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, QQQ, NVDA, COST, and represent 39.65% of Kiley Juergens Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX, RSP, VEU, SCHD, BA, PG, AMZN, BA.PA, SCHG, COST.
- Started 1 new stock position in NFLX.
- Reduced shares in these 10 stocks: , NVDA, IEF, AAPL, AVGO, ILCG, YieldMax MSTR Opt, , GOOGL, SBUX.
- Sold out of its positions in IEF, KMI, ORCL, YieldMax MSTR Opt.
- Kiley Juergens Wealth Management was a net seller of stock by $-1.6M.
- Kiley Juergens Wealth Management has $463M in assets under management (AUM), dropping by 1.91%.
- Central Index Key (CIK): 0001723223
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Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 74 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.8 | $55M | 113k | 483.62 |
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| Apple (AAPL) | 8.4 | $39M | -2% | 143k | 271.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.9 | $32M | 52k | 614.31 |
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| NVIDIA Corporation (NVDA) | 6.3 | $29M | -8% | 156k | 186.50 |
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| Costco Wholesale Corporation (COST) | 6.3 | $29M | 34k | 862.34 |
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| Amazon (AMZN) | 4.8 | $22M | 96k | 230.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $21M | 68k | 313.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $20M | 40k | 502.65 |
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| Broadcom (AVGO) | 4.0 | $18M | -3% | 53k | 346.10 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.4 | $16M | +3% | 576k | 27.43 |
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| Ishares Tr Morningstar Grwt (ILCG) | 3.2 | $15M | -2% | 144k | 104.04 |
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| Caterpillar (CAT) | 2.2 | $10M | 18k | 572.86 |
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| Starbucks Corporation (SBUX) | 2.1 | $9.8M | 117k | 84.21 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.8 | $8.3M | 88k | 94.36 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $7.1M | +8% | 96k | 73.56 |
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| Tesla Motors (TSLA) | 1.5 | $6.7M | 15k | 449.72 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $6.7M | 17k | 396.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $5.1M | 16k | 313.80 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.1 | $5.1M | -3% | 65k | 78.81 |
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| Vanguard Index Fds Value Etf (VTV) | 1.1 | $5.1M | 27k | 190.99 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $4.8M | +4% | 185k | 26.23 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $4.6M | 14k | 322.21 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $4.3M | +72% | 23k | 191.56 |
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| Timberland Ban (TSBK) | 0.9 | $4.3M | 120k | 35.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $4.3M | 19k | 219.78 |
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| Heritage Financial Corporation (HFWA) | 0.9 | $4.2M | 177k | 23.65 |
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| Boeing Company (BA) | 0.8 | $3.9M | +14% | 18k | 217.12 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $3.5M | 20k | 177.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.5M | -2% | 10k | 335.27 |
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| Procter & Gamble Company (PG) | 0.7 | $3.4M | +14% | 24k | 143.31 |
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| McDonald's Corporation (MCD) | 0.7 | $3.3M | 11k | 305.62 |
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| Johnson & Johnson (JNJ) | 0.7 | $3.3M | 16k | 206.95 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $3.1M | -3% | 36k | 87.16 |
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| Paccar (PCAR) | 0.7 | $3.1M | 28k | 109.51 |
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| Uber Technologies (UBER) | 0.7 | $3.0M | 37k | 81.71 |
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| Netflix (NFLX) | 0.6 | $2.8M | NEW | 30k | 93.76 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.7M | 24k | 111.41 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.2M | -2% | 19k | 120.34 |
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| Qualcomm (QCOM) | 0.4 | $2.1M | 12k | 171.06 |
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| Chevron Corporation (CVX) | 0.4 | $2.1M | 14k | 152.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $2.0M | +18% | 62k | 32.62 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.0M | +9% | 83k | 24.04 |
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| Bank of America Corporation (BAC) | 0.4 | $1.8M | -2% | 33k | 55.00 |
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| Cisco Systems (CSCO) | 0.4 | $1.8M | -3% | 23k | 77.03 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.7M | 27k | 62.47 |
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| Boeing Dep Conv Pfd A (BA.PA) | 0.4 | $1.7M | +23% | 25k | 69.06 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.6M | +5% | 57k | 28.48 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.5M | +9% | 65k | 23.37 |
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| Intel Corporation (INTC) | 0.3 | $1.4M | -3% | 39k | 36.90 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.4M | +8% | 48k | 29.61 |
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| Merck & Co (MRK) | 0.3 | $1.3M | 13k | 105.26 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.3M | 39k | 32.75 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.2M | 23k | 53.76 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $1.2M | -5% | 19k | 64.42 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.0M | 11k | 93.20 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $942k | 17k | 54.77 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $881k | 33k | 26.91 |
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| Nike CL B (NKE) | 0.2 | $877k | 14k | 63.71 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $865k | 12k | 75.44 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $824k | +29% | 23k | 35.33 |
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| At&t (T) | 0.2 | $799k | -2% | 32k | 24.84 |
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| Verizon Communications (VZ) | 0.2 | $750k | 18k | 40.73 |
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| Coca-Cola Company (KO) | 0.2 | $742k | -4% | 11k | 69.91 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $626k | 14k | 45.21 |
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| Pfizer (PFE) | 0.1 | $601k | +54% | 24k | 24.90 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $489k | +2% | 21k | 23.69 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $469k | +49% | 15k | 30.96 |
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| Enterprise Products Partners (EPD) | 0.1 | $432k | 14k | 32.06 |
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| CSX Corporation (CSX) | 0.1 | $408k | +2% | 11k | 36.25 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $378k | -9% | 13k | 29.89 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $353k | +2% | 12k | 30.07 |
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| Columbia Banking System (COLB) | 0.1 | $332k | +9% | 12k | 27.95 |
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| Kenvue (KVUE) | 0.0 | $207k | -26% | 12k | 17.25 |
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| Ford Motor Company (F) | 0.0 | $202k | -23% | 15k | 13.12 |
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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 Q4 filed Jan. 26, 2026
- 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