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Kiley Juergens Wealth Management, LLC

CIK 1723223 · latest 13F filed 7 August 2026 · Read the filing on EDGAR

Kiley Juergens Wealth Management, LLC reported 241 US-listed holdings worth $638.6 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Microsoft Corp. (6.6%), Apple Inc. (6.4%) and Invesco QQQ Trust (5.9%). Against the quarter before, it opened 13 positions, added to 64, trimmed 110 and sold out of 7.

Reported holdings$638.6M+12.7% on Q1 2026
Positions241+6 on Q1 2026
The largest ten44.9%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
Where the money is
Added toTrimmed
MSFT6.6%AAPL6.4%QQQ5.9%COST4.9%NVDA4.9%GOOGL3.7%AMZN3.5%AVGO3.1%BRKB3.0%CAT2.9%SCHD2.9%ILCG2.6%SBUXILCV227 more46.4%

The 14 largest of its 241 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $385.2 million in 70 positions$385MQ3 24Q4 2024: $399.2 million in 72 positions$399MQ4 24Q1 2025: $376.0 million in 73 positions$376MQ1 25Q2 2025: $433.3 million in 78 positions$433MQ2 25Q3 2025: $454.2 million in 77 positions$454MQ3 25Q4 2025: $462.9 million in 74 positions$463MQ4 25Q1 2026: $566.7 million in 235 positions$567MQ1 26Q2 2026: $638.6 million in 241 positions$639MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +32.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +32.3%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 13Added 64Held 54Trimmed 110Sold out 7
Opened: 13Added: 64Held: 54Trimmed: 110Sold out: 7

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 13

  1. Honeywell Aerospace Inc. HONA$626,099
  2. Space Exploration Techn Corp. Class A Com STK SPCX$318,483
  3. Vaneck ETF Trust SMH$274,162
  4. Marvell Technology, Inc. MRVL$227,290
  5. First Eagle Global A FEGE$225,553
  6. iShares Trust INDA$221,461
  7. iShares Trust IUSG$216,467
  8. Cummins Inc. CMI$210,397

and 5 more in the table below

Added to 64

  1. Schwab Strategic Trust SCHZ+48,029 shares · +64%
  2. Invesco Exchange Traded FD T RSP+3,445 shares · +12%
  3. Meta Platforms, Inc. META+906 shares · +17%
  4. Microsoft Corp. MSFT+1,197 shares · +1%
  5. Boeing Co. BA+1,437 shares · +6%
  6. Capital Group Core Balanced CGBL+7,681 shares · +31%
  7. CrowdStrike Holdings, Inc. CRWD+213 shares · +3%
  8. DuPont de Nemours, Inc. DD+1,131 shares · +194%

and 56 more in the table below

Trimmed 110

  1. Apple Inc. AAPL-2,117 shares · -1%
  2. Honeywell International Inc. HON-2,665 shares · -48%
  3. Cloudflare, Inc. NET-1,842 shares · -17%
  4. Caterpillar Inc. CAT-377 shares · -2%
  5. Amazon.com Inc. AMZN-1,654 shares · -2%
  6. Invesco QQQ Trust QQQ-478 shares · -1%
  7. GE Vernova Inc. GEV-292 shares · -4%
  8. Uber Technologies, Inc. UBER-4,350 shares · -12%

