Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of March 31, 2026

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 235 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.3 $42M 112k 370.17
Apple (AAPL) 6.4 $36M 143k 253.79
Costco Wholesale Corporation (COST) 5.9 $33M 34k 996.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $30M 52k 577.18
NVIDIA Corporation (NVDA) 4.8 $27M 156k 174.40
Amazon (AMZN) 3.5 $20M 97k 208.27
Alphabet Cap Stk Cl A (GOOGL) 3.4 $19M 67k 287.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $19M 39k 479.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.1 $18M 578k 30.68
Broadcom (AVGO) 2.9 $16M 53k 309.51
Ishares Tr Morningstar Grwt (ILCG) 2.4 $14M 143k 95.48
Caterpillar (CAT) 2.2 $13M 18k 708.46
Starbucks Corporation (SBUX) 1.8 $10M 115k 89.59
Ishares Tr Morningstar Valu (ILCV) 1.4 $8.2M 88k 93.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $7.7M 102k 75.10
Spdr Gold Tr Gold Shs (GLD) 1.3 $7.4M 17k 430.29
Ge Vernova (GEV) 1.1 $6.3M 7.3k 872.90
Tesla Motors (TSLA) 1.0 $5.7M 15k 371.75
Eli Lilly & Co. (LLY) 0.9 $5.4M 5.9k 919.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $5.3M 28k 191.92
Vanguard Index Fds Value Etf (VTV) 0.9 $4.9M 25k 196.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $4.7M 61k 78.41
Timberland Ban (TSBK) 0.8 $4.7M 120k 39.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $4.7M 186k 25.10
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.6M 16k 286.86
Heritage Financial Corporation (HFWA) 0.8 $4.6M 175k 26.00
Boeing Company (BA) 0.8 $4.4M 22k 199.03
JPMorgan Chase & Co. (JPM) 0.7 $4.1M 14k 294.17
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $4.1M 19k 215.06
Johnson & Johnson (JNJ) 0.7 $3.8M 16k 244.44
McDonald's Corporation (MCD) 0.6 $3.3M 11k 310.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.3M 10k 320.82
Paccar (PCAR) 0.6 $3.2M 28k 115.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $3.2M 37k 86.69
Exxon Mobil Corporation (XOM) 0.6 $3.1M 19k 169.66
Meta Platforms Cl A (META) 0.5 $3.1M 5.4k 572.16
Procter & Gamble Company (PG) 0.5 $3.0M 21k 144.44
Wal-Mart Stores (WMT) 0.5 $3.0M 25k 124.28
Netflix (NFLX) 0.5 $2.9M 31k 96.15
Eaton Corp SHS (ETN) 0.5 $2.9M 8.1k 357.67
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $2.8M 4.3k 650.36
Chevron Corporation (CVX) 0.5 $2.8M 13k 206.90
Palantir Technologies Cl A (PLTR) 0.5 $2.8M 19k 146.28
Crowdstrike Hldgs Cl A (CRWD) 0.5 $2.7M 6.9k 390.41
Uber Technologies (UBER) 0.5 $2.7M 38k 71.93
Visa Com Cl A (V) 0.4 $2.5M 8.1k 302.26
Cloudflare Cl A Com (NET) 0.4 $2.2M 11k 206.34
Home Depot (HD) 0.4 $2.2M 6.7k 328.89
Waste Management (WM) 0.4 $2.2M 9.4k 229.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.1M 87k 24.75
Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.0M 5.7k 356.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.0M 67k 29.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.9M 3.2k 597.47
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.9M 7.6k 248.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.9M 29k 64.08
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.8M 6.4k 287.19
Cisco Systems (CSCO) 0.3 $1.8M 23k 77.59
