Kiley Juergens Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Kiley Juergens Wealth Management, Llc disclosed 236 stock positions valued at approximately $638.57M as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, APPLE INC, and INVESCO QQQ TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 236
- Portfolio Value
- $638.57M
Holdings by Sector
Kiley Juergens Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 6.62% | 113,323 | +1,197 | +1.07% | $42,271,838 |
| APPLE INC | AAPL | Technology | 6.38% | 140,685 | -2,117 | -1.48% | $40,708,723 |
| INVESCO QQQ TR | QQQ | Other | 5.89% | 51,106 | -478 | -0.93% | $37,634,645 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 4.88% | 33,346 | -203 | -0.61% | $31,193,793 |
| NVIDIA CORPORATION | NVDA | Technology | 4.87% | 155,428 | -428 | -0.27% | $31,099,578 |
| ALPHABET INC | GOOGL | Communication Services | 3.72% | 66,453 | -563 | -0.84% | $23,748,151 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.54% | 94,827 | -1,654 | -1.71% | $22,601,101 |
| BROADCOM INC | AVGO | Technology | 3.08% | 52,119 | -451 | -0.86% | $19,687,853 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.03% | 38,654 | +57 | +0.15% | $19,342,075 |
| CATERPILLAR INC | CAT | Industrials | 2.87% | 17,239 | -377 | -2.14% | $18,357,329 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.87% | 578,519 | +733 | +0.13% | $18,344,846 |
| ISHARES TR | ILCG | Other | 2.60% | 141,722 | -1,037 | -0.73% | $16,584,297 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.82% | 113,754 | -922 | -0.80% | $11,624,504 |
| ISHARES TR | ILCV | Other | 1.40% | 88,508 | +916 | +1.05% | $8,960,581 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.34% | 102,085 | +121 | +0.12% | $8,549,613 |
| GE VERNOVA INC | GEV | Utilities | 1.28% | 6,971 | -292 | -4.02% | $8,190,036 |
| ELI LILLY & CO | LLY | Healthcare | 1.08% | 5,724 | -127 | -2.17% | $6,865,160 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.04% | 31,265 | +3,445 | +12.38% | $6,652,244 |
| TESLA INC | TSLA | Consumer Cyclical | 1.01% | 15,310 | +73 | +0.48% | $6,439,417 |
| SPDR GOLD TR | GLD | Other | 0.97% | 16,849 | -358 | -2.08% | $6,206,835 |
| ALPHABET INC | GOOG | Communication Services | 0.89% | 16,076 | +109 | +0.68% | $5,680,041 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.86% | 188,731 | +2,469 | +1.33% | $5,465,642 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.85% | 7,149 | +213 | +3.07% | $5,455,688 |
| VANGUARD INDEX FDS | VTV | Other | 0.84% | 24,721 | -473 | -1.88% | $5,387,505 |
| TIMBERLAND BANCORP INC | TSBK | Financial Services | 0.84% | 119,504 | -563 | -0.47% | $5,354,956 |
| INTEL CORP | INTC | Technology | 0.83% | 38,160 | -107 | -0.28% | $5,328,249 |
| HERITAGE FINL CORP WASH | HFWA | Financial Services | 0.81% | 175,064 | +13 | +0.01% | $5,185,400 |
| BOEING CO | BA | Industrials | 0.80% | 23,722 | +1,437 | +6.45% | $5,135,176 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.76% | 62,236 | +1,731 | +2.86% | $4,848,840 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.71% | 13,923 | -151 | -1.07% | $4,557,381 |
Showing 30 of 236 holdings in the latest reporting period.