Kiley Juergens Wealth Management, LLC

13F filer · CIK 0001723223

Reported Aug 7, 2026

13F portfolio value$639MU.S. long equity reported on 13F

Positions163Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight44.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026163 positions
MSFTMicrosoft Corp	$42.3M	6.62%	0.00%	Not reported	Q4 2017
AAPLApple Inc.	$40.7M	6.38%	0.00%	Not reported	Q4 2017
QQQInvesco QQQ Trust, Series 1	$37.6M	5.89%	Not reported	Not reported	Q3 2020
COSTCostco Wholesale Corp	$31.2M	4.88%	0.01%	Not reported	Q4 2017
NVDANvidia Corp	$31.1M	4.87%	0.00%	Not reported	Q4 2017
GOOGLAlphabet Inc.	$23.7M	3.72%	0.00%	Not reported	Q4 2017
AMZNAmazon Com Inc	$22.6M	3.54%	0.00%	Not reported	Q4 2017
AVGOBroadcom Inc.	$19.7M	3.08%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$19.3M	3.03%	Not reported	Not reported	Q4 2017
CATCaterpillar Inc	$18.4M	2.87%	0.00%	Not reported	Q4 2017
SBUXStarbucks Corp	$11.6M	1.82%	0.01%	Not reported	Q4 2017
GEVGE Vernova Inc.	$8.19M	1.28%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$6.87M	1.08%	0.00%	Not reported	Q4 2017
TSLATesla, Inc.	$6.44M	1.01%	0.00%	Not reported	Q4 2017
GLDSPDR Gold Trust	$6.21M	0.97%	0.00%	Not reported	Q4 2017
GOOGAlphabet Inc.	$5.68M	0.89%	Not reported	Not reported	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$5.46M	0.85%	0.00%	New	Q2 2026
TSBKTimberland Bancorp Inc	$5.35M	0.84%	1.54%	Not reported	Q4 2017
INTCIntel Corp	$5.33M	0.83%	0.00%	Not reported	Q4 2017
HFWAHeritage Financial Corp	$5.19M	0.81%	0.43%	Not reported	Q4 2017
BABoeing Co	$5.14M	0.80%	0.00%	Not reported	Q4 2017
BSVNBank7 Corp.	$4.85M	0.76%	0.65%	Not reported	Q4 2017
JPMJPMorgan Chase & Co	$4.56M	0.71%	0.00%	Not reported	Q4 2017
JNJJohnson & Johnson	$3.98M	0.62%	0.00%	Not reported	Q4 2017
METAMeta Platforms, Inc.	$3.57M	0.56%	Not reported	Not reported	Q4 2017
ETNEaton Corp plc	$3.49M	0.55%	0.00%	New	Q2 2026
PCARPaccar Inc	$3.21M	0.50%	0.01%	Not reported	Q4 2017
SPYSPDR S&P 500 ETF Trust	$3.2M	0.50%	Not reported	Not reported	Q4 2017
AMDAdvanced Micro Devices Inc	$3.16M	0.49%	0.00%	New	Q2 2026
PGPROCTER & GAMBLE Co	$2.9M	0.45%	0.00%	Not reported	Q4 2017
MCDMcdonalds Corp	$2.75M	0.43%	0.00%	Not reported	Q4 2017
VVisa Inc.	$2.75M	0.43%	0.00%	Not reported	Q4 2017
CSCOCisco Systems, Inc.	$2.72M	0.43%	0.00%	Not reported	Q4 2017
