Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2026) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley Juergens Wealth Management, LLC has $638.57 million in total holdings as of June 30, 2026.Kiley Juergens Wealth Management, LLC owns shares of 241 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 2.33% of the portfolio was purchased this quarter.About 1.75% of the portfolio was sold this quarter.This quarter, Kiley Juergens Wealth Management, LLC has purchased 235 new stocks and bought additional shares in 76 stocks.Kiley Juergens Wealth Management, LLC sold shares of 109 stocks and completely divested from 9 stocks this quarter.Largest Holdings Microsoft $42,271,838Apple $40,708,723Invesco QQQ $37,634,645Costco Wholesale $31,193,793NVIDIA $31,099,578 Largest New Holdings this Quarter 438516205 - HONEYWELL INTL INC $634,085 Holding43849R105 - HONEYWELL AEROSPACE INC $626,099 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $318,483 Holding92189F676 - VanEck Semiconductor ETF $274,162 Holding26614N201 - DUPONT DE NEMOURS INC $232,623 Holding Largest Purchases this Quarter Vanguard Growth ETF 18,857 shares (about $1.62M)Vanguard Information Technology ETF 12,404 shares (about $1.48M)Vanguard Mid-Cap ETF 18,384 shares (about $1.48M)Schwab U.S. Aggregate Bond ETF 48,029 shares (about $1.11M)Invesco S&P 500 Equal Weight ETF 3,445 shares (about $732.99K) Largest Sales this Quarter Apple 2,117 shares (about $612.58K)Cloudflare 1,842 shares (about $451.81K)Caterpillar 377 shares (about $401.46K)Amazon.com 1,654 shares (about $394.21K)Invesco QQQ 478 shares (about $352.00K) 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$42,271,838$446,506 â–²1.1%113,3236.6%TechnologyAAPLApple$40,708,723$612,577 â–¼-1.5%140,6856.4%TechnologyQQQInvesco QQQ$37,634,645$352,001 â–¼-0.9%51,1065.9%ETFCOSTCostco Wholesale$31,193,793$189,898 â–¼-0.6%33,3464.9%Consumer StaplesNVDANVIDIA$31,099,578$85,638 â–¼-0.3%155,4284.9%TechnologyGOOGLAlphabet$23,748,151$201,198 â–¼-0.8%66,4533.7%Communication ServicesAMZNAmazon.com$22,601,101$394,215 â–¼-1.7%94,8273.5%Consumer DiscretionaryAVGOBroadcom$19,687,853$170,364 â–¼-0.9%52,1193.1%TechnologyBRK.BBerkshire Hathaway$19,342,075$28,522 â–²0.1%38,6543.0%FinanceCATCaterpillar$18,357,329$401,457 â–¼-2.1%17,2392.9%IndustrialsSCHDSchwab US Dividend Equity ETF$18,344,846$23,243 â–²0.1%578,5192.9%ETFILCGiShares Morningstar Growth ETF$16,584,297$121,350 â–¼-0.7%141,7222.6%ETFSBUXStarbucks$11,624,504$94,219 â–¼-0.8%113,7541.8%Consumer DiscretionaryILCViShares Morningstar Value ETF$8,960,581$92,736 â–²1.0%88,5081.4%ETFVEUVanguard FTSE All-World ex-US ETF$8,549,613$10,134 â–²0.1%102,0851.3%ETFGE VERNOVA INC$8,190,036$343,063 â–¼-4.0%6,9711.3%COMLLYEli