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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

McNaughton Wealth Management, LLC

Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001085146-25-004023

Total Value
$224.2M
Positions
73
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (73)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937835275,795$20.3M9.06%
2ISHARES TR464287309151,419$16.7M7.43%
3ISHARES TR46432F33966,754$12.2M5.44%
4ISHARES TR46428740861,114$11.9M5.33%
5BLACKROCK ETF TRUSTBLK187,041$10.2M4.54%
6VANGUARD INDEX FDS92290836315,699$8.9M3.98%
7VANGUARD INDEX FDS92290862930,238$8.5M3.77%
8ISHARES TR464288877110,140$7.0M3.12%
9BLACKROCK ETF TRUST IIBLK127,125$6.7M3.00%
10ISHARES TR46428858857,846$5.4M2.42%
11ISHARES INC46434G10388,659$5.3M2.37%
12ISHARES TR46429B69749,825$4.7M2.09%
13INVESCO EXCHANGE TRADED FD TIVZ88,173$4.6M2.05%
14VANGUARD INDEX FDS92290875118,847$4.5M1.99%
15ISHARES TR4642872006,936$4.3M1.92%
16VANGUARD WHITEHALL FDS92194640632,059$4.3M1.91%
17SPDR SERIES TRUST78464A40944,783$4.3M1.90%
18ISHARES TR46428865341,162$4.2M1.87%
19ISHARES TR46428772122,949$4.0M1.77%
20INVESCO EXCH TRADED FD TR IIIVZ29,364$3.3M1.47%
21VANGUARD CHARLOTTE FDS92203J40766,612$3.3M1.47%
22ISHARES TR46428888528,055$3.1M1.40%
23VANGUARD MUN BD FDS92290774663,475$3.1M1.39%
24VANGUARD BD INDEX FDS92193782738,752$3.0M1.36%
25ISHARES TR46428841428,070$2.9M1.31%
26SPDR SERIES TRUST78468R88723,417$2.9M1.31%
27NVIDIA CORPORATIONNVDA18,291$2.9M1.29%
28SPDR SERIES TRUST78468R80415,834$2.8M1.23%
29SPDR SERIES TRUST78468R73954,516$2.6M1.16%
30ISHARES TR46428722624,792$2.5M1.10%
31WORLD GOLD TRGLDW37,018$2.4M1.08%
32INVESCO EXCH TRADED FD TR IIIVZ84,576$2.0M0.88%
33APPLE INCAAPL9,415$1.9M0.86%
34JPMORGAN CHASE & CO.VYLD6,305$1.8M0.82%
35ISHARES TR46429B68921,376$1.8M0.80%
36MICROSOFT CORPMSFT3,596$1.8M0.80%
37META PLATFORMS INCMETA2,377$1.8M0.78%
38ISHARES TR46428828118,553$1.7M0.77%
39AMAZON COM INCAMZN7,440$1.6M0.73%
40ISHARES TR46428815815,181$1.6M0.72%
41SPDR INDEX SHS FDS78463X88938,902$1.6M0.70%
42VANGUARD WORLD FD92204A7022,322$1.5M0.69%
43ISHARES TR46428756424,895$1.5M0.68%
44ISHARES TR46432F3966,244$1.5M0.67%
45SPDR SERIES TRUST78464A76310,843$1.5M0.66%
46ALPHABET INCGOOG8,323$1.5M0.65%
47BERKSHIRE HATHAWAY INC DELBRK-A2,962$1.4M0.64%
48ISHARES TR46428835625,472$1.4M0.63%
49BROADCOM INCAVGO4,583$1.3M0.56%
50SPDR INDEX SHS FDS78463X50929,143$1.2M0.56%
51TESLA INCTSLA3,597$1.1M0.51%
52VANGUARD TAX-MANAGED FDS92194385818,149$1.0M0.46%
53QUALCOMM INCQCOM4,978$792,7960.35%
54ELI LILLY & COLLY860$670,3960.30%
55ISHARES TR4642878045,880$642,5930.29%
56ISHARES TR4642874996,897$634,3170.28%
57ISHARES TR46429B26724,501$563,0330.25%
58INVESCO EXCH TRADED FD TR IIIVZ15,536$514,6300.23%
59ISHARES TR46429B7474,883$502,5100.22%
60ISHARES TR4642871503,696$499,1080.22%
61SPDR S&P 500 ETF TRSPY772$476,9800.21%
62ISHARES TR46435G1024,588$413,3790.18%
63VANGUARD INDEX FDS9229085534,239$377,5250.17%
64ISHARES TR4642875075,600$347,3120.15%
65ISHARES INC46434G7645,270$332,7480.15%
66NETFLIX INCNFLX239$320,0520.14%
67INVESCO EXCH TRADED FD TR IIIVZ6,569$299,2180.13%
68SPDR SERIES TRUST78464A8053,439$257,5470.11%
69SPDR SERIES TRUST78468R6069,839$234,1680.10%
70GUARANTY BANCSHARES INC TEX4007641065,500$233,4200.10%
71VANGUARD WORLD FD92204A2071,023$224,0370.10%
72ORACLE CORPORCL-PD1,023$223,6580.10%
73ISHARES TR4642874811,457$202,0570.09%