Kiley Juergens Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Kiley Juergens Wealth Management, LLC reported 234 stock positions worth $565.1 million. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Apple (AAPL, 6.4%) and Costco Wholesale (COST, 5.9%). Compared with Q4 2025, it opened 161 new positions, added to 28 and reduced 44. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0001723223
- Portfolio Value
- $565.1M (Q1 2026)
- SEC Filing
- 0001986152-26-000050 ↗ filed Apr 28, 2026
Holdings Value
Holdings 234 stocks · $565.1M
| MSFT Microsoft Corp. | 7.34% | 112,126 | $41.5M | Reduce -0.7% |
| AAPL Apple Inc. | 6.41% | 142,802 | $36.2M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 5.92% | 33,549 | $33.4M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 5.27% | 51,584 | $29.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 4.81% | 155,856 | $27.2M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.56% | 96,481 | $20.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 3.41% | 67,016 | $19.3M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.27% | 38,597 | $18.5M | Reduce -2.7% |
| SCHD Schwab US DVD Equity ETF | 3.14% | 577,786 | $17.7M | Add +0.3% |
| AVGO Broadcom Inc. | 2.88% | 52,570 | $16.3M | Reduce -1.1% |
| ILCG iShares Morningstar Growth E | 2.41% | 142,759 | $13.6M | Reduce -0.8% |
| CAT Caterpillar Inc. | 2.21% | 17,616 | $12.5M | Reduce -0.9% |
| SBUX Starbucks Corp. | 1.82% | 114,676 | $10.3M | Reduce -1.9% |
| ILCV iShares Morningstar Value Et | 1.44% | 87,592 | $8.2M | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 1.35% | 101,964 | $7.7M | Add +6.0% |
| GLD SPDR Gold Shares | 1.31% | 17,207 | $7.4M | Add +1.4% |
| GEV GE Vernova Inc. | 1.12% | 7,263 | $6.3M | New |
| TSLA Tesla Inc. | 1.00% | 15,237 | $5.7M | Add +1.7% |
| LLY Eli Lilly & Co. | 0.95% | 5,851 | $5.4M | New |
| RSP Invesco S&P 500 Equal Weight | 0.94% | 27,820 | $5.3M | Add +23.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.87% | 25,194 | $4.9M | Reduce -5.6% |
| BSV Vanguard Short-Term Bond ETF | 0.84% | 60,505 | $4.7M | Reduce -6.8% |
| TSBK Timberland Bancorp Inc. | 0.84% | 120,067 | $4.7M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 0.83% | 186,262 | $4.7M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.81% | 15,967 | $4.6M | Reduce -2.6% |
| HFWA Heritage Financial Corp. | 0.81% | 175,051 | $4.6M | Reduce -1.4% |
| BA The Boeing Co. | 0.78% | 22,285 | $4.4M | Add +24.3% |
| JPM JPMorgan Chase & Co. | 0.73% | 14,074 | $4.1M | Reduce -1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 19,183 | $4.1M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.68% | 15,654 | $3.8M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.59% | 10,738 | $3.3M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 10,389 | $3.3M | Reduce -0.5% |
| PCAR Paccar Inc. | 0.57% | 28,022 | $3.2M | Reduce -0.4% |
| TLT iShares 20+ Year Treasury BD | 0.56% | 36,693 | $3.2M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.55% | 18,483 | $3.1M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.55% | 5,438 | $3.1M | New |
| PG The Procter & Gamble Co. | 0.54% | 21,058 | $3.0M | Reduce -11.0% |
| WMT Walmart Inc. | 0.54% | 24,451 | $3.0M | Add +0.3% |
| NFLX Netflix Inc. | 0.52% | 30,575 | $2.9M | Add +1.0% |
| ETN Eaton Corp. PLC | 0.51% | 8,086 | $2.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 4,267 | $2.8M | New |
| CVX Chevron Corp. | 0.49% | 13,411 | $2.8M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 18,922 | $2.8M | Reduce -5.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.48% | 6,936 | $2.7M | New |
| UBER Uber Technologies Inc. | 0.48% | 37,549 | $2.7M | Add +1.4% |
| V Visa Inc. Class A | 0.43% | 8,122 | $2.5M | New |
| NET Cloudflare Inc. Class A | 0.39% | 10,785 | $2.2M | New |
| HD Home Depot Inc. | 0.39% | 6,700 | $2.2M | New |
| WM Waste Management Inc. | 0.38% | 9,360 | $2.2M | New |
| SCHF Schwab Intl Equity ETF | 0.38% | 86,756 | $2.1M | Add +4.1% |
| IWB iShares Russell 1000 ETF | 0.36% | 5,709 | $2.0M | New |
| SCHG Schwab US Large-Cap Growth | 0.35% | 66,962 | $2.0M | Add +7.7% |
| VOO Vanguard S&P 500 ETF | 0.34% | 3,249 | $1.9M | New |
| IWM iShares Russell 2000 ETF | 0.33% | 7,626 | $1.9M | New |
