Kiley Juergens Wealth Management, Llc Portfolio Stock Holdings
Kiley Juergens Wealth Management, Llc disclosed 235 stock positions valued at approximately $566.7 million in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, APPLE INC, and COSTCO WHOLESALE CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 235
- Portfolio Value
- $566.7M
Holdings by Sector
Kiley Juergens Wealth Management, Llc Portfolio Holdings in Q1 2026
229 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 7.32% | 112,126 | -772 | -0.68% | $41,505,506 |
| APPLE INC | AAPL | Technology | 6.39% | 142,802 | -568 | -0.40% | $36,241,740 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 5.90% | 33,549 | -97 | -0.29% | $33,429,562 |
| INVESCO QQQ TR | QQQ | Other | 5.25% | 51,584 | -380 | -0.73% | $29,773,399 |
| NVIDIA CORPORATION | NVDA | Technology | 4.80% | 155,856 | +180 | +0.12% | $27,181,338 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.55% | 96,481 | +990 | +1.04% | $20,093,999 |
| ALPHABET INC | GOOGL | Communication Services | 3.40% | 67,016 | -777 | -1.15% | $19,271,128 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.26% | 38,597 | -1,057 | -2.67% | $18,495,682 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.13% | 577,786 | +1,458 | +0.25% | $17,726,481 |
| BROADCOM INC | AVGO | Technology | 2.87% | 52,570 | -569 | -1.07% | $16,270,824 |
| ISHARES TR | ILCG | Other | 2.41% | 142,759 | -1,123 | -0.78% | $13,630,603 |
| CATERPILLAR INC | CAT | Industrials | 2.20% | 17,616 | -153 | -0.86% | $12,480,308 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.81% | 114,676 | -2,204 | -1.89% | $10,273,850 |
| ISHARES TR | ILCV | Other | 1.44% | 87,592 | -102 | -0.12% | $8,158,310 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.35% | 101,964 | +5,808 | +6.04% | $7,657,488 |
| SPDR GOLD TR | GLD | Other | 1.31% | 17,207 | +240 | +1.41% | $7,404,000 |
| GE VERNOVA INC | GEV | Utilities | 1.12% | 7,263 | +7,263 | +100.00% | $6,339,876 |
| TESLA INC | TSLA | Consumer Cyclical | 1.00% | 15,237 | +249 | +1.66% | $5,664,383 |
| ELI LILLY & CO | LLY | Healthcare | 0.95% | 5,851 | +5,851 | +100.00% | $5,381,601 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.94% | 27,820 | +5,246 | +23.24% | $5,339,152 |
| VANGUARD INDEX FDS | VTV | Other | 0.87% | 25,194 | -1,488 | -5.58% | $4,943,079 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.84% | 60,505 | -4,439 | -6.84% | $4,744,219 |
| TIMBERLAND BANCORP INC | TSBK | Financial Services | 0.84% | 120,067 | -136 | -0.11% | $4,734,223 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.82% | 186,262 | +1,426 | +0.77% | $4,675,186 |
| ALPHABET INC | GOOG | Communication Services | 0.81% | 15,967 | -426 | -2.60% | $4,580,304 |
| HERITAGE FINL CORP WASH | HFWA | Financial Services | 0.80% | 175,051 | -2,396 | -1.35% | $4,551,338 |
| BOEING CO | BA | Industrials | 0.78% | 22,285 | +4,359 | +24.32% | $4,435,453 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.73% | 14,074 | -218 | -1.53% | $4,140,087 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.73% | 19,183 | -232 | -1.19% | $4,125,414 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.68% | 15,654 | -136 | -0.86% | $3,826,457 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.59% | 10,738 | -30 | -0.28% | $3,337,370 |
| VANGUARD INDEX FDS | VTI | Other | 0.59% | 10,389 | -55 | -0.53% | $3,332,970 |
| PACCAR INC | PCAR | Industrials | 0.57% | 28,022 | -111 | -0.39% | $3,236,531 |
| ISHARES TR | TLT | Other | 0.56% | 36,693 | +919 | +2.57% | $3,180,952 |
| EXXON MOBIL CORP | XOM | Energy | 0.55% | 18,483 | -132 | -0.71% | $3,135,832 |
| META PLATFORMS INC | META | Communication Services | 0.55% | 5,438 | +5,438 | +100.00% | $3,111,408 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.54% | 21,058 | -2,606 | -11.01% | $3,041,603 |
| WALMART INC | WMT | Consumer Defensive | 0.54% | 24,451 | +70 | +0.29% | $3,038,791 |
| NETFLIX INC. | NFLX | Communication Services | 0.52% | 30,575 | +313 | +1.03% | $2,939,786 |
| EATON CORP PLC | ETN | Other | 0.51% | 8,086 | +8,086 | +100.00% | $2,892,120 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.49% | 4,267 | +4,267 | +100.00% | $2,775,107 |
| CHEVRON CORPORATION | CVX | Energy | 0.49% | 13,411 | -52 | -0.39% | $2,774,772 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.49% | 18,922 | -1,012 | -5.08% | $2,767,910 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.48% | 6,936 | +6,936 | +100.00% | $2,707,884 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.48% | 37,549 | +530 | +1.43% | $2,700,900 |
| VISA INC | V | Financial Services | 0.43% | 8,122 | +8,122 | +100.00% | $2,454,926 |
