Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2026) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley Juergens Wealth Management, LLC has $661.45 million in total holdings as of September 30, 2026.Kiley Juergens Wealth Management, LLC owns shares of 239 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 3.47% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Kiley Juergens Wealth Management, LLC has purchased 241 new stocks and bought additional shares in 103 stocks.Kiley Juergens Wealth Management, LLC sold shares of 82 stocks and completely divested from 12 stocks this quarter.Largest Holdings Microsoft $57,396,851Apple $46,836,268NVIDIA $38,409,592Invesco QQQ $37,318,318Costco Wholesale $30,702,416 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $2,831,076 Holding30609A109 - ONEOK INC NEW $444,001 Holding032095101 - Amphenol $298,253 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $275,607 Holding46222L108 - IonQ $257,327 Holding Largest Purchases this Quarter CrowdStrike 21,105 shares (about $5.59M)NVIDIA 12,755 shares (about $2.91M)EXXONMOBIL HOLDINGS CORP 17,395 shares (about $2.83M)Invesco S&P 500 Equal Weight ETF 6,418 shares (about $1.34M)Alphabet 2,271 shares (about $781.40K) Largest Sales this Quarter Microsoft 1,416 shares (about $726.26K)Invesco QQQ 660 shares (about $488.25K)Vanguard Value ETF 1,988 shares (about $429.58K)iShares Morningstar Growth ETF 2,882 shares (about $337.11K)Caterpillar 254 shares (about $205.94K) 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$57,396,851$726,263 ▼-1.2%111,9078.7%TechnologyAAPLApple$46,836,268$14,653 ▼0.0%140,6417.1%TechnologyNVDANVIDIA$38,409,592$2,912,984 ▲8.2%168,1835.8%TechnologyQQQInvesco QQQ$37,318,318$488,247 ▼-1.3%50,4465.6%ETFCOSTCostco Wholesale$30,702,416$345,932 ▲1.1%33,7264.6%Consumer StaplesAMZNAmazon.com$23,929,149$302,967 ▲1.3%96,0433.6%Consumer DiscretionaryGOOGLAlphabet$23,646,453$781,402 ▲3.4%68,7243.6%Communication ServicesBRK.BBerkshire Hathaway$19,348,496$100,587 ▲0.5%38,8562.9%FinanceSCHDSchwab US Dividend Equity ETF$18,975,470$156,242 ▲0.8%583,3222.9%ETFAVGOBroadcom$18,458,928$155,226 ▲0.8%52,5612.8%TechnologyILCGiShares Morningstar Growth ETF$16,240,135$337,108 ▼-2.0%138,8402.5%ETFCATCaterpillar$13,771,306$205,941 ▼-1.5%16,9852.1%IndustrialsSBUXStarbucks$10,603,811$84,470 ▼-0.8%112,8551.6%Consumer DiscretionaryILCViShares Morningstar Value ETF$9,341,507$18,118 ▲0.2%88,6801.4%ETFVEUVanguard FTSE All-World ex-US ETF$8,693,771$223,770 ▲2.6%104,7821.3%ETFRSPInvesco S&P 500 Equal Weight ETF$7,838,847$1,335,077 ▲20.5%37,6831.2%ETFCRWDCrowdStrike$7,480,247$5,587,549 ▲295.2%28,2541.1%TechnologyLLYEli Lilly and Company$6,651,750$28,926 ▲0.4%5,7491.0%HealthcareGE VERNOVA INC$6,599,328$26,614 ▼-0.4%6,9431.0%COMGLDSPDR Gold Shares$6,454,857$38,084 ▲0.6%16,9491.0%ETFTSBKTimberland Bancorp$5,773,645$446,157 ▲8.4%129,5120.9%FinanceSCHBSchwab US Broad Market ETF$5,602,887$71,194 ▲1.3%191,1600.8%ETFGOOGAlphabet$5,532,765$54,861 ▲1.0%16,2370.8%Communication ServicesTSLATesla$5,443,876$11,709 ▲0.2%15,3430.8%Consumer DiscretionaryVTVVanguard Value ETF$4,912,241$429,575 ▼-8.0%22,7330.7%ETFHFWAHeritage Financial$4,837,363$332 ▲0.0%175,0760.7%FinanceMETAMeta Platforms$4,836,430$235,693 ▲5.1%6,6690.7%Communication ServicesJPMJPMorgan Chase & Co.$4,667,514$61,206 ▲1.3%14,1080.7%FinanceBSVVanguard Short-Term Bond ETF$4,651,348$103,445 ▼-2.2%60,8820.7%ETFINTCIntel$4,545,388$42,561 ▼-0.9%37,8060.7%TechnologyBABoeing$4,427,868$14,326 ▲0.3%23,7990.7%IndustrialsJNJJohnson & Johnson$4,352,332$201,467 ▲4.9%16,4400.7%HealthcareVIGVanguard Dividend Appreciation ETF$4,274,498$138,120 ▼-3.1%18,3210.6%ETFVTIVanguard Total Stock Market ETF$3,806,387$14,595 ▼-0.4%10,1710.6%ETFETNEaton$3,538,232$21,485 ▲0.6%8,2340.5%IndustrialsAMDAdvanced Micro Devices$3,472,962$146,211 ▲4.4%5,6770.5%TechnologyPALANTIR TECHNOLOGIES INC$3,415,907$46,762 ▼-1.4%18,2620.5%CL ASPYSPDR S&P 500 ETF Trust$3,292,624$27,458 ▲0.8%4,3170.5%ETFNETCloudflare$2,974,106$131,619 ▼-4.2%8,5640.4%TechnologyVVisa$2,933,567$55,337 ▲1.9%8,1640.4%FinancePCARPACCAR$2,916,255$19,327 ▼-0.7%26,5570.4%IndustrialsTLTiShares 20+ Year Treasury Bond ETF$2,883,392$23,956 ▲0.8%37,0710.4%ETFPGProcter & Gamble$2,832,653$45,327 ▼-1.6%19,4980.4%Consumer StaplesEXXONMOBIL HOLDINGS CORP$2,831,076$2,831,076 ▲New Holding17,3950.4%COM SHSSCHZSchwab U.S. Aggregate Bond ETF$2,755,163$29,393 ▲1.1%124,6680.4%ETFVOOVanguard S&P 500 ETF$2,727,652$299,958 ▲12.4%3,8920.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,698,467$222,875 ▲9.0%75,1030.4%ETFCSCOCisco Systems$2,540,772$44,450 ▲1.8%23,6070.4%TechnologySCHFSchwab International Equity ETF$2,499,605$120,538 ▲5.1%90,9940.4%ETFCVXChevron$2,476,110$38,801 ▲1.6%12,1250.4%EnergyUBERUber Technologies$2,457,728$183,264 ▲8.1%35,8740.4%IndustrialsWALMART INC$2,401,743$47,388 ▼-1.9%23,1110.4%COMIWBiShares Russell 1000 ETF$2,316,180$59,507 ▼-2.5%5,5660.4%ETFMCDMcDonald's$2,277,751$71,129 ▼-3.0%9,8630.3%Consumer DiscretionarySCHASchwab US Small-Cap ETF$2,124,199$205,666 ▲10.7%65,1000.3%ETFVEAVanguard FTSE Developed Markets ETF$2,118,327$8,615 ▲0.4%30,0000.3%ETFWMWaste Management$2,072,485$83,609 ▲4.2%10,1630.3%IndustrialsNFLXNetflix$2,070,283$43,209 ▼-2.0%29,7540.3%Communication