Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2026) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley 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 $41,505,506Apple $36,241,740Costco Wholesale $33,429,562Invesco QQQ $29,773,399NVIDIA $27,181,338 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $6,339,876 Holding532457108 - Eli Lilly and Company $5,381,601 Holding30303M102 - Meta Platforms $3,111,408 HoldingG29183103 - Eaton $2,892,120 Holding78462F103 - 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 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$41,505,506$285,770 â–¼-0.7%112,1267.3%Computer and TechnologyAAPLApple$36,241,740$144,153 â–¼-0.4%142,8026.4%Computer and TechnologyCOSTCostco Wholesale$33,429,562$96,655 â–¼-0.3%33,5495.9%Retail/WholesaleQQQInvesco QQQ$29,773,399$219,329 â–¼-0.7%51,5845.3%FinanceNVDANVIDIA$27,181,338$31,392 â–²0.1%155,8564.8%Computer and TechnologyAMZNAmazon.com$20,093,999$206,186 â–²1.0%96,4813.5%Retail/WholesaleGOOGLAlphabet$19,271,128$223,434 â–¼-1.1%67,0163.4%Computer and TechnologyBRK.BBerkshire Hathaway$18,495,682$506,514 â–¼-2.7%38,5973.3%FinanceSCHDSchwab US Dividend Equity ETF$17,726,481$44,731 â–²0.3%577,7863.1%ETFAVGOBroadcom$16,270,824$176,110 â–¼-1.1%52,5702.9%Computer and TechnologyILCGiShares Morningstar Growth ETF$13,630,603$107,224 â–¼-0.8%142,7592.4%ETFCATCaterpillar$12,480,308$108,395 â–¼-0.9%17,6162.2%IndustrialsSBUXStarbucks$10,273,850$197,457 â–¼-1.9%114,6761.8%Retail/WholesaleILCViShares Morningstar Value ETF$8,158,310$9,500 â–¼-0.1%87,5921.4%ETFVEUVanguard FTSE All-World ex-US ETF$7,657,488$436,180 â–²6.0%101,9641.4%ETFGLDSPDR Gold Shares$7,404,000$103,270 â–²1.4%17,2071.3%FinanceGE VERNOVA INC$6,339,876$6,339,876 â–²New Holding7,2631.1%COMTSLATesla$5,664,383$92,566 â–²1.7%15,2371.0%Auto/Tires/TrucksLLYEli Lilly and Company$5,381,601$5,381,601 â–²New Holding5,8510.9%MedicalRSPInvesco S&P 500 Equal Weight ETF$5,339,152$1,006,801 â–²23.2%27,8200.9%ETFVTVVanguard Value ETF$4,943,079$291,947 â–¼-5.6%25,1940.9%ETFBSVVanguard Short-Term Bond ETF$4,744,219$348,064 â–¼-6.8%60,5050.8%ETFTSBKTimberland Bancorp$4,734,223$5,362 â–¼-0.1%120,0670.8%FinanceSCHBSchwab US Broad Market ETF$4,675,186$35,793 â–²0.8%186,2620.8%ETFGOOGAlphabet$4,580,304$122,203 â–¼-2.6%15,9670.8%Computer and TechnologyHFWAHeritage Financial$4,551,338$62,296 â–¼-1.4%175,0510.8%FinanceBABoeing$4,435,453$867,585 â–²24.3%22,2850.8%AerospaceJPMJPMorgan Chase & Co.$4,140,087$64,128 â–¼-1.5%14,0740.7%FinanceVIGVanguard Dividend Appreciation ETF$4,125,414$49,893 â–¼-1.2%19,1830.7%ETFJNJJohnson & Johnson$3,826,457$33,244 â–¼-0.9%15,6540.7%MedicalMCDMcDonald's$3,337,370$9,324 â–¼-0.3%10,7380.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$3,332,970$17,645 â–¼-0.5%10,3890.6%ETFPCARPACCAR$3,236,531$12,820 â–¼-0.4%28,0220.6%Auto/Tires/TrucksTLTiShares 20+ Year Treasury Bond ETF$3,180,952$79,669 â–²2.6%36,6930.6%ETFXOMExxonMobil$3,135,832$22,395 â–¼-0.7%18,4830.6%EnergyMETAMeta Platforms$3,111,408$3,111,408 â–²New Holding5,4380.5%Computer and TechnologyPGProcter & Gamble$3,041,603$376,409 â–¼-11.0%21,0580.5%Consumer StaplesWALMART INC$3,038,791$8,700 â–²0.3%24,4510.5%COMNFLXNetflix$2,939,786$30,095 â–²1.0%30,5750.5%Consumer DiscretionaryETNEaton$2,892,120$2,892,120 â–²New Holding8,0860.5%IndustrialsSPYSPDR S&P 500 ETF Trust$2,775,107$2,775,107 â–²New Holding4,2670.5%FinanceCVXChevron$2,774,772$10,759 â–¼-0.4%13,4110.5%EnergyPALANTIR TECHNOLOGIES INC$2,767,910$148,035 â–¼-5.1%18,9220.5%CL ACRWDCrowdStrike$2,707,884$2,707,884 â–²New Holding6,9360.5%Computer and TechnologyUBERUber Technologies$2,700,900$38,123 â–²1.4%37,5490.5%Computer and TechnologyVVisa$2,454,926$2,454,926 â–²New Holding8,1220.4%Business ServicesNETCloudflare$2,225,377$2,225,377 â–²New Holding10,7850.4%Computer and TechnologyHDHome Depot$2,203,544$2,203,544 â–²New Holding6,7000.4%Retail/WholesaleWMWaste Management$2,150,767$2,150,767 â–²New Holding9,3600.4%Business ServicesSCHFSchwab International Equity ETF$2,147,219$84,868 â–²4.1%86,7560.4%ETFIWBiShares Russell 1000 ETF$2,035,601$2,035,601 â–²New Holding5,7090.