| CLOUDFLARE INC | NET | Technology | 0.39% | 10,785 | +10,785 | +100.00% | $2,225,377 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 6,700 | +6,700 | +100.00% | $2,203,544 |
| WASTE MGMT INC DEL | WM | Industrials | 0.38% | 9,360 | +9,360 | +100.00% | $2,150,767 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.38% | 86,756 | +3,429 | +4.12% | $2,147,219 |
| ISHARES TR | IWB | Other | 0.36% | 5,709 | +5,709 | +100.00% | $2,035,601 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.34% | 66,962 | +4,803 | +7.73% | $1,950,591 |
| VANGUARD INDEX FDS | VOO | Other | 0.34% | 3,249 | +3,249 | +100.00% | $1,941,190 |
| ISHARES TR | IWM | Other | 0.33% | 7,626 | +7,626 | +100.00% | $1,891,211 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.33% | 29,328 | +2,069 | +7.59% | $1,879,319 |
| VANGUARD INDEX FDS | VO | Other | 0.32% | 6,387 | +6,387 | +100.00% | $1,834,255 |
| CISCO SYS INC | CSCO | Technology | 0.32% | 23,116 | +194 | +0.85% | $1,793,584 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.31% | 75,309 | +10,320 | +15.88% | $1,748,675 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.31% | 2,879 | +2,879 | +100.00% | $1,739,929 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.31% | 59,750 | +2,844 | +5.00% | $1,737,525 |
| INTEL CORP | INTC | Technology | 0.30% | 38,267 | -1,016 | -2.59% | $1,688,732 |
| VANGUARD INDEX FDS | VUG | Other | 0.29% | 3,797 | +3,797 | +100.00% | $1,658,494 |
| BANK AMERICA CORP | BAC | Financial Services | 0.28% | 32,655 | -275 | -0.84% | $1,591,912 |
| ABBVIE INC | ABBV | Healthcare | 0.28% | 7,295 | +7,295 | +100.00% | $1,586,595 |
| UNION PAC CORP | UNP | Industrials | 0.27% | 6,313 | +6,313 | +100.00% | $1,531,713 |
| MERCK & CO INC | MRK | Healthcare | 0.27% | 12,729 | +9 | +0.07% | $1,531,220 |
| UNITED RENTALS INC | URI | Industrials | 0.27% | 2,070 | +2,070 | +100.00% | $1,508,149 |
| GE AEROSPACE | GE | Industrials | 0.26% | 5,157 | +5,157 | +100.00% | $1,463,423 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.25% | 47,112 | -450 | -0.95% | $1,436,915 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.25% | 2 | +2 | +100.00% | $1,436,280 |
| QUALCOMM INC | QCOM | Technology | 0.25% | 10,942 | -1,206 | -9.93% | $1,409,132 |
| VANGUARD WORLD FD | VHT | Other | 0.25% | 5,143 | +5,143 | +100.00% | $1,400,524 |
| ISHARES TR | IYW | Other | 0.24% | 7,533 | +7,533 | +100.00% | $1,366,637 |
| DEERE & CO | DE | Industrials | 0.24% | 2,423 | +2,423 | +100.00% | $1,364,981 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.24% | 40,577 | +1,638 | +4.21% | $1,337,008 |
| RTX CORPORATION | RTX | Industrials | 0.23% | 6,804 | +6,804 | +100.00% | $1,312,404 |
| APPLIED MATLS INC | AMAT | Technology | 0.23% | 3,767 | +3,767 | +100.00% | $1,287,687 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.22% | 3,755 | +3,755 | +100.00% | $1,269,002 |
| ORACLE CORP | ORCL | Technology | 0.22% | 8,619 | +8,619 | +100.00% | $1,267,906 |
| AMGEN INC | AMGN | Healthcare | 0.22% | 3,566 | +3,566 | +100.00% | $1,254,592 |
| HONEYWELL INTL INC | HON | Industrials | 0.22% | 5,497 | +5,497 | +100.00% | $1,242,487 |
| VANGUARD INDEX FDS | VB | Other | 0.22% | 4,725 | +4,725 | +100.00% | $1,237,580 |
| VANGUARD WORLD FD | VGT | Other | 0.22% | 1,772 | +1,772 | +100.00% | $1,236,360 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.22% | 22,795 | -190 | -0.83% | $1,232,072 |
| ISHARES SILVER TR | SLV | Other | 0.21% | 17,165 | -1,330 | -7.19% | $1,169,623 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.21% | 5,726 | +5,726 | +100.00% | $1,164,840 |
| DANAHER CORP DEL | DHR | Healthcare | 0.20% | 5,891 | +5,891 | +100.00% | $1,117,020 |
| CONOCOPHILLIPS | COP | Energy | 0.19% | 8,027 | +8,027 | +100.00% | $1,059,550 |
| T-MOBILE US INC | TMUS | Communication Services | 0.19% | 5,003 | +5,003 | +100.00% | $1,050,780 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.18% | 7,869 | +7,869 | +100.00% | $1,030,386 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.18% | 40,059 | +7,327 | +22.38% | $1,027,117 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.17% | 8,536 | +8,536 | +100.00% | $966,107 |
| ISHARES TR | IEF | Other | 0.17% | 9,841 | +9,841 | +100.00% | $939,221 |
| ISHARES TR | IVW | Other | 0.16% | 8,194 | +8,194 | +100.00% | $926,823 |
| ISHARES TR | IVE | Other | 0.16% | 4,252 | +4,252 | +100.00% | $897,810 |
| VANGUARD STAR FDS | VXUS | Other | 0.16% | 11,622 | +155 | +1.35% | $896,135 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.16% | 17,774 | -644 | -3.50% | $892,251 |
| AT&T INC | T | Communication Services | 0.16% | 30,570 | -1,608 | -5.00% | $886,218 |
| WELLS FARGO & CO | WFC | Financial Services | 0.16% | 11,128 | +142 | +1.29% | $885,900 |
| ISHARES TR | EFA | Other | 0.15% | 8,945 | +8,945 | +100.00% | $868,872 |