Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Microsoft Corp.COM | COM | $42.3M | 6.6% |
| Apple Inc.COM | COM | $40.7M | 6.4% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $37.6M | 5.9% |
| Costco Wholesale CorporationCOM | COM | $31.2M | 4.9% |
| Nvidia CorporationCOM | COM | $31.1M | 4.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $23.7M | 3.7% |
| Amazon Com Inc.COM | COM | $22.6M | 3.5% |
| Broadcom Inc.COM | COM | $19.7M | 3.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $19.3M | 3.0% |
| Caterpillar Inc.COM | COM | $18.4M | 2.9% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $18.3M | 2.9% |
| iShares TRMORNINGSTAR GRWT | MORNINGSTAR GRWT | $16.6M | 2.6% |
| Starbucks Corp.COM | COM | $11.6M | 1.8% |
| iShares TRMORNINGSTAR VALU | MORNINGSTAR VALU | $8.96M | 1.4% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $8.55M | 1.3% |
| GE Vernova Inc.COM | COM | $8.19M | 1.3% |
| Eli Lilly & COCOM | COM | $6.87M | 1.1% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $6.65M | 1.0% |
| Tesla Inc.COM | COM | $6.44M | 1.0% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $6.21M | 1.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $5.68M | 0.9% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $5.47M | 0.9% |
| Crowdstrike Hldgs Inc.CL A | CL A | $5.46M | 0.9% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $5.39M | 0.8% |
| Timberland Bancorp Inc.COM | COM | $5.35M | 0.8% |
| Intel Corp.COM | COM | $5.33M | 0.8% |
| Heritage Finl Corp. WashCOM | COM | $5.19M | 0.8% |
| Boeing COCOM | COM | $5.14M | 0.8% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $4.85M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $4.56M | 0.7% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $4.48M | 0.7% |
| Johnson & JohnsonCOM | COM | $3.98M | 0.6% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $3.78M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $3.57M | 0.6% |
| Eaton Corp. PLCSHS | SHS | $3.49M | 0.5% |
| Paccar Inc.COM | COM | $3.21M | 0.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $3.2M | 0.5% |
| iShares TR20 YR TR BD ETF | 20 YR TR BD ETF | $3.18M | 0.5% |
| Advanced Micro Devices Inc.COM | COM | $3.16M | 0.5% |
| Procter & Gamble COCOM | COM | $2.9M | 0.5% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $2.85M | 0.4% |
| Mcdonalds Corp.COM | COM | $2.75M | 0.4% |
| Visa Inc.COM CL A | COM CL A | $2.75M | 0.4% |
| Cisco Sys Inc.COM | COM | $2.72M | 0.4% |
| Applied Matls Inc.COM | COM | $2.68M | 0.4% |
| Walmart Inc.COM | COM | $2.67M | 0.4% |
| Exxon Mobil Corp.COM | COM | $2.48M | 0.4% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $2.4M | 0.4% |
| Uber Technologies Inc.COM | COM | $2.4M | 0.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.38M | 0.4% |
Microsoft Corp.COM$42.3M
- Class
- COM
- Share
- 6.6%
Apple Inc.COM$40.7M
- Class
- COM
- Share
- 6.4%
Invesco Qqq TRUNIT SER 1$37.6M
- Class
- UNIT SER 1
- Share
- 5.9%
Costco Wholesale CorporationCOM$31.2M
- Class
- COM
- Share
- 4.9%
Nvidia CorporationCOM$31.1M
- Class
- COM
- Share
- 4.9%
Alphabet Inc.CAP STK CL A$23.7M
- Class
- CAP STK CL A
- Share
- 3.7%
Amazon Com Inc.COM$22.6M
- Class
- COM
- Share
- 3.5%
Broadcom Inc.COM$19.7M
- Class
- COM
- Share
- 3.1%
Berkshire Hathaway Inc. DelCL B NEW$19.3M
- Class
- CL B NEW
- Share
- 3.0%
Caterpillar Inc.COM$18.4M
- Class
- COM
- Share
- 2.9%
Schwab Strategic TRUS DIVIDEND EQ$18.3M
- Class
- US DIVIDEND EQ
- Share
- 2.9%
iShares TRMORNINGSTAR GRWT$16.6M