and 102 more in the table below

Sold out of 7

  1. BP plc BP$235,794 last quarter
  2. Newmont Corp. NEM$223,212 last quarter
  3. TotalEnergies SE TTE$218,989 last quarter
  4. GE HealthCare Technologies Inc. GEHC$215,175 last quarter
  5. Kroger Co. KR$209,542 last quarter
  6. Southern Co. SO$201,341 last quarter
  7. Kenvue Inc. KVUE$189,347 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Microsoft Corp. MSFT113.3K$42.3 million6.62%+1.2K
Apple Inc. AAPL140.7K$40.7 million6.38%-2.1K
Invesco QQQ Trust QQQ51.1K$37.6 million5.89%-478
Costco Wholesale Corp. COST33.3K$31.2 million4.88%-203
NVIDIA Corp. NVDA155.4K$31.1 million4.87%-428
Alphabet Inc. GOOGL66.5K$23.7 million3.72%-563
Amazon.com Inc. AMZN94.8K$22.6 million3.54%-1.7K
Broadcom Inc. AVGO52.1K$19.7 million3.08%-451
Berkshire Hathaway Inc. Class B BRKB38.7K$19.3 million3.03%+57
Caterpillar Inc. CAT17.2K$18.4 million2.87%-377
Schwab Strategic Trust SCHD578.5K$18.3 million2.87%+733
iShares Trust ILCG141.7K$16.6 million2.60%-1.0K
Starbucks Corp. SBUX113.8K$11.6 million1.82%-922
iShares Trust ILCV88.5K$9.0 million1.40%+916
Vanguard FTSE All-World ex-US ETF VEU102.1K$8.5 million1.34%+121
GE Vernova Inc. GEV7.0K$8.2 million1.28%-292
Eli Lilly & Co. LLY5.7K$6.9 million1.08%-127
Invesco Exchange Traded FD T RSP31.3K$6.7 million1.04%+3.4K
Tesla, Inc. TSLA15.3K$6.4 million1.01%+73
SPDR Gold Trust GLD16.8K$6.2 million0.97%-358
Alphabet Inc. GOOG16.1K$5.7 million0.89%+109
Schwab Strategic Trust SCHB188.7K$5.5 million0.86%+2.5K
CrowdStrike Holdings, Inc. CRWD7.1K$5.5 million0.85%+213
Vanguard Value ETF VTV24.7K$5.4 million0.84%-473
Timberland Bancorp Inc. TSBK119.5K$5.4 million0.84%-563
Intel Corp. INTC38.2K$5.3 million0.83%-107
Heritage Financial Corp. HFWA175.1K$5.2 million0.81%+13
Boeing Co. BA23.7K$5.1 million0.80%+1.4K
Vanguard BD Index FDS BSV62.2K$4.8 million0.76%+1.7K
JPMorgan Chase & Co. JPM13.9K$4.6 million0.71%-151
Vanguard Specialized Funds VIG18.9K$4.5 million0.70%-270
Johnson & Johnson JNJ15.7K$4.0 million0.62%+25
VG Totl STK Vprs VTI10.2K$3.8 million0.59%-179
Meta Platforms, Inc. META6.3K$3.6 million0.56%+906
Eaton Corp. plc ETN8.2K$3.5 million0.55%+98
Paccar Inc. PCAR26.7K$3.2 million0.50%-1.3K
SPDR S&P 500 SPY4.3K$3.2 million0.50%+14
iShares Trust TLT36.8K$3.2 million0.50%+70
Advanced Micro Devices Inc. AMD5.4K$3.2 million0.49%-288
Procter & Gamble Co. PG19.8K$2.9 million0.45%-1.2K
Schwab Strategic Trust SCHZ123.3K$2.9 million0.45%+48.0K
McDonald's Corp. MCD10.2K$2.7 million0.43%-567
Visa Inc. V8.0K$2.7 million0.43%-112
Cisco Systems, Inc. CSCO23.2K$2.7 million0.43%+78
Applied Materials Inc. AMAT3.7K$2.7 million0.42%-57
Walmart Inc. WMT23.6K$2.7 million0.42%-884
ExxonMobil Holdings Corp. XOM18.2K$2.5 million0.39%-332
Schwab Strategic Trust SCHF86.6K$2.4 million0.38%-150
Uber Technologies, Inc. UBER33.2K$2.4 million0.38%-4.3K
Vanguard S&P 500 VOO3.5K$2.4 million0.37%+215
iShares Trust IWB5.7K$2.3 million0.37%no change
Schwab Strategic Trust SCHG68.9K$2.3 million0.37%+1.9K
