Kiley Juergens Wealth Management

OLYMPIA, WAfiles as KILEY JUERGENS WEALTH MANAGEMENT, LLC

$639m in 241 US stocks at the end of 30 June 2026. The top 10 are 44.9% of the money. It changed about 6.2% of the portfolio this quarter.

Value

$639m

Stocks

241

Top 10 share

44.9%

Turnover

6.2%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Vaneck ETF TrustSMH
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
RBB Fund TrustFEGE
<0.1% of the fund
Ishares TRINDA
<0.1% of the fund
Ishares TRIUSG
<0.1% of the fund
CumminsCMI
<0.1% of the fund
Brookfield Renewable EnergyBEP
<0.1% of the fund
Ishares TRHDV
<0.1% of the fund
Dimensional ETF TrustDFAS
<0.1% of the fund
Vanguard Index FDSVBK
<0.1% of the fund
Archer-Daniels-MidlandADM
<0.1% of the fund

Added

Bought more of a stock they already held.

Invesco Exchange Traded FD TRSP
1.0% of the fund
+12%
CrowdStrike HoldingsCRWD
0.9% of the fund
+3%
BoeingBA
0.8% of the fund
+6%
Vanguard BD Index FDSBSV
0.8% of the fund
+3%
Meta PlatformsMETA
0.6% of the fund
+17%
Schwab Strategic TRSCHZ
0.4% of the fund
+64%
Vanguard Index FDSVOO
0.4% of the fund
+7%
Schwab Strategic TRSCHG
0.4% of the fund
+3%
Waste ManagementWM
0.3% of the fund
+4%
Taiwan Semiconductor ManufacturingTSM
0.3% of the fund
+7%
Boeing
0.3% of the fund
+2%
Schwab Strategic TRSCHE
0.2% of the fund
+4%
Capital Group Core BalancedCGBL
0.2% of the fund
+31%
CorningGLW
0.2% of the fund
+10%
Wells Fargo & CompanyWFC
0.2% of the fund
+4%
NextEra EnergyNEE
0.1% of the fund
+18%
OneokOKE
<0.1% of the fund
+5%
Solstice Advanced MaterialsSOLS
<0.1% of the fund
+8%
Public StoragePSA
<0.1% of the fund
+6%
CortevaCTVA
<0.1% of the fund
+2%
Qnity ElectronicsQ
<0.1% of the fund
+2%
Ishares Gold TRIAU
<0.1% of the fund
+2%
Vanguard BD Index FDSBND
<0.1% of the fund
+4%
Sherwin-WilliamsSHW
<0.1% of the fund
+7%
Capital One FinancialCOF
<0.1% of the fund
+3%

Cut

Sold some of their stake.

CaterpillarCAT
2.9% of the fund
-2%
GE VernovaGEV
1.3% of the fund
-4%
Eli LillyLLY
1.1% of the fund
-2%
Spdr Gold TRGLD
1.0% of the fund
-2%
PaccarPCAR
0.5% of the fund
-5%
Advanced Micro DevicesAMD
0.5% of the fund
-5%
Procter & GamblePG
0.5% of the fund
-6%
McDonald'sMCD
0.4% of the fund
-5%
WalmartWMT
0.4% of the fund
-4%
Uber TechnologiesUBER
0.4% of the fund
-12%
United RentalsURI
0.4% of the fund
-3%
CloudflareNET
0.3% of the fund
-17%
Palantir TechnologiesPLTR
0.3% of the fund
-2%
Home DepotHD
0.3% of the fund
-11%
Vanguard Index FDSVO
0.3% of the fund
-3%
ChevronCVX
0.3% of the fund
-11%
QualcommQCOM
0.3% of the fund
-6%
Union PacificUNP
0.3% of the fund
-3%
Bank of AmericaBAC
0.3% of the fund
-13%
Schwab Strategic TRSCHV
0.3% of the fund
-3%
Vanguard World FDVHT
0.2% of the fund
-4%
AmgenAMGN
0.2% of the fund
-3%
Palo Alto NetworksPANW
0.2% of the fund
-19%
Ishares TRIVW
0.2% of the fund
-4%
DanaherDHR
0.2% of the fund
-7%

Sold out

Sold their entire stake.

