Kiley Juergens Wealth Management

Kiley Juergens Wealth Management as of June 30, 2026

Portfolio Holdings for Kiley Juergens Wealth Management

Kiley Juergens Wealth Management holds 241 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.6 $42M 113k 373.02
Apple (AAPL) 6.4 $41M 141k 289.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.9 $38M 51k 736.40
Costco Wholesale Corporation (COST) 4.9 $31M 33k 935.46
NVIDIA Corporation (NVDA) 4.9 $31M 155k 200.09
Alphabet Cap Stk Cl A (GOOGL) 3.7 $24M 67k 357.37
Amazon (AMZN) 3.5 $23M 95k 238.34
Broadcom (AVGO) 3.1 $20M 52k 377.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $19M 39k 500.39
Caterpillar (CAT) 2.9 $18M 17k 1064.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $18M 579k 31.71
Ishares Tr Morningstar Grwt (ILCG) 2.6 $17M 142k 117.02
Starbucks Corporation (SBUX) 1.8 $12M 114k 102.19
Ishares Tr Morningstar Valu (ILCV) 1.4 $9.0M 89k 101.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $8.5M 102k 83.75
Ge Vernova (GEV) 1.3 $8.2M 7.0k 1174.87
Eli Lilly & Co. (LLY) 1.1 $6.9M 5.7k 1199.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $6.7M 31k 212.77
Tesla Motors (TSLA) 1.0 $6.4M 15k 420.60
Spdr Gold Tr Gold Shs (GLD) 1.0 $6.2M 17k 368.38
Alphabet Cap Stk Cl C (GOOG) 0.9 $5.7M 16k 353.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $5.5M 189k 28.96
Crowdstrike Hldgs Cl A (CRWD) 0.9 $5.5M 7.1k 763.14
Vanguard Index Fds Value Etf (VTV) 0.8 $5.4M 25k 217.93
Timberland Ban (TSBK) 0.8 $5.4M 120k 44.81
Intel Corporation (INTC) 0.8 $5.3M 38k 139.63
Heritage Financial Corporation (HFWA) 0.8 $5.2M 175k 29.62
Boeing Company (BA) 0.8 $5.1M 24k 216.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $4.8M 62k 77.91
JPMorgan Chase & Co. (JPM) 0.7 $4.6M 14k 327.33
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $4.5M 19k 236.62
Johnson & Johnson (JNJ) 0.6 $4.0M 16k 253.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.8M 10k 370.04
Meta Platforms Cl A (META) 0.6 $3.6M 6.3k 563.31
Eaton Corp SHS (ETN) 0.5 $3.5M 8.2k 426.12
Paccar (PCAR) 0.5 $3.2M 27k 120.12
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $3.2M 4.3k 746.84
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $3.2M 37k 86.42
Advanced Micro Devices (AMD) 0.5 $3.2M 5.4k 580.91
Procter & Gamble Company (PG) 0.5 $2.9M 20k 146.64
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $2.9M 123k 23.13
McDonald's Corporation (MCD) 0.4 $2.7M 10k 270.32
Visa Com Cl A (V) 0.4 $2.7M 8.0k 343.08
Cisco Systems (CSCO) 0.4 $2.7M 23k 117.46
Applied Materials (AMAT) 0.4 $2.7M 3.7k 722.93
Wal-Mart Stores (WMT) 0.4 $2.7M 24k 113.26
Exxon Mobil Corporation (XOM) 0.4 $2.5M 18k 136.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.4M 87k 27.70
Uber Technologies (UBER) 0.4 $2.4M 33k 72.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.4M 3.5k 686.73
Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.3M 5.7k 409.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $2.3M 69k 33.84
United Rentals (URI) 0.4 $2.3M 2.0k 1132.92
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.3M 7.5k 300.46
Cloudflare Cl A Com (NET) 0.3 $2.2M 8.9k 245.28
Waste Management (WM) 0.3 $2.2M 9.8k 222.88
Netflix (NFLX) 0.3 $2.2M 30k 71.40
Palantir Technologies Cl A (PLTR) 0.3 $2.2M 19k 116.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.1M 30k 71.25