| VEA Vanguard Ftse Developed ETF | 0.33% | 29,328 | $1.9M | Add +7.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 6,387 | $1.8M | New |
| CSCO Cisco Systems Inc. | 0.32% | 23,116 | $1.8M | Add +0.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.31% | 75,309 | $1.7M | Add +15.9% |
| LMT Lockheed Martin Corp. | 0.31% | 2,879 | $1.7M | New |
| SCHA Schwab US Small-Cap ETF | 0.31% | 59,750 | $1.7M | Add +5.0% |
| INTC Intel Corp. | 0.30% | 38,267 | $1.7M | Reduce -2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 3,797 | $1.7M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 32,655 | $1.6M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.28% | 7,295 | $1.6M | New |
| UNP Union Pacific Corp. | 0.27% | 6,313 | $1.5M | New |
| MRK Merck & Co. Inc. | 0.27% | 12,729 | $1.5M | Add +0.1% |
| URI United Rentals Inc. | 0.27% | 2,070 | $1.5M | New |
| GE General Electric filed as GE AEROSPACE | 0.26% | 5,157 | $1.5M | New |
| SCHV Schwab US Large-Cap Value | 0.25% | 47,112 | $1.4M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 2 | $1.4M | New |
| QCOM Qualcomm Inc. | 0.25% | 10,942 | $1.4M | Reduce -9.9% |
| VHT Vanguard Health Care ETF | 0.25% | 5,143 | $1.4M | New |
| IYW iShares Ustechnology ETF | 0.24% | 7,533 | $1.4M | New |
| DE Deere & Co. | 0.24% | 2,423 | $1.4M | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 40,577 | $1.3M | Add +4.2% |
| RTX RTX Corp. | 0.23% | 6,804 | $1.3M | New |
| AMAT Applied Materials Inc. | 0.23% | 3,767 | $1.3M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 3,755 | $1.3M | New |
| ORCL Oracle Corp. | 0.22% | 8,619 | $1.3M | New |
| AMGN Amgen Inc. | 0.22% | 3,566 | $1.3M | New |
| HON Honeywell International Inc. | 0.22% | 5,497 | $1.2M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 4,725 | $1.2M | New |
| VGT Vanguard Info Tech ETF | 0.22% | 1,772 | $1.2M | New |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 22,795 | $1.2M | Reduce -0.8% |
| SLV iShares Silver Trust | 0.21% | 17,165 | $1.2M | Reduce -7.2% |
| AMD Advanced Micro Devices | 0.21% | 5,726 | $1.2M | New |
| DHR Danaher Corp. | 0.20% | 5,891 | $1.1M | New |
| COP Conocophillips | 0.19% | 8,027 | $1.1M | New |
| TMUS T-Mobile US Inc. | 0.19% | 5,003 | $1.1M | New |
| DUK Duke Energy Corp. | 0.18% | 7,869 | $1.0M | New |
| SCHX Schwab US Large-Cap ETF | 0.18% | 40,059 | $1.0M | Add +22.4% |
| ED Consolidated Edison Inc. | 0.17% | 8,536 | $966K | New |
| IEF iShares 7-10 Year Treasury B | 0.17% | 9,841 | $939K | New |
| IVW iShares S&P 500 Growth ETF | 0.16% | 8,194 | $927K | New |
| IVE iShares S&P 500 Value ETF | 0.16% | 4,252 | $898K | New |
| VXUS Vanguard Total Intl Stock | 0.16% | 11,622 | $896K | Add +1.4% |
| VZ Verizon Communications Inc. | 0.16% | 17,774 | $892K | Reduce -3.5% |
| T AT&T Inc. | 0.16% | 30,570 | $886K | Reduce -5.0% |
| WFC Wells Fargo & Co. | 0.16% | 11,128 | $886K | Add +1.3% |
| EFA iShares MSCI Eafe ETF | 0.15% | 8,945 | $869K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 25,025 | $1.6M | Add +2.0% |
Total filed on the 13F, all lines: $566.7M.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.7% | 7.34% | −4.49 |
| AAPL Apple Inc. | Reduce -0.4% | 6.41% | −2.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 5.27% | −1.65 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 3.41% | −1.19 |
| AVGO Broadcom Inc. | Reduce -1.1% | 2.88% | −1.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 3.27% | −1.05 |
| ILCG iShares Morningstar Growth E | Reduce -0.8% | 2.41% | −0.83 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 5.92% | −0.38 |
| ILCV iShares Morningstar Value Et | Reduce -0.1% | 1.44% | −0.35 |
| SBUX Starbucks Corp. | Reduce -1.9% | 1.82% | −0.32 |
| GOOG Alphabet Inc. Class C | Reduce -2.6% | 0.81% | −0.30 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.1% | 0.49% | −0.28 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.8% | 0.84% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.73% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.6% | 0.87% | −0.23 |
| QCOM Qualcomm Inc. | Reduce -9.9% | 0.25% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -11.0% | 0.54% | −0.20 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.73% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.59% | −0.17 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.59% | −0.12 |