Holdings

MicrosoftMSFT
Share
6.6%
Value
$42m
Shares
113,323
Held
AppleAAPL
Share
6.4%
Value
$41m
Shares
140,685
Held
Invesco QQQ TRQQQ
Share
5.9%
Value
$38m
Shares
51,106
Held
Costco WholesaleCOST
Share
4.9%
Value
$31m
Shares
33,346
Held
NvidiaNVDA
Share
4.9%
Value
$31m
Shares
155,428
Held
AlphabetGOOGL
Share
3.7%
Value
$24m
Shares
66,453
Held
Amazon.comAMZN
Share
3.5%
Value
$23m
Shares
94,827
Held
BroadcomAVGO
Share
3.1%
Value
$20m
Shares
52,119
Held
Berkshire HathawayBRK-B
Share
3.0%
Value
$19m
Shares
38,654
Held
CaterpillarCAT
Share
2.9%
Value
$18m
Shares
17,239
-2%
Schwab Strategic TRSCHD
Share
2.9%
Value
$18m
Shares
578,519
Held
Ishares TRILCG
Share
2.6%
Value
$17m
Shares
141,722
Held
StarbucksSBUX
Share
1.8%
Value
$12m
Shares
113,754
Held
Ishares TRILCV
Share
1.4%
Value
$9m
Shares
88,508
Held
Vanguard Intl Equity Index FVEU
Share
1.3%
Value
$9m
Shares
102,085
Held
GE VernovaGEV
Share
1.3%
Value
$8m
Shares
6,971
-4%
Eli LillyLLY
Share
1.1%
Value
$7m
Shares
5,724
-2%
Invesco Exchange Traded FD TRSP
Share
1.0%
Value
$7m
Shares
31,265
+12%
TeslaTSLA
Share
1.0%
Value
$6m
Shares
15,310
Held
Spdr Gold TRGLD
Share
1.0%
Value
$6m
Shares
16,849
-2%
AlphabetGOOG
Share
0.9%
Value
$6m
Shares
16,076
Held
Schwab Strategic TRSCHB
Share
0.9%
Value
$5m
Shares
188,731
Held
CrowdStrike HoldingsCRWD
Share
0.9%
Value
$5m
Shares
7,149
+3%
Vanguard Index FDSVTV
Share
0.8%
Value
$5m
Shares
24,721
Held
Timberland BancorpTSBK
Share
0.8%
Value
$5m
Shares
119,504
Held
IntelINTC
Share
0.8%
Value
$5m
Shares
38,160
Held
Heritage FinancialHFWA
Share
0.8%
Value
$5m
Shares
175,064
Held
BoeingBA
Share
0.8%
Value
$5m
Shares
23,722
+6%
Vanguard BD Index FDSBSV
Share
0.8%
Value
$5m
Shares
62,236
+3%
JPMorgan ChaseJPM
Share
0.7%
Value
$5m
Shares
13,923
Held
Vanguard Specialized FundsVIG
Share
0.7%
Value
$4m
Shares
18,913
Held
Johnson & JohnsonJNJ
Share
0.6%
Value
$4m
Shares
15,679
Held
Vanguard Index FDSVTI
Share
0.6%
Value
$4m
Shares
10,210
Held
Meta PlatformsMETA
Share
0.6%
Value
$4m
Shares
6,344
+17%
EatonETN
Share
0.5%
Value
$3m
Shares
8,184
Held
PaccarPCAR
Share
0.5%
Value
$3m
Shares
26,733
-5%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$3m
Shares
4,281
Held
Ishares TRTLT
Share
0.5%
Value
$3m
Shares
36,763
Held
Advanced Micro DevicesAMD
Share
0.5%
Value
$3m
Shares
5,438
-5%
Procter & GamblePG
Share
0.5%
Value
$3m
Shares
19,810
-6%
Schwab Strategic TRSCHZ
Share
0.4%
Value
$3m
Shares
123,338
+64%
McDonald'sMCD
Share
0.4%
Value
$3m
Shares
10,171
-5%
VisaV
Share
0.4%
Value
$3m
Shares
8,010
Held
Cisco SystemsCSCO
Share
0.4%
Value
$3m
Shares
23,194
Held
Applied MaterialsAMAT
Share
0.4%
Value
$3m
Shares
3,710
Held
WalmartWMT
Share
0.4%
Value
$3m
Shares
23,567
-4%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$2m
Shares
18,151
Held
Schwab Strategic TRSCHF
Share
0.4%
Value
$2m
Shares
86,606
Held
Uber TechnologiesUBER
Share
0.4%
Value
$2m
Shares
33,199
-12%
Vanguard Index FDSVOO
Share
0.4%
Value
$2m
