Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2025) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley Juergens Wealth Management, LLC has $399.15 million in total holdings as of December 31, 2024.Kiley Juergens Wealth Management, LLC owns shares of 72 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.00% of the portfolio was purchased this quarter.About 1.37% of the portfolio was sold this quarter.This quarter, Kiley Juergens Wealth Management, LLC has purchased 70 new stocks and bought additional shares in 24 stocks.Kiley Juergens Wealth Management, LLC sold shares of 43 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $48,353,231Apple $39,458,261Costco Wholesale $30,426,719Invesco QQQ $27,329,378NVIDIA $22,564,807 Largest New Holdings this Quarter PepsiCo $1,560,240 HoldingiShares 7-10 Year Treasury Bond ETF $1,216,644 HoldingSchwab U.S. Mid-Cap ETF $287,727 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 346,000 shares (about $9.45M)Schwab US Broad Market ETF 107,888 shares (about $2.45M)PepsiCo 10,261 shares (about $1.56M)iShares 7-10 Year Treasury Bond ETF 13,160 shares (about $1.22M)Schwab U.S. Aggregate Bond ETF 34,083 shares (about $773.68K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 10,505 shares (about $811.72K)Novo Nordisk A/S 7,594 shares (about $653.24K)Boeing 2,746 shares (about $486.05K)Amazon.com 2,042 shares (about $447.99K)Tesla 801 shares (about $323.48K) 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$48,353,231$78,821 ▼-0.2%114,71712.1%Computer and TechnologyAAPLApple$39,458,261$266,197 ▼-0.7%157,5689.9%Computer and TechnologyCOSTCostco Wholesale$30,426,719$18,325 ▲0.1%33,2077.6%Retail/WholesaleQQQInvesco QQQ$27,329,378$110,937 ▼-0.4%53,4586.8%FinanceNVDANVIDIA$22,564,807$68,622 ▲0.3%168,0305.7%Computer and TechnologyAMZNAmazon.com$21,172,347$447,992 ▼-2.1%96,5065.3%Retail/WholesaleBRK.BBerkshire Hathaway$18,287,582$84,310 ▼-0.5%40,3454.6%FinanceSCHDSchwab US Dividend Equity ETF$13,967,683$9,452,723 ▲209.4%511,2623.5%ETFGOOGLAlphabet$13,396,182$135,728 ▼-1.0%70,7673.4%Computer and TechnologyILCGiShares Morningstar Growth ETF$13,289,177$62,541 ▼-0.5%148,3173.3%ETFAVGOBroadcom$13,180,770$231,839 ▼-1.7%56,8533.3%Computer and TechnologySBUXStarbucks$10,646,394$47,085 ▼-0.4%116,6732.7%Retail/WholesaleILCViShares Morningstar Value ETF$7,082,143$59,764 ▲0.9%87,4551.8%ETFCATCaterpillar$6,678,314$70,012 ▼-1.0%18,4101.7%Industrial ProductsTSLATesla$6,572,122$323,477 ▼-4.7%16,2741.6%Auto/Tires/TrucksBSVVanguard Short-Term Bond ETF$6,015,480$811,723 ▼-11.9%77,8501.5%ETFHFWAHeritage Financial$5,782,672$205,433 ▼-3.4%236,0271.4%FinanceVTVVanguard Value ETF$4,453,285$147,292 ▲3.4%26,3041.1%ETFVEUVanguard FTSE All-World ex-US ETF$4,097,081$225,163 ▲5.8%71,3651.0%ETFGLDSPDR Gold Shares$4,042,845$61,743 ▲1.6%16,6971.0%FinanceVIGVanguard Dividend Appreciation ETF$3,820,609$15,666 ▼-0.4%19,5101.0%ETFSCHBSchwab US Broad Market ETF$3,804,860$2,449,057 ▲180.6%167,6151.0%ETFTSBKTimberland Bancorp$3,698,897$2,227 ▲0.1%121,2360.9%FinanceTLTiShares 20+ Year Treasury Bond ETF$3,686,926$561,187 ▲18.0%42,2180.9%ETFPGProcter & Gamble$3,514,302$49,625 ▼-1.4%20,9620.9%Consumer StaplesJPMJPMorgan Chase & Co.