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CIK: 0001723223
Total reported value
$638.6M
$638.6M
77 檔
29.7%
The Q3 2025 SEC filing reveals that Kiley Juergens Wealth Management, LLC held a total portfolio value of $638.6M, covering 77 public equity positions.
In Q3 2025, Kiley Juergens Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 12.89% | -0.70% | -0.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.21% | -0.01% | -7.27% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.98% | +0.07% | -1.49% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.84% | +0.64% | -1.58% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.80% | -1.02% | -0.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.54% | -0.01% | -0.02% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.40% | -0.23% | -0.88% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 4.01% | +0.21% | -2.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.66% | +0.32% | -0.80% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.38% | +0.19% | -0.73% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.34% | -0.26% | -0.80% | |
| 12 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.21% | +0.01% | -0.46% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.88% | +0.67% | -1.69% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.74% | -0.04% | -1.35% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.47% | +0.01% | -4.85% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.39% | -0.01% | +6.12% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.33% | -0.34% | +1.91% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.16% | -0.08% | -2.65% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | -0.03% | -1.18% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.00% | +0.04% | -1.24% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.02% | -1.95% | |
| 22 | HFWA | Heritage Financial CORP | Stock-Other | 0.94% | +0.01% | -23.81% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.03% | -0.19% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.08% | -30.45% | |
| 25 | TSBK | Timberland Bancorp Inc | Stock-Other | 0.88% | — | -0.05% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.15% | -2.88% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.79% | -0.10% | +1.10% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | — | -11.85% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.74% | +0.02% | +4.77% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.73% | -0.06% | +0.95% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.16% | -1.24% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.09% | -6.39% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.69% | -0.02% | -1.36% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.06% | -10.61% | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.61% | -0.07% | -2.08% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.12% | -1.52% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.10% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.16% | -34.88% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.18% | -2.90% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.05% | -0.03% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.39% | — | -0.23% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.38% | -0.03% | -10.05% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.37% | +0.03% | +5.28% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | — | +8.38% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.11% | -1.95% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | +0.02% | +1.38% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.31% | +0.14% | +7.64% | |
| 48 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.30% | -0.02% | — | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.30% | +0.53% | -0.48% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.29% | — | +3.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -1.49% | Trim |
| 2 | AVGO | Broadcom Inc | +1.5% | -2.30% | Trim |
| 3 | MSFT | Microsoft CORP | +1.4% | -0.54% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.80% | Trim |
| 5 | TSLA | Tesla Inc | +0.4% | -4.85% | Trim |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | -2.88% | Trim |
| 7 | CAT | Caterpillar Inc | +0.3% | -1.69% | Trim |
| 8 | ORCL | Oracle CORP | +0.3% | -1.36% | Trim |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -1.58% | Trim |
| 10 | ILCG | Ishares Morningstar Growth E | +0.2% | -0.73% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -30.45% | Trim |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +6.12% | Add |
| 13 | UBER | Uber Technologies Inc | +0.1% | +1.10% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | +5.28% | Add |
| 15 | BA | Boeing Co/the | +0.1% | +4.77% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +1.91% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -1.95% | Trim |
| 18 | SCHF | Schwab Intl Equity ETF | +0.1% | -0.23% | Add |
| 19 | CGBL | Cap Group Core Balanced | +0.1% | +19.99% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | +8.38% | Add |
| 21 | INTC | Intel CORP | 0% | -0.48% | Trim |
| 22 | SCHA | Schwab US Small-cap ETF | 0% | +1.38% | Add |
| 23 | BA 6 10-15-27Bond | Boeing Co/the | 0% | — | Add |
| 24 | SLV | Ishares Silver Trust | 0% | +0.14% | Add |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +3.25% | Add |
| 26 | SCHB | Schwab US Broad Market ETF | — | -1.24% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | — | -11.85% | Add |
| 28 | WMT | Walmart Inc | 0% | -1.52% | Trim |
| 29 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.19% | Trim |
| 30 | TSBK | Timberland Bancorp Inc | -0.1% | -0.05% | Trim |
| 31 | WY | Weyerhaeuser Co | -0.1% | -1.13% | Trim |
| 32 | KVUE | Kenvue Inc | -0.1% | -35.39% | Trim |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -12.19% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.2% | -0.02% | Add |
| 35 | VTV | Vanguard Value ETF | -0.2% | -1.18% | Trim |
| 36 | CVX | Chevron CORP | -0.2% | -2.90% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.2% | -34.88% | Trim |
| 38 | ILCV | Ishares Morningstar Value Et | -0.2% | -1.35% | Trim |
| 39 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | +0.95% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.3% | -6.39% | Trim |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.3% | -2.65% | Trim |
| 42 | HFWA | Heritage Financial CORP | -0.6% | -23.81% | Trim |
| 43 | AAPL | Apple Inc | -0.8% | -7.27% | Trim |
| 44 | SBUX | Starbucks CORP | -0.9% | -0.46% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | -0.88% | Trim |
| 46 | COST | Costco Wholesale CORP | -1.7% | -0.83% | Trim |
| 47 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 48 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 49 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 50 | ✓ | Tidal Tr Ii | — | NEW | New buy |
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 77 disclosed positions in Q3 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, AAPL, NVDA) accounted for 29.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
RSP
市值: $2.5M
Top Position Liquidated / Trimmed
MSFT
前期市值: $43.0M
During Q3 2025, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (12.9%)、AAPL (8.2%)、NVDA (7.0%). The largest single position, MSFT, represented 12.9% of total portfolio value.
In Q3 2025, Kiley Juergens Wealth Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 30 holdings, and fully liquidating 0 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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