Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of Dec. 31, 2025

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