Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2026)

About Kiley Juergens Wealth Management, LLC

Investment Activity

Kiley Juergens Wealth Management, LLC has $566.74 million in total holdings as of March 31, 2026.
Kiley Juergens Wealth Management, LLC owns shares of 235 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 22.13% of the portfolio was purchased this quarter.
About 0.77% of the portfolio was sold this quarter.
This quarter, Kiley Juergens Wealth Management, LLC has purchased 74 new stocks and bought additional shares in 29 stocks.
Kiley Juergens Wealth Management, LLC sold shares of 44 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft: $41,505,506
Apple: $36,241,740
Costco Wholesale: $33,429,562
Invesco QQQ: $29,773,399
NVIDIA: $27,181,338

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC: $6,339,876 Holding
532457108 - Eli Lilly and Company: $5,381,601 Holding
30303M102 - Meta Platforms: $3,111,408 Holding
G29183103 - Eaton: $2,892,120 Holding
78462F103 - SPDR S&P 500 ETF Trust: $2,775,107 Holding

Largest Purchases this Quarter

GE VERNOVA INC: 7,263 shares (about $6.34M)
Eli Lilly and Company: 5,851 shares (about $5.38M)
Meta Platforms: 5,438 shares (about $3.11M)
Eaton: 8,086 shares (about $2.89M)
SPDR S&P 500 ETF Trust: 4,267 shares (about $2.78M)