ServicesIWMiShares Russell 2000 ETF$2,069,407$26,955 ▼-1.3%7,4470.3%ETFURIUnited Rentals$2,016,651$8,007 ▲0.4%2,0150.3%IndustrialsVUGVanguard Growth ETF$1,998,721$42,622 ▼-2.1%22,1810.3%ETFIYWiShares U.S. Technology ETF$1,989,1340.0%7,5090.3%ETFVOVanguard Mid-Cap ETF$1,983,698$41,170 ▲2.1%25,2960.3%ETFAMATApplied Materials$1,953,373$56,249 ▲3.0%3,8200.3%TechnologyQCOMQualcomm$1,884,428$12,699 ▼-0.7%10,2390.3%TechnologyTSMTaiwan Semiconductor Manufacturing$1,878,590$47,900 ▲2.6%4,1180.3%TechnologyABBVAbbVie$1,865,921$32,699 ▼-1.7%7,1330.3%HealthcareMRKMerck & Co., Inc.$1,863,223$28,046 ▲1.5%12,8220.3%HealthcareVGTVanguard Information Technology ETF$1,691,189$90,359 ▼-5.1%13,4570.3%ETFUNPUnion Pacific$1,671,7540.0%6,1430.3%IndustrialsDEDeere & Company$1,625,811$2,015 ▼-0.1%2,4210.2%IndustrialsSCHVSchwab U.S. Large-Cap Value ETF$1,596,862$68,486 ▲4.5%47,9390.2%ETFGEGE Aerospace$1,594,948$15,615 ▼-1.0%5,1070.2%IndustrialsBOEING CO$1,547,034$35,496 ▲2.3%26,1500.2%DEP CONV PFD AHDHome Depot$1,534,568$161,309 ▼-9.5%5,3940.2%Consumer DiscretionaryVHTVanguard Health Care ETF$1,530,849$37,931 ▼-2.4%4,8430.2%ETFBACBank of America$1,522,382$21,391 ▼-1.4%27,9700.2%FinanceSCHESchwab Emerging Markets Equity ETF$1,508,554$23,875 ▼-1.6%41,3870.2%ETFLMTLockheed Martin$1,494,339$15,280 ▲1.0%2,9340.2%IndustrialsBRK.ABerkshire Hathaway$1,494,0100.0%20.2%FinanceCAPITAL GROUP CORE BALANCED$1,479,592$282,424 ▲23.6%40,2610.2%SHSAMGNAmgen$1,454,216$3,794 ▼-0.3%3,4500.2%HealthcarePANWPalo Alto Networks$1,418,794$11,522 ▲0.8%3,5710.2%TechnologyVWOVanguard FTSE Emerging Markets ETF$1,345,797$6,168 ▼-0.5%22,6910.2%ETFVBVanguard Small-Cap ETF$1,280,783$47,795 ▼-3.6%4,5020.2%ETFRTXRTX$1,270,984$20,422 ▲1.6%6,8460.2%IndustrialsLAM RESEARCH CORP$1,259,8820.0%3,8350.2%COM NEWSCHXSchwab US Large-Cap ETF$1,204,507$840 ▲0.1%40,1500.2%ETFORCLOracle$1,179,450$19,360 ▼-1.6%8,5900.2%TechnologyMUMicron Technology$1,107,715$153,376 ▲16.1%1,0400.2%TechnologyIVWiShares S&P 500 Growth ETF$1,081,745$35,138 ▼-3.1%7,6040.2%ETFDHRDanaher$1,072,645$142,222 ▼-11.7%4,8420.2%HealthcareCOPConocoPhillips$988,094$14,142 ▲1.5%7,8950.1%EnergyVXUSVanguard Total International Stock ETF$981,809$7,562 ▼-0.8%11,5560.1%ETFIVEiShares S&P 500 Value ETF$970,6470.0%4,2520.1%ETFEFAiShares MSCI EAFE ETF$936,3230.0%9,0130.1%ETFWFCWells Fargo & Company$930,5810.0%11,6250.1%FinanceKOCoca-Cola$912,086$4,562 ▲0.5%10,5960.1%Consumer StaplesXLFFinancial Select Sector SPDR Fund$900,271$18,103 ▼-2.0%16,8590.1%ETFSLViShares Silver Trust$897,1260.0%16,4580.1%ETFShowing largest 100 holdings. 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