Institutions / Kiley Juergens Wealth Management, LLC
Kiley Juergens Wealth Management, LLC
CIK 1723223 · Institution · as of Jun 30, 2026
Portfolio value
$638.57M
Positions
241
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$638.57M+37.9%Positions
241+225.7%Top holdings
Jun 30, 2026View all 241 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $42.27M | 6.6% |
| Apple Inc. | $40.71M | 6.4% |
| Invesco Qqq Tr | $37.63M | 5.9% |
| Costco Wholesale Corp /New | $31.19M | 4.9% |
| NVIDIA Corp | $31.10M | 4.9% |
| Alphabet Inc. | $23.75M | 3.7% |
| Amazon.com Inc | $22.60M | 3.5% |
| Broadcom Inc. | $19.69M | 3.1% |
| Warren E. Buffett | $19.34M | 3.0% |
| Caterpillar Inc | $18.36M | 2.9% |
| Schwab Strategic Tr | $18.34M | 2.9% |
| iShares Tr | $16.58M | 2.6% |
| Starbucks Corp | $11.62M | 1.8% |
| iShares Tr | $8.96M | 1.4% |
| Vanguard Intl Equity Index F | $8.55M | 1.3% |
| GE Vernova Inc. | $8.19M | 1.3% |
| ELI LILLY & Co | $6.87M | 1.1% |
| Invesco Exchange Traded Fd T | $6.65M | 1.0% |
| Tesla Inc | $6.44M | 1.0% |
| SPDR Gold Tr | $6.21M | 1.0% |
| Alphabet Inc. | $5.68M | 0.9% |
| Schwab Strategic Tr | $5.47M | 0.9% |
| CrowdStrike Holdings, Inc. | $5.46M | 0.9% |
| Vanguard Index Fds | $5.39M | 0.8% |
| Timberland Bancorp Inc | $5.35M | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $8.19M | +7K | 6,971 1.28% of portfolio | medium |
| Q2 2026 as of | New | ELI LILLY & Co Common stock | $6.87M | +6K | 5,724 1.08% of portfolio | medium |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $5.46M | +7K | 7,149 0.85% of portfolio | medium |
| Q2 2026 as of | New | Meta Platforms Inc Common stock | $3.57M | +6K | 6,344 0.56% of portfolio | low |
| Q2 2026 as of | New | Eaton Corp plc Common stock | $3.49M | +8K | 8,184 0.55% of portfolio | low |
| Q2 2026 as of | New | 78462F103 Common stock | $3.20M | +4K | 4,281 0.50% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $3.16M | +5K | 5,438 0.49% of portfolio | low |
| Q2 2026 as of | New | Visa Inc Common stock | $2.75M | +8K | 8,010 0.43% of portfolio | low |
| Q2 2026 as of | New | Applied Materials Inc /De Common stock | $2.68M | +4K | 3,710 0.42% of portfolio | low |
| Q2 2026 as of | New | 922908363 Common stock | $2.38M | +3K | 3,464 0.37% of portfolio | low |