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $2.1M 59k 36.13
Home Depot (HD) 0.3 $2.1M 6.0k 352.66
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $2.0M 25k 80.57
Chevron Corporation (CVX) 0.3 $2.0M 12k 165.77
Vanguard Index Fds Growth Etf (VUG) 0.3 $2.0M 23k 86.14
Ge Aerospace Com New (GE) 0.3 $1.9M 5.2k 373.74
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $1.9M 4.0k 477.57
Qualcomm (QCOM) 0.3 $1.9M 10k 184.78
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.9M 7.5k 252.23
Abbvie (ABBV) 0.3 $1.8M 7.3k 251.64
Boeing Dep Conv Pfd A (BA.PA) 0.3 $1.7M 26k 67.30
Vanguard World Inf Tech Etf (VGT) 0.3 $1.7M 14k 119.52
Union Pacific Corporation (UNP) 0.3 $1.7M 6.1k 272.01
Lam Research Corp Com New (LRCX) 0.3 $1.7M 3.8k 433.35
Merck & Co (MRK) 0.3 $1.6M 13k 128.50
Bank of America Corporation (BAC) 0.3 $1.6M 28k 56.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.6M 46k 34.81
Deere & Company (DE) 0.2 $1.5M 2.4k 634.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $1.5M 42k 36.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.5M 2.00 748850.00
Vanguard World Health Car Etf (VHT) 0.2 $1.5M 5.0k 299.01
Lockheed Martin Corporation (LMT) 0.2 $1.5M 2.9k 509.48
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.4M 4.7k 303.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.4M 23k 59.69
Oracle Corporation (ORCL) 0.2 $1.3M 8.7k 146.56
Raytheon Technologies Corp (RTX) 0.2 $1.3M 6.7k 189.72
Amgen (AMGN) 0.2 $1.3M 3.5k 362.17
Capital Group Core Balanced SHS (CGBL) 0.2 $1.2M 33k 37.96
Corning Incorporated (GLW) 0.2 $1.2M 4.8k 255.44
Palo Alto Networks (PANW) 0.2 $1.2M 3.5k 341.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.2M 40k 29.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.1M 7.9k 137.53
Danaher Corporation (DHR) 0.2 $1.0M 5.5k 190.46
Micron Technology (MU) 0.2 $1.0M 896.00 1154.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $996k 12k 85.49
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $966k 4.3k 227.06
Wells Fargo & Company (WFC) 0.2 $961k 12k 82.64
Consolidated Edison (ED) 0.1 $947k 8.6k 110.63
Nextera Energy (NEE) 0.1 $943k 11k 87.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $938k 2.4k 393.96
Ishares Tr Msci Eafe Etf (EFA) 0.1 $936k 9.0k 103.88
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $932k 9.9k 94.57
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $922k 17k 53.61
Duke Energy Corp Com New (DUK) 0.1 $911k 7.2k 126.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $883k 5.6k 158.03
Ishares Silver Tr Ishares (SLV) 0.1 $880k 17k 53.47
Marriott Intl Cl A (MAR) 0.1 $857k 2.3k 370.64
Coca-Cola Company (KO) 0.1 $857k 11k 81.27
ConocoPhillips (COP) 0.1 $809k 7.8k 103.95
Metropcs Communications (TMUS) 0.1 $796k 4.7k 167.73
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $792k 6.8k 117.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $778k 1.0k 748.97
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $772k 4.9k 158.66
Texas Instruments Incorporated (TXN) 0.1 $769k 2.6k 298.07
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $766k 9.3k 82.62
General Dynamics Corporation (GD) 0.1 $753k 2.1k 354.24
Trane Technologies SHS (TT) 0.1 $736k 1.5k 491.16
Verizon Communications (VZ) 0.1 $732k 17k 42.34
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $704k 13k 52.76
