Kiley Juergens Wealth Management
Latest statistics and disclosures from Kiley Juergens Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, QQQ, COST, and represent 41.71% of Kiley Juergens Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RSP, BA.PA, VEU, PFF, MSTY, BA, VEA, GLD, CGBL, SCHZ.
- Started 3 new stock positions in PFF, RSP, BA.PA.
- Reduced shares in these 10 stocks: LMT (-$6.1M), AAPL, TM, GOOG, HFWA, XOM, BP, VZ, QQQ, NVDA.
- Sold out of its positions in BP, HMC, LMT, TM.
- Kiley Juergens Wealth Management was a net seller of stock by $-17M.
- Kiley Juergens Wealth Management has $454M in assets under management (AUM), dropping by 4.84%.
- Central Index Key (CIK): 0001723223
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Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 77 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.9 | $59M | 113k | 517.95 |
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| Apple (AAPL) | 8.2 | $37M | -7% | 146k | 254.63 |
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| NVIDIA Corporation (NVDA) | 7.0 | $32M | 170k | 186.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.8 | $31M | 52k | 600.37 |
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| Costco Wholesale Corporation (COST) | 6.8 | $31M | 33k | 925.62 |
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| Amazon (AMZN) | 4.5 | $21M | 94k | 219.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $20M | 40k | 502.74 |
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| Broadcom (AVGO) | 4.0 | $18M | -2% | 55k | 329.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $17M | 68k | 243.10 |
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| Ishares Tr Morningstar Grwt (ILCG) | 3.4 | $15M | 147k | 104.30 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.3 | $15M | 556k | 27.30 |
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| Starbucks Corporation (SBUX) | 2.2 | $10M | 119k | 84.60 |
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| Caterpillar (CAT) | 1.9 | $8.6M | 18k | 477.15 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.7 | $7.9M | 88k | 90.02 |
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| Tesla Motors (TSLA) | 1.5 | $6.7M | -4% | 15k | 444.72 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $6.3M | +6% | 88k | 71.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $6.0M | 17k | 355.47 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.2 | $5.3M | -2% | 67k | 78.91 |
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| Vanguard Index Fds Value Etf (VTV) | 1.1 | $5.0M | 27k | 186.49 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $4.5M | 177k | 25.71 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.5M | 14k | 315.44 |
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| Heritage Financial Corporation (HFWA) | 0.9 | $4.3M | -23% | 177k | 24.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $4.2M | 19k | 215.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $4.0M | -30% | 17k | 243.55 |
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| Timberland Ban (TSBK) | 0.9 | $4.0M | 121k | 33.28 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $3.7M | -2% | 20k | 182.42 |
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| Uber Technologies (UBER) | 0.8 | $3.6M | 37k | 97.97 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.5M | -11% | 11k | 328.16 |
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| Boeing Company (BA) | 0.7 | $3.4M | +4% | 16k | 215.83 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $3.3M | 37k | 89.37 |
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| McDonald's Corporation (MCD) | 0.7 | $3.2M | 11k | 303.89 |
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| Procter & Gamble Company (PG) | 0.7 | $3.2M | -6% | 21k | 153.65 |
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| Oracle Corporation (ORCL) | 0.7 | $3.1M | 11k | 281.23 |
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| Johnson & Johnson (JNJ) | 0.7 | $3.0M | -10% | 16k | 185.42 |
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| Paccar (PCAR) | 0.6 | $2.8M | -2% | 28k | 98.32 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.5M | 25k | 103.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $2.5M | NEW | 13k | 189.70 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.1M | -34% | 19k | 112.75 |
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| Chevron Corporation (CVX) | 0.5 | $2.1M | -2% | 14k | 155.29 |
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| Qualcomm (QCOM) | 0.4 | $2.0M | 12k | 166.36 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.8M | 76k | 23.28 |
