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CIK: 0001723223
Total reported value
$638.6M
$638.6M
74 檔
28.7%
During the Q4 2025 filing period, Kiley Juergens Wealth Management, LLC (CIK: 0001723223) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $638.6M across 74 reported positions.
In Q4 2025, Kiley Juergens Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.79% | -0.70% | -0.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.42% | -0.01% | -2.08% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.90% | +0.64% | +0.48% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.27% | +0.07% | -8.44% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.27% | -1.02% | +0.86% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.76% | -0.01% | +1.63% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.58% | +0.32% | -0.86% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.31% | -0.23% | -0.16% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.97% | +0.21% | -3.76% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.41% | -0.26% | +3.70% | |
| 11 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.23% | +0.19% | -2.13% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.20% | +0.67% | -0.91% | |
| 13 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.13% | +0.01% | -1.68% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.79% | -0.04% | -0.33% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.53% | -0.01% | +8.93% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.46% | +0.01% | -0.09% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.45% | -0.34% | -0.09% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.08% | -0.93% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.11% | -0.08% | -3.02% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.10% | -0.03% | -1.17% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.05% | +0.04% | +4.64% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.02% | +0.69% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.93% | +0.10% | +72.80% | |
| 24 | TSBK | Timberland Bancorp Inc | Stock-Other | 0.93% | — | -0.45% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.03% | +0.07% | |
| 26 | HFWA | Heritage Financial CORP | Stock-Other | 0.91% | +0.01% | +0.02% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.84% | +0.02% | +14.54% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.77% | -0.15% | -1.55% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | — | -2.75% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.09% | +14.66% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.16% | +1.58% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.06% | -1.66% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.67% | -0.06% | -3.33% | |
| 34 | PCAR | Paccar Inc | Stock-Industrials | 0.67% | -0.07% | -0.65% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.65% | -0.10% | +0.82% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.18% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.12% | -0.41% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.16% | -2.03% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.05% | -0.12% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.18% | -1.82% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.44% | +0.03% | +18.55% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | — | +9.85% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | -0.03% | -2.48% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.11% | -3.22% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | — | -1.65% | |
| 46 | BA 6 10-15-27Bond | Boeing Co/the | Bond | 0.37% | -0.02% | +23.24% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.35% | +0.02% | +5.59% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.33% | +0.14% | +9.67% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.31% | +0.53% | -3.66% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | — | +8.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.86% | Trim |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +72.80% | Add |
| 3 | CAT | Caterpillar Inc | +0.3% | -0.91% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | +1.63% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -0.93% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -2.08% | Trim |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +8.93% | Add |
| 8 | GLD | Spdr Gold Shares | +0.1% | -0.09% | Trim |
| 9 | BA | Boeing Co/the | +0.1% | +14.54% | Add |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.70% | Add |
| 11 | SLV | Ishares Silver Trust | +0.1% | -5.18% | Trim |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | +18.55% | Add |
| 13 | BA 6 10-15-27Bond | Boeing Co/the | +0.1% | +23.24% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.48% | Add |
| 15 | PCAR | Paccar Inc | +0.1% | -0.65% | Trim |
| 16 | ILCV | Ishares Morningstar Value Et | +0.1% | -0.33% | Trim |
| 17 | SCHB | Schwab US Broad Market ETF | +0.1% | +4.64% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | -1.66% | Trim |
| 19 | TSBK | Timberland Bancorp Inc | +0.1% | -0.45% | Trim |
| 20 | MRK | Merck & Co. Inc. | +0.1% | -0.68% | Trim |
| 21 | SCHF | Schwab Intl Equity ETF | 0% | +9.85% | Add |
| 22 | PFE | Pfizer Inc | 0% | +54.52% | Add |
| 23 | CGBL | Cap Group Core Balanced | 0% | +29.13% | Add |
| 24 | PG | Procter & Gamble Co/the | 0% | +14.66% | Add |
| 25 | WMT | Walmart Inc | 0% | -0.41% | Trim |
| 26 | PFF | Ishares Preferred & Income S | 0% | +49.32% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | -3.22% | Trim |
| 28 | SCHV | Schwab US Large-cap Value | 0% | +8.44% | Add |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +9.67% | Add |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | +5.59% | Add |
| 31 | WFC | Wells Fargo & Co | 0% | -0.17% | Trim |
| 32 | XOM | Exxon Mobil CORP | 0% | -2.03% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | — | +0.69% | Add |
| 34 | HFWA | Heritage Financial CORP | 0% | +0.02% | Add |
| 35 | AVGO | Broadcom Inc | 0% | -3.76% | Trim |
| 36 | PLTR | Palantir Technologies Inc-a | 0% | -1.55% | Trim |
| 37 | T | At&t Inc | 0% | -2.83% | Trim |
| 38 | BSV | Vanguard Short-term Bond ETF | -0.1% | -3.02% | Trim |
| 39 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -3.33% | Trim |
| 40 | SBUX | Starbucks CORP | -0.1% | -1.68% | Trim |
| 41 | UBER | Uber Technologies Inc | -0.1% | +0.82% | Add |
| 42 | ILCG | Ishares Morningstar Growth E | -0.2% | -2.13% | Trim |
| 43 | COST | Costco Wholesale CORP | -0.5% | +0.86% | Add |
| 44 | NVDA | Nvidia CORP | -0.7% | -8.44% | Trim |
| 45 | MSFT | Microsoft CORP | -1.1% | -0.14% | Trim |
| 46 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 47 | NFLX | Netflix Inc | — | NEW | New buy |
| 48 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 49 | ✓ | Tidal Tr Ii | — | EXIT | Sold out |
| 50 | KMI | Kinder Morgan, Inc. | — | EXIT | Sold out |
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 74 disclosed positions in Q4 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, QQQ) accounted for 28.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $2.8M
Top Position Liquidated / Trimmed
ORCL
前期市值: $3.1M
During Q4 2025, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (11.8%)、AAPL (8.4%)、QQQ (6.9%). The largest single position, MSFT, represented 11.8% of total portfolio value.
In Q4 2025, Kiley Juergens Wealth Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 24 holdings, and fully liquidating 4 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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