Kiley Juergens Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Kiley Juergens Wealth Management, LLC reported 72 stock positions worth $399.2 million. Its top holding was Microsoft (MSFT) at 12.1% of the portfolio, followed by Apple (AAPL, 9.9%) and Costco Wholesale (COST, 7.6%). Compared with Q3 2024, it opened 3 new positions, sold out of 1, added to 20 and reduced 47. The biggest buy was a new position in Pepsico (PEP) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0001723223
- Portfolio Value
- $399.2M (Q4 2024)
- SEC Filing
- 0001172661-25-000237 ↗ filed Jan 16, 2025
Holdings Value
Holdings 72 stocks · $399.2M
| MSFT Microsoft Corp. | 12.11% | 114,717 | $48.4M | Reduce -0.2% |
| AAPL Apple Inc. | 9.89% | 157,568 | $39.5M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 7.62% | 33,207 | $30.4M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 6.85% | 53,458 | $27.3M | Reduce -0.4% |
| NVDA Nvidia Corp. | 5.65% | 168,030 | $22.6M | Add +0.3% |
| AMZN Amazon.com Inc. | 5.30% | 96,506 | $21.2M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.58% | 40,345 | $18.3M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 3.50% | 511,262 | $14.0M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 3.36% | 70,767 | $13.4M | Reduce -1.0% |
| ILCG iShares Morningstar Growth E | 3.33% | 148,317 | $13.3M | Reduce -0.5% |
| AVGO Broadcom Inc. | 3.30% | 56,853 | $13.2M | Reduce -1.7% |
| SBUX Starbucks Corp. | 2.67% | 116,673 | $10.6M | Reduce -0.4% |
| ILCV iShares Morningstar Value Et | 1.77% | 87,455 | $7.1M | Add +0.8% |
| CAT Caterpillar Inc. | 1.67% | 18,410 | $6.7M | Reduce -1.0% |
| TSLA Tesla Inc. | 1.65% | 16,274 | $6.6M | Reduce -4.7% |
| BSV Vanguard Short-Term Bond ETF | 1.51% | 77,850 | $6.0M | Reduce -11.9% |
| HFWA Heritage Financial Corp. | 1.45% | 236,027 | $5.8M | Reduce -3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.12% | 26,304 | $4.5M | Add +3.4% |
| VEU Vanguard Ftse All-World Ex-U | 1.03% | 71,365 | $4.1M | Add +5.8% |
| GLD SPDR Gold Shares | 1.01% | 16,697 | $4.0M | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.96% | 19,510 | $3.8M | Reduce -0.4% |
| SCHB Schwab US Broad Market ETF | 0.95% | 167,615 | $3.8M | Reduce -6.5% |
| TSBK Timberland Bancorp Inc. | 0.93% | 121,236 | $3.7M | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 0.92% | 42,218 | $3.7M | Add +17.9% |
| PG The Procter & Gamble Co. | 0.88% | 20,962 | $3.5M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.85% | 14,138 | $3.4M | Reduce -0.4% |
| MCD McDonald's Corp. | 0.78% | 10,758 | $3.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.78% | 16,374 | $3.1M | Add +0.0% |
| BA The Boeing Co. | 0.77% | 17,371 | $3.1M | Reduce -13.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 10,401 | $3.0M | Reduce -2.1% |
| PCAR Paccar Inc. | 0.75% | 28,603 | $3.0M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.63% | 17,474 | $2.5M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.56% | 20,863 | $2.2M | Reduce -0.4% |
| WMT Walmart Inc. | 0.55% | 24,173 | $2.2M | Add +0.4% |
| QCOM Qualcomm Inc. | 0.55% | 14,182 | $2.2M | Reduce -4.9% |
| CVX Chevron Corp. | 0.49% | 13,434 | $1.9M | Reduce -1.7% |
| ORCL Oracle Corp. | 0.47% | 11,309 | $1.9M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 23,913 | $1.8M | Reduce -5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 38,937 | $1.7M | Reduce -3.1% |
| UBER Uber Technologies Inc. | 0.43% | 28,317 | $1.7M | Reduce -5.0% |
| PEP Pepsico Inc. | 0.39% | 10,261 | $1.6M | New |
| MRK Merck & Co. Inc. | 0.37% | 14,973 | $1.5M | Reduce -5.5% |
| CSCO Cisco Systems Inc. | 0.35% | 23,802 | $1.4M | Reduce -0.6% |
| IEF iShares 7-10 Year Treasury B | 0.30% | 13,160 | $1.2M | New |
| SCHA Schwab US Small-Cap ETF | 0.29% | 45,037 | $1.2M | Reduce -1.1% |
| NKE Nike Inc. Class B | 0.28% | 14,945 | $1.1M | Reduce -12.1% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 24,152 | $1.1M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 22,167 | $1.1M | Add +1.5% |
| SCHV Schwab US Large-Cap Value | 0.26% | 40,402 | $1.1M | Reduce -16.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.26% | 46,096 | $1.0M | Add +91.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 11,930 | $1.0M | Reduce -38.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.26% | 38,468 | $1.0M | Add +4.5% |
| SCHG Schwab US Large-Cap Growth | 0.26% | 36,725 | $1.0M | Reduce -20.4% |
| SCHF Schwab Intl Equity ETF | 0.25% | 54,746 | $1.0M | Add +2.8% |
| WFC Wells Fargo & Co. | 0.24% | 13,867 | $974K | Reduce -1.1% |
| INTC Intel Corp. | 0.22% | 43,297 | $868K | Reduce -1.8% |
| SCHX Schwab US Large-Cap ETF | 0.21% | 35,468 | $822K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.19% | 19,320 | $773K | Reduce -0.5% |
| T AT&T Inc. | 0.18% | 32,105 | $731K | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.17% | 10,871 | $677K | Reduce -3.3% |
| XLF SS Financial Select Sector | 0.17% | 13,821 | $668K | No change |