$3,389,039$14,383 ▼-0.4%14,1380.8%FinanceMCDMcDonald's$3,118,591$3,769 ▲0.1%10,7580.8%Retail/WholesaleGOOGAlphabet$3,118,317$190 ▲0.0%16,3740.8%Computer and TechnologyBABoeing$3,074,733$486,052 ▼-13.7%17,3710.8%AerospaceVTIVanguard Total Stock Market ETF$3,014,329$65,787 ▼-2.1%10,4010.8%ETFPCARPACCAR$2,975,250$49,617 ▼-1.6%28,6030.7%Auto/Tires/TrucksJNJJohnson & Johnson$2,527,087$41,940 ▼-1.6%17,4740.6%MedicalXOMExxon Mobil$2,244,220$9,251 ▼-0.4%20,8630.6%Oils/EnergyWMTWalmart$2,184,058$8,493 ▲0.4%24,1730.5%Retail/WholesaleQCOMQUALCOMM$2,178,631$111,835 ▼-4.9%14,1820.5%Computer and TechnologyCVXChevron$1,945,713$33,312 ▼-1.7%13,4340.5%Oils/EnergyORCLOracle$1,884,541$8,332 ▼-0.4%11,3090.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,808,540$109,815 ▼-5.7%23,9130.5%CL ABACBank of America$1,711,297$55,290 ▼-3.1%38,9370.4%FinanceUBERUber Technologies$1,708,081$88,972 ▼-5.0%28,3170.4%Computer and TechnologyPEPPepsiCo$1,560,240$1,560,240 ▲New Holding10,2610.4%Consumer StaplesMRKMerck & Co., Inc.$1,489,484$87,043 ▼-5.5%14,9730.4%MedicalCSCOCisco Systems$1,409,079$8,821 ▼-0.6%23,8020.4%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,216,644$1,216,644 ▲New Holding13,1600.3%ETFSCHASchwab US Small-Cap ETF$1,164,662$576,163 ▲97.9%45,0370.3%ETFNKENIKE$1,130,912$155,808 ▼-12.1%14,9450.3%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$1,063,671$1,630 ▼-0.2%24,1520.3%ETFVEAVanguard FTSE Developed Markets ETF$1,060,012$15,876 ▲1.5%22,1670.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,053,276$632,273 ▲150.2%40,4020.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,046,379$773,684 ▲283.7%46,0960.3%ETFNVONovo Nordisk A/S$1,026,219$653,236 ▼-38.9%11,9300.3%MedicalSCHESchwab Emerging Markets Equity ETF$1,024,392$44,472 ▲4.5%38,4680.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,023,521$702,014 ▲218.4%36,7250.3%ETFSCHFSchwab International Equity ETF$1,012,805$520,056 ▲105.5%54,7460.3%ETFWFCWells Fargo & Company$974,018$10,957 ▼-1.1%13,8670.2%FinanceINTCIntel$868,109$16,301 ▼-1.8%43,2970.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$822,154$548,535 ▲200.5%35,4680.2%ETFVZVerizon Communications$772,597$4,159 ▼-0.5%19,3200.2%Computer and TechnologyTAT&T$731,037$26,505 ▼-3.5%32,1050.2%Computer and TechnologyKOCoca-Cola$676,823$23,098 ▼-3.3%10,8710.2%Consumer StaplesXLFFinancial Select Sector SPDR Fund$667,9690.0%13,8210.2%ETFVXUSVanguard Total International Stock ETF$665,968$45,553 ▼-6.4%11,3010.2%ETFWYWeyerhaeuser$643,902$9,346 ▲1.5%22,8740.2%ConstructionCMCSAComcast$636,886$20,341 ▼-3.1%16,9700.2%Consumer DiscretionaryKVUEKenvue$578,799$10,675 ▲1.9%27,1100.1%Consumer StaplesSLViShares Silver Trust$495,873$4,081 ▼-0.8%18,8330.1%ETFPFEPfizer$421,400$23,161 ▼-5.2%15,8840.1%MedicalFNDFSchwab Fundamental International Large Company Index ETF$388,457$1,295 ▼-0.3%11,6970.1%ETFCSXCSX$367,297$18,136 ▼-4.7%11,3820.1%TransportationFFord Motor$363,447$20,087 ▲5.9%36,7120.1%Auto/Tires/TrucksCOLBColumbia Banking System$304,4570.0%11,2720.1%FinanceSCHMSchwab U.S. Mid-Cap ETF$287,727$287,727 ▲New Holding10,3830.1%ETFPFFiShares Preferred and Income Securities ETF$0$367,928 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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