- Class
- MORNINGSTAR GRWT
- Share
- 2.6%
Starbucks Corp.COM$11.6M
- Class
- COM
- Share
- 1.8%
iShares TRMORNINGSTAR VALU$8.96M
- Class
- MORNINGSTAR VALU
- Share
- 1.4%
Vanguard Intl Equity Index FALLWRLD EX US$8.55M
- Class
- ALLWRLD EX US
- Share
- 1.3%
GE Vernova Inc.COM$8.19M
- Class
- COM
- Share
- 1.3%
Eli Lilly & COCOM$6.87M
- Class
- COM
- Share
- 1.1%
Invesco Exchange Traded FD TS&P500 EQL WGT$6.65M
- Class
- S&P500 EQL WGT
- Share
- 1.0%
Tesla Inc.COM$6.44M
- Class
- COM
- Share
- 1.0%
SPDR Gold TRGOLD SHS$6.21M
- Class
- GOLD SHS
- Share
- 1.0%
Alphabet Inc.CAP STK CL C$5.68M
- Class
- CAP STK CL C
- Share
- 0.9%
Schwab Strategic TRUS BRD MKT ETF$5.47M
- Class
- US BRD MKT ETF
- Share
- 0.9%
Crowdstrike Hldgs Inc.CL A$5.46M
- Class
- CL A
- Share
- 0.9%
Vanguard Index FdsVALUE ETF$5.39M
- Class
- VALUE ETF
- Share
- 0.8%
Timberland Bancorp Inc.COM$5.35M
- Class
- COM
- Share
- 0.8%
Intel Corp.COM$5.33M
- Class
- COM
- Share
- 0.8%
Heritage Finl Corp. WashCOM$5.19M
- Class
- COM
- Share
- 0.8%
Boeing COCOM$5.14M
- Class
- COM
- Share
- 0.8%
Vanguard BD Index FdsSHORT TRM BOND$4.85M
- Class
- SHORT TRM BOND
- Share
- 0.8%
JPMORGAN Chase & COCOM$4.56M
- Class
- COM
- Share
- 0.7%
Vanguard Specialized FundsDIV APP ETF$4.48M
- Class
- DIV APP ETF
- Share
- 0.7%
Johnson & JohnsonCOM$3.98M
- Class
- COM
- Share
- 0.6%
Vanguard Index FdsTOTAL STK MKT$3.78M
- Class
- TOTAL STK MKT
- Share
- 0.6%
Meta Platforms Inc.CL A$3.57M
- Class
- CL A
- Share
- 0.6%
Eaton Corp. PLCSHS$3.49M
- Class
- SHS
- Share
- 0.5%
Paccar Inc.COM$3.21M
- Class
- COM
- Share
- 0.5%
State Str SPDR S&P 500 ETF TTR UNIT$3.2M
- Class
- TR UNIT
- Share
- 0.5%
iShares TR20 YR TR BD ETF$3.18M
- Class
- 20 YR TR BD ETF
- Share
- 0.5%
Advanced Micro Devices Inc.COM$3.16M
- Class
- COM
- Share
- 0.5%
Procter & Gamble COCOM$2.9M
- Class
- COM
- Share
- 0.5%
Schwab Strategic TRUS AGGREGATE B$2.85M
- Class
- US AGGREGATE B
- Share
- 0.4%
Mcdonalds Corp.COM$2.75M
- Class
- COM
- Share
- 0.4%
Visa Inc.COM CL A$2.75M
- Class
- COM CL A
- Share
- 0.4%
Cisco Sys Inc.COM$2.72M
- Class
- COM
- Share
- 0.4%
Applied Matls Inc.COM$2.68M
- Class
- COM
- Share
- 0.4%
Walmart Inc.COM$2.67M
- Class
- COM
- Share
- 0.4%
Exxon Mobil Corp.COM$2.48M
- Class
- COM
- Share
- 0.4%
Schwab Strategic TRINTL EQTY ETF$2.4M
- Class
- INTL EQTY ETF
- Share
- 0.4%
Uber Technologies Inc.COM$2.4M
- Class
- COM
- Share
- 0.4%
Vanguard Index FdsS&P 500 ETF SHS$2.38M
- Class
- S&P 500 ETF SHS
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 241 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1723223
- File number
- 028-18360
- Options
- 0 call, 0 put
- In the 25 largest
- 64.6%
- Prior quarter
- $567M at 31 March 2026
- Positions opened
- 15
- Positions closed
- 9
Common questions
What are Kiley Juergens Wealth Management’s 13F holdings worth?
$639 million across 241 positions for the quarter ended 30 June 2026.
What is Kiley Juergens Wealth Management’s largest 13F holding?
MICROSOFT CORP (COM) was the largest position at $42.3 million, or 6.6% of reported 13F value, as of 30 June 2026.
How concentrated is Kiley Juergens Wealth Management’s 13F portfolio?
The ten largest positions accounted for 44.9% of reported value and the twenty-five largest for 64.6%, across 241 positions as of 30 June 2026.
Does Form 13F show everything Kiley Juergens Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Kiley Juergens Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.