Kiley Juergens Wealth Management, LLC
243 holdingsFiling period: 2026-06-30Current AUM: $662.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 113.3K | $42.3M | $60.3M | 9.10% | +1.2K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 140.7K | $40.7M | $47.8M | 7.21% | -2,117 | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 51.1K | $37.6M | $36.7M | 5.54% | -478 | 2026-06-30 |
| 4 | COST | Costco Wholesale Corporation | 33.3K | $31.2M | $33.2M | 5.01% | -203 | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 155.4K | $31.1M | $33.6M | 5.08% | -428 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 66.5K | $23.7M | $22.6M | 3.41% | -563 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 94.8K | $22.6M | $24.9M | 3.76% | -1,654 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 52.1K | $19.7M | $17.4M | 2.63% | -451 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 38.7K | $19.3M | $19.3M | 2.92% | +57 | 2026-06-30 |
| 10 | CAT | Caterpillar Inc | 17.2K | $18.4M | $12.5M | 1.89% | -377 | 2026-06-30 |
| 11 | SCHD | Schwab Strategic TR | 578.5K | $18.3M | $20.1M | 3.03% | +733 | 2026-06-30 |
| 12 | ILCG | iShares TR | 141.7K | $16.6M | $16.2M | 2.44% | -1,037 | 2026-06-30 |
| 13 | SBUX | Starbucks Corp | 113.8K | $11.6M | $11.3M | 1.71% | -922 | 2026-06-30 |
| 14 | ILCV | iShares TR | 88.5K | $9.0M | $9.7M | 1.46% | +916 | 2026-06-30 |
| 15 | VEU | Vanguard Intl Equity Index F | 102.1K | $8.5M | $8.4M | 1.26% | +121 | 2026-06-30 |
| 16 | GEV | GE Vernova Inc | 7.0K | $8.2M | $6.2M | 0.94% | -292 | 2026-06-30 |
| 17 | LLY | Eli Lilly & Co | 5.7K | $6.9M | $7.3M | 1.11% | -127 | 2026-06-30 |
| 18 | RSP | Invesco Exchange Traded FD T | 31.3K | $6.7M | $6.7M | 1.02% | +3.4K | 2026-06-30 |
| 19 | TSLA | Tesla Inc | 15.3K | $6.4M | $5.7M | 0.86% | +73 | 2026-06-30 |
| 20 | GLD | Spdr Gold TR | 16.8K | $6.2M | $6.4M | 0.96% | -358 | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 16.1K | $5.7M | $5.4M | 0.82% | +109 | 2026-06-30 |
| 22 | SCHB | Schwab Strategic TR | 188.7K | $5.5M | $5.6M | 0.84% | +2.5K | 2026-06-30 |
| 23 | CRWD | Crowdstrike Hldgs Inc | 7.1K | $5.5M | $6.5M | 0.98% | +213 | 2026-06-30 |
| 24 | VTV | Vanguard Index Fds | 24.7K | $5.4M | $5.5M | 0.84% | -473 | 2026-06-30 |
| 25 | TSBK | Timberland Bancorp Inc | 119.5K | $5.4M | $5.5M | 0.83% | -563 | 2026-06-30 |
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