Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Sept. 30, 2025

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
Apple (AAPL) 8.2 $37M 146k 254.63
NVIDIA Corporation (NVDA) 7.0 $32M 170k 186.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.8 $31M 52k 600.37
Costco Wholesale Corporation (COST) 6.8 $31M 33k 925.62
Amazon (AMZN) 4.5 $21M 94k 219.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.4 $20M 40k 502.74
Broadcom (AVGO) 4.0 $18M 55k 329.91
Alphabet Cap Stk Cl A (GOOGL) 3.7 $17M 68k 243.10
Ishares Tr Morningstar Grwt (ILCG) 3.4 $15M 147k 104.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $15M 556k 27.30
Starbucks Corporation (SBUX) 2.2 $10M 119k 84.60
Caterpillar (CAT) 1.9 $8.6M 18k 477.15
Ishares Tr Morningstar Valu (ILCV) 1.7 $7.9M 88k 90.02
Tesla Motors (TSLA) 1.5 $6.7M 15k 444.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $6.3M 88k 71.37
Spdr Gold Tr Gold Shs (GLD) 1.3 $6.0M 17k 355.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $5.3M 67k 78.91
Vanguard Index Fds Value Etf (VTV) 1.1 $5.0M 27k 186.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $4.5M 177k 25.71
JPMorgan Chase & Co. (JPM) 1.0 $4.5M 14k 315.44
Heritage Financial Corporation (HFWA) 0.9 $4.3M 177k 24.19
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $4.2M 19k 215.80
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.0M 17k 243.55
Timberland Ban (TSBK) 0.9 $4.0M 121k 33.28
Palantir Technologies Cl A (PLTR) 0.8 $3.7M 20k 182.42
Uber Technologies (UBER) 0.8 $3.6M 37k 97.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.5M 11k 328.16
Boeing Company (BA) 0.7 $3.4M 16k 215.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $3.3M 37k 89.37
McDonald's Corporation (MCD) 0.7 $3.2M 11k 303.89
Procter & Gamble Company (PG) 0.7 $3.2M 21k 153.65
Oracle Corporation (ORCL) 0.7 $3.1M 11k 281.23
Johnson & Johnson (JNJ) 0.7 $3.0M 16k 185.42
Paccar (PCAR) 0.6 $2.8M 28k 98.32
Wal-Mart Stores (WMT) 0.6 $2.5M 25k 103.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $2.5M 13k 189.70
Exxon Mobil Corporation (XOM) 0.5 $2.1M 19k 112.75
Chevron Corporation (CVX) 0.5 $2.1M 14k 155.29
Qualcomm (QCOM) 0.4 $2.0M 12k 166.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.8M 76k 23.28
Bank of America Corporation (BAC) 0.4 $1.7M 34k 51.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $1.7M 52k 31.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.7M 28k 59.92
Cisco Systems (CSCO) 0.4 $1.6M 24k 68.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.5M 54k 27.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.4M 59k 23.47
Boeing Dep Conv Pfd A (BA.PA) 0.3 $1.4M 20k 69.57
Intel Corporation (INTC) 0.3 $1.4M 41k 33.55
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.3M 39k 33.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.3M 44k 29.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.3M 23k 54.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $1.1M 11k 96.46
Merck & Co (MRK) 0.2 $1.1M 13k 83.93
Nike CL B (NKE) 0.2 $971k 14k 69.73
At&t (T) 0.2 $935k 33k 28.24
Select Sector Spdr Tr Financial (XLF) 0.2 $924k 17k 53.87
Wells Fargo & Company (WFC) 0.2 $922k 11k 83.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $861k 33k 26.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $842k 12k 73.46
Ishares Silver Tr Ishares (SLV) 0.2 $827k 20k 42.37
Verizon Communications (VZ) 0.2 $801k 18k 43.95
Coca-Cola Company (KO) 0.2 $735k 11k 66.32
Capital Group Core Balanced SHS (CGBL) 0.1 $627k 18k 34.72
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $595k 14k 42.96
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $499k 20k 24.79
Comcast Corp Cl A (CMCSA) 0.1 $440k 14k 31.42
Enterprise Products Partners (EPD) 0.1 $421k 14k 31.27
Pfizer (PFE) 0.1 $398k 16k 25.48
CSX Corporation (CSX) 0.1 $391k 11k 35.51
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $338k 11k 29.64
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $321k 10k 31.62
Tidal Trust Ii Yieldmax Mstr Op (MSTY) 0.1 $310k 22k 13.96
Kinder Morgan (KMI) 0.1 $300k 11k 28.31
Columbia Banking System (COLB) 0.1 $280k 11k 25.74
Kenvue (KVUE) 0.1 $265k 16k 16.23
Ford Motor Company (F) 0.1 $241k 20k 11.96