# KILEY JUERGENS WEALTH MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1723223. Source: https://holderbook.com/funds/1723223-kiley-juergens-wealth-management-llc/

- Reported value: $638.6M
- Positions: 241
- Weight of the ten largest: 44.9%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $42.3M | 113,323 | 6.6% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $40.7M | 140,685 | 6.4% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $37.6M | 51,106 | 5.9% | 15 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $31.2M | 33,346 | 4.9% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $31.1M | 155,428 | 4.9% | 20 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $23.7M | 66,453 | 3.7% | 16 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $22.6M | 94,827 | 3.5% | 17 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $19.7M | 52,119 | 3.1% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $19.3M | 38,654 | 3.0% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $18.4M | 17,239 | 2.9% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $18.3M | 578,519 | 2.9% | 29 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $16.6M | 141,722 | 2.6% | 31 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $11.6M | 113,754 | 1.8% | 31 |
| ISHARES TR | [ILCV](https://holderbook.com/stocks/ILCV/) | $9.0M | 88,508 | 1.4% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $8.5M | 102,085 | 1.3% | 29 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $8.2M | 6,971 | 1.3% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $6.9M | 5,724 | 1.1% | 2 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $6.7M | 31,265 | 1.0% | 4 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $6.4M | 15,310 | 1.0% | 16 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $6.2M | 16,849 | 1.0% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $5.7M | 16,076 | 0.9% | 16 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $5.5M | 188,731 | 0.9% | 23 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $5.5M | 7,149 | 0.9% | 2 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $5.4M | 24,721 | 0.8% | 22 |
| TIMBERLAND BANCORP INC | [TSBK](https://holderbook.com/stocks/TSBK/) | $5.4M | 119,504 | 0.8% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $5.3M | 38,160 | 0.8% | 31 |
| HERITAGE FINL CORP WASH | [HFWA](https://holderbook.com/stocks/HFWA/) | $5.2M | 175,064 | 0.8% | 31 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $5.1M | 23,722 | 0.8% | 17 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $4.8M | 62,236 | 0.8% | 25 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.6M | 13,923 | 0.7% | 17 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $4.5M | 18,913 | 0.7% | 25 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.0M | 15,679 | 0.6% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.8M | 10,210 | 0.6% | 9 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.6M | 6,344 | 0.6% | 2 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $3.5M | 8,184 | 0.5% | 2 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $3.2M | 26,733 | 0.5% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.2M | 4,281 | 0.5% | 2 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $3.2M | 36,763 | 0.5% | 9 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.2M | 5,438 | 0.5% | 2 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.9M | 19,810 | 0.5% | 31 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $2.9M | 123,338 | 0.4% | 10 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.7M | 10,171 | 0.4% | 14 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.7M | 8,010 | 0.4% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.7M | 23,194 | 0.4% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.7M | 3,710 | 0.4% | 2 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.7M | 23,567 | 0.4% | 10 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.5M | 18,151 | 0.4% | 17 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $2.4M | 86,606 | 0.4% | 25 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.4M | 33,199 | 0.4% | 8 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.4M | 3,464 | 0.4% | 2 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.3M | 5,709 | 0.4% | 2 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $2.3M | 68,900 | 0.4% | 15 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $2.3M | 2,007 | 0.4% | 2 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.3M | 7,544 | 0.4% | 2 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $2.2M | 8,943 | 0.3% | 2 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $2.2M | 9,753 | 0.3% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.2M | 30,375 | 0.3% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.2M | 18,512 | 0.3% | 14 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.1M | 29,878 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $2.1M | 58,797 | 0.3% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.1M | 5,961 | 0.3% | 2 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $2.0M | 24,771 | 0.3% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.0M | 11,935 | 0.3% | 17 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.0M | 22,654 | 0.3% | 2 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.9M | 5,157 | 0.3% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.9M | 4,013 | 0.3% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.9M | 10,308 | 0.3% | 26 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $1.9M | 7,509 | 0.3% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.8M | 7,258 | 0.3% | 2 |
| BOEING CO | [BAPRA](https://holderbook.com/stocks/BAPRA/) | $1.7M | 25,550 | 0.3% | 4 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.7M | 14,176 | 0.3% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.7M | 6,143 | 0.3% | 2 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.7M | 3,835 | 0.3% | 2 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.6M | 12,629 | 0.3% | 17 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.6M | 28,363 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $1.6M | 45,883 | 0.3% | 22 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.5M | 2,424 | 0.2% | 2 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $1.5M | 42,042 | 0.2% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $1.5M | 2 | 0.2% | 2 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $1.5M | 4,963 | 0.2% | 2 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.5M | 2,904 | 0.2% | 2 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.4M | 4,670 | 0.2% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.4M | 22,795 | 0.2% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.3M | 8,731 | 0.2% | 2 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.3M | 6,736 | 0.2% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.3M | 3,459 | 0.2% | 2 |
| CAPITAL GROUP CORE BALANCED | [CGBL](https://holderbook.com/stocks/CGBL/) | $1.2M | 32,576 | 0.2% | 6 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.2M | 4,797 | 0.2% | 2 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.2M | 3,542 | 0.2% | 2 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.2M | 40,122 | 0.2% | 17 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.1M | 7,851 | 0.2% | 2 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $1.0M | 5,484 | 0.2% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.0M | 896 | 0.2% | 2 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $995.5K | 11,645 | 0.2% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $965.5K | 4,252 | 0.2% | 2 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $960.7K | 11,625 | 0.2% | 12 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $946.9K | 8,559 | 0.1% | 2 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $943.4K | 10,749 | 0.1% | 2 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $938.4K | 2,382 | 0.1% | 2 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $936.2K | 9,013 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.1% | +14.8% | -1.8% | 100% |
| Q1 2026 | -3.7% | -4.6% | +0.9% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 100% |
| Q3 2025 | +9.0% | +7.8% | +1.2% | 100% |
| Q2 2025 | +11.6% | +10.5% | +1.2% | 100% |
| Q1 2025 | -5.6% | -4.6% | -1.1% | 100% |
| Q4 2024 | +3.9% | +2.1% | +1.7% | 100% |
| Q3 2024 | +3.9% | +5.4% | -1.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $638.6M | 241 |
| Q1 2026 | $566.7M | 235 |
| Q4 2025 | $462.9M | 74 |
| Q3 2025 | $454.2M | 77 |
| Q2 2025 | $433.3M | 78 |
| Q1 2025 | $376.0M | 73 |
| Q4 2024 | $399.2M | 72 |
| Q3 2024 | $385.2M | 70 |
| Q2 2024 | $360.0M | 71 |
| Q1 2024 | $323.3M | 66 |
| Q4 2023 | $298.9M | 65 |
| Q3 2023 | $277.0M | 72 |