Shares
3,464
+7%
Ishares TRIWB
Share
0.4%
Value
$2m
Shares
5,709
Held
Schwab Strategic TRSCHG
Share
0.4%
Value
$2m
Shares
68,900
+3%
United RentalsURI
Share
0.4%
Value
$2m
Shares
2,007
-3%
Ishares TRIWM
Share
0.4%
Value
$2m
Shares
7,544
Held
CloudflareNET
Share
0.3%
Value
$2m
Shares
8,943
-17%
Waste ManagementWM
Share
0.3%
Value
$2m
Shares
9,753
+4%
NetflixNFLX
Share
0.3%
Value
$2m
Shares
30,375
Held
Palantir TechnologiesPLTR
Share
0.3%
Value
$2m
Shares
18,512
-2%
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$2m
Shares
29,878
Held
Schwab Strategic TRSCHA
Share
0.3%
Value
$2m
Shares
58,797
Held
Home DepotHD
Share
0.3%
Value
$2m
Shares
5,961
-11%
Vanguard Index FDSVO
Share
0.3%
Value
$2m
Shares
24,771
-3%
ChevronCVX
Share
0.3%
Value
$2m
Shares
11,935
-11%
Vanguard Index FDSVUG
Share
0.3%
Value
$2m
Shares
22,654
Held
General ElectricGE
Share
0.3%
Value
$2m
Shares
5,157
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$2m
Shares
4,013
+7%
QualcommQCOM
Share
0.3%
Value
$2m
Shares
10,308
-6%
Ishares TRIYW
Share
0.3%
Value
$2m
Shares
7,509
Held
AbbVieABBV
Share
0.3%
Value
$2m
Shares
7,258
Held
Boeing
Share
0.3%
Value
$2m
Shares
25,550
+2%
Vanguard World FDVGT
Share
0.3%
Value
$2m
Shares
14,176
Held
Union PacificUNP
Share
0.3%
Value
$2m
Shares
6,143
-3%
Lam ResearchLRCX
Share
0.3%
Value
$2m
Shares
3,835
Held
MerckMRK
Share
0.3%
Value
$2m
Shares
12,629
Held
Bank of AmericaBAC
Share
0.3%
Value
$2m
Shares
28,363
-13%
Schwab Strategic TRSCHV
Share
0.3%
Value
$2m
Shares
45,883
-3%
DeereDE
Share
0.2%
Value
$2m
Shares
2,424
Held
Schwab Strategic TRSCHE
Share
0.2%
Value
$2m
Shares
42,042
+4%
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$1m
Shares
2
Held
Vanguard World FDVHT
Share
0.2%
Value
$1m
Shares
4,963
-4%
Lockheed MartinLMT
Share
0.2%
Value
$1m
Shares
2,904
Held
Vanguard Index FDSVB
Share
0.2%
Value
$1m
Shares
4,670
Held
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$1m
Shares
22,795
Held
OracleORCL
Share
0.2%
Value
$1m
Shares
8,731
Held
RTXRTX
Share
0.2%
Value
$1m
Shares
6,736
Held
AmgenAMGN
Share
0.2%
Value
$1m
Shares
3,459
-3%
Capital Group Core BalancedCGBL
Share
0.2%
Value
$1m
Shares
32,576
+31%
CorningGLW
Share
0.2%
Value
$1m
Shares
4,797
+10%
Palo Alto NetworksPANW
Share
0.2%
Value
$1m
Shares
3,542
-19%
Schwab Strategic TRSCHX
Share
0.2%
Value
$1m
Shares
40,122
Held
Ishares TRIVW
Share
0.2%
Value
$1m
Shares
7,851
-4%
DanaherDHR
Share
0.2%
Value
$1m
Shares
5,484
-7%
Micron TechnologyMU
Share
0.2%
Value
$1m
Shares
896
Held
Vanguard Star FDSVXUS
Share
0.2%
Value
$995,539
Shares
11,645
Held
Ishares TRIVE
Share
0.2%
Value
$965,459
Shares
4,252
Held
Wells Fargo & CompanyWFC
Share
0.2%
Value
$960,690
Shares
11,625
+4%
Consolidated EdisonED
Share
0.1%
Value
$946,859
Shares
8,559
Held
NextEra EnergyNEE
Share
0.1%
Value
$943,400
Shares
10,749
+18%
Ishares TRIWO
Share
0.1%
Value
$938,413
Shares
2,382
Held
Ishares TREFA
Share
0.1%
Value
$936,233
Shares
9,013
Held