United Rentals, Inc. URI2.0K$2.3 million0.36%-63
iShares Russell 2000 ETF IWM7.5K$2.3 million0.35%-82
Cloudflare, Inc. NET8.9K$2.2 million0.34%-1.8K
Waste Management Inc. WM9.8K$2.2 million0.34%+393
Netflix Inc. NFLX30.4K$2.2 million0.34%-200
Palantir Technologies Inc. PLTR18.5K$2.2 million0.34%-410
Vanguard Ftse Developed Markets VEA29.9K$2.1 million0.33%+550
Schwab Strategic Trust SCHA58.8K$2.1 million0.33%-953
Home Depot, Inc. HD6.0K$2.1 million0.33%-739
Vanguard Mid Cap Index ETF VO24.8K$2.0 million0.31%-777
Chevron Corp. CVX11.9K$2.0 million0.31%-1.5K
Vanguard Growth ETF VUG22.7K$2.0 million0.31%-128
General Electric Co. GE5.2K$1.9 million0.30%no change
Taiwan Semiconductor Manufacturing Company Limited TSM4.0K$1.9 million0.30%+258
Qualcomm Inc. QCOM10.3K$1.9 million0.30%-634
iShares Trust IYW7.5K$1.9 million0.30%-24
AbbVie Inc. ABBV7.3K$1.8 million0.29%-37
Boeing Co. BAPRA25.6K$1.7 million0.27%+525
Vanguard World FD VGT14.2K$1.7 million0.27%no change
Union Pacific Corp. UNP6.1K$1.7 million0.26%-170
Lam Research Corp. LRCX3.8K$1.7 million0.26%+25
Merck & Co., Inc. MRK12.6K$1.6 million0.25%-100
Bank of America Corp. BAC28.4K$1.6 million0.25%-4.3K
Schwab Strategic Trust SCHV45.9K$1.6 million0.25%-1.2K
Deere & Co. DE2.4K$1.5 million0.24%+1
Schwab Strategic Trust SCHE42.0K$1.5 million0.24%+1.5K
Berkshire Hathaway Inc. Del2$1.5 million0.23%no change
Vanguard World FD VHT5.0K$1.5 million0.23%-180
Lockheed Martin Corp. LMT2.9K$1.5 million0.23%+25
Vanguard Small Cap ETF VB4.7K$1.4 million0.22%-55
Vanguard Ftse Emerging Markets VWO22.8K$1.4 million0.21%no change
Oracle Corp. ORCL8.7K$1.3 million0.20%+112
RTX Corp. RTX6.7K$1.3 million0.20%-68
Amgen Inc. AMGN3.5K$1.3 million0.20%-107
Capital Group Core Balanced CGBL32.6K$1.2 million0.19%+7.7K
Corning Inc. GLW4.8K$1.2 million0.19%+440
Palo Alto Networks Inc. PANW3.5K$1.2 million0.19%-829
Schwab US Large Cap SCHX40.1K$1.2 million0.18%+63
iShares S&P Growth Index FD IVW7.9K$1.1 million0.17%-343
Danaher Corp. DHR5.5K$1.0 million0.16%-407
Micron Technology Inc. MU896$1.0 million0.16%+4
Vanguard Star FDS VXUS11.6K$995,5390.16%+23
iShares S&P 500 Value ETF IVE4.3K$965,4590.15%no change
Wells Fargo & Company WFC11.6K$960,6900.15%+497
Consolidated Edison Inc. ED8.6K$946,8590.15%+23
NextEra Energy Inc. NEE10.7K$943,4000.15%+1.6K
iShares Trust IWO2.4K$938,4130.15%no change
iShares Trust EFA9.0K$936,2330.15%+68
iShares Trust IEF9.9K$932,3800.15%+18
Financial Select Sector SPDR ETF XLF17.2K$921,9850.14%-103
Duke Energy Corp. DUK7.2K$911,3800.14%-669
Vanguard Whitehall FDS VYM5.6K$882,7560.14%no change
iShares Silver Trust SLV16.5K$880,0090.14%-707
Marriott International Inc. MAR2.3K$857,3020.13%-50
Coca-Cola Co. KO10.5K$856,8460.13%+14
ConocoPhillips COP7.8K$808,9740.13%-245
T-Mobile US, Inc. TMUS4.7K$796,0470.12%-257
Select Sector SPDR Trust XLY6.8K$791,8750.12%no change
iShares Core S&P 500 ETF IVV1.0K$778,1830.12%-3
Select Sector SPDR Trust XLV4.9K$772,0400.12%-85
Texas Instruments Inc. TXN2.6K$768,7230.12%+34
