Mc Naughton Wealth Management, LLC Portfolio Holdings

Mc Naughton Wealth Management, LLC

  • $229 Million
  • Q4 2025

Mc Naughton Wealth Management, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $229 Million distributed in 71 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 $18.6M, Ishares S&P 500 Growth ETF with a value of $17.4M, Ishares S&P 500 Value ETF with a value of $16.9M, Blackrock ETF Tr U S Equity Fa with a value of $14M, and Invesco Exchange Traded Fd Tr with a value of $9.79M.

Examining the 13F form we can see an increase of $1.7M in the current position value, from $227M to 229M.

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

Portfolio value $229 Million
ETFs: $207 Million
Technology: $10.2 Million
Financial Services: $3.9 Million
Communication Services: $3.89 Million
Consumer Cyclical: $3.42 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$3.32 Million 1.45% of portfolio
17,780
Q4 2025 Added 2.14%
$4.3T
$2.47 Million 1.08% of portfolio
9,219
Q4 2025 Reduced 0.23%
$3.78T
$1.96 Million 0.86% of portfolio
3,868
Q4 2025 Added 7.12%
$1.65T
$1.95 Million 0.85% of portfolio
7,066
Q4 2025 Reduced 2.83%
$881B
$1.93 Million 0.84% of portfolio
6,435
Q4 2025 Added 4.63%
$2.39T
$1.92 Million 0.84% of portfolio
8,187
Q4 2025 Added 9.95%
$662B
$1.74 Million 0.76% of portfolio
3,414
Q4 2025 Added 7.49%
$1.37T
$1.62 Million 0.71% of portfolio
2,650
Q4 2025 Added 17.88%
$1.29T
$1.5 Million 0.65% of portfolio
3,658
Q4 2025 Added 4.96%
$593B
$230,000 0.1% of portfolio
1,048
Q4 2025 Added 2.44%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $229 Million
  • Prior Value $227 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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