Largest Sales this Quarter

Berkshire Hathaway: 1,057 shares (about $506.51K)
Procter & Gamble: 2,606 shares (about $376.41K)
Vanguard Short-Term Bond ETF: 4,439 shares (about $348.06K)
Vanguard Value ETF: 1,488 shares (about $291.95K)
Microsoft: 772 shares (about $285.77K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$41,505,506	$285,770 â–¼	-0.7%	112,126	7.3%	Computer and Technology
AAPL Apple	$36,241,740	$144,153 â–¼	-0.4%	142,802	6.4%	Computer and Technology
COST Costco Wholesale	$33,429,562	$96,655 â–¼	-0.3%	33,549	5.9%	Retail/Wholesale
QQQ Invesco QQQ	$29,773,399	$219,329 â–¼	-0.7%	51,584	5.3%	Finance
NVDA NVIDIA	$27,181,338	$31,392 â–²	0.1%	155,856	4.8%	Computer and Technology
AMZN Amazon.com	$20,093,999	$206,186 â–²	1.0%	96,481	3.5%	Retail/Wholesale
GOOGL Alphabet	$19,271,128	$223,434 â–¼	-1.1%	67,016	3.4%	Computer and Technology
BRK.B Berkshire Hathaway	$18,495,682	$506,514 â–¼	-2.7%	38,597	3.3%	Finance
SCHD Schwab US Dividend Equity ETF	$17,726,481	$44,731 â–²	0.3%	577,786	3.1%	ETF
AVGO Broadcom	$16,270,824	$176,110 â–¼	-1.1%	52,570	2.9%	Computer and Technology
ILCG iShares Morningstar Growth ETF	$13,630,603	$107,224 â–¼	-0.8%	142,759	2.4%	ETF
CAT Caterpillar	$12,480,308	$108,395 â–¼	-0.9%	17,616	2.2%	Industrials
SBUX Starbucks	$10,273,850	$197,457 â–¼	-1.9%	114,676	1.8%	Retail/Wholesale
ILCV iShares Morningstar Value ETF	$8,158,310	$9,500 â–¼	-0.1%	87,592	1.4%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$7,657,488	$436,180 â–²	6.0%	101,964	1.4%	ETF
GLD SPDR Gold Shares	$7,404,000	$103,270 â–²	1.4%	17,207	1.3%	Finance
GE VERNOVA INC	$6,339,876	$6,339,876 â–²	New Holding	7,263	1.1%	COM
TSLA Tesla	$5,664,383	$92,566 â–²	1.7%	15,237	1.0%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$5,381,601	$5,381,601 â–²	New Holding	5,851	0.9%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$5,339,152	$1,006,801 â–²	23.2%	27,820	0.9%	ETF
VTV Vanguard Value ETF	$4,943,079	$291,947 â–¼	-5.6%	25,194	0.9%	ETF
BSV Vanguard Short-Term Bond ETF	$4,744,219	$348,064 â–¼	-6.8%	60,505	0.8%	ETF
TSBK Timberland Bancorp	$4,734,223	$5,362 â–¼	-0.1%	120,067	0.8%	Finance
SCHB Schwab US Broad Market ETF	$4,675,186	$35,793 â–²	0.8%	186,262	0.8%	ETF
GOOG Alphabet	$4,580,304	$122,203 â–¼	-2.6%	15,967	0.8%	Computer and Technology
HFWA Heritage Financial	$4,551,338	$62,296 â–¼	-1.4%	175,051	0.8%	Finance
BA Boeing	$4,435,453	$867,585 â–²	24.3%	22,285	0.8%	Aerospace
JPM JPMorgan Chase & Co.	$4,140,087	$64,128 â–¼	-1.5%	14,074	0.7%	Finance
VIG Vanguard Dividend Appreciation ETF	$4,125,414	$49,893 â–¼	-1.2%	19,183	0.7%	ETF
JNJ Johnson & Johnson	$3,826,457	$33,244 â–¼	-0.9%	15,654	0.7%	Medical
MCD McDonald's	$3,337,370	$9,324 â–¼	-0.3%	10,738	0.6%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$3,332,970	$17,645 â–¼	-0.5%	10,389	0.6%	ETF
PCAR PACCAR	$3,236,531	$12,820 â–¼	-0.4%	28,022	0.6%	Auto/Tires/Trucks
TLT iShares 20+ Year Treasury Bond ETF	$3,180,952	$79,669 â–²	2.6%	36,693	0.6%	ETF
XOM ExxonMobil	$3,135,832	$22,395 â–¼	-0.7%	18,483	0.6%	Energy
META Meta Platforms	$3,111,408	$3,111,408 â–²	New Holding	5,438	0.5%	Computer and Technology
PG Procter & Gamble	$3,041,603	$376,409 â–¼	-11.0%	21,058	0.5%	Consumer Staples
WALMART INC	$3,038,791	$8,700 â–²	0.3%	24,451	0.5%	COM
NFLX Netflix	$2,939,786	$30,095 â–²	1.0%	30,575	0.5%	Consumer Discretionary
ETN Eaton	$2,892,120	$2,892,120 â–²	New Holding	8,086	0.5%	Industrials
SPY SPDR S&P 500 ETF Trust	$2,775,107	$2,775,107 â–²	New Holding	4,267	0.5%	Finance
CVX Chevron	$2,774,772	$10,759 â–¼	-0.4%	13,411	0.5%	Energy
PALANTIR TECHNOLOGIES INC	$2,767,910	$148,035 â–¼	-5.1%	18,922	0.5%	CL A
CRWD CrowdStrike	$2,707,884	$2,707,884 â–²	New Holding	6,936	0.5%	Computer and Technology
UBER Uber Technologies	$2,700,900	$38,123 â–²	1.4%	37,549	0.5%	Computer and Technology
V Visa	$2,454,926	$2,454,926 â–²	New Holding	8,122	0.4%	Business Services
NET Cloudflare	$2,225,377	$2,225,377 â–²	New Holding	10,785	0.4%	Computer and Technology
HD Home Depot	$2,203,544	$2,203,544 â–²	New Holding	6,700	0.4%	Retail/Wholesale
WM Waste Management	$2,150,767	$2,150,767 â–²	New Holding	9,360	0.4%	Business Services
SCHF Schwab International Equity ETF	$2,147,219	$84,868 â–²	4.1%	86,756	0.4%	ETF