Company	Share of fund	Value	Shares	Change
MicrosoftMSFT	6.6%	$42m	113,323	Held
AppleAAPL	6.4%	$41m	140,685	Held
Invesco QQQ TRQQQ	5.9%	$38m	51,106	Held
Costco WholesaleCOST	4.9%	$31m	33,346	Held
NvidiaNVDA	4.9%	$31m	155,428	Held
AlphabetGOOGL	3.7%	$24m	66,453	Held
Amazon.comAMZN	3.5%	$23m	94,827	Held
BroadcomAVGO	3.1%	$20m	52,119	Held
Berkshire HathawayBRK-B	3.0%	$19m	38,654	Held
CaterpillarCAT	2.9%	$18m	17,239	-2%
Schwab Strategic TRSCHD	2.9%	$18m	578,519	Held
Ishares TRILCG	2.6%	$17m	141,722	Held
StarbucksSBUX	1.8%	$12m	113,754	Held
Ishares TRILCV	1.4%	$9m	88,508	Held
Vanguard Intl Equity Index FVEU	1.3%	$9m	102,085	Held
GE VernovaGEV	1.3%	$8m	6,971	-4%
Eli LillyLLY	1.1%	$7m	5,724	-2%
Invesco Exchange Traded FD TRSP	1.0%	$7m	31,265	+12%
TeslaTSLA	1.0%	$6m	15,310	Held
Spdr Gold TRGLD	1.0%	$6m	16,849	-2%
AlphabetGOOG	0.9%	$6m	16,076	Held
Schwab Strategic TRSCHB	0.9%	$5m	188,731	Held
CrowdStrike HoldingsCRWD	0.9%	$5m	7,149	+3%
Vanguard Index FDSVTV	0.8%	$5m	24,721	Held
Timberland BancorpTSBK	0.8%	$5m	119,504	Held
IntelINTC	0.8%	$5m	38,160	Held
Heritage FinancialHFWA	0.8%	$5m	175,064	Held
BoeingBA	0.8%	$5m	23,722	+6%
Vanguard BD Index FDSBSV	0.8%	$5m	62,236	+3%
JPMorgan ChaseJPM	0.7%	$5m	13,923	Held
Vanguard Specialized FundsVIG	0.7%	$4m	18,913	Held
Johnson & JohnsonJNJ	0.6%	$4m	15,679	Held
Vanguard Index FDSVTI	0.6%	$4m	10,210	Held
Meta PlatformsMETA	0.6%	$4m	6,344	+17%
EatonETN	0.5%	$3m	8,184	Held
PaccarPCAR	0.5%	$3m	26,733	-5%
State STR Spdr S&P 500 ETF TSPY	0.5%	$3m	4,281	Held
Ishares TRTLT	0.5%	$3m	36,763	Held
Advanced Micro DevicesAMD	0.5%	$3m	5,438	-5%
Procter & GamblePG	0.5%	$3m	19,810	-6%
Schwab Strategic TRSCHZ	0.4%	$3m	123,338	+64%
McDonald'sMCD	0.4%	$3m	10,171	-5%
VisaV	0.4%	$3m	8,010	Held
Cisco SystemsCSCO	0.4%	$3m	23,194	Held
Applied MaterialsAMAT	0.4%	$3m	3,710	Held
WalmartWMT	0.4%	$3m	23,567	-4%
ExxonMobil HoldingsXOM	0.4%	$2m	18,151	Held
Schwab Strategic TRSCHF	0.4%	$2m	86,606	Held
Uber TechnologiesUBER	0.4%	$2m	33,199	-12%
Vanguard Index FDSVOO	0.4%	$2m	3,464	+7%
Ishares TRIWB	0.4%	$2m	5,709	Held
Schwab Strategic TRSCHG	0.4%	$2m	68,900	+3%
United RentalsURI	0.4%	$2m	2,007	-3%
Ishares TRIWM	0.4%	$2m	7,544	Held
CloudflareNET	0.3%	$2m	8,943	-17%