| BAC Bank of America Corp. | Reduce -0.8% | 0.28% | −0.11 |
| HFWA Heritage Financial Corp. | Reduce -1.4% | 0.81% | −0.10 |
| PCAR Paccar Inc. | Reduce -0.4% | 0.57% | −0.10 |
| TSBK Timberland Bancorp Inc. | Reduce -0.1% | 0.84% | −0.10 |
| NKE Nike Inc. Class B | Reduce -3.5% | 0.12% | −0.07 |
| SLV iShares Silver Trust | Reduce -7.2% | 0.21% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -0.9% | 0.25% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.22% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.68% | −0.03 |
| CSX CSX Corp. | Reduce -24.1% | 0.06% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -5.5% | 0.06% | −0.02 |
| COLB Columbia Banking System Inc. | Reduce -11.0% | 0.05% | −0.02 |
| PFE Pfizer Inc. | Reduce -8.4% | 0.11% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -3.7% | 0.12% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.14% | −0.02 |
| T AT&T Inc. | Reduce -5.0% | 0.16% | −0.02 |
| F Ford Motor Co. | Reduce -12.9% | 0.03% | −0.02 |
| INTC Intel Corp. | Reduce -2.6% | 0.30% | −0.02 |
| KVUE Kenvue Inc. | Reduce -8.5% | 0.03% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -3.5% | 0.16% | −0.00 |
| EPD Enterprise Products Partners | Reduce -0.6% | 0.09% | −0.00 |
| CAT Caterpillar Inc. | Reduce -0.9% | 2.21% | +0.00 |
| CVX Chevron Corp. | Reduce -0.4% | 0.49% | +0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.55% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| GEV GE Vernova Inc. | New | 1.12% | +1.12 |
| LLY Eli Lilly & Co. | New | 0.95% | +0.95 |
| META Meta Platforms Inc. Class A | New | 0.55% | +0.55 |
| ETN Eaton Corp. PLC | New | 0.51% | +0.51 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.49% | +0.49 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.48% | +0.48 |
| V Visa Inc. Class A | New | 0.43% | +0.43 |
| NET Cloudflare Inc. Class A | New | 0.39% | +0.39 |
| HD Home Depot Inc. | New | 0.39% | +0.39 |
| WM Waste Management Inc. | New | 0.38% | +0.38 |
| IWB iShares Russell 1000 ETF | New | 0.36% | +0.36 |
| VOO Vanguard S&P 500 ETF | New | 0.34% | +0.34 |
| IWM iShares Russell 2000 ETF | New | 0.33% | +0.33 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.32% | +0.32 |
| LMT Lockheed Martin Corp. | New | 0.31% | +0.31 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.29% | +0.29 |
| ABBV Abbvie Inc. | New | 0.28% | +0.28 |
| UNP Union Pacific Corp. | New | 0.27% | +0.27 |
| URI United Rentals Inc. | New | 0.27% | +0.27 |
| GE General Electric | New | 0.26% | +0.26 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.25% | +0.25 |
| VHT Vanguard Health Care ETF | New | 0.25% | +0.25 |
| IYW iShares Ustechnology ETF | New | 0.24% | +0.24 |
| DE Deere & Co. | New | 0.24% | +0.24 |
| RTX RTX Corp. | New | 0.23% | +0.23 |
| AMAT Applied Materials Inc. | New | 0.23% | +0.23 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.22% | +0.22 |
| ORCL Oracle Corp. | New | 0.22% | +0.22 |
| AMGN Amgen Inc. | New | 0.22% | +0.22 |
| HON Honeywell International Inc. | New | 0.22% | +0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.22% | +0.22 |
| VGT Vanguard Info Tech ETF | New | 0.22% | +0.22 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| DHR Danaher Corp. | New | 0.20% | +0.20 |
| COP Conocophillips | New | 0.19% | +0.19 |
| TMUS T-Mobile US Inc. | New | 0.19% | +0.19 |
| DUK Duke Energy Corp. | New | 0.18% | +0.18 |
| ED Consolidated Edison Inc. | New | 0.17% | +0.17 |
| IEF iShares 7-10 Year Treasury B | New | 0.17% | +0.17 |
| IVW iShares S&P 500 Growth ETF | New | 0.16% | +0.16 |
| IVE iShares S&P 500 Value ETF | New | 0.16% | +0.16 |
| EFA iShares MSCI Eafe ETF | New | 0.15% | +0.15 |
| NEE Nextera Energy Inc. | New | 0.15% | +0.15 |
| VYM Vanguard High DVD Yield ETF | New | 0.15% | +0.15 |
| LRCX Lam Research Corp. | New | 0.14% | +0.14 |
| NOC Northrop Grumman Corp. | New | 0.14% | +0.14 |
| MAR Marriott International Class A | New | 0.14% | +0.14 |
| IWO iShares Russell 2000 Growth | New | 0.13% | +0.13 |
| XLY SS Consumer Disc Select Sect | New | 0.13% | +0.13 |
| PEP Pepsico Inc. | New | 0.13% | +0.13 |
Notes & Other Activity Q4 2025 → Q1 2026
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +2.0% | 25,025 | $1.6M |
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 |