Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2025) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley Juergens Wealth Management, LLC has $375.97 million in total holdings as of March 31, 2025.Kiley Juergens Wealth Management, LLC owns shares of 73 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 1.75% of the portfolio was purchased this quarter.About 1.97% of the portfolio was sold this quarter.This quarter, Kiley Juergens Wealth Management, LLC has purchased 72 new stocks and bought additional shares in 36 stocks.Kiley Juergens Wealth Management, LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $43,045,447Apple $34,012,684Costco Wholesale $31,866,576Invesco QQQ $24,739,962Berkshire Hathaway $21,482,147 Largest New Holdings this Quarter 097023204 - BOEING CO $1,014,119 Holding14021D107 - CAPITAL GROUP CORE BALANCED $351,530 Holding49456B101 - Kinder Morgan $301,774 Holding Largest Purchases this Quarter BOEING CO 16,950 shares (about $1.01M)Schwab US Dividend Equity ETF 27,798 shares (about $777.23K)Uber Technologies 7,031 shares (about $512.28K)Costco Wholesale 486 shares (about $459.66K)NVIDIA 3,312 shares (about $358.96K) Largest Sales this Quarter Apple 4,447 shares (about $987.81K)Amazon.com 3,767 shares (about $716.71K)Vanguard Short-Term Bond ETF 6,590 shares (about $515.87K)Boeing 2,860 shares (about $487.78K)Invesco QQQ 699 shares (about $327.78K) 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$43,045,447$18,019 ▼0.0%114,66911.4%Computer and TechnologyAAPLApple$34,012,684$987,810 ▼-2.8%153,1219.0%Computer and TechnologyCOSTCostco Wholesale$31,866,576$459,655 ▲1.5%33,6938.5%Retail/WholesaleQQQInvesco QQQ$24,739,962$327,778 ▼-1.3%52,7596.6%FinanceBRK.BBerkshire Hathaway$21,482,147$4,793 ▼0.0%40,3365.7%FinanceNVDANVIDIA$18,570,087$358,955 ▲2.0%171,3424.9%Computer and TechnologyAMZNAmazon.com$17,644,432$716,706 ▼-3.9%92,7394.7%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$15,072,117$777,232 ▲5.4%539,0604.0%ETFILCGiShares Morningstar Growth ETF$12,048,089$35,879 ▲0.3%148,7603.2%ETFSBUXStarbucks$11,582,612$138,111 ▲1.2%118,0813.1%Retail/WholesaleGOOGLAlphabet$10,708,997$234,435 ▼-2.1%69,2512.8%Computer and TechnologyAVGOBroadcom$9,533,529$14,567 ▲0.2%56,9402.5%Computer and TechnologyILCViShares Morningstar Value ETF$7,214,198$90,980 ▲1.3%88,5721.9%ETFCATCaterpillar$6,043,758$27,702 ▼-0.5%18,3261.6%IndustrialsHFWAHeritage Financial$5,694,808$47,736 ▼-0.8%234,0651.5%FinanceBSVVanguard Short-Term Bond ETF$5,578,251$515,867 ▼-8.5%71,2601.5%ETFGLDSPDR Gold Shares$4,741,632$69,442 ▼-1.4%16,4561.3%FinanceVTVVanguard Value ETF$4,718,793$174,988 ▲3.9%27,3171.3%ETFVEUVanguard FTSE All-World ex-US ETF$4,605,554$276,549 ▲6.4%75,9241.2%ETFTSLATesla$4,034,881$182,709 ▼-4.3%15,5691.1%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$3,784,299$388 ▼0.0%19,5081.0%ETFPGProcter & Gamble$3,766,539$194,274 ▲5.4%22,1021.0%Consumer StaplesSCHBSchwab US Broad Market ETF$3,754,542$145,801 ▲4.0%174,3871.0%ETFTLTiShares 20+ Year Treasury Bond ETF$3,648,951$194,168 ▼-5.1%40,0851.0%ETFTSBKTimberland Bancorp$3,642,045$13,206 ▼-0.4%120,7981.0%FinanceJPMJPMorgan Chase & Co.$3,532,833$64,760 ▲1.9%14,4020.9%FinanceMCDMcDonald's$3,437,798$77,464 ▲2.3%11,0060.9%Retail/WholesaleJNJJohnson & Johnson$2,969,962$72,139 ▲2.5%17,9090.8%MedicalVTIVanguard Total Stock Market ETF$2,938,693$79,981 ▲2.8%10,6920.8%ETFPCARPACCAR$2,815,595$30,477 ▲1.1%28,9160.7%Auto/Tires/TrucksGOOGAlphabet$2,659,936$101,861 ▲4.0%17,0260.7%Computer and TechnologyUBERUber Technologies$2,575,455$512,279 ▲24.8%35,3480.7%Computer and TechnologyBABoeing$2,474,897$487,782 ▼-16.5%14,5110.7%AerospaceXOMExxon Mobil$2,416,740$64,459 ▼-2.6%20,3210.6%EnergyCVXChevron$2,362,852$115,432 ▲5.1%14,1240.6%EnergyWMTWalmart$2,174,061$51,885 ▲2.4%24,7640.6%Retail/WholesaleQCOMQUALCOMM$2,035,612$142,855 ▼-6.6%13,2520.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,777,717$240,540 ▼-11.9%21,0630.5%CL AORCLOracle$1,578,667$2,377 ▼-0.2%11,2920.4%Computer and TechnologyBACBank of America$1,558,401$66,434 ▼-4.1%37,3450.4%FinanceCSCOCisco Systems$1,492,669$23,820 ▲1.6%24,1880.4%Computer and TechnologyMRKMerck & Co., Inc.$1,366,631$22,620 ▲1.7%15,2250.4%MedicalSCHFSchwab International Equity ETF$1,289,284$206,405 ▲19.1%65,1810.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,267,895$12,780 ▲1.0%13,2940.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,262,127$194,544 ▲18.2%54,4960.3%ETFVEAVanguard FTSE Developed Markets ETF$1,253,351$126,616 ▲11.2%24,6580.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,143,293$69,401 ▲6.5%43,0130.3%ETFSCHASchwab US Small-Cap ETF$1,131,210$75,984 ▲7.2%48,2800.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,075,951$17,153 ▼-1.6%23,7730.3%ETFSCHESchwab Emerging Markets Equity ETF$1,051,784$8,767 ▼-0.8%38,1500.3%ETFBOEING CO$1,014,119$1,014,119 ▲New Holding16,9500.3%DEP CONV PFD AINTCIntel$975,365$7,903 ▼-0.8%42,9490.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$962,414$42,818 ▲4.7%38,4350.3%ETFNKENIKE$948,130$571 ▼-0.1%14,9360.3%Consumer DiscretionaryTAT&T$914,790$6,872 ▲0.8%32,3480.2%Computer and TechnologyVZVerizon Communications$863,600$12,746 ▼-1.5%19,0390.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$837,854$149,430 ▲21.7%16,8210.2%ETFKOCoca-Cola$828,709$50,134 ▲6.4%11,5710.2%Consumer StaplesWFCWells Fargo & Company$816,755$178,757 ▼-18.0%11,3770.2%FinanceWYWeyerhaeuser$740,685$70,944 ▲10.6%25,2970.2%ConstructionSCHXSchwab US Large-Cap ETF$729,132$54,008 ▼-6.9%33,0220.2%ETFVXUSVanguard Total International Stock ETF$716,699$14,904 ▲2.1%11,5410.2%ETFKVUEKenvue$612,929$37,169 ▼-5.7%25,5600.2%Consumer StaplesSLViShares Silver Trust$594,791$11,156 ▲1.9%19,1930.2%ETFCMCSAComcast$544,335$81,842 ▼-13.1%14,7520.1%Consumer DiscretionaryFNDFSchwab Fundamental International Large Company Index ETF$422,332$398 ▼-0.1%11,6860.1%ETFPFEPfizer$391,308$11,201 ▼-2.8%15,4420.1%MedicalCAPITAL GROUP CORE BALANCED$351,530$351,530 ▲New Holding11,3470.1%SHSFFord Motor$323,368$44,854 ▼-12.2%32,2400.1%Auto/Tires/TrucksCSXCSX$317,314$17,658 ▼-5.3%10,7820.1%TransportationSCHMSchwab U.S. Mid-Cap ETF$314,070$42,026 ▲15.4%11,9870.1%ETFKMIKinder Morgan$301,774$301,774 ▲New Holding10,5770.1%EnergyCOLBColumbia Banking System$271,148$9,976 ▼-3.5%10,8720.1%FinancePEPPepsiCo$0$1,560,240 ▼-100.0%00.0%Consumer StaplesNVONovo Nordisk A/S$0$1,026,219 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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