Kiley Juergens Wealth Management, LLC
Kiley Juergens Wealth Management, LLC reported 241 holdings worth US$639M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Kiley Juergens Wealth Management, LLC reported 241 holdings worth US$639M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Costco Wholesale Corporation. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 241
- Value as reported
- US$639M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 113K | US$42.3M | 6.6% |
| Apple Inc | 141K | US$40.7M | 6.4% |
| Costco Wholesale Corporation | 33,346 | US$31.2M | 4.9% |
| Nvidia Corporation | 155K | US$31.1M | 4.9% |
| Alphabet Inc (google) Class C | 82,347 | US$29.4M | 4.6% |
| Amazon.com, Inc. | 94,827 | US$22.6M | 3.5% |
| Berkshire Hathaway Inc. | 41,647 | US$20.8M | 3.3% |
| Broadcom Inc. | 52,119 | US$19.7M | 3.1% |
| Caterpillar, Inc. | 17,239 | US$18.4M | 2.9% |
| Starbucks Corporation | 114K | US$11.6M | 1.8% |
| Ge Vernova Inc. | 6,971 | US$8.19M | 1.3% |
| Eli Lilly And Company | 5,724 | US$6.87M | 1.1% |
| Boeing Company (the) | 31,665 | US$6.85M | 1.1% |
| Tesla, Inc. | 15,310 | US$6.44M | 1.0% |
| Crowdstrike Holdings, Inc. | 7,149 | US$5.46M | 0.85% |
| Timberland Bancorp, Inc. | 120K | US$5.35M | 0.84% |
| Intel Corporation | 38,160 | US$5.33M | 0.83% |
| Heritage Financial Corporation | 175K | US$5.19M | 0.81% |
| Jp Morgan Chase & Co. | 13,923 | US$4.56M | 0.71% |
| Johnson & Johnson | 15,679 | US$3.98M | 0.62% |
| Meta Platforms, Inc. | 6,344 | US$3.57M | 0.56% |
| Paccar Inc. | 26,733 | US$3.21M | 0.50% |
| Advanced Micro Devices Inc | 5,438 | US$3.16M | 0.49% |
| Procter & Gamble Company (the) | 19,810 | US$2.9M | 0.45% |
| Mcdonald's Corporation | 10,171 | US$2.75M | 0.43% |
| Visa Inc. | 8,010 | US$2.75M | 0.43% |
| Cisco Systems, Inc. | 23,194 | US$2.72M | 0.43% |
| Applied Materials, Inc. | 3,710 | US$2.68M | 0.42% |
| Walmart Inc. | 23,567 | US$2.67M | 0.42% |
| Exxon Mobil Corporation | 18,151 | US$2.48M | 0.39% |
| Uber Technologies, Inc. | 33,199 | US$2.4M | 0.38% |
| United Rentals, Inc. | 2,007 | US$2.27M | 0.36% |
| Cloudflare, Inc. | 8,943 | US$2.19M | 0.34% |
| Waste Management, Inc. | 9,753 | US$2.17M | 0.34% |
| Netflix, Inc. | 30,375 | US$2.17M | 0.34% |
| Palantir Technologies Inc. | 18,512 | US$2.16M | 0.34% |
| Home Depot, Inc. (the) | 5,961 | US$2.1M | 0.33% |
| Chevron Corporation | 11,935 | US$1.98M | 0.31% |
| Ge Aerospace | 5,157 | US$1.93M | 0.30% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,013 | US$1.92M | 0.30% |
| Qualcomm Incorporated | 10,308 | US$1.9M | 0.30% |
| Abbvie Inc. | 7,258 | US$1.83M | 0.29% |
| Union Pacific Corporation | 6,143 | US$1.67M | 0.26% |
| Lam Research Corporation | 3,835 | US$1.66M | 0.26% |
| Merck & Company, Inc. | 12,629 | US$1.62M | 0.25% |
| Bank Of America Corporation | 28,363 | US$1.62M | 0.25% |
| Deere & Company | 2,424 | US$1.54M | 0.24% |
