Kiley Juergens Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Kiley Juergens Wealth Management, LLC reported 78 stock positions worth $433.3 million. Its top holding was Microsoft (MSFT) at 13.0% of the portfolio, followed by Costco Wholesale (COST, 7.7%) and Apple (AAPL, 7.5%). Compared with Q1 2025, it opened 6 new positions, added to 39 and reduced 30. The biggest buy was a new position in Lockheed Martin (LMT) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0001723223
- Portfolio Value
- $433.3M (Q2 2025)
- SEC Filing
- 0001172661-25-002634 ↗ filed Jul 16, 2025
Holdings Value
Holdings 78 stocks · $433.3M
| MSFT Microsoft Corp. | 13.05% | 113,671 | $56.5M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 7.69% | 33,636 | $33.3M | Reduce -0.2% |
| AAPL Apple Inc. | 7.48% | 157,897 | $32.4M | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 6.69% | 52,546 | $29.0M | Reduce -0.4% |
| NVDA Nvidia Corp. | 6.29% | 172,585 | $27.3M | Add +0.7% |
| AMZN Amazon.com Inc. | 4.76% | 93,981 | $20.6M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.49% | 40,071 | $19.5M | Reduce -0.7% |
| AVGO Broadcom Inc. | 3.60% | 56,518 | $15.6M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 3.43% | 560,252 | $14.8M | Add +3.9% |
| ILCG iShares Morningstar Growth E | 3.31% | 148,090 | $14.3M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 2.80% | 68,932 | $12.1M | Reduce -0.5% |
| SBUX Starbucks Corp. | 2.53% | 119,427 | $10.9M | Add +1.1% |
| ILCV iShares Morningstar Value Et | 1.72% | 89,184 | $7.4M | Add +0.7% |
| CAT Caterpillar Inc. | 1.63% | 18,241 | $7.1M | Reduce -0.5% |
| LMT Lockheed Martin Corp. | 1.40% | 13,097 | $6.1M | New |
| VEU Vanguard Ftse All-World Ex-U | 1.29% | 83,186 | $5.6M | Add +9.6% |
| HFWA Heritage Financial Corp. | 1.28% | 232,857 | $5.6M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 1.25% | 68,790 | $5.4M | Reduce -3.5% |
| GLD SPDR Gold Shares | 1.17% | 16,664 | $5.1M | Add +1.3% |
| TSLA Tesla Inc. | 1.16% | 15,766 | $5.0M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.11% | 27,318 | $4.8M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 0.98% | 178,847 | $4.3M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 0.97% | 23,791 | $4.2M | Add +39.7% |
| JPM JPMorgan Chase & Co. | 0.97% | 14,477 | $4.2M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.92% | 19,438 | $4.0M | Reduce -0.4% |
| TSBK Timberland Bancorp Inc. | 0.87% | 120,809 | $3.8M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 12,183 | $3.7M | Add +13.9% |
| PG The Procter & Gamble Co. | 0.81% | 22,047 | $3.5M | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.78% | 36,319 | $3.4M | Add +2.8% |
| TLT iShares 20+ Year Treasury BD | 0.75% | 36,660 | $3.2M | Reduce -8.5% |
| XOM Exxon Mobil Corp. | 0.73% | 29,177 | $3.1M | Add +43.6% |
| MCD McDonald's Corp. | 0.72% | 10,734 | $3.1M | Reduce -2.5% |
| BA The Boeing Co. | 0.72% | 14,938 | $3.1M | Add +2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.66% | 20,847 | $2.8M | Reduce -1.0% |
| PCAR Paccar Inc. | 0.63% | 28,921 | $2.7M | Add +0.0% |
| JNJ Johnson & Johnson | 0.63% | 17,961 | $2.7M | Add +0.3% |
| ORCL Oracle Corp. | 0.57% | 11,237 | $2.5M | Reduce -0.5% |
| WMT Walmart Inc. | 0.56% | 24,858 | $2.4M | Add +0.4% |
| CVX Chevron Corp. | 0.47% | 14,123 | $2.0M | Reduce -0.0% |
| QCOM Qualcomm Inc. | 0.45% | 12,166 | $1.9M | Reduce -8.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.45% | 11,203 | $1.9M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 37,537 | $1.8M | Add +0.5% |