AMATApplied Materials Inc	$2.68M	0.42%	0.00%	Not reported	Q4 2017
WMTWalmart Inc.	$2.67M	0.42%	0.00%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$2.48M	0.39%	0.00%	Not reported	Q4 2017
UBERUber Technologies, Inc	$2.4M	0.38%	0.00%	Not reported	Q2 2021
URIUnited Rentals, Inc.	$2.27M	0.36%	0.00%	Not reported	Q3 2018
NETCloudflare, Inc.	$2.19M	0.34%	Not reported	New	Q2 2026
WMWaste Management Inc	$2.17M	0.34%	0.00%	Not reported	Q4 2017
NFLXNetflix Inc	$2.17M	0.34%	0.00%	Not reported	Q4 2017
PLTRPalantir Technologies Inc.	$2.16M	0.34%	0.00%	Not reported	Q2 2021
HDHome Depot, Inc.	$2.1M	0.33%	0.00%	Not reported	Q4 2017
CVXChevron Corp	$1.98M	0.31%	0.00%	Not reported	Q4 2017
GEGeneral Electric Co	$1.93M	0.30%	0.00%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.92M	0.30%	0.00%	Not reported	Q4 2017
QCOMQualcomm Inc	$1.9M	0.30%	0.00%	Not reported	Q4 2017
ABBVAbbVie Inc.	$1.83M	0.29%	0.00%	Not reported	Q4 2017
UNPUnion Pacific Corp	$1.67M	0.26%	0.00%	Not reported	Q4 2017
LRCXLam Research Corp	$1.66M	0.26%	0.00%	Not reported	Q4 2017

Q4 2025Reported Jan 26, 202649 positions
MSFTMicrosoft Corp	$54.6M	11.79%	0.00%	-0.1%	Q4 2017
AAPLApple Inc.	$39M	8.42%	0.00%	-2.1%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$31.9M	6.90%	Not reported	+0.5%	Q3 2020
NVDANvidia Corp	$29M	6.27%	0.00%	-8.4%	Q4 2017
COSTCostco Wholesale Corp	$29M	6.27%	0.01%	+0.9%	Q4 2017
AMZNAmazon Com Inc	$22M	4.76%	0.00%	+1.6%	Q4 2017
GOOGLAlphabet Inc.	$21.2M	4.58%	0.00%	-0.9%	Q4 2017
BRK.BBerkshire Hathaway Inc	$19.9M	4.31%	Not reported	-0.2%	Q4 2017
AVGOBroadcom Inc.	$18.4M	3.97%	0.00%	-3.8%	Q4 2017
CATCaterpillar Inc	$10.2M	2.20%	0.00%	-0.9%	Q4 2017
SBUXStarbucks Corp	$9.84M	2.13%	0.01%	-1.7%	Q4 2017
TSLATesla, Inc.	$6.74M	1.46%	0.00%	-0.1%	Q4 2017
GLDSPDR Gold Trust	$6.72M	1.45%	0.00%	-0.1%	Q4 2017
GOOGAlphabet Inc.	$5.14M	1.11%	Not reported	-0.9%	Q4 2017
BSVNBank7 Corp.	$5.12M	1.11%	0.69%	-3.0%	Q4 2017
JPMJPMorgan Chase & Co	$4.61M	0.99%	0.00%	+0.7%	Q4 2017
TSBKTimberland Bancorp Inc	$4.3M	0.93%	1.53%	-0.5%	Q4 2017
HFWAHeritage Financial Corp	$4.2M	0.91%	0.52%	0.0%	Q4 2017
BABoeing Co	$3.89M	0.84%	0.00%	+14.5%	Q4 2017
PLTRPalantir Technologies Inc.	$3.54M	0.77%	0.00%	-1.6%	Q2 2021
PGPROCTER & GAMBLE Co	$3.39M	0.73%	0.00%	+14.7%	Q4 2017
MCDMcdonalds Corp	$3.29M	0.71%	0.00%	+1.6%	Q4 2017
JNJJohnson & Johnson	$3.27M	0.71%	0.00%	-1.7%	Q4 2017
