Kiley Juergens Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Kiley Juergens Wealth Management, LLC reported 240 stock positions worth $636.8 million. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Apple (AAPL, 6.4%) and Invesco QQQ Trust Series 1 (QQQ, 5.9%). Compared with Q1 2026, it opened 12 new positions, sold out of 7, added to 72 and reduced 112. The biggest buy was CrowdStrike Class A (CRWD, shares +3%) and the biggest sale Costco Wholesale (COST, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0001723223
- Portfolio Value
- $636.8M (Q2 2026)
- SEC Filing
- 0001986152-26-000113 ↗ filed Aug 7, 2026
Holdings Value
Holdings 240 stocks · $636.8M
| MSFT Microsoft Corp. | 6.64% | 113,323 | $42.3M | Add +1.1% |
| AAPL Apple Inc. | 6.39% | 140,685 | $40.7M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 5.91% | 51,106 | $37.6M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 4.90% | 33,346 | $31.2M | Reduce -0.6% |
| NVDA Nvidia Corp. | 4.88% | 155,428 | $31.1M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 3.73% | 66,453 | $23.7M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.55% | 94,827 | $22.6M | Reduce -1.7% |
| AVGO Broadcom Inc. | 3.09% | 52,119 | $19.7M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.04% | 38,654 | $19.3M | Add +0.1% |
| CAT Caterpillar Inc. | 2.88% | 17,239 | $18.4M | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 2.88% | 578,519 | $18.3M | Add +0.1% |
| ILCG iShares Morningstar Growth E | 2.60% | 141,722 | $16.6M | Reduce -0.7% |
| SBUX Starbucks Corp. | 1.83% | 113,754 | $11.6M | Reduce -0.8% |
| ILCV iShares Morningstar Value Et | 1.41% | 88,508 | $9.0M | Add +1.1% |
| VEU Vanguard Ftse All-World Ex-U | 1.34% | 102,085 | $8.5M | Add +0.1% |
| GEV GE Vernova Inc. | 1.29% | 6,971 | $8.2M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 1.08% | 5,724 | $6.9M | Reduce -2.2% |
| RSP Invesco S&P 500 Equal Weight | 1.04% | 31,265 | $6.7M | Add +12.4% |
| TSLA Tesla Inc. | 1.01% | 15,310 | $6.4M | Add +0.5% |
| GLD SPDR Gold Shares | 0.97% | 16,849 | $6.2M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.89% | 16,076 | $5.7M | Add +0.7% |
| SCHB Schwab US Broad Market ETF | 0.86% | 188,731 | $5.5M | Add +1.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.86% | 7,149 | $5.5M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.85% | 24,721 | $5.4M | Reduce -1.9% |
| TSBK Timberland Bancorp Inc. | 0.84% | 119,504 | $5.4M | Reduce -0.5% |
| INTC Intel Corp. | 0.84% | 38,160 | $5.3M | Reduce -0.3% |
| HFWA Heritage Financial Corp. | 0.81% | 175,064 | $5.2M | Add +0.0% |
| BA The Boeing Co. | 0.81% | 23,722 | $5.1M | Add +6.5% |
| BSV Vanguard Short-Term Bond ETF | 0.76% | 62,236 | $4.8M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.72% | 13,923 | $4.6M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.70% | 18,913 | $4.5M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.63% | 15,679 | $4.0M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 10,210 | $3.8M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.56% | 6,344 | $3.6M | Add +16.7% |
| ETN Eaton Corp. PLC | 0.55% | 8,184 | $3.5M | Add +1.2% |
| PCAR Paccar Inc. | 0.50% | 26,733 | $3.2M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 4,281 | $3.2M | Add +0.3% |
| TLT iShares 20+ Year Treasury BD | 0.50% | 36,763 | $3.2M | Add +0.2% |
| AMD Advanced Micro Devices | 0.50% | 5,438 | $3.2M | Reduce -5.0% |
| PG The Procter & Gamble Co. | 0.46% | 19,810 | $2.9M | Reduce -5.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.45% | 123,338 | $2.9M | Add +63.8% |
| MCD McDonald's Corp. | 0.43% | 10,171 | $2.7M | Reduce -5.3% |
| V Visa Inc. Class A | 0.43% | 8,010 | $2.7M | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.43% | 23,194 | $2.7M | Add +0.3% |
| AMAT Applied Materials Inc. | 0.42% | 3,710 | $2.7M | Reduce -1.5% |