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.7M 75k 23.22
Lockheed Martin Corporation (LMT) 0.3 $1.7M 2.9k 604.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.7M 60k 29.08
Intel Corporation (INTC) 0.3 $1.7M 38k 44.13
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.7M 3.8k 436.79
Boeing Dep Conv Pfd A (BA.PA) 0.3 $1.6M 25k 64.88
Bank of America Corporation (BAC) 0.3 $1.6M 33k 48.75
Abbvie (ABBV) 0.3 $1.6M 7.3k 217.49
Union Pacific Corporation (UNP) 0.3 $1.5M 6.3k 242.63
Merck & Co (MRK) 0.3 $1.5M 13k 120.29
United Rentals (URI) 0.3 $1.5M 2.1k 728.57
Ge Aerospace Com New (GE) 0.3 $1.5M 5.2k 283.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.4M 47k 30.50
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.4M 2.00 718140.00
Qualcomm (QCOM) 0.2 $1.4M 11k 128.78
Vanguard World Health Car Etf (VHT) 0.2 $1.4M 5.1k 272.32
Ishares Tr U.s. Tech Etf (IYW) 0.2 $1.4M 7.5k 181.42
Deere & Company (DE) 0.2 $1.4M 2.4k 563.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $1.3M 41k 32.95
Raytheon Technologies Corp (RTX) 0.2 $1.3M 6.8k 192.89
Applied Materials (AMAT) 0.2 $1.3M 3.8k 341.83
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.3M 3.8k 337.95
Oracle Corporation (ORCL) 0.2 $1.3M 8.6k 147.11
Amgen (AMGN) 0.2 $1.3M 3.6k 351.82
Honeywell International (HON) 0.2 $1.2M 5.5k 226.03
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 4.7k 261.92
Vanguard World Inf Tech Etf (VGT) 0.2 $1.2M 1.8k 697.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.2M 23k 54.05
Ishares Silver Tr Ishares (SLV) 0.2 $1.2M 17k 68.14
Advanced Micro Devices (AMD) 0.2 $1.2M 5.7k 203.43
Danaher Corporation (DHR) 0.2 $1.1M 5.9k 189.61
ConocoPhillips (COP) 0.2 $1.1M 8.0k 132.00
Metropcs Communications (TMUS) 0.2 $1.1M 5.0k 210.03
Duke Energy Corp Com New (DUK) 0.2 $1.0M 7.9k 130.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.0M 40k 25.64
Consolidated Edison (ED) 0.2 $966k 8.5k 113.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $939k 9.8k 95.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $927k 8.2k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $898k 4.3k 211.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $896k 12k 77.11
Verizon Communications (VZ) 0.2 $892k 18k 50.20
At&t (T) 0.2 $886k 31k 28.99
Wells Fargo & Company (WFC) 0.2 $886k 11k 79.61
Ishares Tr Msci Eafe Etf (EFA) 0.2 $869k 8.9k 97.13
Capital Group Core Balanced SHS (CGBL) 0.2 $857k 25k 34.41
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $854k 17k 49.37
Nextera Energy (NEE) 0.1 $847k 9.1k 92.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $827k 5.6k 148.10
Lam Research Corp Com New (LRCX) 0.1 $814k 3.8k 213.67
Coca-Cola Company (KO) 0.1 $801k 11k 76.05
Northrop Grumman Corporation (NOC) 0.1 $774k 1.1k 682.24
Marriott Intl Cl A (MAR) 0.1 $773k 2.4k 327.09
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $748k 2.4k 313.81
Select Sector Spdr Tr State Street Con (XLY) 0.1 $736k 6.8k 108.98
Pepsi (PEP) 0.1 $731k 4.7k 155.29
General Dynamics Corporation (GD) 0.1 $730k 2.1k 343.22
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $726k 5.0k 146.61
Lowe's Companies (LOW) 0.1 $713k 3.0k 236.28
Nike CL B (NKE) 0.1 $702k 13k 52.82