Vanguard S&P 500 Growth ETF VOOG9.3K$766,3830.12%no change
General Dynamics Corp. GD2.1K$752,7600.12%-2
Trane Technologies plc TT1.5K$735,7580.12%no change
Verizon Communications Inc. VZ17.3K$731,9200.11%-487
Schwab Fundamental Internationa FNDF13.3K$703,5020.11%no change
Lowe's Companies Inc. LOW3.0K$665,6590.10%+3
Walt Disney Co. DIS6.8K$658,7740.10%-340
US Foods Holding Corp. USFD6.3K$639,3690.10%-200
iShares Trust ITOT3.9K$638,6820.10%+22
Honeywell International Inc. HON2.8K$634,0850.10%-2.7K
AT&T Inc. T30.4K$629,8170.10%-144
Mastercard Inc. MA1.2K$627,7530.10%-95
PepsiCo Inc. PEP4.6K$626,4960.10%-77
Honeywell Aerospace Inc. HONA2.8K$626,0990.10%new
3M Co. MMM3.8K$609,4890.10%-28
Select Sector SPDR Trust XLI3.2K$594,1670.09%-12
Illinois Tool Works Inc. ITW2.2K$589,3540.09%-100
Northrop Grumman Corp. NOC1.1K$578,0670.09%no change
Emerson Electric Co. EMR3.8K$550,9840.09%-46
Marsh & McLennan Companies, Inc. MRSH3.3K$550,0110.09%no change
Freeport-McMoRan Inc. FCX8.5K$533,3330.08%-216
iShares Trust IBB2.8K$531,5250.08%no change
Allstate Corp. ALL2.2K$527,2750.08%-6
Nike, Inc. NKE12.8K$524,5700.08%-509
ONEOK Inc. OKE6.0K$522,2490.08%+300
Citigroup Inc. C3.7K$515,7180.08%+1
Pfizer Inc. PFE21.0K$504,6560.08%-1.1K
Abbott Laboratories ABT5.5K$497,9090.08%-248
American Electric Power Co. Inc. AEP3.6K$493,7470.08%no change
Enterprise Products Partners L.P. EPD13.4K$492,6650.08%-5
iShares Trust EEM7.1K$485,9850.08%no change
iShares Core MSCI Eafe ETF IEFA4.9K$477,0880.07%-239
Snowflake Inc. SNOW1.9K$472,8610.07%+5
SPDR Ser Trust XBI3.0K$467,6290.07%+53
Nucor Corp. NUE2.1K$467,1070.07%no change
International Business Machines Corp. IBM1.7K$465,5550.07%-236
iShares Trust PFF15.1K$461,5270.07%no change
TJX Companies Inc. TJX3.0K$457,8330.07%-36
Schwab US Mid-Cap ETF SCHM12.3K$453,4060.07%+4
Genuine Parts Co. GPC3.8K$452,6890.07%-131
Solstice Advanced Materials Inc. SOLS5.1K$448,3160.07%+372
Public Storage PSA1.4K$446,9070.07%+85
Goldman Sachs Group Inc. GS439$444,1860.07%+1
Corteva, Inc. CTVA5.1K$428,9550.07%+118
Sysco Corp. SYY5.1K$427,8690.07%-194
Vanguard World FD ESGV3.2K$427,2430.07%+5
Qnity Electronics, Inc. Q2.6K$426,0760.07%+60
United Parcel Service Inc. UPS3.8K$412,1950.06%-209
Weyerhaeuser Co. WY17.0K$407,9580.06%-3.6K
Vanguard Large Cap ETF VV1.2K$407,1890.06%-225
CSX Corp. CSX8.4K$399,3000.06%-148
iShares Trust IYJ2.4K$397,2940.06%no change
iShares Trust IWR3.6K$396,6000.06%-11
UnitedHealth Group Inc. UNH952$395,8490.06%+17
Charles Schwab Corp. SCHW4.3K$395,1200.06%-416
ATI Inc. ATI2.0K$393,8060.06%no change
Johnson Controls International plc JCI2.6K$385,7300.06%-87
Invesco Exchange Traded FD T RSPT6.0K$383,8400.06%no change
Pacer FDS Trust PTLC6.5K$381,1950.06%no change
Technology Select Sector SPDR ETF XLK2.0K$379,9120.06%no change
iShares Trust IWY1.3K$379,2590.06%no change
AstraZeneca PLC AZN2.0K$372,7930.06%-33
iShares Trust IXUS3.9K$372,2160.06%no change
U.S. Bancorp USB6.1K$371,0980.06%+4
iShares Trust SOXX569$364,5920.06%-123