IWB iShares Russell 1000 ETF	$2,035,601	$2,035,601 â–²	New Holding	5,709	0.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$1,950,591	$139,911 â–²	7.7%	66,962	0.3%	ETF
VOO Vanguard S&P 500 ETF	$1,941,190	$1,941,190 â–²	New Holding	3,249	0.3%	ETF
IWM iShares Russell 2000 ETF	$1,891,211	$1,891,211 â–²	New Holding	7,626	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$1,879,319	$132,580 â–²	7.6%	29,328	0.3%	ETF
VO Vanguard Mid-Cap ETF	$1,834,255	$1,834,255 â–²	New Holding	6,387	0.3%	ETF
CSCO Cisco Systems	$1,793,584	$15,053 â–²	0.8%	23,116	0.3%	Computer and Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$1,748,675	$239,630 â–²	15.9%	75,309	0.3%	ETF
LMT Lockheed Martin	$1,739,929	$1,739,929 â–²	New Holding	2,879	0.3%	Aerospace
SCHA Schwab US Small-Cap ETF	$1,737,525	$82,703 â–²	5.0%	59,750	0.3%	ETF
INTC Intel	$1,688,732	$44,836 â–¼	-2.6%	38,267	0.3%	Computer and Technology
VUG Vanguard Growth ETF	$1,658,494	$1,658,494 â–²	New Holding	3,797	0.3%	ETF
BOEING CO	$1,623,622	$32,440 â–²	2.0%	25,025	0.3%	DEP CONV PFD A
BAC Bank of America	$1,591,912	$13,406 â–¼	-0.8%	32,655	0.3%	Finance
ABBV AbbVie	$1,586,595	$1,586,595 â–²	New Holding	7,295	0.3%	Medical
UNP Union Pacific	$1,531,713	$1,531,713 â–²	New Holding	6,313	0.3%	Transportation
MRK Merck & Co., Inc.	$1,531,220	$1,083 â–²	0.1%	12,729	0.3%	Medical
URI United Rentals	$1,508,149	$1,508,149 â–²	New Holding	2,070	0.3%	Construction
GE GE Aerospace	$1,463,423	$1,463,423 â–²	New Holding	5,157	0.3%	Aerospace
SCHV Schwab U.S. Large-Cap Value ETF	$1,436,915	$13,725 â–¼	-0.9%	47,112	0.3%	ETF
BRK.A Berkshire Hathaway	$1,436,280	$1,436,280 â–²	New Holding	2	0.3%	Finance
QCOM Qualcomm	$1,409,132	$155,311 â–¼	-9.9%	10,942	0.2%	Computer and Technology
VHT Vanguard Health Care ETF	$1,400,524	$1,400,524 â–²	New Holding	5,143	0.2%	ETF
IYW iShares U.S. Technology ETF	$1,366,637	$1,366,637 â–²	New Holding	7,533	0.2%	Manufacturing
DE Deere & Company	$1,364,981	$1,364,981 â–²	New Holding	2,423	0.2%	Industrials
SCHE Schwab Emerging Markets Equity ETF	$1,337,008	$53,972 â–²	4.2%	40,577	0.2%	ETF
RTX RTX	$1,312,404	$1,312,404 â–²	New Holding	6,804	0.2%	Aerospace
AMAT Applied Materials	$1,287,687	$1,287,687 â–²	New Holding	3,767	0.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,269,002	$1,269,002 â–²	New Holding	3,755	0.2%	Computer and Technology
ORCL Oracle	$1,267,906	$1,267,906 â–²	New Holding	8,619	0.2%	Computer and Technology
AMGN Amgen	$1,254,592	$1,254,592 â–²	New Holding	3,566	0.2%	Medical
HON Honeywell International	$1,242,487	$1,242,487 â–²	New Holding	5,497	0.2%	Multi-Sector Conglomerates
VB Vanguard Small-Cap ETF	$1,237,580	$1,237,580 â–²	New Holding	4,725	0.2%	ETF
VGT Vanguard Information Technology ETF	$1,236,360	$1,236,360 â–²	New Holding	1,772	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,232,072	$10,270 â–¼	-0.8%	22,795	0.2%	ETF
SLV iShares Silver Trust	$1,169,623	$90,626 â–¼	-7.2%	17,165	0.2%	ETF
AMD Advanced Micro Devices	$1,164,840	$1,164,840 â–²	New Holding	5,726	0.2%	Computer and Technology
DHR Danaher	$1,117,020	$1,117,020 â–²	New Holding	5,891	0.2%	Medical
COP ConocoPhillips	$1,059,550	$1,059,550 â–²	New Holding	8,027	0.2%	Energy
TMUS T-Mobile US	$1,050,780	$1,050,780 â–²	New Holding	5,003	0.2%	Computer and Technology
DUK Duke Energy	$1,030,386	$1,030,386 â–²	New Holding	7,869	0.2%	Utilities
SCHX Schwab US Large-Cap ETF	$1,027,117	$187,865 â–²	22.4%	40,059	0.2%	ETF
ED Consolidated Edison	$966,107	$966,107 â–²	New Holding	8,536	0.2%	Utilities
IEF iShares 7-10 Year Treasury Bond ETF	$939,221	$939,221 â–²	New Holding	9,841	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$926,823	$926,823 â–²	New Holding	8,194	0.2%	ETF
IVE iShares S&P 500 Value ETF	$897,810	$897,810 â–²	New Holding	4,252	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$896,135	$11,952 â–²	1.4%	11,622	0.2%	ETF
VZ Verizon Communications	$892,251	$32,329 â–¼	-3.5%	17,774	0.2%	Computer and Technology
T AT&T	$886,218	$46,616 â–¼	-5.0%	30,570	0.2%	Computer and Technology
WFC Wells Fargo & Company	$885,900	$11,305 â–²	1.3%	11,128	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2026)

About Kiley Juergens Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2026)

About Kiley Juergens Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKiley Juergens Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools