Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2025) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley Juergens Wealth Management, LLC has $433.27 million in total holdings as of June 30, 2025.Kiley Juergens Wealth Management, LLC owns shares of 78 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.94% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Kiley Juergens Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 39 stocks.Kiley Juergens Wealth Management, LLC sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $56,541,207Costco Wholesale $33,297,345Apple $32,395,798Invesco QQQ $28,986,579NVIDIA $27,266,737 Largest New Holdings this Quarter 539830109 - Lockheed Martin $6,065,745 Holding892331307 - Toyota Motor $1,929,829 Holding055622104 - BP $533,083 Holding293792107 - Enterprise Products Partners $419,844 Holding438128308 - Honda Motor $312,517 Holding Largest Purchases this Quarter Lockheed Martin 13,097 shares (about $6.07M)Toyota Motor 11,203 shares (about $1.93M)Alphabet 6,765 shares (about $1.20M)Apple 4,776 shares (about $979.89K)Exxon Mobil 8,856 shares (about $954.67K) Largest Sales this Quarter Microsoft 998 shares (about $496.42K)iShares 20+ Year Treasury Bond ETF 3,425 shares (about $302.25K)Vanguard Short-Term Bond ETF 2,470 shares (about $194.39K)QUALCOMM 1,086 shares (about $172.95K)Berkshire Hathaway 265 shares (about $128.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKiley Juergens Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$56,541,207$496,416 ▼-0.9%113,67113.0%Computer and TechnologyCOSTCostco Wholesale$33,297,345$56,426 ▼-0.2%33,6367.7%Retail/WholesaleAAPLApple$32,395,798$979,894 ▲3.1%157,8977.5%Computer and TechnologyQQQInvesco QQQ$28,986,579$117,500 ▼-0.4%52,5466.7%FinanceNVDANVIDIA$27,266,737$196,382 ▲0.7%172,5856.3%Computer and TechnologyAMZNAmazon.com$20,618,387$272,481 ▲1.3%93,9814.8%Retail/WholesaleBRK.BBerkshire Hathaway$19,465,290$128,729 ▼-0.7%40,0714.5%FinanceAVGOBroadcom$15,579,255$116,325 ▼-0.7%56,5183.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$14,846,675$561,588 ▲3.9%560,2523.4%ETFILCGiShares Morningstar Growth ETF$14,349,922$64,923 ▼-0.5%148,0903.3%ETFGOOGLAlphabet$12,147,831$56,217 ▼-0.5%68,9322.8%Computer and TechnologySBUXStarbucks$10,943,112$123,334 ▲1.1%119,4272.5%Retail/WholesaleILCViShares Morningstar Value ETF$7,437,074$51,035 ▲0.7%89,1841.7%ETFCATCaterpillar$7,081,463$32,998 ▼-0.5%18,2411.6%IndustrialsLMTLockheed Martin$6,065,745$6,065,745 ▲New Holding13,0971.4%AerospaceVEUVanguard FTSE All-World ex-US ETF$5,591,761$488,151 ▲9.6%83,1861.3%ETFHFWAHeritage Financial$5,551,320$28,799 ▼-0.5%232,8571.3%FinanceBSVVanguard Short-Term Bond ETF$5,413,803$194,390 ▼-3.5%68,7901.2%ETFGLDSPDR Gold Shares$5,079,687$63,405 ▲1.3%16,6641.2%FinanceTSLATesla$5,008,251$62,579 ▲1.3%15,7661.2%Auto/Tires/TrucksVTVVanguard Value ETF$4,828,239$177 ▲0.0%27,3181.1%ETFSCHBSchwab US Broad Market ETF$4,261,921$106,282 ▲2.6%178,8471.0%ETFGOOGAlphabet$4,220,331$1,200,056 ▲39.7%23,7911.0%Computer and TechnologyJPMJPMorgan Chase & Co.$4,197,134$21,744 ▲0.5%14,4771.0%FinanceVIGVanguard Dividend Appreciation ETF$3,978,315$14,327 ▼-0.4%19,4380.9%ETFTSBKTimberland Bancorp$3,769,249$343 ▲0.0%120,8090.9%FinanceVTIVanguard Total Stock Market ETF$3,702,894$453,174 ▲13.9%12,1830.9%ETFPGProcter & Gamble$3,512,531$8,763 ▼-0.2%22,0470.8%Consumer StaplesUBERUber Technologies$3,388,563$90,594 ▲2.7%36,3190.8%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$3,235,212$302,253 ▼-8.5%36,6600.7%ETFXOMExxon Mobil$3,145,270$954,674 ▲43.6%29,1770.7%EnergyMCDMcDonald's$3,136,232$79,472 ▼-2.5%10,7340.7%Retail/WholesaleBABoeing$3,130,016$89,471 ▲2.9%14,9380.7%AerospacePALANTIR TECHNOLOGIES INC$2,841,863$29,445 ▼-1.0%20,8470.7%CL APCARPACCAR$2,749,193$475 ▲0.0%28,9210.6%Auto/Tires/TrucksJNJJohnson & Johnson$2,743,474$7,943 ▲0.3%17,9610.6%MedicalORCLOracle$2,456,814$12,025 ▼-0.5%11,2370.6%Computer and TechnologyWMTWalmart$2,430,607$9,191 ▲0.4%24,8580.6%Retail/WholesaleCVXChevron$2,022,270$143 ▼0.0%14,1230.5%EnergyQCOMQUALCOMM$1,937,534$172,954 ▼-8.2%12,1660.4%Computer and TechnologyTMToyota Motor$1,929,829$1,929,829 ▲New Holding11,2030.4%Auto/Tires/TrucksBACBank of America$1,776,244$9,085 ▲0.5%37,5370.4%FinanceSCHFSchwab International Equity ETF$1,680,220$239,719 ▲16.6%76,0280.4%ETFCSCOCisco Systems$1,675,896$2,290 ▼-0.1%24,1550.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,457,843$52,107 ▲3.7%25,5720.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,454,785$332,091 ▲29.6%49,8040.3%ETFSCHASchwab US Small-Cap ETF$1,344,955$123,465 ▲10.1%53,1600.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,295,565$22,410 ▲1.8%13,5280.3%ETFVZVerizon Communications$1,280,491$456,672 ▲55.4%29,5930.3%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$1,279,432$12,945 ▲1.0%55,0530.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,259,692$69,534 ▲5.8%45,5260.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,168,958$6,875 ▼-0.6%23,6340.3%ETFMRKMerck & Co., Inc.$1,154,514$50,661 ▼-4.2%14,5850.3%MedicalVXUSVanguard Total International Stock ETF$1,150,497$353,122 ▲44.3%16,6520.3%ETFSCHESchwab Emerging Markets Equity ETF$1,138,748$11,092 ▼-1.0%37,7820.3%ETFNKENIKE$966,096$94,983 ▼-9.0%13,5990.2%Consumer DiscretionaryTAT&T$936,680$521 ▲0.1%32,3660.2%Computer and TechnologyINTCIntel$917,789$44,262 ▼-4.6%40,9730.2%Computer and TechnologyWFCWells Fargo & Company$909,282$2,243 ▼-0.2%11,3490.2%FinanceXLFFinancial Select Sector SPDR Fund$880,9160.0%16,8210.2%ETFSCHXSchwab US Large-Cap ETF$808,336$1,271 ▲0.2%33,0740.2%ETFKOCocaCola$801,883$16,768 ▼-2.0%11,3340.2%Consumer StaplesSLViShares Silver Trust$639,073$9,351 ▲1.5%19,4780.1%ETFBPBP$533,083$533,083 ▲New Holding17,8110.1%EnergyKVUEKenvue$528,252$6,719 ▼-1.3%25,2390.1%Consumer StaplesWYWeyerhaeuser$523,221$126,650 ▼-19.5%20,3670.1%ConstructionCMCSAComcast$522,943$3,569 ▼-0.7%14,6520.1%Consumer DiscretionaryCAPITAL GROUP CORE BALANCED$503,640$124,196 ▲32.7%15,0610.1%SHSFNDFSchwab Fundamental International Equity ETF$477,399$9,725 ▲2.1%11,9290.1%ETFEPDEnterprise Products Partners$419,844$419,844 ▲New Holding13,5390.1%EnergyPFEPfizer$401,013$26,689 ▲7.1%16,5430.1%MedicalCSXCSX$351,8170.0%10,7820.1%TransportationSCHMSchwab U.S. Mid-Cap ETF$336,584$337 ▲0.1%11,9990.1%ETFHMCHonda Motor$312,517$312,517 ▲New Holding10,8400.1%Auto/Tires/TrucksKMIKinder Morgan$311,022$59 ▲0.0%10,5790.1%EnergyFFord Motor$295,144$54,663 ▼-15.6%27,2020.1%Auto/Tires/TrucksCOLBColumbia Banking System$254,1870.0%10,8720.1%FinanceTIDAL TR II$239,103$239,103 ▲New Holding10,7850.1%YIELDMAX MSTR OPBOEING CO$0$1,014,119 ▼-100.0%00.0%DEP CONV PFD AShowing largest 100 holdings. 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