iShares Gold Trust IAU4.8K$364,2600.06%+98
Cintas Corp. CTAS2.1K$361,8600.06%no change
iShares Trust IWF2.9K$361,0860.06%no change
American Express Co. AXP1.0K$347,7440.05%-19
Columbia Banking System, Inc. COLB10.6K$338,6080.05%no change
Select Sector SPDR Trust XLP4.1K$336,5370.05%+1
iShares Core MSCI Emerging Mark IEMG4.0K$333,5140.05%-354
Vanguard Total Bond Market ETF BND4.5K$329,0970.05%+153
Schwab Strategic Trust SCHK9.1K$328,8590.05%+38
Sherwin Williams Co. SHW930$320,2180.05%+57
Space Exploration Techn Corp. Class A Com STK SPCX1.9K$318,4830.05%new
Howmet Aerospace Inc. HWM1.2K$317,2550.05%-41
Paychex Inc. PAYX3.2K$314,6560.05%no change
Banner Corp. BANR4.7K$313,8630.05%no change
iShares Trust IGSB5.9K$309,5860.05%no change
Flexshares Quality Dividend Index Fund QDF3.3K$299,1640.05%no change
Atmos Energy Corp. ATO1.7K$293,7200.05%no change
Vanguard Real Estate ETF VNQ3.0K$292,9020.05%-245
Analog Devices Inc. ADI737$292,7140.05%-4
Toronto-Dominion Bank TD2.3K$282,3250.04%no change
Comcast Corp. CMCSA11.4K$279,8570.04%-554
iShares Trust AGG2.8K$276,3730.04%-137
Vaneck ETF Trust SMH418$274,1620.04%new
Kinder Morgan, Inc. KMI8.6K$273,6620.04%-956
Altria Group, Inc. MO3.8K$271,4860.04%+9
TE Connectivity plc TEL1.3K$269,5530.04%-55
Salesforce, Inc. CRM1.7K$268,2700.04%-262
Kimberly Clark Corp. KMB2.4K$267,8390.04%-155
Target Corp. TGT2.0K$263,6220.04%-163
Capital One Financial Corp. COF1.3K$263,4140.04%+36
Garmin Ltd. GRMN1.1K$262,9570.04%no change
iShares Trust INTF6.4K$261,1200.04%no change
PIMCO ETF Trust CORP2.7K$260,1770.04%no change
iShares Trust EFG2.1K$257,1760.04%-103
Unilever plc UL4.3K$256,5320.04%-44
Xylem Inc. XYL2.2K$254,6240.04%-11
iShares Core S&P Small-Cap ETF IJR1.7K$251,8300.04%+18
Ameriprise Financial Inc. AMP536$245,8950.04%no change
Select Sector SPDR Trust XLE4.5K$237,8510.04%-1.1K
DuPont de Nemours, Inc. DD1.7K$232,6230.04%+1.1K
Thermo Fisher Scientific Inc. TMO460$230,3850.04%+6
SPDR Dow Jones Indl Average DIA440$229,8520.04%no change
Avista Corp. AVA5.6K$227,7370.04%+13
Marvell Technology, Inc. MRVL763$227,2900.04%new
First Eagle Global A FEGE4.6K$225,5530.04%new
Constellation Energy Corp. CEG893$221,7940.03%+10
iShares Trust INDA4.5K$221,4610.03%new
iShares Trust IUSG1.2K$216,4670.03%new
Suncor Energy Inc. SU4.0K$214,7200.03%no change
Cummins Inc. CMI295$210,3970.03%new
Brookfield Renewable Partner BEP6.0K$208,3800.03%new
iShares Trust HDV7.5K$206,9460.03%new
Cameco Corp. CCJ2.0K$205,6550.03%no change
Bristol-Myers Squibb Co. BMY3.6K$205,1630.03%-75
Dimensional ETF Trust DFAS2.5K$205,0480.03%new
FedEx Corp. FDX654$204,8870.03%no change
Shopify Inc. SHOP1.8K$204,7250.03%-200
Gilead Sciences, Inc. GILD1.6K$204,6710.03%-63
Vanguard Small Cap Growth ETF VBK555$202,8670.03%new
Archer-Daniels-Midland Co. ADM2.6K$200,0920.03%new
Ford Motor Co. F13.4K$186,0650.03%+11
Genworth Financial Inc. GNW10.2K$96,1210.02%no change
Gabelli Equity Trust Inc. GAB13.4K$75,6670.01%+348
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.