| WMT Walmart Inc. | 0.42% | 23,567 | $2.7M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.39% | 18,151 | $2.5M | Reduce -1.8% |
| SCHF Schwab Intl Equity ETF | 0.38% | 86,606 | $2.4M | Reduce -0.2% |
| UBER Uber Technologies Inc. | 0.38% | 33,199 | $2.4M | Reduce -11.6% |
| VOO Vanguard S&P 500 ETF | 0.37% | 3,464 | $2.4M | Add +6.6% |
| IWB iShares Russell 1000 ETF | 0.37% | 5,709 | $2.3M | No change |
| SCHG Schwab US Large-Cap Growth | 0.37% | 68,900 | $2.3M | Add +2.9% |
| URI United Rentals Inc. | 0.36% | 2,007 | $2.3M | Reduce -3.0% |
| IWM iShares Russell 2000 ETF | 0.36% | 7,544 | $2.3M | Reduce -1.1% |
| NET Cloudflare Inc. Class A | 0.34% | 8,943 | $2.2M | Reduce -17.1% |
| WM Waste Management Inc. | 0.34% | 9,753 | $2.2M | Add +4.2% |
| NFLX Netflix Inc. | 0.34% | 30,375 | $2.2M | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 18,512 | $2.2M | Reduce -2.2% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 29,878 | $2.1M | Add +1.9% |
| SCHA Schwab US Small-Cap ETF | 0.33% | 58,797 | $2.1M | Reduce -1.6% |
| HD Home Depot Inc. | 0.33% | 5,961 | $2.1M | Reduce -11.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 24,771 | $2.0M | Reduce -3.0% |
| CVX Chevron Corp. | 0.31% | 11,935 | $2.0M | Reduce -11.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 22,654 | $2.0M | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 5,157 | $1.9M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 4,013 | $1.9M | Add +6.9% |
| QCOM Qualcomm Inc. | 0.30% | 10,308 | $1.9M | Reduce -5.8% |
| IYW iShares Ustechnology ETF | 0.30% | 7,509 | $1.9M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.29% | 7,258 | $1.8M | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 0.27% | 14,176 | $1.7M | No change |
| UNP Union Pacific Corp. | 0.26% | 6,143 | $1.7M | Reduce -2.7% |
| LRCX Lam Research Corp. | 0.26% | 3,835 | $1.7M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.25% | 12,629 | $1.6M | Reduce -0.8% |
| BAC Bank of America Corp. | 0.25% | 28,363 | $1.6M | Reduce -13.1% |
| SCHV Schwab US Large-Cap Value | 0.25% | 45,883 | $1.6M | Reduce -2.6% |
| DE Deere & Co. | 0.24% | 2,424 | $1.5M | Add +0.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 42,042 | $1.5M | Add +3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 2 | $1.5M | No change |
| VHT Vanguard Health Care ETF | 0.23% | 4,963 | $1.5M | Reduce -3.5% |
| LMT Lockheed Martin Corp. | 0.23% | 2,904 | $1.5M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 4,670 | $1.4M | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 22,795 | $1.4M | No change |
| ORCL Oracle Corp. | 0.20% | 8,731 | $1.3M | Add +1.3% |
| RTX RTX Corp. | 0.20% | 6,736 | $1.3M | Reduce -1.0% |
| AMGN Amgen Inc. | 0.20% | 3,459 | $1.3M | Reduce -3.0% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.19% | 32,576 | $1.2M | Add +30.9% |
| GLW Corning Inc. | 0.19% | 4,797 | $1.2M | Add +10.1% |
| PANW Palo Alto Networks Inc. | 0.19% | 3,542 | $1.2M | Reduce -19.0% |
| SCHX Schwab US Large-Cap ETF | 0.19% | 40,122 | $1.2M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 7,851 | $1.1M | Reduce -4.2% |
| DHR Danaher Corp. | 0.16% | 5,484 | $1.0M | Reduce -6.9% |
| MU Micron Technology Inc. | 0.16% | 896 | $1.0M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.16% | 11,645 | $996K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.15% | 4,252 | $965K | No change |
| WFC Wells Fargo & Co. | 0.15% | 11,625 | $961K | Add +4.5% |
| ED Consolidated Edison Inc. | 0.15% | 8,559 | $947K | Add +0.3% |
| NEE Nextera Energy Inc. | 0.15% | 10,749 | $943K | Add +17.9% |
| IWO iShares Russell 2000 Growth | 0.15% | 2,382 | $938K | No change |
| EFA iShares MSCI Eafe ETF | 0.15% | 9,013 | $936K | Add +0.8% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 9,859 | $932K | Add +0.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 25,550 | $1.7M | Add +2.1% |
Total filed on the 13F, all lines: $638.6M.