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| Bank of America Corporation (BAC) | 0.4 | $1.7M | -10% | 34k | 51.59 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.7M | +5% | 52k | 31.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.7M | +8% | 28k | 59.92 |
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| Cisco Systems (CSCO) | 0.4 | $1.6M | 24k | 68.42 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.5M | 54k | 27.90 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.4M | +7% | 59k | 23.47 |
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| Boeing Dep Conv Pfd A (BA.PA) | 0.3 | $1.4M | NEW | 20k | 69.57 |
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| Intel Corporation (INTC) | 0.3 | $1.4M | 41k | 33.55 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.3M | +3% | 39k | 33.37 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.3M | -3% | 44k | 29.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.3M | -2% | 23k | 54.18 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.1M | -16% | 11k | 96.46 |
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| Merck & Co (MRK) | 0.2 | $1.1M | -12% | 13k | 83.93 |
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| Nike CL B (NKE) | 0.2 | $971k | +2% | 14k | 69.73 |
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| At&t (T) | 0.2 | $935k | +2% | 33k | 28.24 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $924k | 17k | 53.87 |
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| Wells Fargo & Company (WFC) | 0.2 | $922k | -3% | 11k | 83.82 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $861k | 33k | 26.34 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $842k | -31% | 12k | 73.46 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $827k | 20k | 42.37 |
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| Verizon Communications (VZ) | 0.2 | $801k | -38% | 18k | 43.95 |
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| Coca-Cola Company (KO) | 0.2 | $735k | -2% | 11k | 66.32 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $627k | +19% | 18k | 34.72 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $595k | +16% | 14k | 42.96 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $499k | 20k | 24.79 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $440k | -4% | 14k | 31.42 |
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| Enterprise Products Partners (EPD) | 0.1 | $421k | 14k | 31.27 |
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| Pfizer (PFE) | 0.1 | $398k | -5% | 16k | 25.48 |
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| CSX Corporation (CSX) | 0.1 | $391k | +2% | 11k | 35.51 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $338k | -4% | 11k | 29.64 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $321k | NEW | 10k | 31.62 |
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| Tidal Trust Ii Yieldmax Mstr Op (MSTY) | 0.1 | $310k | +105% | 22k | 13.96 |
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| Kinder Morgan (KMI) | 0.1 | $300k | 11k | 28.31 |
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| Columbia Banking System (COLB) | 0.1 | $280k | 11k | 25.74 |
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| Kenvue (KVUE) | 0.1 | $265k | -35% | 16k | 16.23 |
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| Ford Motor Company (F) | 0.1 | $241k | -25% | 20k | 11.96 |
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Past Filings by Kiley Juergens Wealth Management
SEC 13F filings are viewable for Kiley Juergens Wealth Management going back to 2017
- Kiley Juergens Wealth Management 2025 Q3 filed Oct. 22, 2025
- Kiley Juergens Wealth Management 2025 Q2 filed July 16, 2025
- Kiley Juergens Wealth Management 2025 Q1 filed April 21, 2025
- Kiley Juergens Wealth Management 2024 Q4 filed Jan. 16, 2025
- Kiley Juergens Wealth Management 2024 Q3 filed Oct. 15, 2024
- Kiley Juergens Wealth Management 2024 Q2 filed July 23, 2024
- Kiley Juergens Wealth Management 2024 Q1 filed April 19, 2024
- Kiley Juergens Wealth Management 2023 Q4 filed Jan. 30, 2024
- Kiley Juergens Wealth Management 2023 Q3 filed Oct. 17, 2023
- Kiley Juergens Wealth Management 2023 Q2 filed July 26, 2023
- Kiley Juergens Wealth Management 2023 Q1 filed May 2, 2023
- Kiley Juergens Wealth Management 2022 Q4 filed Feb. 6, 2023
- Kiley Juergens Wealth Management 2022 Q3 filed Oct. 11, 2022
- Kiley Juergens Wealth Management 2022 Q2 filed July 29, 2022
- Kiley Juergens Wealth Management 2022 Q1 restated filed April 27, 2022
- Kiley Juergens Wealth Management 2022 Q1 filed April 12, 2022