Lowe's Companies (LOW) 0.1 $666k 3.0k 220.49
Walt Disney Company (DIS) 0.1 $659k 6.8k 96.26
Us Foods Hldg Corp call (USFD) 0.1 $639k 6.3k 102.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $639k 3.9k 164.27
Honeywell International (HON) 0.1 $634k 2.8k 223.90
At&t (T) 0.1 $630k 30k 20.70
Mastercard Incorporated Cl A (MA) 0.1 $628k 1.2k 513.71
Pepsi (PEP) 0.1 $627k 4.6k 135.40
Honeywell Aerospace (HONA) 0.1 $626k 2.8k 221.08
3M Company (MMM) 0.1 $610k 3.8k 161.93
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $594k 3.2k 185.21
Illinois Tool Works (ITW) 0.1 $589k 2.2k 270.47
Northrop Grumman Corporation (NOC) 0.1 $578k 1.1k 509.31
Emerson Electric (EMR) 0.1 $551k 3.8k 143.15
Marsh & McLennan Companies (MRSH) 0.1 $550k 3.3k 166.67
Freeport Mcmoran CL B (FCX) 0.1 $533k 8.5k 62.89
Ishares Tr Ishares Biotech (IBB) 0.1 $532k 2.8k 190.17
Allstate Corporation (ALL) 0.1 $527k 2.2k 237.94
Nike CL B (NKE) 0.1 $525k 13k 41.05
Oneok (OKE) 0.1 $522k 6.0k 86.94
Citigroup Com New (C) 0.1 $516k 3.7k 139.95
Pfizer (PFE) 0.1 $505k 21k 24.08
Abbott Laboratories (ABT) 0.1 $498k 5.5k 90.74
American Electric Power Company (AEP) 0.1 $494k 3.6k 136.81
Enterprise Products Partners (EPD) 0.1 $493k 13k 36.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $486k 7.1k 68.41
Ishares Tr Core Msci Eafe (IEFA) 0.1 $477k 4.9k 96.58
Snowflake Com Shs (SNOW) 0.1 $473k 1.9k 254.50
Spdr Series Trust St Str Sp Biot (XBI) 0.1 $468k 3.0k 158.25
Nucor Corporation (NUE) 0.1 $467k 2.1k 222.75
International Business Machines (IBM) 0.1 $466k 1.7k 281.13
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $462k 15k 30.49
TJX Companies (TJX) 0.1 $458k 3.0k 151.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $453k 12k 36.87
Genuine Parts Company (GPC) 0.1 $453k 3.8k 117.98
Solstice Advanced Matls Com Shs (SOLS) 0.1 $448k 5.1k 88.60
Public Storage (PSA) 0.1 $447k 1.4k 318.31
Goldman Sachs (GS) 0.1 $444k 439.00 1011.81
Corteva (CTVA) 0.1 $429k 5.1k 84.69
SYSCO Corporation (SYY) 0.1 $428k 5.1k 83.58
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $427k 3.2k 132.23
Qnity Electronics Common Stock (Q) 0.1 $426k 2.6k 163.31
United Parcel Svcs CL B (UPS) 0.1 $412k 3.8k 107.51
Weyerhaeuser Com New (WY) 0.1 $408k 17k 23.94
Vanguard Index Fds Large Cap Etf (VV) 0.1 $407k 1.2k 343.91
CSX Corporation (CSX) 0.1 $399k 8.4k 47.53
Ishares Tr Us Industrials (IYJ) 0.1 $397k 2.4k 166.65
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $397k 3.6k 110.32
UnitedHealth (UNH) 0.1 $396k 952.00 415.81
Charles Schwab Corporation (SCHW) 0.1 $395k 4.3k 92.27
Allegheny Technologies Incorporated (ATI) 0.1 $394k 2.0k 197.10
Johnson Controls Internation SHS (JCI) 0.1 $386k 2.6k 146.11
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $384k 6.0k 64.50
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $381k 6.5k 58.26
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $380k 2.0k 190.53
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $379k 1.3k 290.62
Astrazeneca Ord (AZN) 0.1 $373k 2.0k 189.62
Ishares Tr Core Msci Total (IXUS) 0.1 $372k 3.9k 95.44
Us Bancorp Com New (USB) 0.1 $371k 6.1k 60.40
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $365k 569.00 640.76
Ishares Gold Tr Ishares New (IAU) 0.1 $364k 4.8k 75.51
Cintas Corporation (CTAS) 0.1 $362k 2.1k 170.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $361k 2.9k 124.17