Portfolio Sells Q1 2026 → Q2 2026
| COST Costco Wholesale Corp. | Reduce -0.6% | 4.90% | −1.02 |
| GLD SPDR Gold Shares | Reduce -2.1% | 0.97% | −0.34 |
| CVX Chevron Corp. | Reduce -11.0% | 0.31% | −0.18 |
| NFLX Netflix Inc. | Reduce -0.7% | 0.34% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.39% | −0.17 |
| MCD McDonald's Corp. | Reduce -5.3% | 0.43% | −0.16 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.2% | 0.34% | −0.15 |
| WMT Walmart Inc. | Reduce -3.6% | 0.42% | −0.12 |
| UBER Uber Technologies Inc. | Reduce -11.6% | 0.38% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -5.9% | 0.46% | −0.08 |
| SLV iShares Silver Trust | Reduce -4.1% | 0.14% | −0.07 |
| PCAR Paccar Inc. | Reduce -4.6% | 0.50% | −0.07 |
| TMUS T-Mobile US Inc. | Reduce -5.1% | 0.13% | −0.06 |
| COP Conocophillips | Reduce -3.0% | 0.13% | −0.06 |
| HD Home Depot Inc. | Reduce -11.0% | 0.33% | −0.06 |
| T AT&T Inc. | Reduce -0.5% | 0.10% | −0.06 |
| NET Cloudflare Inc. Class A | Reduce -17.1% | 0.34% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -2.7% | 0.11% | −0.04 |
| NKE Nike Inc. Class B | Reduce -3.8% | 0.08% | −0.04 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.04 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.04 |
| DUK Duke Energy Corp. | Reduce -8.5% | 0.14% | −0.04 |
| TTE Totalenergies SE | Sold out | 0.00% | −0.04 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.04 |
| KR Kroger Co. | Sold out | 0.00% | −0.04 |
| SO The Southern Co. | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Reduce -6.9% | 0.16% | −0.03 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Reduce -1.0% | 0.20% | −0.03 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.10% | −0.03 |
| PFE Pfizer Inc. | Reduce -5.2% | 0.08% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.9% | 0.85% | −0.03 |
| BAC Bank of America Corp. | Reduce -13.1% | 0.25% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 0.70% | −0.03 |
| ABT Abbott Laboratories | Reduce -4.3% | 0.08% | −0.03 |
| AMGN Amgen Inc. | Reduce -3.0% | 0.20% | −0.03 |
| WY Weyerhaeuser Co. | Reduce -17.4% | 0.06% | −0.03 |
| CRM Salesforce Inc. | Reduce -13.3% | 0.04% | −0.02 |
| XLE SS Energy Select Sector | Reduce -19.1% | 0.04% | −0.02 |
| AAPL Apple Inc. | Reduce -1.5% | 6.39% | −0.02 |
| DIS The Walt Disney Co. | Reduce -4.7% | 0.10% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -7.2% | 0.10% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.72% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -4.6% | 0.04% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.25% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -8.8% | 0.06% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -3.5% | 0.23% | −0.01 |
| TJX TJX Companies Inc. | Reduce -1.2% | 0.07% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -10.1% | 0.04% | −0.01 |
| EPD Enterprise Products Partners | Reduce -0.0% | 0.08% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.1% | 0.86% | +0.38 |
| SCHZ Schwab US Aggregate Bond ETF | Add +63.8% | 0.45% | +0.14 |
| LRCX Lam Research Corp. | Add +0.7% | 0.26% | +0.12 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.43% | +0.11 |
| MU Micron Technology Inc. | Add +0.5% | 0.16% | +0.11 |
