McNaughton Wealth Management, LLC
Filing Date
Global Rank
#236
/ 295
▲ 7342
Top Industry
Semiconductors
26.1%
3Y Alpha vs SPY
+4.7%
Period ended 9 days ago
Filed Jul 7, 2026 · 2d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+99.3%
SPY
+76.0%
Annualised alpha
+5.1%
Max drawdown
−24.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
13.3%
−0.0 pts
Top 5
47.6%
−1.5 pts
Top 10
81.4%
−2.7 pts
HHI
776
Diversified−29
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.8% | $12,256,861 |
| Communication Services | 15.9% | $4,778,592 |
| Financial Services | 15.7% | $4,705,270 |
| Consumer Cyclical | 14.1% | $4,252,111 |
| Unclassified | 9.2% | $2,763,561 |
| Healthcare | 4.3% | $1,297,783 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | +3,151 | 25,639 | $2,036,249 | |
| NVDA | Nvidia Corp | +1,191 | 19,967 | $3,995,197 | |
| MSFT | Microsoft Corp | +1,070 | 5,851 | $2,182,540 | |
| TSLA | Tesla, Inc. | +535 | 4,660 | $1,959,996 | |
| AMZN | Amazon Com Inc | +474 | 9,617 | $2,292,115 | |
| META | Meta Platforms, Inc. | +474 | 3,313 | $1,866,179 | |
| QCOM | Qualcomm Inc/De | +457 | 5,463 | $1,009,507 | |
| JPM | Jpmorgan Chase & Co | +406 | 7,222 | $2,363,977 | |
| BRK-B | Berkshire Hathaway Inc | +397 | 4,112 | $2,057,603 | |
| AVGO | Broadcom Inc. | +360 | 5,062 | $1,912,170 | |
| LLY | ELI LILLY & Co | +197 | 1,082 | $1,297,783 | |
| GOOGL | Alphabet Inc. | +151 | 7,548 | $2,697,428 | |
| AAPL | Apple Inc. | +70 | 10,217 | $2,956,391 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
18 positions ·
$30,054,178 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 19,967 | $3,995,197 | 13.29% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,217 | $2,956,391 | 9.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,548 | $2,697,428 | 8.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,222 | $2,363,977 | 7.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,617 | $2,292,115 | 7.63% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,851 | $2,182,540 | 7.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,112 | $2,057,603 | 6.85% | |
| GLDM |
World Gold Trust
|
Added | 25,639 | $2,036,249 | 6.78% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,660 | $1,959,996 | 6.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,062 | $1,912,170 | 6.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,313 | $1,866,179 | 6.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,082 | $1,297,783 | 4.32% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,463 | $1,009,507 | 3.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 686 | $512,284 | 1.70% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Held | 5,500 | $283,690 | 0.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 292 | $215,028 | 0.72% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,011 | $214,985 | 0.72% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 421 | $201,056 | 0.67% |