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,950,591$139,911 â–²7.7%66,9620.3%ETFVOOVanguard S&P 500 ETF$1,941,190$1,941,190 â–²New Holding3,2490.3%ETFIWMiShares Russell 2000 ETF$1,891,211$1,891,211 â–²New Holding7,6260.3%FinanceVEAVanguard FTSE Developed Markets ETF$1,879,319$132,580 â–²7.6%29,3280.3%ETFVOVanguard Mid-Cap ETF$1,834,255$1,834,255 â–²New Holding6,3870.3%ETFCSCOCisco Systems$1,793,584$15,053 â–²0.8%23,1160.3%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$1,748,675$239,630 â–²15.9%75,3090.3%ETFLMTLockheed Martin$1,739,929$1,739,929 â–²New Holding2,8790.3%AerospaceSCHASchwab US Small-Cap ETF$1,737,525$82,703 â–²5.0%59,7500.3%ETFINTCIntel$1,688,732$44,836 â–¼-2.6%38,2670.3%Computer and TechnologyVUGVanguard Growth ETF$1,658,494$1,658,494 â–²New Holding3,7970.3%ETFBOEING CO$1,623,622$32,440 â–²2.0%25,0250.3%DEP CONV PFD ABACBank of America$1,591,912$13,406 â–¼-0.8%32,6550.3%FinanceABBVAbbVie$1,586,595$1,586,595 â–²New Holding7,2950.3%MedicalUNPUnion Pacific$1,531,713$1,531,713 â–²New Holding6,3130.3%TransportationMRKMerck & Co., Inc.$1,531,220$1,083 â–²0.1%12,7290.3%MedicalURIUnited Rentals$1,508,149$1,508,149 â–²New Holding2,0700.3%ConstructionGEGE Aerospace$1,463,423$1,463,423 â–²New Holding5,1570.3%AerospaceSCHVSchwab U.S. Large-Cap Value ETF$1,436,915$13,725 â–¼-0.9%47,1120.3%ETFBRK.ABerkshire Hathaway$1,436,280$1,436,280 â–²New Holding20.3%FinanceQCOMQualcomm$1,409,132$155,311 â–¼-9.9%10,9420.2%Computer and TechnologyVHTVanguard Health Care ETF$1,400,524$1,400,524 â–²New Holding5,1430.2%ETFIYWiShares U.S. Technology ETF$1,366,637$1,366,637 â–²New Holding7,5330.2%ManufacturingDEDeere & Company$1,364,981$1,364,981 â–²New Holding2,4230.2%IndustrialsSCHESchwab Emerging Markets Equity ETF$1,337,008$53,972 â–²4.2%40,5770.2%ETFRTXRTX$1,312,404$1,312,404 â–²New Holding6,8040.2%AerospaceAMATApplied Materials$1,287,687$1,287,687 â–²New Holding3,7670.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,269,002$1,269,002 â–²New Holding3,7550.2%Computer and TechnologyORCLOracle$1,267,906$1,267,906 â–²New Holding8,6190.2%Computer and TechnologyAMGNAmgen$1,254,592$1,254,592 â–²New Holding3,5660.2%MedicalHONHoneywell International$1,242,487$1,242,487 â–²New Holding5,4970.2%Multi-Sector ConglomeratesVBVanguard Small-Cap ETF$1,237,580$1,237,580 â–²New Holding4,7250.2%ETFVGTVanguard Information Technology ETF$1,236,360$1,236,360 â–²New Holding1,7720.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,232,072$10,270 â–¼-0.8%22,7950.2%ETFSLViShares Silver Trust$1,169,623$90,626 â–¼-7.2%17,1650.2%ETFAMDAdvanced Micro Devices$1,164,840$1,164,840 â–²New Holding5,7260.2%Computer and TechnologyDHRDanaher$1,117,020$1,117,020 â–²New Holding5,8910.2%MedicalCOPConocoPhillips$1,059,550$1,059,550 â–²New Holding8,0270.2%EnergyTMUST-Mobile US$1,050,780$1,050,780 â–²New Holding5,0030.2%Computer and TechnologyDUKDuke Energy$1,030,386$1,030,386 â–²New Holding7,8690.2%UtilitiesSCHXSchwab US Large-Cap ETF$1,027,117$187,865 â–²22.4%40,0590.2%ETFEDConsolidated Edison$966,107$966,107 â–²New Holding8,5360.2%UtilitiesIEFiShares 7-10 Year Treasury Bond ETF$939,221$939,221 â–²New Holding9,8410.2%ETFIVWiShares S&P 500 Growth ETF$926,823$926,823 â–²New Holding8,1940.2%ETFIVEiShares S&P 500 Value ETF$897,810$897,810 â–²New Holding4,2520.2%ETFVXUSVanguard Total International Stock ETF$896,135$11,952 â–²1.4%11,6220.2%ETFVZVerizon Communications$892,251$32,329 â–¼-3.5%17,7740.2%Computer and TechnologyTAT&T$886,218$46,616 â–¼-5.0%30,5700.2%Computer and TechnologyWFCWells Fargo & Company$885,900$11,305 â–²1.3%11,1280.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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