Waste ManagementWM	0.3%	$2m	9,753	+4%
NetflixNFLX	0.3%	$2m	30,375	Held
Palantir TechnologiesPLTR	0.3%	$2m	18,512	-2%
Vanguard Tax-Managed FDSVEA	0.3%	$2m	29,878	Held
Schwab Strategic TRSCHA	0.3%	$2m	58,797	Held
Home DepotHD	0.3%	$2m	5,961	-11%
Vanguard Index FDSVO	0.3%	$2m	24,771	-3%
ChevronCVX	0.3%	$2m	11,935	-11%
Vanguard Index FDSVUG	0.3%	$2m	22,654	Held
General ElectricGE	0.3%	$2m	5,157	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$2m	4,013	+7%
QualcommQCOM	0.3%	$2m	10,308	-6%
Ishares TRIYW	0.3%	$2m	7,509	Held
AbbVieABBV	0.3%	$2m	7,258	Held
Boeing	0.3%	$2m	25,550	+2%
Vanguard World FDVGT	0.3%	$2m	14,176	Held
Union PacificUNP	0.3%	$2m	6,143	-3%
Lam ResearchLRCX	0.3%	$2m	3,835	Held
MerckMRK	0.3%	$2m	12,629	Held
Bank of AmericaBAC	0.3%	$2m	28,363	-13%
Schwab Strategic TRSCHV	0.3%	$2m	45,883	-3%
DeereDE	0.2%	$2m	2,424	Held
Schwab Strategic TRSCHE	0.2%	$2m	42,042	+4%
Berkshire Hathaway INC DELBRK-A	0.2%	$1m	2	Held
Vanguard World FDVHT	0.2%	$1m	4,963	-4%
Lockheed MartinLMT	0.2%	$1m	2,904	Held
Vanguard Index FDSVB	0.2%	$1m	4,670	Held
Vanguard Intl Equity Index FVWO	0.2%	$1m	22,795	Held
OracleORCL	0.2%	$1m	8,731	Held
RTXRTX	0.2%	$1m	6,736	Held
AmgenAMGN	0.2%	$1m	3,459	-3%
Capital Group Core BalancedCGBL	0.2%	$1m	32,576	+31%
CorningGLW	0.2%	$1m	4,797	+10%
Palo Alto NetworksPANW	0.2%	$1m	3,542	-19%
Schwab Strategic TRSCHX	0.2%	$1m	40,122	Held
Ishares TRIVW	0.2%	$1m	7,851	-4%
DanaherDHR	0.2%	$1m	5,484	-7%
Micron TechnologyMU	0.2%	$1m	896	Held
Vanguard Star FDSVXUS	0.2%	$995,539	11,645	Held
Ishares TRIVE	0.2%	$965,459	4,252	Held
Wells Fargo & CompanyWFC	0.2%	$960,690	11,625	+4%
Consolidated EdisonED	0.1%	$946,859	8,559	Held
NextEra EnergyNEE	0.1%	$943,400	10,749	+18%
Ishares TRIWO	0.1%	$938,413	2,382	Held
Ishares TREFA	0.1%	$936,233	9,013	Held

Showing the largest 100 of 241.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 47.4% since 30 June 2025.

Where the money is

Technology26.8%

Industrials9.7%

Retail & consumer7.7%

Financial services7.1%

Everyday goods6.3%

Media & telecom6.0%

Health care3.0%

Energy1.0%

Utilities0.7%

Materials0.4%

Real estate0.1%

Other31.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.