Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2025) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley Juergens Wealth Management, LLC has $454.25 million in total holdings as of September 30, 2025.Kiley Juergens Wealth Management, LLC owns shares of 77 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.25% of the portfolio was purchased this quarter.About 5.03% of the portfolio was sold this quarter.This quarter, Kiley Juergens Wealth Management, LLC has purchased 78 new stocks and bought additional shares in 19 stocks.Kiley Juergens Wealth Management, LLC sold shares of 55 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $58,555,571Apple $37,282,140NVIDIA $31,722,218Invesco QQQ $31,049,142Costco Wholesale $30,876,831 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $2,478,291 Holding097023204 - BOEING CO $1,384,443 Holding464288687 - iShares Preferred and Income Securities ETF $320,532 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 13,064 shares (about $2.48M)BOEING CO 19,900 shares (about $1.38M)Vanguard FTSE All-World ex-US ETF 5,088 shares (about $363.13K)iShares Preferred and Income Securities ETF 10,137 shares (about $320.53K)TIDAL TRUST II 11,395 shares (about $159.07K) Largest Sales this Quarter Apple 11,480 shares (about $2.92M)Alphabet 7,244 shares (about $1.76M)Heritage Financial 55,440 shares (about $1.34M)Exxon Mobil 10,177 shares (about $1.15M)Verizon Communications 11,378 shares (about $500.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKiley Juergens Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$58,555,571$320,092 ▼-0.5%113,05312.9%Computer and TechnologyAAPLApple$37,282,140$2,923,151 ▼-7.3%146,4178.2%Computer and TechnologyNVDANVIDIA$31,722,218$478,765 ▼-1.5%170,0197.0%Computer and TechnologyQQQInvesco QQQ$31,049,142$497,704 ▼-1.6%51,7176.8%FinanceCOSTCostco Wholesale$30,876,831$257,322 ▼-0.8%33,3586.8%Retail/WholesaleAMZNAmazon.com$20,630,254$5,050 ▼0.0%93,9584.5%Retail/WholesaleBRK.BBerkshire Hathaway$19,967,827$177,467 ▼-0.9%39,7184.4%FinanceAVGOBroadcom$18,216,600$429,212 ▼-2.3%55,2174.0%Computer and TechnologyGOOGLAlphabet$16,623,539$133,949 ▼-0.8%68,3813.7%Computer and TechnologyILCGiShares Morningstar Growth ETF$15,332,728$113,061 ▼-0.7%147,0063.4%ETFSCHDSchwab US Dividend Equity ETF$15,172,569$122,304 ▼-0.8%555,7723.3%ETFSBUXStarbucks$10,056,964$46,530 ▼-0.5%118,8772.2%Retail/WholesaleCATCaterpillar$8,556,278$147,440 ▼-1.7%17,9321.9%IndustrialsILCViShares Morningstar Value ETF$7,920,176$108,205 ▼-1.3%87,9821.7%ETFTSLATesla$6,671,278$340,212 ▼-4.9%15,0011.5%Auto/Tires/TrucksVEUVanguard FTSE All-World ex-US ETF$6,300,135$363,132 ▲6.1%88,2741.4%ETFGLDSPDR Gold Shares$6,036,947$113,395 ▲1.9%16,9831.3%FinanceBSVVanguard Short-Term Bond ETF$5,284,144$144,090 ▼-2.7%66,9641.2%ETFVTVVanguard Value ETF$5,034,579$59,862 ▼-1.2%26,9971.1%ETFSCHBSchwab US Broad Market ETF$4,541,336$56,819 ▼-1.2%176,6371.0%ETFJPMJPMorgan Chase & Co.$4,477,327$89,269 ▼-2.0%14,1941.0%FinanceHFWAHeritage Financial$4,291,710$1,341,091 ▼-23.8%177,4170.9%FinanceVIGVanguard Dividend Appreciation ETF$4,186,642$7,984 ▼-0.2%19,4010.9%ETFGOOGAlphabet$4,030,098$1,764,310 ▼-30.4%16,5470.9%Computer and TechnologyTSBKTimberland Bancorp$4,018,412$2,097 ▼-0.1%120,7460.9%FinancePALANTIR TECHNOLOGIES INC$3,693,458$109,452 ▼-2.9%20,2470.8%CL AUBERUber Technologies$3,597,360$39,188 ▲1.1%36,7190.