| SCHF Schwab Intl Equity ETF | 0.39% | 76,028 | $1.7M | Add +16.6% |
| CSCO Cisco Systems Inc. | 0.39% | 24,155 | $1.7M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 25,572 | $1.5M | Add +3.7% |
| SCHG Schwab US Large-Cap Growth | 0.34% | 49,804 | $1.5M | Add +29.6% |
| SCHA Schwab US Small-Cap ETF | 0.31% | 53,160 | $1.3M | Add +10.1% |
| IEF iShares 7-10 Year Treasury B | 0.30% | 13,528 | $1.3M | Add +1.8% |
| VZ Verizon Communications Inc. | 0.30% | 29,593 | $1.3M | Add +55.4% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 55,053 | $1.3M | Add +1.0% |
| SCHV Schwab US Large-Cap Value | 0.29% | 45,526 | $1.3M | Add +5.8% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 23,634 | $1.2M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.27% | 14,585 | $1.2M | Reduce -4.2% |
| VXUS Vanguard Total Intl Stock | 0.27% | 16,652 | $1.2M | Add +44.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.26% | 37,782 | $1.1M | Reduce -1.0% |
| NKE Nike Inc. Class B | 0.22% | 13,599 | $966K | Reduce -8.9% |
| T AT&T Inc. | 0.22% | 32,366 | $937K | Add +0.1% |
| INTC Intel Corp. | 0.21% | 40,973 | $918K | Reduce -4.6% |
| WFC Wells Fargo & Co. | 0.21% | 11,349 | $909K | Reduce -0.3% |
| XLF SS Financial Select Sector | 0.20% | 16,821 | $881K | No change |
| SCHX Schwab US Large-Cap ETF | 0.19% | 33,074 | $808K | Add +0.2% |
| KO The Coca-Cola Co. | 0.19% | 11,334 | $802K | Reduce -2.0% |
| SLV iShares Silver Trust | 0.15% | 19,478 | $639K | Add +1.5% |
| BP BP PLC-Spons ADR | 0.12% | 17,811 | $533K | New |
| KVUE Kenvue Inc. | 0.12% | 25,239 | $528K | Reduce -1.3% |
| WY Weyerhaeuser Co. | 0.12% | 20,367 | $523K | Reduce -19.5% |
| CMCSA Comcast Corp. Class A | 0.12% | 14,652 | $523K | Reduce -0.7% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.12% | 15,061 | $504K | Add +32.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.11% | 11,929 | $477K | Add +2.1% |
| EPD Enterprise Products Partners | 0.10% | 13,539 | $420K | New |
| PFE Pfizer Inc. | 0.09% | 16,543 | $401K | Add +7.1% |
| CSX CSX Corp. | 0.08% | 10,782 | $352K | No change |
| SCHM Schwab US Mid Cap ETF | 0.08% | 11,999 | $337K | Add +0.1% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.07% | 10,840 | $313K | New |
| KMI Kinder Morgan Inc. | 0.07% | 10,579 | $311K | Add +0.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 27,202 | $295K | Reduce -15.6% |
| COLB Columbia Banking System Inc. | 0.06% | 10,872 | $254K | No change |
| TIDAL TRUST II | 0.06% | 10,785 | $239K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 4.49% | −1.24 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 7.69% | −0.81 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.5% | 1.25% | −0.24 |
| HFWA Heritage Financial Corp. | Reduce -0.5% | 1.28% | −0.24 |
| TLT iShares 20+ Year Treasury BD | Reduce -8.5% | 0.75% | −0.23 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.81% | −0.19 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.72% | −0.19 |
| CVX Chevron Corp. | Reduce -0.0% | 0.47% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -4.2% | 0.27% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -8.2% | 0.45% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 0.92% | −0.09 |
| WY Weyerhaeuser Co. | Reduce -19.5% | 0.12% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 2.80% | −0.05 |
| INTC Intel Corp. | Reduce -4.6% | 0.21% | −0.05 |
| KVUE Kenvue Inc. | Reduce -1.3% | 0.12% | −0.04 |
| KO The Coca-Cola Co. | Reduce -2.0% | 0.19% | −0.04 |
| NKE Nike Inc. Class B | Reduce -8.9% | 0.22% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.7% | 0.12% | −0.02 |
