K shares10.07%2026-03-312026-04-08

LGLV SPDR SERIES TRUST13.3K shares-1.50%2026-03-312026-04-08

SHM SPDR SERIES TRUST47.8K shares-10.97%2026-03-312026-04-08

AGG ISHARES TR22.4K shares-7.76%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC7.4K shares4.68%2026-03-312026-04-08

GLDM WORLD GOLD TR22.5K shares-57.77%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO6.8K shares5.92%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS43.6K shares6.48%2026-03-312026-04-08

EFAV ISHARES TR21.5K shares-1.39%2026-03-312026-04-08

AMZN AMAZON COM INC9.1K shares11.68%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares8.82%2026-03-312026-04-08

MSFT MICROSOFT CORP4.8K shares23.60%2026-03-312026-04-08

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PWZ INVESCO EXCH TRADED FD TR II69.9K shares-7.90%2026-03-312026-04-08

META META PLATFORMS INC2.8K shares7.13%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS25.1K shares18.91%2026-03-312026-04-08

VGT VANGUARD WORLD FD2.3K shares-4.60%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS32.9K shares4.32%2026-03-312026-04-08

TSLA TESLA INC4.1K shares12.77%2026-03-312026-04-08

SDY SPDR SERIES TRUST10.2K shares-4.98%2026-03-312026-04-08

BROADCOM INC BROADCOM INC4.7K shares15.56%2026-03-312026-04-08

Sponsored

SUB ISHARES TR13.3K shares-0.49%2026-03-312026-04-08

MTUM ISHARES TR5.9K shares-4.64%2026-03-312026-04-08

CMF ISHARES TR23.3K shares-12.67%2026-03-312026-04-08

ICF ISHARES TR21.0K shares-2.07%2026-03-312026-04-08

LLY ELI LILLY & CO885 sharesnew addition2026-03-312026-04-08

SYSB ISHARES TR8.0K shares25.44%2026-03-312026-04-08

IJR ISHARES TR5.7K shares-3.13%2026-03-312026-04-08

XLG INVESCO EXCHANGE TRADED FD T12.0K shares-92.82%2026-03-312026-04-08

Sponsored

QCOM QUALCOMM INC5.0K shares0.00%2026-03-312026-04-08

IWR ISHARES TR6.5K shares0.00%2026-03-312026-04-08

ITOT ISHARES TR3.8K shares5.26%2026-03-312026-04-08

VTES VANGUARD WELLINGTON FD5.0K shares74.20%2026-03-312026-04-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II13.6K shares0.00%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T695 shares-5.70%2026-03-312026-04-08

ICVT ISHARES TR4.4K shares-27.44%2026-03-312026-04-08

IJH ISHARES TR5.6K shares0.00%2026-03-312026-04-08

Sponsored

NFLX NETFLIX INC.3.1K shares7.54%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-04-08

SPTM SPDR SERIES TRUST3.6K shares4.40%2026-03-312026-04-08

GBCI GLACIER BANCORP INC NEW5.5K shares0.00%2026-03-312026-04-08

VDC VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-04-08

XSLV INVESCO EXCH TRADED FD TR II4.8K shares0.00%2026-03-312026-04-08

BND

VANGUARD BD INDEX FDS

3.54%

Shares259.3K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

3.04%

Shares147.7K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

-5.14%

Shares76.3K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

105.13%

Shares22.7K

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

-16.72%

Shares193.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-2.06%

Shares30.2K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

-13.15%

Shares119.8K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

-5.01%

Shares135.8K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

64.48%

Shares85.6K

Event2026-03-31

Filed2026-04-08

ARTY

ISHARES TR

2.50%

Shares131.2K

Event2026-03-31

Filed2026-04-08

MBB

ISHARES TR

2.64%

Shares61.6K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

5.22%

Shares22.3K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

-5.80%

Shares30.2K

Event2026-03-31

Filed2026-04-08

GOVT

ISHARES TR

822.48%

Shares245.1K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.80%

Shares33.8K

Event2026-03-31

Filed2026-04-08

SPMO

INVESCO EXCH TRADED FD TR II

5.71%

Shares42.6K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

2.86%

Shares48.0K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-0.73%

Shares7.0K

Event2026-03-31

Filed2026-04-08

USMV

ISHARES TR

-5.31%

Shares46.8K

Event2026-03-31

Filed2026-04-08

PPA

INVESCO EXCHANGE TRADED FD T

45.56%

Shares24.8K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

5.93%

Shares83.4K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

7.91%

Shares45.0K

Event2026-03-31

Filed2026-04-08

TLH

ISHARES TR

8.11%

Shares34.7K

Event2026-03-31

Filed2026-04-08

EFG

ISHARES TR

New

Shares31.3K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

5.60%

Shares18.8K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

0.13%

Shares59.7K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

-4.41%

Shares28.0K

Event2026-03-31

Filed2026-04-08

SMLV

SPDR SERIES TRUST

-4.59%

Shares18.8K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

10.07%

Shares10.1K

Event2026-03-31

Filed2026-04-08

LGLV

SPDR SERIES TRUST

-1.50%

Shares13.3K

Event2026-03-31

Filed2026-04-08

SHM

SPDR SERIES TRUST

-10.97%

Shares47.8K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-7.76%

Shares22.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

4.68%

Shares7.4K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

-57.77%

Shares22.5K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

5.92%

Shares6.8K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

6.48%

Shares43.6K

Event2026-03-31

Filed2026-04-08

EFAV

ISHARES TR

-1.39%

Shares21.5K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

11.68%

Shares9.1K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

8.82%

Shares3.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

23.60%

Shares4.8K

Event2026-03-31

Filed2026-04-08

PWZ

INVESCO EXCH TRADED FD TR II

-7.90%

Shares69.9K

Event2026-03-31

Filed2026-04-08