| VXUS Vanguard Total Intl Stock | 0.17% | 11,301 | $666K | Reduce -6.4% |
| WY Weyerhaeuser Co. | 0.16% | 22,874 | $644K | Add +1.5% |
| CMCSA Comcast Corp. Class A | 0.16% | 16,970 | $637K | Reduce -3.1% |
| KVUE Kenvue Inc. | 0.14% | 27,110 | $579K | Add +1.9% |
| SLV iShares Silver Trust | 0.12% | 18,833 | $496K | Reduce -0.8% |
| PFE Pfizer Inc. | 0.11% | 15,884 | $421K | Reduce -5.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.10% | 11,697 | $388K | Reduce -0.3% |
| CSX CSX Corp. | 0.09% | 11,382 | $367K | Reduce -4.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 36,712 | $363K | Add +5.8% |
| COLB Columbia Banking System Inc. | 0.08% | 11,272 | $304K | No change |
| SCHM Schwab US Mid Cap ETF | 0.07% | 10,383 | $288K | New |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -0.2% | 12.11% | −0.72 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -38.9% | 0.26% | −0.35 |
| SBUX Starbucks Corp. | Reduce -0.4% | 2.67% | −0.30 |
| BSV Vanguard Short-Term Bond ETF | Reduce -11.9% | 1.51% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 4.58% | −0.26 |
| CAT Caterpillar Inc. | Reduce -1.0% | 1.67% | −0.22 |
| UBER Uber Technologies Inc. | Reduce -5.0% | 0.43% | −0.15 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.63% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -4.9% | 0.55% | −0.11 |
| NKE Nike Inc. Class B | Reduce -12.1% | 0.28% | −0.11 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -5.5% | 0.37% | −0.09 |
| SCHB Schwab US Broad Market ETF | Reduce -6.5% | 0.95% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.88% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.56% | −0.08 |
| SCHV Schwab US Large-Cap Value | Reduce -16.6% | 0.26% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -20.4% | 0.26% | −0.06 |
| INTC Intel Corp. | Reduce -1.8% | 0.22% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 0.96% | −0.05 |
| KO The Coca-Cola Co. | Reduce -3.3% | 0.17% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -6.4% | 0.17% | −0.04 |
| CVX Chevron Corp. | Reduce -1.7% | 0.49% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.1% | 0.27% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 0.19% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -3.1% | 0.16% | −0.03 |
| ORCL Oracle Corp. | Reduce -0.4% | 0.47% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.1% | 0.76% | −0.03 |
| BA The Boeing Co. | Reduce -13.7% | 0.77% | −0.02 |
| PFE Pfizer Inc. | Reduce -5.2% | 0.11% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -0.3% | 0.10% | −0.02 |
| SLV iShares Silver Trust | Reduce -0.8% | 0.12% | −0.02 |
| CSX CSX Corp. | Reduce -4.7% | 0.09% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.1% | 0.29% | −0.01 |
| T AT&T Inc. | Reduce -3.5% | 0.18% | −0.01 |
| PCAR Paccar Inc. | Reduce -1.6% | 0.75% | +0.00 |
| BAC Bank of America Corp. | Reduce -3.1% | 0.43% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.6% | 0.35% | +0.02 |
| WFC Wells Fargo & Co. | Reduce -1.1% | 0.24% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 6.85% | +0.05 |
| HFWA Heritage Financial Corp. | Reduce -3.4% | 1.45% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 0.85% | +0.07 |
| ILCG iShares Morningstar Growth E | Reduce -0.5% | 3.33% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.7% | 0.45% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 3.36% | +0.28 |
| AAPL Apple Inc. | Reduce -0.7% | 9.89% | +0.29 |
| TSLA Tesla Inc. | Reduce -4.7% | 1.65% | +0.49 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 5.30% | +0.54 |
| AVGO Broadcom Inc. | Reduce -1.7% | 3.30% | +0.71 |
Portfolio Buys Q3 2024 → Q4 2024
| PEP Pepsico Inc. | New | 0.39% | +0.39 |
| NVDA Nvidia Corp. | Add +0.3% | 5.65% | +0.37 |
| IEF iShares 7-10 Year Treasury B | New | 0.30% | +0.30 |
| SCHZ Schwab US Aggregate Bond ETF | Add +91.9% | 0.26% | +0.11 |
| SCHM Schwab US Mid Cap ETF | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.78% | +0.07 |
| WMT Walmart Inc. | Add +0.4% | 0.55% | +0.04 |
| TLT iShares 20+ Year Treasury BD | Add +17.9% | 0.92% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 0.21% | −0.00 |
| F Ford Motor Co. | Add +5.8% | 0.09% | −0.00 |
| COST Costco Wholesale Corp. | Add +0.1% | 7.62% | −0.01 |
| KVUE Kenvue Inc. | Add +1.9% | 0.14% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +4.5% | 0.26% | −0.02 |
| GLD SPDR Gold Shares | Add +1.6% | 1.01% | −0.02 |
| TSBK Timberland Bancorp Inc. | Add +0.1% | 0.93% | −0.03 |
| SCHF Schwab Intl Equity ETF | Add +2.8% | 0.25% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 0.27% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.4% | 1.12% | −0.04 |
| WY Weyerhaeuser Co. | Add +1.5% | 0.16% | −0.04 |
| MCD McDonald's Corp. | Add +0.1% | 0.78% | −0.07 |
| ILCV iShares Morningstar Value Et | Add +0.8% | 1.77% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.8% | 1.03% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Add +3.1% | 3.50% | −0.13 |
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 |