Lilly and Company$6,865,160$152,319 â–¼-2.2%5,7241.1%HealthcareRSPInvesco S&P 500 Equal Weight ETF$6,652,244$732,992 â–²12.4%31,2651.0%ETFTSLATesla$6,439,417$30,704 â–²0.5%15,3101.0%Consumer DiscretionaryGLDSPDR Gold Shares$6,206,835$131,880 â–¼-2.1%16,8491.0%ETFGOOGAlphabet$5,680,041$38,512 â–²0.7%16,0760.9%Communication ServicesSCHBSchwab US Broad Market ETF$5,465,642$71,502 â–²1.3%188,7310.9%ETFCRWDCrowdStrike$5,455,688$162,549 â–²3.1%7,1490.9%TechnologyVTVVanguard Value ETF$5,387,505$103,082 â–¼-1.9%24,7210.8%ETFTSBKTimberland Bancorp$5,354,956$25,228 â–¼-0.5%119,5040.8%FinanceINTCIntel$5,328,249$14,940 â–¼-0.3%38,1600.8%TechnologyHFWAHeritage Financial$5,185,400$385 â–²0.0%175,0640.8%FinanceBABoeing$5,135,176$311,072 â–²6.4%23,7220.8%IndustrialsBSVVanguard Short-Term Bond ETF$4,848,840$134,863 â–²2.9%62,2360.8%ETFJPMJPMorgan Chase & Co.$4,557,381$49,426 â–¼-1.1%13,9230.7%FinanceVIGVanguard Dividend Appreciation ETF$4,475,285$63,889 â–¼-1.4%18,9130.7%ETFJNJJohnson & Johnson$3,981,890$6,349 â–²0.2%15,6790.6%HealthcareVTIVanguard Total Stock Market ETF$3,778,111$66,237 â–¼-1.7%10,2100.6%ETFMETAMeta Platforms$3,573,647$510,360 â–²16.7%6,3440.6%Communication ServicesETNEaton$3,487,366$41,760 â–²1.2%8,1840.5%IndustrialsPCARPACCAR$3,211,202$154,836 â–¼-4.6%26,7330.5%IndustrialsSPYSPDR S&P 500 ETF Trust$3,197,213$10,456 â–²0.3%4,2810.5%ETFTLTiShares 20+ Year Treasury Bond ETF$3,177,019$6,049 â–²0.2%36,7630.5%ETFAMDAdvanced Micro Devices$3,158,989$167,302 â–¼-5.0%5,4380.5%TechnologyPGProcter & Gamble$2,904,922$183,006 â–¼-5.9%19,8100.5%Consumer StaplesSCHZSchwab U.S. Aggregate Bond ETF$2,852,808$1,110,911 â–²63.8%123,3380.4%ETFMCDMcDonald's$2,749,431$153,272 â–¼-5.3%10,1710.4%Consumer DiscretionaryVVisa$2,748,061$38,425 â–¼-1.4%8,0100.4%FinanceCSCOCisco Systems$2,724,384$9,162 â–²0.3%23,1940.4%TechnologyAMATApplied Materials$2,682,064$41,207 â–¼-1.5%3,7100.4%TechnologyWALMART INC$2,669,209$100,122 â–¼-3.6%23,5670.4%COMXOMExxonMobil$2,481,559$45,390 â–¼-1.8%18,1510.4%EnergySCHFSchwab International Equity ETF$2,398,986$4,155 â–¼-0.2%86,6060.4%ETFUBERUber Technologies$2,395,640$313,896 â–¼-11.6%33,1990.4%IndustrialsVOOVanguard S&P 500 ETF$2,378,822$147,646 â–²6.6%3,4640.4%ETFIWBiShares Russell 1000 ETF$2,337,8360.0%5,7090.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,331,566$65,582 â–²2.9%68,9000.4%ETFURIUnited Rentals$2,273,779$71,374 â–¼-3.0%2,0070.4%IndustrialsIWMiShares Russell 2000 ETF$2,266,693$24,638 â–¼-1.1%7,5440.4%ETFNETCloudflare$2,193,539$451,806 â–¼-17.1%8,9430.3%TechnologyWMWaste Management$2,173,733$87,591 â–²4.2%9,7530.3%IndustrialsNFLXNetflix$2,168,775$14,280 â–¼-0.7%30,3750.3%Communication ServicesPALANTIR TECHNOLOGIES INC$2,159,795$47,835 â–¼-2.2%18,5120.3%CL