McNaughton Wealth Management, LLC
Filing Date
Global Rank
#7,221
/ 8,232
▲ 152
Top Industry
Semiconductors
24.4%
3Y Alpha vs SPY
+5.1%
Period ended 2 months ago
Filed Apr 8, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+99.8%
SPY
+76.5%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.3%
−3.5 pts
Top 5
49.1%
−5.2 pts
Top 10
84.1%
−3.0 pts
HHI
806
Diversified−100
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.5% | $9,719,511 |
| Communication Services | 16.5% | $4,052,980 |
| Financial Services | 16.4% | $4,030,907 |
| Consumer Cyclical | 14.0% | $3,437,680 |
| Unclassified | 10.3% | $2,536,398 |
| Healthcare | 3.3% | $813,996 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +996 | 18,776 | $3,274,534 | |
| AMZN | Amazon Com Inc | +956 | 9,143 | $1,904,212 | |
| AAPL | Apple Inc. | +928 | 10,147 | $2,575,207 | |
| MSFT | Microsoft Corp | +913 | 4,781 | $1,769,782 | |
| AVGO | Broadcom Inc. | +633 | 4,702 | $1,455,316 | |
| TSLA | Tesla, Inc. | +467 | 4,125 | $1,533,468 | |
| JPM | Jpmorgan Chase & Co | +381 | 6,816 | $2,004,994 | |
| GOOGL | Alphabet Inc. | +331 | 7,397 | $2,127,081 | |
| BRK-B | Berkshire Hathaway Inc | +301 | 3,715 | $1,780,228 | |
| NFLX | Netflix Inc | +220 | 3,137 | $301,622 | |
| META | Meta Platforms, Inc. | +189 | 2,839 | $1,624,277 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LLY | ELI LILLY & Co | 885 | $813,996 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 1,048 | $204,265 | |
| No positions match the current search. | ||||
5 positions ·
$9,719,511 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 18,776 | $3,274,534 | 33.69% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,147 | $2,575,207 | 26.50% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,781 | $1,769,782 | 18.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,702 | $1,455,316 | 14.97% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 5,006 | $644,672 | 6.63% |