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,524,100$473,862 ▼-11.9%10,7390.8%ETFBABoeing$3,377,815$153,674 ▲4.8%15,6500.7%AerospaceTLTiShares 20+ Year Treasury Bond ETF$3,307,323$31,011 ▲0.9%37,0070.7%ETFMCDMcDonald's$3,221,527$40,417 ▼-1.2%10,6010.7%Retail/WholesalePGProcter & Gamble$3,171,152$216,337 ▼-6.4%20,6390.7%Consumer StaplesORCLOracle$3,117,197$43,029 ▼-1.4%11,0840.7%Computer and TechnologyJNJJohnson & Johnson$2,977,096$353,224 ▼-10.6%16,0560.7%MedicalPCARPACCAR$2,784,190$59,286 ▼-2.1%28,3180.6%Auto/Tires/TrucksWMTWalmart$2,523,024$38,854 ▼-1.5%24,4810.6%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,478,291$2,478,291 ▲New Holding13,0640.5%ETFXOMExxon Mobil$2,142,207$1,147,434 ▼-34.9%19,0000.5%EnergyCVXChevron$2,129,556$63,671 ▼-2.9%13,7130.5%EnergyQCOMQUALCOMM$2,023,218$665 ▼0.0%12,1620.4%Computer and TechnologySCHFSchwab International Equity ETF$1,765,929$4,004 ▼-0.2%75,8560.4%ETFBACBank of America$1,741,965$194,543 ▼-10.0%33,7660.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,673,183$83,924 ▲5.3%52,4340.4%ETFVEAVanguard FTSE Developed Markets ETF$1,660,665$128,407 ▲8.4%27,7150.4%ETFCSCOCisco Systems$1,620,450$32,226 ▼-1.9%23,6840.4%Computer and TechnologySCHASchwab US Small-Cap ETF$1,503,607$20,451 ▲1.4%53,8930.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,390,762$98,668 ▲7.6%59,2570.3%ETFBOEING CO$1,384,443$1,384,443 ▲New Holding19,9000.3%DEP CONV PFD AINTCIntel$1,368,009$6,643 ▼-0.5%40,7750.3%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,301,729$40,945 ▲3.2%39,0090.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,276,752$48,497 ▼-3.7%43,8600.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,250,085$30,395 ▼-2.4%23,0730.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,089,852$215,115 ▼-16.5%11,2980.2%ETFMRKMerck & Co., Inc.$1,074,925$149,232 ▼-12.2%12,8070.2%MedicalNKENIKE$970,742$22,454 ▲2.4%13,9210.2%Consumer DiscretionaryTAT&T$935,164$21,152 ▲2.3%33,1150.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$923,763$17,615 ▲1.9%17,1480.2%ETFWFCWells Fargo & Company$922,439$28,834 ▼-3.0%11,0050.2%FinanceSCHXSchwab US Large-Cap ETF$860,772$10,404 ▼-1.2%32,6790.2%ETFVXUSVanguard Total International Stock ETF$842,309$380,971 ▼-31.1%11,4660.2%ETFSLViShares Silver Trust$826,469$1,186 ▲0.1%19,5060.2%ETFVZVerizon Communications$800,546$500,061 ▼-38.4%18,2150.2%Computer and TechnologyKOCocaCola$735,240$16,448 ▼-2.2%11,0860.2%Consumer StaplesCAPITAL GROUP CORE BALANCED$627,425$104,507 ▲20.0%18,0710.1%SHSFNDFSchwab Fundamental International Equity ETF$594,609$82,139 ▲16.0%13,8410.1%ETFWYWeyerhaeuser$499,192$5,702 ▼-1.1%20,1370.1%ConstructionCMCSAComcast$439,881$20,486 ▼-4.4%14,0000.1%Consumer DiscretionaryEPDEnterprise Products Partners$420,733$2,627 ▼-0.6%13,4550.1%EnergyPFEPfizer$397,881$23,646 ▼-5.6%15,6150.1%MedicalCSXCSX$390,823$7,954 ▲2.1%11,0060.1%TransportationSCHMSchwab U.S. Mid-Cap ETF$338,210$17,428 ▼-4.9%11,4110.1%ETFPFFiShares Preferred and Income Securities ETF$320,532$320,532 ▲New Holding10,1370.1%ETFTIDAL TRUST II$309,632$159,074 ▲105.7%22,1800.1%YIELDMAX MSTR OPKMIKinder Morgan$299,537$57 ▲0.0%10,5810.1%EnergyCOLBColumbia Banking System$279,665$180 ▼-0.1%10,8650.1%FinanceKVUEKenvue$264,646$144,982 ▼-35.4%16,3060.1%Consumer StaplesFFord Motor$240,947$84,390 ▼-25.9%20,1460.1%Auto/Tires/TrucksLMTLockheed Martin$0$6,065,745 ▼-100.0%00.0%AerospaceTMToyota Motor$0$1,929,829 ▼-100.0%00.0%Auto/Tires/TrucksBPBP$0$533,083 ▼-100.0%00.0%EnergyHMCHonda Motor$0$312,517 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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