AVEAVanguard FTSE Developed Markets ETF$2,128,786$39,187 â–²1.9%29,8780.3%ETFSCHASchwab US Small-Cap ETF$2,124,348$34,432 â–¼-1.6%58,7970.3%ETFHDHome Depot$2,102,235$260,619 â–¼-11.0%5,9610.3%Consumer DiscretionaryVOVanguard Mid-Cap ETF$1,995,835$1,481,225 â–²287.8%24,7710.3%ETFCVXChevron$1,978,428$244,672 â–¼-11.0%11,9350.3%EnergyVUGVanguard Growth ETF$1,951,376$1,624,309 â–²496.6%22,6540.3%ETFGEGE Aerospace$1,927,3940.0%5,1570.3%IndustrialsTSMTaiwan Semiconductor Manufacturing$1,916,488$123,213 â–²6.9%4,0130.3%TechnologyQCOMQualcomm$1,904,740$117,152 â–¼-5.8%10,3080.3%TechnologyIYWiShares U.S. Technology ETF$1,893,995$6,054 â–¼-0.3%7,5090.3%ETFABBVAbbVie$1,826,403$9,311 â–¼-0.5%7,2580.3%HealthcareBOEING CO$1,719,515$35,333 â–²2.1%25,5500.3%DEP CONV PFD AVGTVanguard Information Technology ETF$1,694,316$1,482,527 â–²700.0%14,1760.3%ETFUNPUnion Pacific$1,670,955$46,242 â–¼-2.7%6,1430.3%IndustrialsLAM RESEARCH CORP$1,661,878$10,834 â–²0.7%3,8350.3%COM NEWMRKMerck & Co., Inc.$1,622,878$12,850 â–¼-0.8%12,6290.3%HealthcareBACBank of America$1,616,120$244,558 â–¼-13.1%28,3630.3%FinanceSCHVSchwab U.S. Large-Cap Value ETF$1,597,199$42,782 â–¼-2.6%45,8830.3%ETFDEDeere & Company$1,537,360$634 â–²0.0%2,4240.2%IndustrialsSCHESchwab Emerging Markets Equity ETF$1,524,440$53,121 â–²3.6%42,0420.2%ETFBRK.ABerkshire Hathaway$1,497,7000.0%20.2%FinanceVHTVanguard Health Care ETF$1,483,986$53,822 â–¼-3.5%4,9630.2%ETFLMTLockheed Martin$1,479,526$12,737 â–²0.9%2,9040.2%IndustrialsVBVanguard Small-Cap ETF$1,415,580$16,672 â–¼-1.2%4,6700.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,360,6560.0%22,7950.2%ETFORCLOracle$1,279,585$16,414 â–²1.3%8,7310.2%TechnologyRTXRTX$1,277,935$12,901 â–¼-1.0%6,7360.2%IndustrialsAMGNAmgen$1,252,744$38,752 â–¼-3.0%3,4590.2%HealthcareCAPITAL GROUP CORE BALANCED$1,236,585$291,571 â–²30.9%32,5760.2%SHSGLWCorning$1,225,347$112,394 â–²10.1%4,7970.2%TechnologyPANWPalo Alto Networks$1,207,893$282,706 â–¼-19.0%3,5420.2%TechnologySCHXSchwab US Large-Cap ETF$1,180,777$1,854 â–²0.2%40,1220.2%ETFIVWiShares S&P 500 Growth ETF$1,079,748$47,173 â–¼-4.2%7,8510.2%ETFDHRDanaher$1,044,498$77,518 â–¼-6.9%5,4840.2%HealthcareMUMicron Technology$1,034,244$4,617 â–²0.4%8960.2%TechnologyVXUSVanguard Total International Stock ETF$995,539$1,966 â–²0.2%11,6450.2%ETFIVEiShares S&P 500 Value ETF$965,4590.0%4,2520.2%ETFWFCWells Fargo & Company$960,690$41,072 â–²4.5%11,6250.2%FinanceEDConsolidated Edison$946,859$2,544 â–²0.3%8,5590.1%UtilitiesNEENextEra Energy$943,400$143,059 â–²17.9%10,7490.1%UtilitiesIWOiShares Russell 2000 Growth ETF$938,4130.0%2,3820.1%ETFEFAiShares MSCI EAFE ETF$936,233$7,064 â–²0.8%9,0130.1%ETFShowing largest 100 holdings. 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