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Jennifer Matthews

Mcnaughton Wealth Management, Llc

Assets Managed
$281.617M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
16.47%(2Q avg: 8.02%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcnaughton Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Mcnaughton Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 281.617M in assets, with a quarterly growth rate of 16.47% and a 2-quarter average growth rate of 8.02%. The portfolio is managed by Jennifer Matthews, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 95.51%
10.83%
$30.494M
44,399 shares@ $686.82 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 30.07%
8.8%
$24.756M
337,236 shares@ $73.41 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 0.12%
7.23%
$20.341M
147,899 shares@ $137.54 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -21.65%
4.83%
$13.576M
59,792 shares@ $227.07 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.73%
4.77%
$13.415M
197,257 shares@ $68.01 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 305.54%
3.51%
$9.869M
122,492 shares@ $80.57 avg price
ARTY
Ishares Future Ai & Tech Etf
Recent Activity
Decreased -21.81%
2.78%
$7.81M
102,549 shares@ $76.16 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -25.88%
2.62%
$7.354M
88,774 shares@ $82.84 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 2.4%
2.59%
$7.28M
139,086 shares@ $52.35 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 5.77%
2.55%
$7.158M
23,616 shares@ $303.12 avg price

1-10 of 75