Arkolith/Funds/Kiley Juergens Wealth Management, LLC

Kiley Juergens Wealth Management, LLC

CIK 1723223Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

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.

Opened
19
bought for the first time
  • Honeywell Intl Inc
  • Honeywell Aerospace Inc
  • Space Exploration Techn Corp
  • +16 more · largest first
Added to
76
already held, bought more
Trimmed
109
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
45%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

70% mapped to company sectors

Information Technology
33%
ETF / fund or unclassified
30%
Consumer Discretionary
14%
Financials
8%
Industrials
7%
Health Care
3%
Materials
1%
Utilities
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Kiley Juergens Wealth Management, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$893.7B
MORGAN STANLEY80 / 80$669.8B
JPMORGAN CHASE & CO80 / 80$589.8B
BANK OF AMERICA CORP /DE/80 / 80$500.0B
GOLDMAN SACHS GROUP INC80 / 80$300.3B
UBS Group AG80 / 80$184.2B
WELLS FARGO & COMPANY/MN80 / 80$181.2B
ROYAL BANK OF CANADA80 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

241 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$42.3M113.3K
6.6%
+1.1%
Added · +1K sh
2Apple Inc
COM
$40.7M140.7K
6.4%
−1.5%
Reduced · −2K sh
3Invesco QQQ TR
UNIT SER 1
$37.6M51.1K
5.9%
−0.9%
Reduced · −478 sh
4Costco Wholesale Corporation
COM
$31.2M33.3K
4.9%
−0.6%
Reduced · −203 sh
5Nvidia Corporation
COM
$31.1M155.4K
4.9%
−0.3%
Reduced · −428 sh
6Alphabet Inc
CAP STK CL A
$23.7M66.5K
3.7%
−0.8%
Reduced · −563 sh
7Amazon Com Inc
COM
$22.6M94.8K
3.5%
−1.7%
Reduced · −2K sh
8Broadcom Inc
COM
$19.7M52.1K
3.1%
−0.8%
Reduced · −451 sh
9Berkshire Hathaway Inc Del
CL B NEW
$19.3M38.7K
3.0%
+0.1%
Added · +57 sh
10Caterpillar Inc
COM
$18.4M17.2K
2.9%
−2.1%
Reduced · −377 sh
11Schwab Strategic TR
US DIVIDEND EQ
$18.3M578.5K
2.9%
+0.1%
Added · +733 sh
12Ishares TR
MORNINGSTAR GRWT
$16.6M141.7K
2.6%
−0.7%
Reduced · −1K sh
13Starbucks Corp
COM
$11.6M113.8K
1.8%
−0.8%
Reduced · −922 sh
14Ishares TR
MORNINGSTAR VALU
$9.0M88.5K
1.4%
+1.0%
Added · +916 sh
15Vanguard Intl Equity Index F
ALLWRLD EX US
$8.5M102.1K
1.3%
+0.1%
Added · +121 sh
16Ge Vernova Inc
COM
$8.2M7.0K
1.3%
−4.0%
Reduced · −292 sh
17Eli Lilly & Co
COM
$6.9M5.7K
1.1%
−2.2%
Reduced · −127 sh
18Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.7M31.3K
1.0%
+12%
Added · +3K sh
19Tesla Inc
COM
$6.4M15.3K
1.0%
+0.5%
Added · +73 sh
20SPDR Gold TR
GOLD SHS
$6.2M16.8K
1.0%
−2.1%
Reduced · −358 sh
21Alphabet Inc
CAP STK CL C
$5.7M16.1K
0.9%
+0.7%
Added · +109 sh
22Schwab Strategic TR
US BRD MKT ETF
$5.5M188.7K
0.9%
+1.3%
Added · +2K sh
23Crowdstrike Hldgs Inc
CL A
$5.5M7.1K
0.9%
+3.1%
Added · +213 sh
24Vanguard Index FDS
VALUE ETF
$5.4M24.7K
0.8%
−1.9%
Reduced · −473 sh
25Timberland Bancorp Inc
COM
$5.4M119.5K
0.8%
−0.5%
Reduced · −563 sh
26Intel Corp
COM
$5.3M38.2K
0.8%
−0.3%
Reduced · −107 sh
27Heritage Finl Corp Wash
COM
$5.2M175.1K
0.8%
~0%
Added · +13 sh
28Boeing Co
COM
$5.1M23.7K
0.8%
+6.4%
Added · +1K sh
29Vanguard BD Index FDS
SHORT TRM BOND
$4.8M62.2K
0.8%
+2.9%
Added · +2K sh
30JPMorgan Chase & Co
COM
$4.6M13.9K
0.7%
−1.1%
Reduced · −151 sh
31Vanguard Specialized Funds
DIV APP ETF
$4.5M18.9K
0.7%
−1.4%
Reduced · −270 sh
32Johnson & Johnson
COM
$4.0M15.7K
0.6%
+0.1%
Added · +25 sh
33Vanguard Index FDS
TOTAL STK MKT
$3.8M10.2K
0.6%
−1.7%
Reduced · −179 sh
34Meta Platforms Inc
CL A
$3.6M6.3K
0.6%
+17%
Added · +906 sh
35Eaton Corp PLC
SHS
$3.5M8.2K
0.5%
+1.2%
Added · +98 sh
36Paccar Inc
COM
$3.2M26.7K
0.5%
−4.6%
Reduced · −1K sh
37State STR SPDR S&P 500 ETF T
TR UNIT
$3.2M4.3K
0.5%
+0.3%
Added · +14 sh
38Ishares TR
20 YR TR BD ETF
$3.2M36.8K
0.5%
+0.2%
Added · +70 sh
39Advanced Micro Devices Inc
COM
$3.2M5.4K
0.5%
−5.0%
Reduced · −288 sh
40Procter & Gamble Co
COM
$2.9M19.8K
0.5%
−5.9%
Reduced · −1K sh
41Schwab Strategic TR
US AGGREGATE B
$2.9M123.3K
0.4%
+64%
Added · +48K sh
42McDonalds Corp
COM
$2.7M10.2K
0.4%
−5.3%
Reduced · −567 sh
43Visa Inc
COM CL A
$2.7M8.0K
0.4%
−1.4%
Reduced · −112 sh
44Cisco Sys Inc
COM
$2.7M23.2K
0.4%
+0.3%
Added · +78 sh
45Applied Matls Inc
COM
$2.7M3.7K
0.4%
−1.5%
Reduced · −57 sh
46Walmart Inc
COM
$2.7M23.6K
0.4%
−3.6%
Reduced · −884 sh
47Exxon Mobil Corp
COM
$2.5M18.2K
0.4%
−1.8%
Reduced · −332 sh
48Schwab Strategic TR
INTL EQTY ETF
$2.4M86.6K
0.4%
−0.2%
Reduced · −150 sh
49Uber Technologies Inc
COM
$2.4M33.2K
0.4%
−12%
Reduced · −4K sh
50Vanguard Index FDS
S&P 500 ETF SHS
$2.4M3.5K
0.4%
+6.6%
Added · +215 sh
Showing 50 of 241 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026241$638.6M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026235$566.7M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202674$462.9M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202577$454.2M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202578$433.3M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202573$376.0M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202572$399.2M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202470$385.2M13F-HR

Data source

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.