| Lockheed Martin Corporation | 2,904 | US$1.48M | 0.23% |
| Oracle Corporation | 8,731 | US$1.28M | 0.20% |
| Rtx Corporation | 6,736 | US$1.28M | 0.20% |
| Amgen Inc. | 3,459 | US$1.25M | 0.20% |
| Corning Incorporated | 4,797 | US$1.23M | 0.19% |
| Palo Alto Networks, Inc. | 3,542 | US$1.21M | 0.19% |
| Danaher Corporation | 5,484 | US$1.04M | 0.16% |
| Micron Technology, Inc. | 896 | US$1.03M | 0.16% |
| Wells Fargo & Company | 11,625 | US$961K | 0.15% |
| Consolidated Edison, Inc. | 8,559 | US$947K | 0.15% |
| Nextera Energy, Inc. | 10,749 | US$943K | 0.15% |
| Duke Energy Corporation (holding Company) | 7,200 | US$911K | 0.14% |
| Marriott International | 2,313 | US$857K | 0.13% |
| Coca-cola Company (the) | 10,543 | US$857K | 0.13% |
| Conocophillips | 7,782 | US$809K | 0.13% |
| T-mobile Us, Inc. | 4,746 | US$796K | 0.12% |
| Texas Instruments Incorporated | 2,579 | US$769K | 0.12% |
| General Dynamics Corporation | 2,125 | US$753K | 0.12% |
| Verizon Communications Inc. | 17,287 | US$732K | 0.11% |
| Lowe's Companies, Inc. | 3,019 | US$666K | 0.10% |
| Walt Disney Company (the) | 6,844 | US$659K | 0.10% |
| Us Foods Holding Corp. | 6,253 | US$639K | 0.10% |
| At&t Inc. | 30,426 | US$630K | 0.10% |
| Mastercard Incorporated | 1,222 | US$628K | 0.10% |
| Pepsico, Inc. | 4,627 | US$626K | 0.10% |
| 3m Company | 3,764 | US$609K | 0.10% |
| Illinois Tool Works Inc. | 2,179 | US$589K | 0.09% |
| Northrop Grumman Corporation | 1,135 | US$578K | 0.09% |
| Emerson Electric Company | 3,849 | US$551K | 0.09% |
| Marsh | 3,300 | US$550K | 0.09% |
| Freeport-mcmoran, Inc. | 8,480 | US$533K | 0.08% |
| Allstate Corporation (the) | 2,216 | US$527K | 0.08% |
| Nike, Inc. | 12,779 | US$525K | 0.08% |
| Oneok, Inc. | 6,007 | US$522K | 0.08% |
| Citigroup, Inc. | 3,685 | US$516K | 0.08% |
| Pfizer, Inc. | 20,957 | US$505K | 0.08% |
| Abbott Laboratories | 5,487 | US$498K | 0.08% |
| American Electric Power Company, Inc. | 3,609 | US$494K | 0.08% |
| Enterprise Products Partners L.p. | 13,402 | US$493K | 0.08% |
| Snowflake Inc. | 1,858 | US$473K | 0.07% |
| Nucor Corporation | 2,097 | US$467K | 0.07% |
| International Business Machines Corporation | 1,656 | US$466K | 0.07% |
| Tjx Companies, Inc. (the) | 3,022 | US$458K | 0.07% |
| Genuine Parts Company | 3,837 | US$453K | 0.07% |
| Solstice Advanced Materials Inc. | 5,060 | US$448K | 0.07% |
| Public Storage | 1,404 | US$447K | 0.07% |
| Goldman Sachs Group, Inc. (the) | 439 | US$444K | 0.07% |
| Corteva, Inc. | 5,065 | US$429K | 0.07% |
| Sysco Corporation | 5,119 | US$428K | 0.07% |
| Qnity Electronics, Inc. | 2,609 | US$426K | 0.07% |
| United Parcel Service, Inc. | 3,834 | US$412K | 0.06% |
| Weyerhaeuser Company | 17,041 | US$408K | 0.06% |
| Csx Corporation | 8,401 | US$399K | 0.06% |
Every holding of Kiley Juergens Wealth Management, LLC
Source
View original at SEC
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