Kiley Juergens Wealth Management, LLC
All holdings · as of Jun 30, 2026
| 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% |
| INTEL CORP | $5.33M | 0.8% |
| Heritage Financial Corp/WA | $5.19M | 0.8% |
| The Boeing Company | $5.14M | 0.8% |
| VANGUARD BD INDEX FDS | $4.85M | 0.8% |
| JPMORGAN CHASE & CO | $4.56M | 0.7% |
| VANGUARD SPECIALIZED FUNDS | $4.48M | 0.7% |
| JOHNSON & JOHNSON | $3.98M | 0.6% |
| VANGUARD INDEX FDS | $3.78M | 0.6% |
| Meta Platforms Inc | $3.57M | 0.6% |
| Eaton Corp plc | $3.49M | 0.5% |
| PACCAR INC | $3.21M | 0.5% |
| STATE STR SPDR S&P 500 ETF T | $3.20M | 0.5% |
| iShares MSCI UAE ETF | $3.18M | 0.5% |
| ADVANCED MICRO DEVICES INC | $3.16M | 0.5% |
| PROCTER & GAMBLE Co | $2.90M | 0.5% |
| SCHWAB STRATEGIC TR | $2.85M | 0.4% |
| MCDONALD'S CORP | $2.75M | 0.4% |
| Visa Inc | $2.75M | 0.4% |
| CISCO SYSTEMS, INC. | $2.72M | 0.4% |
| APPLIED MATERIALS INC /DE | $2.68M | 0.4% |
| Walmart Inc. | $2.67M | 0.4% |
| EXXON MOBIL CORP | $2.48M | 0.4% |
| SCHWAB STRATEGIC TR | $2.40M | 0.4% |
| Uber Technologies, Inc | $2.40M | 0.4% |
| VANGUARD INDEX FDS | $2.38M | 0.4% |