PCARPaccar Inc	$3.08M	0.67%	0.01%	-0.7%	Q4 2017
UBERUber Technologies, Inc	$3.02M	0.65%	0.00%	+0.8%	Q2 2021
NFLXNetflix Inc	$2.84M	0.61%	0.00%	Not reported	Q4 2017
WMTWalmart Inc.	$2.72M	0.59%	0.00%	-0.4%	Q4 2017
XOMExxonMobil Holdings Corp	$2.24M	0.48%	0.00%	-2.0%	Q4 2017
QCOMQualcomm Inc	$2.08M	0.45%	0.00%	-0.1%	Q4 2017
CVXChevron Corp	$2.05M	0.44%	0.00%	-1.8%	Q4 2017
BACBank of America Corp	$1.81M	0.39%	0.00%	-2.5%	Q4 2017
CSCOCisco Systems, Inc.	$1.77M	0.38%	0.00%	-3.2%	Q4 2017
INTCIntel Corp	$1.45M	0.31%	0.00%	-3.7%	Q4 2017
MRKMerck & Co., Inc.	$1.34M	0.29%	0.00%	-0.7%	Q2 2021
SLViShares Silver Trust	$1.19M	0.26%	0.00%	-5.2%	Q4 2017
WFCWells Fargo & Company	$1.02M	0.22%	0.00%	-0.2%	Q4 2017
NKENIKE, Inc.	$877K	0.19%	0.00%	-1.1%	Q4 2017
TAt&T Inc.	$799K	0.17%	0.00%	-2.8%	Q4 2017
VZVerizon Communications Inc	$750K	0.16%	0.00%	+1.1%	Q4 2017
KOCoca Cola Co	$742K	0.16%	0.00%	-4.2%	Q4 2017
FNDFSchwab Strategic Trust	$626K	0.14%	Not reported	Not reported	Q2 2019
PFEPfizer Inc	$601K	0.13%	0.00%	+54.5%	Q4 2017
WYWeyerhaeuser Co	$489K	0.11%	0.00%	+2.4%	Q4 2017
EPDEnterprise Products Partners L.P.	$432K	0.09%	0.00%	+0.2%	Q4 2017
CSXCSX Corp	$408K	0.09%	0.00%	+2.3%	Q4 2017
CMCSAComcast Corp	$378K	0.08%	0.00%	-9.7%	Q4 2017
COLBColumbia Banking System, Inc.	$332K	0.07%	0.00%	+9.2%	Q4 2017
KVUEKenvue Inc.	$207K	0.04%	0.00%	-26.4%	Q3 2023
FFord Motor Co	$202K	0.04%	0.00%	-23.8%	Q4 2017
Q3 2025Reported Oct 22, 202550 positions
MSFTMicrosoft Corp	$58.6M	12.89%	0.00%	-0.5%	Q4 2017
AAPLApple Inc.	$37.3M	8.21%	0.00%	-7.3%	Q4 2017
NVDANvidia Corp	$31.7M	6.98%	0.00%	-1.5%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$31M	6.84%	Not reported	-1.6%	Q3 2020
COSTCostco Wholesale Corp	$30.9M	6.80%	0.01%	-0.8%	Q4 2017
AMZNAmazon Com Inc	$20.6M	4.54%	0.00%	0.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$20M	4.40%	Not reported	-0.9%	Q4 2017
AVGOBroadcom Inc.	$18.2M	4.01%	0.00%	-2.3%	Q4 2017
GOOGLAlphabet Inc.	$16.6M	3.66%	0.00%	-0.8%	Q4 2017
SBUXStarbucks Corp	$10.1M	2.21%	0.01%	-0.5%	Q4 2017
CATCaterpillar Inc	$8.56M	1.88%	0.00%	-1.7%	Q4 2017
TSLATesla, Inc.	$6.67M	1.47%	0.00%	-4.9%	Q4 2017
GLDSPDR Gold Trust	$6.04M	1.33%	0.01%	+1.9%	Q4 2017
BSVNBank7 Corp.	$5.28M	1.16%	0.71%	-2.7%	Q4 2017
JPMJPMorgan Chase & Co	$4.48M	0.99%	0.00%	-2.0%	Q4 2017
HFWAHeritage Financial Corp	$4.29M	0.94%	0.52%	-23.8%	Q4 2017
