Kiley Juergens Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$566.7M
Q ending 2026-03-31
Prior quarter
$462.9M
Q ending 2025-12-31
Change
+22.4% QoQ · +50.7% YoY
Positions
235
reported holdings
Largest positions
Top 100 of 235 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $41.5M | 112K |
| Apple Inc | AAPL | Shares | $36.2M | 143K |
| Costco Wholesale Corporation | COST | Shares | $33.4M | 34K |
| Invesco Qqq Tr | QQQ | Shares | $29.8M | 52K |
| Nvidia Corporation | NVDA | Shares | $27.2M | 156K |
| Amazon Com Inc | AMZN | Shares | $20.1M | 96K |
| Alphabet Inc | GOOGL | Shares | $19.3M | 67K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $18.5M | 39K |
| Schwab Strategic Tr | SCHD | Shares | $17.7M | 578K |
| Broadcom Inc | AVGO | Shares | $16.3M | 53K |
| Ishares Tr | ILCG | Shares | $13.6M | 143K |
| Caterpillar Inc | CAT | Shares | $12.5M | 18K |
| Starbucks Corp | SBUX | Shares | $10.3M | 115K |
| Ishares Tr | ILCV | Shares | $8.2M | 88K |
| Vanguard Intl Equity Index F | VEU | Shares | $7.7M | 102K |
| Spdr Gold Tr | GLD | Shares | $7.4M | 17K |
| Ge Vernova Inc | GEV | Shares | $6.3M | 7K |
| Tesla Inc | TSLA | Shares | $5.7M | 15K |
| Eli Lilly & Co | LLY | Shares | $5.4M | 6K |
| Invesco Exchange Traded Fd T | RSP | Shares | $5.3M | 28K |
| Vanguard Index Fds | VTV | Shares | $4.9M | 25K |
| Vanguard Bd Index Fds | BSV | Shares | $4.7M | 61K |
| Timberland Bancorp Inc | TSBK | Shares | $4.7M | 120K |
| Schwab Strategic Tr | SCHB | Shares | $4.7M | 186K |
| Alphabet Inc | GOOG | Shares | $4.6M | 16K |
| Heritage Finl Corp Wash | HFWA | Shares | $4.6M | 175K |
| Boeing Co | BA | Shares | $4.4M | 22K |
| Jpmorgan Chase & Co | JPM | Shares | $4.1M | 14K |
| Vanguard Specialized Funds | VIG | Shares | $4.1M | 19K |
| Johnson & Johnson | JNJ | Shares | $3.8M | 16K |
| Mcdonalds Corp | MCD | Shares | $3.3M | 11K |
| Vanguard Index Fds | VTI | Shares | $3.3M | 10K |
| Paccar Inc | PCAR | Shares | $3.2M | 28K |
| Ishares Tr | TLT | Shares | $3.2M | 37K |
| Exxon Mobil Corp | XOM | Shares | $3.1M | 18K |
| Meta Platforms Inc | META | Shares | $3.1M | 5K |
| Procter & Gamble Co | PG | Shares | $3.0M | 21K |
| Walmart Inc | WMT | Shares | $3.0M | 24K |
| Netflix Inc. | NFLX | Shares | $2.9M | 31K |
| Eaton Corp Plc | Shares | $2.9M | 8K | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.8M | 4K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| Palantir Technologies Inc | PLTR | Shares | $2.8M | 19K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.7M | 7K |
| Uber Technologies Inc | UBER | Shares | $2.7M | 38K |
| Visa Inc | V | Shares | $2.5M | 8K |
| Cloudflare Inc | NET | Shares | $2.2M | 11K |
| Home Depot Inc | HD | Shares | $2.2M | 7K |
| Waste Mgmt Inc Del | WM | Shares | $2.2M | 9K |
| Schwab Strategic Tr | SCHF | Shares | $2.1M | 87K |
| Ishares Tr | IWB | Shares | $2.0M | 6K |
| Schwab Strategic Tr | SCHG | Shares | $2.0M | 67K |
| Vanguard Index Fds | VOO | Shares | $1.9M | 3K |
| Ishares Tr | IWM | Shares | $1.9M | 8K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.9M | 29K |
| Vanguard Index Fds | VO | Shares | $1.8M | 6K |
| Cisco Sys Inc | CSCO | Shares | $1.8M | 23K |
| Schwab Strategic Tr | SCHZ | Shares | $1.7M | 75K |
| Lockheed Martin Corp | LMT | Shares | $1.7M | 3K |
| Schwab Strategic Tr | SCHA | Shares | $1.7M | 60K |
| Intel Corp | INTC | Shares | $1.7M | 38K |
| Vanguard Index Fds | VUG | Shares | $1.7M | 4K |
| Boeing Co | BA 6 10/15/27 | Shares | $1.6M | 25K |
| Bank America Corp | BAC | Shares | $1.6M | 33K |
| Abbvie Inc | ABBV | Shares | $1.6M | 7K |
| Union Pac Corp | UNP | Shares | $1.5M | 6K |
| Merck & Co Inc | MRK | Shares | $1.5M | 13K |
| United Rentals Inc | URI | Shares | $1.5M | 2K |
| Ge Aerospace | GE | Shares | $1.5M | 5K |
| Schwab Strategic Tr | SCHV | Shares | $1.4M | 47K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Qualcomm Inc | QCOM | Shares | $1.4M | 11K |
| Vanguard World Fd | VHT | Shares | $1.4M | 5K |
| Ishares Tr | IYW | Shares | $1.4M | 8K |
| Deere & Co | DE | Shares | $1.4M | 2K |
| Schwab Strategic Tr | SCHE | Shares | $1.3M | 41K |
| Rtx Corporation | RTX | Shares | $1.3M | 7K |
| Applied Matls Inc | AMAT | Shares | $1.3M | 4K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.3M | 4K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
| Amgen Inc | AMGN | Shares | $1.3M | 4K |
| Honeywell Intl Inc | HONGBP | Shares | $1.2M | 5K |
| Vanguard Index Fds | VB | Shares | $1.2M | 5K |
| Vanguard World Fd | VGT | Shares | $1.2M | 2K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.2M | 23K |
| Ishares Silver Tr | SLV | Shares | $1.2M | 17K |
| Advanced Micro Devices Inc | AMD | Shares | $1.2M | 6K |
| Danaher Corp Del | DHR | Shares | $1.1M | 6K |
| Conocophillips | COP | Shares | $1.1M | 8K |
| T-Mobile Us Inc | TMUS | Shares | $1.1M | 5K |
| Duke Energy Corp New | DUK | Shares | $1.0M | 8K |
| Schwab Strategic Tr | SCHX | Shares | $1.0M | 40K |
| Consolidated Edison Inc | ED | Shares | $966K | 9K |
| Ishares Tr | IEF | Shares | $939K | 10K |
| Ishares Tr | IVW | Shares | $927K | 8K |
| Ishares Tr | IVE | Shares | $898K | 4K |
| Vanguard Star Fds | VXUS | Shares | $896K | 12K |
| Verizon Communications Inc | VZ | Shares | $892K | 18K |
| At&T Inc | T | Shares | $886K | 31K |
| Wells Fargo & Co | WFC | Shares | $886K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.