Kiley Juergens Wealth Management, LLC reported 152 positions worth $447.77M for the quarter ended Jun 30, 2026, up 11.0% on the prior quarter. It opened 5 new positions, added to 44, trimmed 84 and exited 7. Its largest holding is Microsoft Corp at 9.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +2,832 | – | $626.10K | 0.14% |
| META Meta Platforms, Inc. | +906 | +16.7% | $510.36K | 0.798% |
| MSFT Microsoft Corp | +1,197 | +1.1% | $446.51K | 9.44% |
| SPCX Space Exploration Technologies Corp | +1,864 | – | $318.48K | 0.071% |
| BA Boeing Co | +1,437 | +6.4% | $311.07K | 1.15% |
| MRVL Marvell Technology, Inc. | +763 | – | $227.29K | 0.051% |
| CMI Cummins Inc | +295 | – | $210.40K | 0.047% |
| ADM Archer-Daniels-Midland Co | +2,619 | – | $200.09K | 0.045% |
| CRWD CrowdStrike Holdings, Inc. | +852 | +3.1% | $162.55K | 1.22% |
| NEE Nextera Energy Inc | +1,630 | +17.9% | $143.06K | 0.211% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -2,117 | -1.5% | $612.58K | 9.09% |
| NET Cloudflare, Inc. | -1,842 | -17.1% | $451.81K | 0.49% |
| CAT Caterpillar Inc | -377 | -2.1% | $401.46K | 4.1% |
| AMZN Amazon Com Inc | -1,654 | -1.7% | $394.21K | 5.05% |
| GEV GE Vernova Inc. | -292 | -4.0% | $343.06K | 1.83% |
| UBER Uber Technologies, Inc | -4,350 | -11.6% | $313.90K | 0.535% |
| PANW Palo Alto Networks Inc | -829 | -19.0% | $282.71K | 0.27% |
| HD Home Depot, Inc. | -739 | -11.0% | $260.62K | 0.469% |
| CVX Chevron Corp | -1,476 | -11.0% | $244.67K | 0.442% |
| BAC Bank Of America Corp | -4,292 | -13.1% | $244.56K | 0.361% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BP Bp Plc | -5,017 | $235.79K | 0.058% |
| NEM NEWMONT Corp | -2,062 | $223.21K | 0.055% |
| TTE TotalEnergies SE | -2,407 | $218.99K | 0.054% |
| GEHC GE HealthCare Technologies Inc. | -3,023 | $215.18K | 0.053% |
| KR Kroger Co | -2,896 | $209.54K | 0.052% |
| SO Southern Co | -2,086 | $201.34K | 0.05% |
| KVUE Kenvue Inc. | -11.0K | $189.35K | 0.047% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 113.3K | $42.27M | 9.44% | +1,197 | +1.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 140.7K | $40.71M | 9.09% | -2,117 | -1.5% | Reduced | 0% |
| 3 | COST Costco Wholesale Corp | Consumer Staples | 33.3K | $31.19M | 6.97% | -203 | -0.6% | Reduced | 0.01% |
| 4 | NVDA Nvidia Corp | Technology | 155.4K | $31.10M | 6.95% | -428 | -0.3% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 66.5K | $23.75M | 5.3% | -563 | -0.8% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 94.8K | $22.60M | 5.05% | -1,654 | -1.7% | Reduced | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 52.1K | $19.69M | 4.4% | -451 | -0.9% | Reduced | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 38.7K | $19.34M | 4.32% | +57 | +0.1% | Added | 0% |
| 9 | CAT Caterpillar Inc | Industrials | 17.2K | $18.36M | 4.1% | -377 | -2.1% | Reduced | 0% |
| 10 | SBUX Starbucks Corp | Consumer Discretionary | 113.8K | $11.62M | 2.6% | -922 | -0.8% | Reduced | 0.01% |
| 11 | GEV GE Vernova Inc. | Industrials | 6,971 | $8.19M | 1.83% | -292 | -4.0% | Reduced | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 5,724 | $6.87M | 1.53% | -127 | -2.2% | Reduced | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 15.3K | $6.44M | 1.44% | +73 | +0.5% | Added | 0% |
| 14 | GLD Spdr Gold Trust | Financial Services | 16.8K | $6.21M | 1.39% | -358 | -2.1% | Reduced | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 16.1K | $5.68M | 1.27% | +109 | +0.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Kiley Juergens Wealth Management.
As of its Q2 2026 13F filing, Kiley Juergens Wealth Management, LLC’s five largest positions were Microsoft Corp (MSFT) at 9.4%, Apple Inc. (AAPL) at 9.1%, Costco Wholesale Corp (COST) at 7.0%, Nvidia Corp (NVDA) at 6.9%, Alphabet Inc. (GOOGL) at 5.3% of the reported portfolio.
Kiley Juergens Wealth Management, LLC reported a 13F portfolio worth $447.77M across 152 positions for Q2 2026. That is up 11.0% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($626.10K), Meta Platforms, Inc. ($510.36K), Microsoft Corp ($446.51K). It opened 5 new positions.
Its largest sales by value were Apple Inc. ($612.58K), Cloudflare, Inc. ($451.81K), Caterpillar Inc ($401.46K). It exited 7 positions entirely.
From the Form 13F-HR reports Kiley Juergens Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.