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CIK: 0001723223
Total reported value
$638.6M
$638.6M
78 檔
28.0%
In Q2 2025, Kiley Juergens Wealth Management, LLC's U.S. equity holdings reached a combined market value of $638.6M, distributed across 78 disclosed stock positions.
In Q2 2025, Kiley Juergens Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 13.05% | -0.70% | -0.87% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.69% | -1.02% | -0.17% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.48% | -0.01% | +3.12% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.69% | +0.64% | -0.40% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.29% | +0.07% | +0.73% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.76% | -0.01% | +1.34% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.49% | -0.23% | -0.66% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.60% | +0.21% | -0.74% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.43% | -0.26% | +3.93% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.31% | +0.19% | -0.45% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.80% | +0.32% | -0.46% | |
| 12 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.53% | +0.01% | +1.14% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.72% | -0.04% | +0.69% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.63% | +0.67% | -0.46% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.40% | -0.08% | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.29% | -0.01% | +9.56% | |
| 17 | HFWA | Heritage Financial CORP | Stock-Other | 1.28% | +0.01% | -0.52% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.25% | -0.08% | -3.47% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.17% | -0.34% | +1.26% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | +0.01% | +1.27% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | -0.03% | +0.00% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.98% | +0.04% | +2.56% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.08% | +39.73% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.02% | +0.52% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.03% | -0.36% | |
| 26 | TSBK | Timberland Bancorp Inc | Stock-Other | 0.87% | — | +0.01% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | — | +13.95% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.09% | -0.25% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.78% | -0.10% | +2.75% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.75% | -0.06% | -8.54% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.16% | +43.58% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | -0.16% | -2.47% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.72% | +0.02% | +2.94% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.15% | -1.03% | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.63% | -0.07% | +0.02% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.06% | +0.29% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.02% | -0.49% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.12% | +0.38% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.18% | -0.01% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.05% | -8.20% | |
| 41 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.45% | — | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.03% | +0.51% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | — | +16.64% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.11% | -0.14% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | — | +3.71% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | +0.03% | +29.58% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | +0.02% | +10.11% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.30% | -0.02% | +1.76% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.05% | +55.43% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.30% | +0.14% | +1.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | -0.87% | Trim |
| 2 | LMT | Lockheed Martin CORP | +1.4% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +1.4% | +0.73% | Add |
| 4 | AVGO | Broadcom Inc | +1.1% | -0.74% | Trim |
| 5 | TM | Toyota Motor CORP -spon Adr | +0.5% | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +39.73% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.03% | Trim |
| 8 | ORCL | Oracle CORP | +0.2% | -0.49% | Trim |
| 9 | BP | Bp Plc-spons Adr | +0.1% | NEW | New buy |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.40% | Trim |
| 11 | ILCG | Ishares Morningstar Growth E | +0.1% | -0.45% | Trim |
| 12 | UBER | Uber Technologies Inc | +0.1% | +2.75% | Add |
| 13 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 14 | TSLA | Tesla Inc | +0.1% | +1.27% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +43.58% | Add |
| 16 | SCHG | Schwab US Large-cap Growth | +0.1% | +29.58% | Add |
| 17 | VXUS | Vanguard Total Intl Stock | +0.1% | +44.29% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.34% | Add |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +13.95% | Add |
| 20 | VZ | Verizon Communications Inc | +0.1% | +55.43% | Add |
| 21 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | NEW | New buy |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +9.56% | Add |
| 23 | BA | Boeing Co/the | +0.1% | +2.94% | Add |
| 24 | ✓ | Tidal Tr Ii | +0.1% | NEW | New buy |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +16.64% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +0.52% | Add |
| 27 | CAT | Caterpillar Inc | 0% | -0.46% | Trim |
| 28 | SCHA | Schwab US Small-cap ETF | 0% | +10.11% | Add |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | +3.71% | Add |
| 30 | BAC | Bank Of America CORP | — | +0.51% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | -0.14% | Trim |
| 32 | SCHB | Schwab US Broad Market ETF | 0% | +2.56% | Add |
| 33 | WMT | Walmart Inc | 0% | +0.38% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.46% | Trim |
| 35 | WY | Weyerhaeuser Co | -0.1% | -19.49% | Trim |
| 36 | GLD | Spdr Gold Shares | -0.1% | +1.26% | Add |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -4.20% | Trim |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.36% | Trim |
| 39 | CVX | Chevron CORP | -0.2% | -0.01% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.2% | +0.29% | Add |
| 41 | MCD | Mcdonald's CORP | -0.2% | -2.47% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -0.25% | Trim |
| 43 | ILCV | Ishares Morningstar Value Et | -0.2% | +0.69% | Add |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -8.54% | Trim |
| 45 | BA 6 10-15-27Bond | Boeing Co/the | -0.3% | EXIT | Sold out |
| 46 | SBUX | Starbucks CORP | -0.6% | +1.14% | Add |
| 47 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +3.93% | Add |
| 48 | COST | Costco Wholesale CORP | -0.8% | -0.17% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -0.66% | Trim |
| 50 | AAPL | Apple Inc | -1.6% | +3.12% | Add |
According to official SEC Form 13F filings, Kiley Juergens Wealth Management, LLC reported a total U.S. public equity portfolio value of $638.6M across 78 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, COST, AAPL) accounted for 28.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
LMT
市值: $6.1M
Top Position Liquidated / Trimmed
BA 6 10-15-27
前期市值: $1.0M
During Q2 2025, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (13.1%)、COST (7.7%)、AAPL (7.5%). The largest single position, MSFT, represented 13.1% of total portfolio value.
In Q2 2025, Kiley Juergens Wealth Management, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 18 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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