Kiley Juergens Wealth Management, LLC holds a diversified book of 241 stocks worth $638.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Microsoft Corp at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kiley Juergens Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $893.7B |
| MORGAN STANLEY | 80 / 80 | $669.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $589.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $500.0B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $300.3B |
| UBS Group AG | 80 / 80 | $184.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $181.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $180.2B |
Ranked by how many of Kiley Juergens Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $42.3M | 113.3K | 6.6% | ▲+1.1% Added · +1K sh | |
| 2 | Apple Inc COM | $40.7M | 140.7K | 6.4% | ▼−1.5% Reduced · −2K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $37.6M | 51.1K | 5.9% | ▼−0.9% Reduced · −478 sh | |
| 4 | Costco Wholesale Corporation COM | $31.2M | 33.3K | 4.9% | ▼−0.6% Reduced · −203 sh | |
| 5 | Nvidia Corporation COM | $31.1M | 155.4K | 4.9% | ▼−0.3% Reduced · −428 sh | |
| 6 | Alphabet Inc CAP STK CL A | $23.7M | 66.5K | 3.7% | ▼−0.8% Reduced · −563 sh | |
| 7 | Amazon Com Inc COM | $22.6M | 94.8K | 3.5% | ▼−1.7% Reduced · −2K sh | |
| 8 | Broadcom Inc COM | $19.7M | 52.1K | 3.1% | ▼−0.8% Reduced · −451 sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $19.3M | 38.7K | 3.0% | ▲+0.1% Added · +57 sh | |
| 10 | Caterpillar Inc COM | $18.4M | 17.2K | 2.9% | ▼−2.1% Reduced · −377 sh | |
| 11 | Schwab Strategic TR US DIVIDEND EQ | $18.3M | 578.5K | 2.9% | ▲+0.1% Added · +733 sh | |
| 12 | Ishares TR MORNINGSTAR GRWT | $16.6M | 141.7K | 2.6% | ▼−0.7% Reduced · −1K sh | |
| 13 | Starbucks Corp COM | $11.6M | 113.8K | 1.8% | ▼−0.8% Reduced · −922 sh | |
| 14 | Ishares TR MORNINGSTAR VALU | $9.0M | 88.5K | 1.4% | ▲+1.0% Added · +916 sh | |
| 15 | Vanguard Intl Equity Index F ALLWRLD EX US | $8.5M | 102.1K | 1.3% | ▲+0.1% Added · +121 sh | |
| 16 | Ge Vernova Inc COM | $8.2M | 7.0K | 1.3% | ▼−4.0% Reduced · −292 sh | |
| 17 | Eli Lilly & Co COM | $6.9M | 5.7K | 1.1% | ▼−2.2% Reduced · −127 sh | |
| 18 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.7M | 31.3K | 1.0% | ▲+12% Added · +3K sh | |
| 19 | Tesla Inc COM | $6.4M | 15.3K | 1.0% | ▲+0.5% Added · +73 sh | |
| 20 | SPDR Gold TR GOLD SHS | $6.2M | 16.8K | 1.0% | ▼−2.1% Reduced · −358 sh | |
| 21 | Alphabet Inc CAP STK CL C | $5.7M | 16.1K | 0.9% | ▲+0.7% Added · +109 sh | |
| 22 | Schwab Strategic TR US BRD MKT ETF | $5.5M | 188.7K | 0.9% | ▲+1.3% Added · +2K sh | |
| 23 | Crowdstrike Hldgs Inc CL A | $5.5M | 7.1K | 0.9% | ▲+3.1% Added · +213 sh | |
| 24 | Vanguard Index FDS VALUE ETF | $5.4M | 24.7K | 0.8% | ▼−1.9% Reduced · −473 sh | |
| 25 | Timberland Bancorp Inc COM | $5.4M | 119.5K | 0.8% | ▼−0.5% Reduced · −563 sh | |
| 26 | Intel Corp COM | $5.3M | 38.2K | 0.8% | ▼−0.3% Reduced · −107 sh | |
| 27 | Heritage Finl Corp Wash COM | $5.2M | 175.1K | 0.8% | ▲~0% Added · +13 sh | |
| 28 | Boeing Co COM | $5.1M | 23.7K | 0.8% | ▲+6.4% Added · +1K sh | |
| 29 | Vanguard BD Index FDS SHORT TRM BOND | $4.8M | 62.2K | 0.8% | ▲+2.9% Added · +2K sh | |
| 30 | JPMorgan Chase & Co COM | $4.6M | 13.9K | 0.7% | ▼−1.1% Reduced · −151 sh | |
| 31 | Vanguard Specialized Funds DIV APP ETF | $4.5M | 18.9K | 0.7% | ▼−1.4% Reduced · −270 sh | |
| 32 | Johnson & Johnson COM | $4.0M | 15.7K | 0.6% | ▲+0.1% Added · +25 sh | |
| 33 | Vanguard Index FDS TOTAL STK MKT | $3.8M | 10.2K | 0.6% | ▼−1.7% Reduced · −179 sh | |
| 34 | Meta Platforms Inc CL A | $3.6M | 6.3K | 0.6% | ▲+17% Added · +906 sh | |
| 35 | Eaton Corp PLC SHS | $3.5M | 8.2K | 0.5% | ▲+1.2% Added · +98 sh | |
| 36 | Paccar Inc COM | $3.2M | 26.7K | 0.5% | ▼−4.6% Reduced · −1K sh | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $3.2M | 4.3K | 0.5% | ▲+0.3% Added · +14 sh | |
| 38 | Ishares TR 20 YR TR BD ETF | $3.2M | 36.8K | 0.5% | ▲+0.2% Added · +70 sh | |
| 39 | Advanced Micro Devices Inc COM | $3.2M | 5.4K | 0.5% | ▼−5.0% Reduced · −288 sh | |
| 40 | Procter & Gamble Co COM | $2.9M | 19.8K | 0.5% | ▼−5.9% Reduced · −1K sh | |
| 41 | Schwab Strategic TR US AGGREGATE B | $2.9M | 123.3K | 0.4% | ▲+64% Added · +48K sh | |
| 42 | McDonalds Corp COM | $2.7M | 10.2K | 0.4% | ▼−5.3% Reduced · −567 sh | |
| 43 | Visa Inc COM CL A | $2.7M | 8.0K | 0.4% | ▼−1.4% Reduced · −112 sh | |
| 44 | Cisco Sys Inc COM | $2.7M | 23.2K | 0.4% | ▲+0.3% Added · +78 sh | |
| 45 | Applied Matls Inc COM | $2.7M | 3.7K | 0.4% | ▼−1.5% Reduced · −57 sh | |
| 46 | Walmart Inc COM | $2.7M | 23.6K | 0.4% | ▼−3.6% Reduced · −884 sh | |
| 47 | Exxon Mobil Corp COM | $2.5M | 18.2K | 0.4% | ▼−1.8% Reduced · −332 sh | |
| 48 | Schwab Strategic TR INTL EQTY ETF | $2.4M | 86.6K | 0.4% | ▼−0.2% Reduced · −150 sh | |
| 49 | Uber Technologies Inc COM | $2.4M | 33.2K | 0.4% | ▼−12% Reduced · −4K sh | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $2.4M | 3.5K | 0.4% | ▲+6.6% Added · +215 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1723223/holdings"
Use Arkolith to show KILEY JUERGENS WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 241 | $638.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 235 | $566.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 74 | $462.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 77 | $454.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 78 | $433.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 73 | $376.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 72 | $399.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 70 | $385.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.