Q2 2026 13F · SEC CIK 1723223

Kiley Juergens Wealth Management, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $638.6M
Reported positions: 241
Top holdings a year, 3 yrs: +21.3%
Assets under management: $2.2B

Kiley Juergens Wealth Management, LLC is a wealth manager that reported 241 positions worth $638.6M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Microsoft Corp (MSFT, 6.6%), Apple Inc (AAPL, 6.4%), Invesco Qqq Tr (QQQ, 5.9%). A portfolio copying its top holdings returned 21.3% a year over the last 3 years, against 20.4% for the S&P 500.

Kiley Juergens Wealth Management, LLC holdings largest 50 of 241 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kiley Juergens Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	6.6%	7.3%	113,323	+1.1%	$42.3M
AAPLApple Inc	6.4%	6.4%	140,685	-1.5%	$40.7M
QQQInvesco Qqq Tr	5.9%	5.3%	51,106	-0.9%	$37.6M
COSTCostco Whsl Corp New	4.9%	5.9%	33,346	-0.6%	$31.2M
NVDANvidia Corporation Com	4.9%	4.8%	155,428	-0.3%	$31.1M
GOOGLAlphabet Inc	3.7%	3.4%	66,453	-0.8%	$23.7M
AMZNAmazon Com Inc Com	3.5%	3.5%	94,827	-1.7%	$22.6M
AVGOBroadcom Inc	3.1%	2.9%	52,119	-0.9%	$19.7M
BRK-BBerkshire Hathaway Inc Del	3.0%	3.3%	38,654	+0.1%	$19.3M
CATCaterpillar Inc Com	2.9%	2.2%	17,239	-2.1%	$18.4M
SCHDSchwab Strategic Tr	2.9%	3.1%	578,519	+0.1%	$18.3M
JKEIshares Tr	2.6%	2.4%	141,722	-0.7%	$16.6M
SBUXStarbucks Corp Com	1.8%	1.8%	113,754	-0.8%	$11.6M
JKFIshares Tr	1.4%	1.4%	88,508	+1.0%	$9.0M
VEUVanguard FTSE All	1.3%	1.4%	102,085	+0.1%	$8.5M
GEVGe Vernova Inc	1.3%	1.1%	6,971	-4.0%	$8.2M
LLYLilly Eli & Co	1.1%	0.9%	5,724	-2.2%	$6.9M
RSPInvesco S&p 500 Equal Weight ETF	1.0%	0.9%	31,265	+12.4%	$6.7M
TSLATesla Inc Com	1.0%	1.0%	15,310	+0.5%	$6.4M
GLDSpdr Gold Shares	1.0%	1.3%	16,849	-2.1%	$6.2M
GOOGAlphabet Inc	0.9%	0.8%	16,076	+0.7%	$5.7M
SCHBSchwb US Broad	0.9%	0.8%	188,731	+1.3%	$5.5M
CRWDCrowdstrike Hldgs Inc Class A	0.9%	0.5%	7,149	+3.1%	$5.5M
VTVVanguard Value ETF	0.8%	0.9%	24,721	-1.9%	$5.4M
TSBKTimberland Bancorp Inc	0.8%	0.8%	119,504	-0.5%	$5.4M
INTCIntel Corp	0.8%	—	38,160	—	$5.3M
HFWAHeritage Finl Corp Wash	0.8%	0.8%	175,064	+0.0%	$5.2M
BABoeing Co	0.8%	0.8%	23,722	+6.4%	$5.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.8%	0.8%	62,236	+2.9%	$4.8M
JPMJpmorgan Chase & Co	0.7%	0.7%	13,923	-1.1%	$4.6M
VIGVanguard Dividend Appreciation ETF	0.7%	0.7%	18,913	-1.4%	$4.5M
JNJJohnson & Johnson	0.6%	0.7%	15,679	+0.2%	$4.0M
VTIVanguard Index Fds	0.6%	0.6%	10,210	-1.7%	$3.8M
METAMeta Platforms Inc Class A	0.6%	0.5%	6,344	+16.7%	$3.6M
ETNEaton Corp PLC	0.5%	0.5%	8,184	+1.2%	$3.5M
PCARPaccar Inc	0.5%	0.6%	26,733	-4.6%	$3.2M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	4,281	+0.3%	$3.2M
TLTIshares 20 Year Treasury Bond ETF	0.5%	0.6%	36,763	+0.2%	$3.2M
AMDAdvanced Micro Devices Inc	0.5%	—	5,438	—	$3.2M
PGProcter & Gamble Co Com	0.5%	0.5%	19,810	-5.9%	$2.9M
SCHZSchwab Strategic Tr	0.4%	—	123,338	—	$2.9M
MCDMcdonalds Corp Com	0.4%	0.6%	10,171	-5.3%	$2.7M
VVisa Inc Com Cl A	0.4%	0.4%	8,010	-1.4%	$2.7M
CSCOCisco Sys Inc	0.4%	—	23,194	—	$2.7M
AMATApplied Matls Inc	0.4%	—	3,710	—	$2.7M
WMTWalmart Inc	0.4%	0.5%	23,567	-3.6%	$2.7M
XOMExxon Mobil Corp	0.4%	0.6%	18,151	-1.8%	$2.5M
SCHFSchwab Intl Equity	0.4%	0.4%	86,606	-0.2%	$2.4M
UBERUber Technologies Inc	0.4%	0.5%	33,199	-11.6%	$2.4M
VOOVanguard S&p 500 ETF	0.4%	—	3,464	—	$2.4M