GOOGAlphabet Inc.	$4.03M	0.89%	Not reported	-30.5%	Q4 2017
TSBKTimberland Bancorp Inc	$4.02M	0.88%	1.53%	-0.1%	Q4 2017
PLTRPalantir Technologies Inc.	$3.69M	0.81%	0.00%	-2.9%	Q2 2021
UBERUber Technologies, Inc	$3.6M	0.79%	0.00%	+1.1%	Q2 2021
BABoeing Co	$3.38M	0.74%	0.00%	+4.8%	Q4 2017
MCDMcdonalds Corp	$3.22M	0.71%	0.00%	-1.2%	Q4 2017
PGPROCTER & GAMBLE Co	$3.17M	0.70%	0.00%	-6.4%	Q4 2017
ORCLOracle Corp	$3.12M	0.69%	0.00%	-1.4%	Q4 2017
JNJJohnson & Johnson	$2.98M	0.66%	0.00%	-10.6%	Q4 2017
PCARPaccar Inc	$2.78M	0.61%	0.01%	-2.1%	Q4 2017
WMTWalmart Inc.	$2.52M	0.56%	0.00%	-1.5%	Q4 2017
XOMExxonMobil Holdings Corp	$2.14M	0.47%	0.00%	-34.9%	Q4 2017
CVXChevron Corp	$2.13M	0.47%	0.00%	-2.9%	Q4 2017
QCOMQualcomm Inc	$2.02M	0.45%	0.00%	0.0%	Q4 2017
BACBank of America Corp	$1.74M	0.38%	0.00%	-10.1%	Q4 2017
CSCOCisco Systems, Inc.	$1.62M	0.36%	0.00%	-2.0%	Q4 2017
INTCIntel Corp	$1.37M	0.30%	0.00%	-0.5%	Q4 2017
MRKMerck & Co., Inc.	$1.07M	0.24%	0.00%	-12.2%	Q2 2021
NKENIKE, Inc.	$971K	0.21%	0.00%	+2.4%	Q4 2017
TAt&T Inc.	$935K	0.21%	0.00%	+2.3%	Q4 2017
WFCWells Fargo & Company	$922K	0.20%	0.00%	-3.0%	Q4 2017
SLViShares Silver Trust	$826K	0.18%	0.00%	+0.1%	Q4 2017
VZVerizon Communications Inc	$801K	0.18%	0.00%	-38.5%	Q4 2017
KOCoca Cola Co	$735K	0.16%	0.00%	-2.2%	Q4 2017
FNDFSchwab Strategic Trust	$595K	0.13%	Not reported	+16.0%	Q2 2019
WYWeyerhaeuser Co	$499K	0.11%	0.00%	-1.1%	Q4 2017
CMCSAComcast Corp	$440K	0.10%	0.00%	-4.5%	Q4 2017
EPDEnterprise Products Partners L.P.	$421K	0.09%	0.00%	-0.6%	Q4 2017
PFEPfizer Inc	$398K	0.09%	0.00%	-5.6%	Q4 2017
CSXCSX Corp	$391K	0.09%	0.00%	+2.1%	Q4 2017
KMIKinder Morgan, Inc.	$300K	0.07%	0.00%	0.0%	Q4 2017
COLBColumbia Banking System, Inc.	$280K	0.06%	0.00%	-0.1%	Q4 2017
KVUEKenvue Inc.	$265K	0.06%	0.00%	-35.4%	Q3 2023
FFord Motor Co	$241K	0.05%	0.00%	-25.9%	Q4 2017
Q2 2025Reported Jul 16, 202554 positions
MSFTMicrosoft Corp	$56.5M	13.05%	0.00%	-0.9%	Q4 2017
COSTCostco Wholesale Corp	$33.3M	7.69%	0.01%	-0.2%	Q4 2017
AAPLApple Inc.	$32.4M	7.48%	0.00%	+3.1%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$29M	6.69%	Not reported	-0.4%	Q3 2020
NVDANvidia Corp	$27.3M	6.29%	0.00%	+0.7%	Q4 2017
AMZNAmazon Com Inc	$20.6M	4.76%	0.00%	+1.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$19.5M	4.49%	Not reported	-0.7%	Q4 2017
AVGOBroadcom Inc.	$15.6M	3.60%	0.00%	-0.7%	Q4 2017