Palo Alto Networks (PANW) 0.1 $701k 4.4k 160.32
Walt Disney Company (DIS) 0.1 $692k 7.2k 96.39
Ishares Tr Core S&p500 Etf (IVV) 0.1 $681k 1.0k 653.34
Mastercard Incorporated Cl A (MA) 0.1 $658k 1.3k 499.73
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $652k 13k 48.93
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $630k 1.5k 407.69
Trane Technologies SHS (TT) 0.1 $624k 1.5k 416.74
Pfizer (PFE) 0.1 $621k 22k 28.08
Us Foods Hldg Corp call (USFD) 0.1 $595k 6.5k 92.21
Illinois Tool Works (ITW) 0.1 $593k 2.3k 260.29
Corning Incorporated (GLW) 0.1 $592k 4.4k 135.96
Abbott Laboratories (ABT) 0.1 $589k 5.7k 102.67
Marsh & McLennan Companies (MRSH) 0.1 $572k 3.3k 173.45
3M Company (MMM) 0.1 $551k 3.8k 145.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $551k 3.9k 142.43
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $521k 3.2k 161.75
Oneok (OKE) 0.1 $516k 5.7k 90.39
Freeport Mcmoran CL B (FCX) 0.1 $511k 8.7k 58.78
Emerson Electric (EMR) 0.1 $510k 3.9k 131.01
Enterprise Products Partners (EPD) 0.1 $507k 13k 37.84
Weyerhaeuser Com New (WY) 0.1 $504k 21k 24.43
Texas Instruments Incorporated (TXN) 0.1 $494k 2.5k 194.14
TJX Companies (TJX) 0.1 $488k 3.1k 159.70
American Electric Power Company (AEP) 0.1 $473k 3.6k 131.08
Ishares Tr Ishares Biotech (IBB) 0.1 $472k 2.8k 168.83
Ishares Tr Core Msci Eafe (IEFA) 0.1 $469k 5.2k 90.52
Allstate Corporation (ALL) 0.1 $461k 2.2k 207.34
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $459k 15k 30.32
International Business Machines (IBM) 0.1 $459k 1.9k 242.41
Charles Schwab Corporation (SCHW) 0.1 $442k 4.7k 93.98
Vanguard Index Fds Large Cap Etf (VV) 0.1 $421k 1.4k 298.85
Genuine Parts Company (GPC) 0.1 $420k 4.0k 105.75
Citigroup Com New (C) 0.1 $418k 3.7k 113.41
Ishares Gold Tr Ishares New (IAU) 0.1 $417k 4.7k 88.16
Corteva (CTVA) 0.1 $414k 4.9k 83.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $403k 7.1k 56.79
United Parcel Svcs CL B (UPS) 0.1 $398k 4.0k 98.38
Astrazeneca Ord (AZN) 0.1 $394k 2.0k 197.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $381k 12k 30.96
SYSCO Corporation (SYY) 0.1 $379k 5.3k 71.33
Goldman Sachs (GS) 0.1 $371k 438.00 846.85
Spdr Series Trust State Street Spd (XBI) 0.1 $371k 2.9k 127.73
salesforce (CRM) 0.1 $369k 2.0k 186.71
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $362k 3.2k 112.28
Cintas Corporation (CTAS) 0.1 $360k 2.1k 169.11
Public Storage (PSA) 0.1 $357k 1.3k 270.88
Johnson Controls Internation SHS (JCI) 0.1 $357k 2.7k 130.95
Solstice Advanced Matls Com Shs (SOLS) 0.1 $357k 4.7k 76.16
Nucor Corporation (NUE) 0.1 $355k 2.1k 169.10
Ishares Tr Us Industrials (IYJ) 0.1 $352k 2.4k 147.54
CSX Corporation (CSX) 0.1 $351k 8.5k 41.05
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $351k 3.6k 97.23
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $343k 6.5k 52.46
Comcast Corp Cl A (CMCSA) 0.1 $343k 12k 28.71
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $339k 5.5k 61.26
Ishares Tr Core Msci Total (IXUS) 0.1 $338k 3.9k 86.64
Select Sector Spdr Tr State Street Con (XLP) 0.1 $332k 4.1k 81.98
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $325k 1.3k 248.84
Us Bancorp Com New (USB) 0.1 $319k 6.1k 52.01