What Kiley Juergens Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

META Meta Platforms Inc Class A+16.7% shares
RSP Invesco S&p 500 Equal Weight ETF+12.4% shares
BA Boeing Co+6.4% shares

Reduced

Left the top 50

NFLX Netflix Inc Totalwas 0.5%
CVX Chevron Corp Newwas 0.5%
PLTR Palantir Technologies Inclass Class Awas 0.5%
NET Cloudflare Incwas 0.4%
HD Home Depot Inc Comwas 0.4%
WM Waste Mgmt Inc Delwas 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: +21.3% /yr; S&P 500 +20.4%
5 years: +12.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$638.6M	241
Q1 2026	$566.7M	235
Q4 2025	$462.9M	74
Q3 2025	$454.2M	77
Q2 2025	$433.3M	78
Q1 2025	$376.0M	73
Q4 2024	$399.2M	72
Q3 2024	$385.2M	70
Q2 2024	$360.0M	71
Q1 2024	$323.3M	66
Q4 2023	$298.9M	65
Q3 2023	$277.0M	72

Questions about Kiley Juergens Wealth Management, LLC's portfolio

What stocks does Kiley Juergens Wealth Management, LLC own?

Kiley Juergens Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 241 positions worth $638.6M. The largest are Microsoft Corp (MSFT) at 6.6%, Apple Inc (AAPL) at 6.4%, Invesco Qqq Tr (QQQ) at 5.9%, Costco Whsl Corp New (COST) at 4.9% and Nvidia Corporation Com (NVDA) at 4.9%.

What did Kiley Juergens Wealth Management, LLC buy last quarter?

In Q2 2026, Kiley Juergens Wealth Management, LLC added Meta Platforms Inc Class A (META) (+16.7% shares), Invesco S&p 500 Equal Weight ETF (RSP) (+12.4% shares) and Boeing Co (BA) (+6.4% shares), compared with its Q1 2026 filing.

What did Kiley Juergens Wealth Management, LLC sell last quarter?

In Q2 2026, Kiley Juergens Wealth Management, LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Cloudflare Inc (NET), cut from its top 50 Home Depot Inc Com (HD), Uber Technologies Inc (UBER) (-11.6% shares), Procter & Gamble Co Com (PG) (-5.9% shares) and Mcdonalds Corp Com (MCD) (-5.3% shares), compared with its Q1 2026 filing.

How has Kiley Juergens Wealth Management, LLC's portfolio performed?

A portfolio copying Kiley Juergens Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.9% against +20.1%. Over 5 years: +12.7% a year against +11.6%.

When is Kiley Juergens Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kiley Juergens Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kiley Juergens Wealth Management, LLC manage?

Kiley Juergens Wealth Management, LLC reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $638.6M.