Long-term investor

Mcnaughton Wealth Management, LLC @mcnaughtonwealthmanageme

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802691).

Record

  • Tracked since 2025-06-30 (431 days), 58 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.8% · 6 months +8.6% · 1 year +15.2% · all +15.2%
  • Max drawdown -2.5% · Sharpe 0.88 · win rate 71% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 10.8% · long · since 2025-06-30
  • 921937835 · 8.8% · long · since 2025-06-30
  • 464287309 · 7.2% · long · since 2025-06-30
  • 464287408 · 4.8% · long · since 2025-06-30
  • 09290C103 · 4.8% · long · since 2025-06-30
  • 922908629 · 3.5% · long · since 2025-06-30
  • 46435U556 · 2.8% · long · since 2025-09-30
  • 46434G103 · 2.6% · long · since 2025-06-30
  • 092528603 · 2.6% · long · since 2025-06-30
  • 922908751 · 2.5% · long · since 2025-06-30
  • 46429B267 · 2.5% · long · since 2025-06-30
  • 464288588 · 2.4% · long · since 2025-06-30

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