McNaughton Wealth Management, LLC reported 18 positions worth $32.73M for the quarter ended Sep 30, 2026, up 10.8% on the prior quarter. It opened 2 new positions, added to 15, trimmed 1 and exited 1. Its largest holding is Nvidia Corp at 14.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +1,339 | – | $217.92K | 0.666% |
| JNJ Johnson & Johnson | +788 | – | $208.62K | 0.637% |
| NVDA Nvidia Corp | +837 | +4.2% | $191.15K | 14.52% |
| AAPL Apple Inc. | +426 | +4.2% | $141.86K | 10.83% |
| TSLA Tesla, Inc. | +296 | +6.4% | $105.02K | 5.37% |
| GOOGL Alphabet Inc. | +302 | +4.0% | $103.92K | 8.25% |
| GLDM World Gold Trust | +1,262 | +4.9% | $103.71K | 6.75% |
| AMZN Amazon Com Inc | +296 | +3.1% | $73.75K | 7.55% |
| META Meta Platforms, Inc. | +101 | +3.0% | $73.24K | 7.56% |
| BRK-B Berkshire Hathaway Inc | +107 | +2.6% | $53.28K | 6.42% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -421 | $201.06K | 0.681% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 20.8K | $4.75M | 14.52% | +837 | +4.2% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 10.6K | $3.54M | 10.83% | +426 | +4.2% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 5,841 | $3.00M | 9.15% | -10 | -0.2% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 7,850 | $2.70M | 8.25% | +302 | +4.0% | Added | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 3,414 | $2.48M | 7.56% | +101 | +3.0% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 9,913 | $2.47M | 7.55% | +296 | +3.1% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 7,278 | $2.41M | 7.36% | +56 | +0.8% | Added | 0% |
| 8 | GLDM World Gold Trust | Others | 26.9K | $2.21M | 6.75% | +1,262 | +4.9% | Added | 0.01% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,219 | $2.10M | 6.42% | +107 | +2.6% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 5,187 | $1.82M | 5.57% | +125 | +2.5% | Added | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 4,956 | $1.76M | 5.37% | +296 | +6.4% | Added | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 1,124 | $1.30M | 3.97% | +42 | +3.9% | Added | 0% |
| 13 | QCOM Qualcomm Inc | Technology | 5,555 | $1.02M | 3.12% | +92 | +1.7% | Added | 0% |
| 14 | NFLX Netflix Inc | Technology | 3,685 | $256.40K | 0.783% | +674 | +22.4% | Added | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 732 | $249.42K | 0.762% | +134 | +22.4% | Added | 0% |
Tip. Select a row to see that position’s full history at McNaughton Wealth Management.
As of its Q3 2026 13F filing, McNaughton Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 14.5%, Apple Inc. (AAPL) at 10.8%, Microsoft Corp (MSFT) at 9.2%, Alphabet Inc. (GOOGL) at 8.3%, Meta Platforms, Inc. (META) at 7.6% of the reported portfolio.
McNaughton Wealth Management, LLC reported a 13F portfolio worth $32.73M across 18 positions for Q3 2026. That is up 10.8% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($217.92K), Johnson & Johnson ($208.62K), Nvidia Corp ($191.15K). It opened 2 new positions.
Its largest sales by value were Taiwan Semiconductor Manufacturing Co Ltd ($201.06K), Microsoft Corp ($5.13K). It exited 1 positions entirely.
From the Form 13F-HR reports McNaughton Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.