Kinder Morgan (KMI) 0.1 $319k 9.5k 33.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $319k 4.3k 73.64
American Express Company (AXP) 0.1 $317k 1.0k 302.48
Atmos Energy Corporation (ATO) 0.1 $315k 1.7k 184.72
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $311k 5.9k 52.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $310k 727.00 426.40
Ishares Core Msci Emkt (IEMG) 0.1 $306k 4.4k 69.75
Micron Technology (MU) 0.1 $301k 892.00 337.84
Paychex (PAYX) 0.1 $295k 3.2k 92.12
Qnity Electronics Common Stock (Q) 0.1 $294k 2.5k 115.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $291k 3.3k 88.70
Te Connectivity Ord Shs (TEL) 0.1 $291k 1.4k 209.02
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $291k 2.9k 99.26
Allegheny Technologies Incorporated (ATI) 0.1 $291k 2.0k 145.46
Columbia Banking System (COLB) 0.1 $290k 11k 27.43
Banner Corp Com New (BANR) 0.1 $287k 4.7k 60.68
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $285k 9.1k 31.33
Howmet Aerospace (HWM) 0.0 $281k 1.2k 230.46
Sherwin-Williams Company (SHW) 0.0 $280k 873.00 320.55
Snowflake Com Shs (SNOW) 0.0 $280k 1.9k 150.82
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $269k 6.0k 45.26
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $265k 2.0k 132.89
Suncor Energy (SU) 0.0 $264k 4.0k 66.11
Target Corporation (TGT) 0.0 $264k 2.2k 121.20
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $263k 3.3k 79.09
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $260k 2.7k 96.80
Xylem (XYL) 0.0 $259k 2.2k 119.50
Garmin SHS (GRMN) 0.0 $257k 1.1k 232.01
UnitedHealth (UNH) 0.0 $253k 935.00 270.54
Kimberly-Clark Corporation (KMB) 0.0 $250k 2.6k 96.46
Altria (MO) 0.0 $248k 3.8k 65.99
Ishares Tr Intl Eqty Factor (INTF) 0.0 $248k 6.4k 38.96
Constellation Energy (CEG) 0.0 $247k 883.00 279.25
Unilever Spon Adr New (UL) 0.0 $246k 4.3k 56.97
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $242k 2.2k 111.37
Dupont De Nemours (DD) 0.0 $241k 5.3k 45.80
Ameriprise Financial (AMP) 0.0 $238k 536.00 444.40
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $236k 2.0k 118.62
BP Sponsored Adr (BP) 0.0 $236k 5.0k 47.00
Analog Devices (ADI) 0.0 $236k 741.00 318.14
Gilead Sciences (GILD) 0.0 $235k 1.7k 139.37
Capital One Financial (COF) 0.0 $233k 1.3k 182.43
FedEx Corporation (FDX) 0.0 $233k 654.00 356.19
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $227k 692.00 328.66
Thermo Fisher Scientific (TMO) 0.0 $223k 454.00 492.06
Newmont Mining Corporation (NEM) 0.0 $223k 2.1k 108.25
Avista Corporation (AVA) 0.0 $223k 5.6k 40.14
Bristol Myers Squibb (BMY) 0.0 $221k 3.6k 60.64
Cameco Corporation (CCJ) 0.0 $219k 2.0k 108.61
Totalenergies Se Act (TTE) 0.0 $219k 2.4k 90.98
Toronto Dominion Bk Ont Com New (TD) 0.0 $217k 2.3k 93.31
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $215k 3.0k 71.18
Kroger (KR) 0.0 $210k 2.9k 72.36
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $209k 1.7k 124.31
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $204k 440.00 463.19
Southern Company (SO) 0.0 $201k 2.1k 96.52
Kenvue (KVUE) 0.0 $189k 11k 17.24
Ford Motor Company (F) 0.0 $154k 13k 11.54
Genworth Finl Com Shs (GNW) 0.0 $82k 10k 8.12
Gabelli Equity Trust (GAB) 0.0 $73k 13k 5.60