| RSP Invesco S&P 500 Equal Weight | Add +12.4% | 1.04% | +0.10 |
| GLW Corning Inc. | Add +10.1% | 0.19% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 0.89% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.9% | 0.30% | +0.08 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| SMH Vaneck Semiconductor ETF | New | 0.04% | +0.04 |
| CGBL Cap Group Core Balanced | Add +30.9% | 0.19% | +0.04 |
| ETN Eaton Corp. PLC | Add +1.2% | 0.55% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| FEGE First Eagle GL Equity ETF | New | 0.04% | +0.04 |
| INDA iShares MSCI India ETF | New | 0.03% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | Add +1.3% | 0.12% | +0.03 |
| CMI Cummins Inc. | New | 0.03% | +0.03 |
| BEP Brookfield Renewable Partner | New | 0.03% | +0.03 |
| HDV iShares Core High Dividend E | New | 0.03% | +0.03 |
| DFAS Dimensional US Small Cap ETF | New | 0.03% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.03% | +0.03 |
| ADM Archer-Daniels-Midland Co. | New | 0.03% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +1.3% | 0.86% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.6% | 0.37% | +0.03 |
| SNOW Snowflake Inc. | Add +0.3% | 0.07% | +0.02 |
| BA The Boeing Co. | Add +6.5% | 0.81% | +0.02 |
| SCHG Schwab US Large-Cap Growth | Add +2.9% | 0.37% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 0.06% | +0.02 |
| Q Qnity Electronics Inc. | Add +2.4% | 0.07% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.50% | +0.01 |
| META Meta Platforms Inc. Class A | Add +16.7% | 0.56% | +0.01 |
| HFWA Heritage Financial Corp. | Add +0.0% | 0.81% | +0.01 |
| TSLA Tesla Inc. | Add +0.5% | 1.01% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +1.8% | 0.07% | +0.01 |
| SOLS Solstice Adv Materials Inc. | Add +7.9% | 0.07% | +0.01 |
| C Citigroup Inc. | Add +0.0% | 0.08% | +0.01 |
| PSA Public Storage | Add +6.4% | 0.07% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.07% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.0% | 0.07% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 0.19% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 0.07% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.6% | 0.10% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.6% | 0.24% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +1.1% | 0.04% | +0.00 |
| F Ford Motor Co. | Add +0.1% | 0.03% | +0.00 |
| USB US Bancorp | Add +0.1% | 0.06% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 0.33% | +0.00 |
| SCHK Schwab 1000 Index ETF | Add +0.4% | 0.05% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +2.1% | 25,550 | $1.7M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 240 | $636.8M | MSFT, AAPL, QQQ, COST, NVDA |
| Q1 2026 | 234 | $565.1M | MSFT, AAPL, COST, QQQ, NVDA |
| Q4 2025 | 73 | $461.2M | MSFT, AAPL, QQQ, NVDA, COST |
| Q3 2025 | 76 | $452.9M | MSFT, AAPL, NVDA, QQQ, COST |
| Q2 2025 | 78 | $433.3M | MSFT, COST, AAPL, QQQ, NVDA |
| Q1 2025 | 72 | $375.0M | MSFT, AAPL, COST, QQQ, BRK.B |
| Q4 2024 | 72 | $399.2M | MSFT, AAPL, COST, QQQ, NVDA |
| Q3 2024 | 70 | $385.2M | MSFT, AAPL, COST, QQQ, NVDA |
| Q2 2024 | 71 | $360.0M | MSFT, AAPL, COST, QQQ, NVDA |
| Q1 2024 | 66 | $323.3M | MSFT, AAPL, COST, QQQ, BRK.B |