NAPA WEALTH MANAGEMENT
RIA/Wealth
NAPA WEALTH MANAGEMENT is a RIA/Wealth based in Napa, CA led by George Paul Mccuen, reporting $266.7M in AUM as of Q3 2025 with 78% ETF concentration.
PresidentGeorge Paul Mccuen
- Portfolio Value
- $191.3M
- Positions
- 136
- Top Holding
- PWS at 4.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in NAPA WEALTH MANAGEMENT's portfolio (35.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.5M | 4.95% | +$3.5M Bought | — 294.2K shares | |
ETF ETF | $8.9M | 4.63% | +$2.8M Bought | — 35.9K shares | |
ETF ETF | $7.7M | 4.02% | +$1.3M Bought | — 67.6K shares | |
ETF ETF | $7.4M | 3.88% | +$7.4M New | — 174.9K shares | |
ETF ETF | $6.9M | 3.61% | +$689.5K Bought | — 348.0K shares | |
ETF ETF | $6.5M | 3.39% | +$6.5M New | — 53.6K shares | |
ETF ETF | $5.9M | 3.07% | -$1.5M Sold | — 210.1K shares | |
Unknown Unknown | $5.4M | 2.83% | +$1.0M Bought | — 140.6K shares | |
ETF ETF | $5.0M | 2.63% | +$5.0M Bought | — 45.3K shares | |
ETF ETF | $4.9M | 2.56% | -$1.3M Sold | — 142.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in NAPA WEALTH MANAGEMENT's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Sold | |
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Analytics
Portfolio insights and performance metrics for NAPA WEALTH MANAGEMENT
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