American Express Company (AXP) 0.1 $348k 1.0k 338.27
Columbia Banking System (COLB) 0.1 $339k 11k 32.05
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.1 $337k 4.1k 83.08
Ishares Core Msci Emkt (IEMG) 0.1 $334k 4.0k 82.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $329k 4.5k 73.41
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $329k 9.1k 36.06
Sherwin-Williams Company (SHW) 0.1 $320k 930.00 344.32
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $319k 1.9k 170.86
Howmet Aerospace (HWM) 0.0 $317k 1.2k 268.86
Paychex (PAYX) 0.0 $315k 3.2k 98.33
Banner Corp Com New (BANR) 0.0 $314k 4.7k 66.44
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $310k 5.9k 52.41
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $299k 3.3k 89.92
Atmos Energy Corporation (ATO) 0.0 $294k 1.7k 172.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $293k 3.0k 96.44
Analog Devices (ADI) 0.0 $293k 737.00 397.17
Toronto Dominion Bk Ont Com New (TD) 0.0 $282k 2.3k 121.43
Comcast Corp Cl A (CMCSA) 0.0 $280k 11k 24.55
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $276k 2.8k 98.99
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $274k 418.00 655.89
Kinder Morgan (KMI) 0.0 $274k 8.6k 31.97
Altria (MO) 0.0 $272k 3.8k 71.95
Te Connectivity Ord Shs (TEL) 0.0 $270k 1.3k 201.61
salesforce (CRM) 0.0 $268k 1.7k 156.70
Kimberly-Clark Corporation (KMB) 0.0 $268k 2.4k 109.77
Target Corporation (TGT) 0.0 $264k 2.0k 130.64
Capital One Financial (COF) 0.0 $263k 1.3k 200.62
Garmin SHS (GRMN) 0.0 $263k 1.1k 237.54
Ishares Tr Intl Eqty Factor (INTF) 0.0 $261k 6.4k 40.96
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $260k 2.7k 96.90
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $257k 2.1k 124.42
Unilever Spon Adr New (UL) 0.0 $257k 4.3k 60.12
Xylem (XYL) 0.0 $255k 2.2k 118.21
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $252k 1.7k 148.31
Ameriprise Financial (AMP) 0.0 $246k 536.00 458.76
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $238k 4.5k 53.12
Dupont De Nemours Common Stock (DD) 0.0 $233k 1.7k 135.64
Thermo Fisher Scientific (TMO) 0.0 $230k 460.00 500.84
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $230k 440.00 522.39
Avista Corporation (AVA) 0.0 $228k 5.6k 40.91
Marvell Technology (MRVL) 0.0 $227k 763.00 297.89
Rbb Fund Trust First Eagle Gbl (FEGE) 0.0 $226k 4.6k 48.92
Constellation Energy (CEG) 0.0 $222k 893.00 248.37
Ishares Tr Msci India Etf (INDA) 0.0 $222k 4.5k 49.39
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $217k 1.2k 188.07
Suncor Energy (SU) 0.0 $215k 4.0k 53.68
Cummins (CMI) 0.0 $210k 295.00 713.21
Brookfield Renewable Energy Partnership Unit (BEP) 0.0 $208k 6.0k 34.73
Ishares Tr Core High Dv Etf (HDV) 0.0 $207k 7.6k 27.41
Cameco Corporation (CCJ) 0.0 $206k 2.0k 101.86
Bristol Myers Squibb (BMY) 0.0 $205k 3.6k 57.61
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $205k 2.5k 82.35
FedEx Corporation (FDX) 0.0 $205k 654.00 313.28
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $205k 1.8k 114.18
Gilead Sciences (GILD) 0.0 $205k 1.6k 126.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $203k 555.00 365.53
Archer Daniels Midland Company (ADM) 0.0 $200k 2.6k 76.40
Ford Motor Company (F) 0.0 $186k 13k 13.90
Genworth Finl Com Shs (GNW) 0.0 $96k 10k 9.47
Gabelli Equity Trust (GAB) 0.0 $76k 13k 5.66