GOOGLAlphabet Inc.	$12.1M	2.80%	0.00%	-0.5%	Q4 2017
SBUXStarbucks Corp	$10.9M	2.53%	0.01%	+1.1%	Q4 2017
CATCaterpillar Inc	$7.08M	1.63%	0.00%	-0.5%	Q4 2017
LMTLockheed Martin Corp	$6.07M	1.40%	0.01%	Not reported	Q4 2017
HFWAHeritage Financial Corp	$5.55M	1.28%	0.69%	-0.5%	Q4 2017
BSVNBank7 Corp.	$5.41M	1.25%	0.73%	-3.5%	Q4 2017
GLDSPDR Gold Trust	$5.08M	1.17%	0.01%	+1.3%	Q4 2017
TSLATesla, Inc.	$5.01M	1.16%	0.00%	+1.3%	Q4 2017
GOOGAlphabet Inc.	$4.22M	0.97%	Not reported	+39.7%	Q4 2017
JPMJPMorgan Chase & Co	$4.2M	0.97%	0.00%	+0.5%	Q4 2017
TSBKTimberland Bancorp Inc	$3.77M	0.87%	1.53%	0.0%	Q4 2017
PGPROCTER & GAMBLE Co	$3.51M	0.81%	0.00%	-0.3%	Q4 2017
UBERUber Technologies, Inc	$3.39M	0.78%	0.00%	+2.8%	Q2 2021
XOMExxonMobil Holdings Corp	$3.15M	0.73%	0.00%	+43.6%	Q4 2017
MCDMcdonalds Corp	$3.14M	0.72%	0.00%	-2.5%	Q4 2017
BABoeing Co	$3.13M	0.72%	0.00%	+2.9%	Q4 2017
PLTRPalantir Technologies Inc.	$2.84M	0.66%	0.00%	-1.0%	Q2 2021
PCARPaccar Inc	$2.75M	0.63%	0.01%	0.0%	Q4 2017
JNJJohnson & Johnson	$2.74M	0.63%	0.00%	+0.3%	Q4 2017
ORCLOracle Corp	$2.46M	0.57%	0.00%	-0.5%	Q4 2017
WMTWalmart Inc.	$2.43M	0.56%	0.00%	+0.4%	Q4 2017
CVXChevron Corp	$2.02M	0.47%	0.00%	0.0%	Q4 2017
QCOMQualcomm Inc	$1.94M	0.45%	0.00%	-8.2%	Q4 2017
TMToyota Motor Corp/	$1.93M	0.45%	0.00%	Not reported	Q4 2017
BACBank of America Corp	$1.78M	0.41%	0.00%	+0.5%	Q4 2017
CSCOCisco Systems, Inc.	$1.68M	0.39%	0.00%	-0.1%	Q4 2017
VZVerizon Communications Inc	$1.28M	0.30%	0.00%	+55.4%	Q4 2017
MRKMerck & Co., Inc.	$1.15M	0.27%	0.00%	-4.2%	Q2 2021
NKENIKE, Inc.	$966K	0.22%	0.00%	-9.0%	Q4 2017
TAt&T Inc.	$937K	0.22%	0.00%	+0.1%	Q4 2017
INTCIntel Corp	$918K	0.21%	0.00%	-4.6%	Q4 2017
WFCWells Fargo & Company	$909K	0.21%	0.00%	-0.3%	Q4 2017
KOCoca Cola Co	$802K	0.19%	0.00%	-2.1%	Q4 2017
SLViShares Silver Trust	$639K	0.15%	0.00%	+1.5%	Q4 2017
BPBP PLC	$533K	0.12%	Not reported	Not reported	Q4 2017
KVUEKenvue Inc.	$528K	0.12%	0.00%	-1.3%	Q3 2023
WYWeyerhaeuser Co	$523K	0.12%	0.00%	-19.5%	Q4 2017
CMCSAComcast Corp	$523K	0.12%	0.00%	-0.7%	Q4 2017
FNDFSchwab Strategic Trust	$477K	0.11%	Not reported	+2.1%	Q2 2019
EPDEnterprise Products Partners L.P.	$420K	0.10%	0.00%	Not reported	Q4 2017
PFEPfizer Inc	$401K	0.09%	0.00%	+7.1%	Q4 2017
CSXCSX Corp	$352K	0.08%	0.00%	Not reported	Q4 2017

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