| F Ford Motor Co. | Reduce -15.6% | 0.07% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.0% | 0.26% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.6% | 0.27% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 0.39% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.3% | 0.21% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.5% | 1.63% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 6.69% | +0.09 |
| ILCG iShares Morningstar Growth E | Reduce -0.5% | 3.31% | +0.10 |
| ORCL Oracle Corp. | Reduce -0.5% | 0.57% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.0% | 0.66% | +0.18 |
| AVGO Broadcom Inc. | Reduce -0.7% | 3.60% | +1.05 |
| MSFT Microsoft Corp. | Reduce -0.9% | 13.05% | +1.57 |
Portfolio Buys Q1 2025 → Q2 2025
| LMT Lockheed Martin Corp. | New | 1.40% | +1.40 |
| NVDA Nvidia Corp. | Add +0.7% | 6.29% | +1.34 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.45% | +0.45 |
| GOOG Alphabet Inc. Class C | Add +39.7% | 0.97% | +0.26 |
| BP BP PLC-Spons ADR | New | 0.12% | +0.12 |
| EPD Enterprise Products Partners | New | 0.10% | +0.10 |
| UBER Uber Technologies Inc. | Add +2.8% | 0.78% | +0.10 |
| XOM Exxon Mobil Corp. | Add +43.6% | 0.73% | +0.08 |
| TSLA Tesla Inc. | Add +1.3% | 1.16% | +0.08 |
| SCHG Schwab US Large-Cap Growth | Add +29.6% | 0.34% | +0.08 |
| VXUS Vanguard Total Intl Stock | Add +44.3% | 0.27% | +0.07 |
| HMC Honda Motor Co. Ltd.-Spons ADR | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.9% | 0.85% | +0.07 |
| VZ Verizon Communications Inc. | Add +55.4% | 0.30% | +0.07 |
| BA The Boeing Co. | Add +2.9% | 0.72% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +9.6% | 1.29% | +0.06 |
| TIDAL TRUST II | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +1.3% | 4.76% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +16.6% | 0.39% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.97% | +0.03 |
| CGBL Cap Group Core Balanced | Add +32.7% | 0.12% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +10.1% | 0.31% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +3.7% | 0.34% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.1% | 0.11% | −0.00 |
| BAC Bank of America Corp. | Add +0.5% | 0.41% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.1% | 0.08% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 0.19% | −0.01 |
| KMI Kinder Morgan Inc. | Add +0.0% | 0.07% | −0.01 |
| SLV iShares Silver Trust | Add +1.5% | 0.15% | −0.01 |
| PFE Pfizer Inc. | Add +7.1% | 0.09% | −0.01 |
| SCHV Schwab US Large-Cap Value | Add +5.8% | 0.29% | −0.01 |
| SCHB Schwab US Broad Market ETF | Add +2.6% | 0.98% | −0.02 |
| WMT Walmart Inc. | Add +0.4% | 0.56% | −0.02 |
| T AT&T Inc. | Add +0.1% | 0.22% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Add +1.8% | 0.30% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.0% | 0.30% | −0.04 |
| GLD SPDR Gold Shares | Add +1.3% | 1.17% | −0.09 |
| TSBK Timberland Bancorp Inc. | Add +0.0% | 0.87% | −0.10 |
| PCAR Paccar Inc. | Add +0.0% | 0.63% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 1.11% | −0.14 |
| JNJ Johnson & Johnson | Add +0.3% | 0.63% | −0.16 |
| ILCV iShares Morningstar Value Et | Add +0.7% | 1.72% | −0.21 |
| SBUX Starbucks Corp. | Add +1.1% | 2.53% | −0.56 |
| SCHD Schwab US DVD Equity ETF | Add +3.9% | 3.43% | −0.59 |
| AAPL Apple Inc. | Add +3.1% | 7.48% | −1.59 |
Notes & Other Activity Q1 2025 → Q2 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Sold out | 16,950 | $1.0Mbefore exit |
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 |