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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 Q3 2025 · Filed October 8, 2025 · Accession 0001085146-25-005827

Total Value
$237.1M
Positions
74
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (74)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937835248,717$18.5M7.80%
2ISHARES TR464287309142,028$17.1M7.23%
3ISHARES TR46428740861,616$12.7M5.37%
4BLACKROCK ETF TRUSTBLK212,735$12.6M5.31%
5ISHARES TR46432F33953,905$10.5M4.42%
6INVESCO EXCHANGE TRADED FD TIVZ159,205$9.2M3.86%
7VANGUARD INDEX FDS92290862930,586$9.0M3.79%
8BLACKROCK ETF TRUST IIBLK135,019$7.2M3.03%
9ISHARES INC46434G103106,970$7.1M2.97%
10VANGUARD INDEX FDS92290836310,690$6.5M2.76%
11ISHARES TR46428858859,974$5.7M2.41%
12ISHARES TR46428887781,038$5.5M2.32%
13ISHARES TR46435U556113,128$5.2M2.18%
14SPDR SERIES TRUST78464A40945,835$4.8M2.02%
15VANGUARD INDEX FDS92290875118,571$4.7M1.99%
16ISHARES TR46429B69749,443$4.7M1.98%
17ISHARES TR4642872006,937$4.6M1.96%
18VANGUARD WHITEHALL FDS92194640632,455$4.6M1.93%
19ISHARES TR46428865343,206$4.4M1.88%
20WORLD GOLD TRGLDW51,857$4.0M1.67%
21VANGUARD CHARLOTTE FDS92203J40778,196$3.9M1.63%
22INVESCO EXCH TRADED FD TR IIIVZ27,134$3.3M1.39%
23VANGUARD BD INDEX FDS92193782741,376$3.3M1.38%
24NVIDIA CORPORATIONNVDA17,408$3.2M1.37%
25VANGUARD MUN BD FDS92290774663,907$3.2M1.35%
26ISHARES TR46428841429,579$3.1M1.33%
27SPDR SERIES TRUST78468R88724,183$3.1M1.32%
28SPDR SERIES TRUST78468R80416,769$3.0M1.26%
29SPDR SERIES TRUST78468R73955,640$2.7M1.13%
30ISHARES TR46428722624,992$2.5M1.06%
31APPLE INCAAPL9,240$2.4M0.99%
32INVESCO EXCHANGE TRADED FD TIVZ15,010$2.3M0.98%
33JPMORGAN CHASE & CO.VYLD6,150$1.9M0.82%
34INVESCO EXCH TRADED FD TR IIIVZ79,082$1.9M0.80%
35MICROSOFT CORPMSFT3,611$1.9M0.79%
36ISHARES TR46429B68921,781$1.8M0.78%
37ISHARES TR46428828118,815$1.8M0.76%
38ALPHABET INCGOOG7,272$1.8M0.75%
39VANGUARD WORLD FD92204A7022,348$1.8M0.74%
40SPDR INDEX SHS FDS78463X88939,049$1.7M0.70%
41ISHARES TR46428815815,585$1.7M0.70%
42ISHARES TR46428835629,111$1.7M0.70%
43META PLATFORMS INCMETA2,248$1.7M0.70%
44AMAZON COM INCAMZN7,446$1.6M0.69%
45BERKSHIRE HATHAWAY INC DELBRK-A3,176$1.6M0.67%
46ISHARES TR46432F3966,191$1.6M0.67%
47TESLA INCTSLA3,485$1.5M0.65%
48SPDR SERIES TRUST78464A76310,754$1.5M0.64%
49ISHARES TR46428756424,362$1.5M0.63%
50SPDR INDEX SHS FDS78463X50930,006$1.4M0.59%
51BROADCOM INCAVGO3,805$1.3M0.53%
52VANGUARD TAX-MANAGED FDS92194385818,473$1.1M0.47%
53ISHARES TR4642877214,413$864,3550.36%
54QUALCOMM INCQCOM4,978$828,1400.35%
55ISHARES TR4642878045,882$698,9880.29%
56ISHARES TR4642874996,779$654,5120.28%
57ISHARES TR46429B7476,262$647,2400.27%
58ISHARES TR4642888855,399$614,8370.26%
59ISHARES TR46429B26725,175$582,0460.25%
60ISHARES TR4642871503,601$524,4860.22%
61INVESCO EXCH TRADED FD TR IIIVZ15,536$520,4560.22%
62SPDR S&P 500 ETF TRSPY737$490,9750.21%
63ISHARES TR46435G1024,819$482,1410.20%
64ISHARES TR4642875075,600$365,4560.15%
65VANGUARD INDEX FDS9229085533,982$364,0340.15%
66NETFLIX INCNFLX241$288,9400.12%
67ORACLE CORPORCL-PD1,023$287,7090.12%
68SPDR SERIES TRUST78464A8053,439$277,3550.12%
69GUARANTY BANCSHARES INC TEX4007641065,500$268,1250.11%
70SPDR SERIES TRUST78468R6069,421$225,5390.10%
71INVESCO EXCH TRADED FD TR IIIVZ4,794$222,0100.09%
72VANGUARD WORLD FD92204A2071,008$215,4400.09%
73SELECT SECTOR SPDR TR81369Y803764$215,3410.09%
74ISHARES TR4642874811,457$207,4910.09%