Holdings
Kiley Juergens Wealth Management, LLC
As of Jun 30, 2026, Kiley Juergens Wealth Management, LLC reported 140 positions worth US$435M. Largest: Microsoft Corp., Apple Inc and Costco Wholesale Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 113K | US$42.3M | +1,197 | Jun 30, 2026 |
| Apple Inc | 141K | US$40.7M | −2,117 | Jun 30, 2026 |
| Costco Wholesale Corporation | 33,346 | US$31.2M | −203 | Jun 30, 2026 |
| Nvidia Corporation | 155K | US$31.1M | −428 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 82,347 | US$29.4M | −597 | Jun 30, 2026 |
| Amazon.com, Inc. | 94,827 | US$22.6M | −1,654 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 41,647 | US$20.8M | +53 | Jun 30, 2026 |
| Broadcom Inc. | 52,119 | US$19.7M | −451 | Jun 30, 2026 |
| Caterpillar, Inc. | 17,239 | US$18.4M | −377 | Jun 30, 2026 |
| Starbucks Corporation | 114K | US$11.6M | −922 | Jun 30, 2026 |