Kiley Juergens Wealth Management, LLC Portfolio Holdings

Kiley Juergens Wealth Management, LLC

  • $441 Million
  • Q4 2025

Kiley Juergens Wealth Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $441 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $57.3M, Apple Inc. with a value of $38.3M, Invesco Qqq Trust, Series 1 with a value of $31.4M, Costco Wholesale Corp with a value of $30.7M, and Nvidia Corp with a value of $29M.

Examining the 13F form we can see an increase of $5.4M in the current position value, from $436M to 441M.

Below you can find more details about Kiley Juergens Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $441 Million
Technology: $155 Million
ETFs: $115 Million
Consumer Cyclical: $42.8 Million
Consumer Defensive: $37.4 Million
Financial Services: $35.4 Million
Communication Services: $28.7 Million
Industrials: $16.3 Million
Healthcare: $4.94 Million
Other: $5.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$57.3 Million 12.99% of portfolio
112,898
Q4 2025 Reduced 0.14%
$4.3T
$38.3 Million 8.69% of portfolio
143,370
Q4 2025 Reduced 2.08%
$0
$31.4 Million 7.11% of portfolio
51,964
Q4 2025 Added 0.48%
$404B
$30.7 Million 6.96% of portfolio
33,646
Q4 2025 Added 0.86%
$465B
$29 Million 6.59% of portfolio
155,676
Q4 2025 Reduced 8.44%
$2.39T
$22.4 Million 5.08% of portfolio
95,491
Q4 2025 Added 1.63%
$662B
$20.2 Million 4.58% of portfolio
39,654
Q4 2025 Reduced 0.16%
$1.65T
$18.7 Million 4.25% of portfolio
67,793
Q4 2025 Reduced 0.86%
$139B
$18.2 Million 4.13% of portfolio
53,139
Q4 2025 Reduced 3.76%
$0
$15.7 Million 3.56% of portfolio
576,328
Q4 2025 Added 3.7%
$97.3B
$9.91 Million 2.25% of portfolio
116,880
Q4 2025 Reduced 1.68%
$291B
$9.81 Million 2.22% of portfolio
17,769
Q4 2025 Reduced 0.91%
$0
$8.07 Million 1.83% of portfolio
87,694
Q4 2025 Reduced 0.33%
$0
$7.02 Million 1.59% of portfolio
96,156
Q4 2025 Added 8.93%
$130B
$6.38 Million 1.45% of portfolio
16,967
Q4 2025 Reduced 0.09%
$1.29T
$6.13 Million 1.39% of portfolio
14,988
Q4 2025 Reduced 0.09%
$0
$4.99 Million 1.13% of portfolio
26,682
Q4 2025 Reduced 1.17%
$0
$4.77 Million 1.08% of portfolio
184,836
Q4 2025 Added 4.64%
$1.74T
$4.68 Million 1.06% of portfolio
16,393
Q4 2025 Reduced 0.93%
$881B
$4.29 Million 0.97% of portfolio
14,292
Q4 2025 Added 0.69%
$0
$4.23 Million 0.96% of portfolio
22,574
Q4 2025 Added 72.8%
$275M
$4.01 Million 0.91% of portfolio
120,203
Q4 2025 Reduced 0.45%
$780M
$3.94 Million 0.89% of portfolio
177,447
Q4 2025 Added 0.02%
$0
$3.54 Million 0.8% of portfolio
19,415
Q4 2025 Added 0.07%
$342B
$3.47 Million 0.79% of portfolio
19,934
Q4 2025 Reduced 1.55%
$114B
$3.44 Million 0.78% of portfolio
17,926
Q4 2025 Added 14.54%
$346B
$3.45 Million 0.78% of portfolio
23,664
Q4 2025 Added 14.66%
$0
$3.45 Million 0.78% of portfolio
10,444
Q4 2025 Reduced 2.75%
$181B
$3.39 Million 0.77% of portfolio
37,019
Q4 2025 Added 0.82%
$49.1B
$3.34 Million 0.76% of portfolio
30,262
Q4 2025 New
$224B
$3.28 Million 0.74% of portfolio
10,768
Q4 2025 Added 1.58%
$0
$3.18 Million 0.72% of portfolio
35,774
Q4 2025 Reduced 3.33%
$522B
$3.15 Million 0.71% of portfolio
15,790
Q4 2025 Reduced 1.66%
$33.2B
$2.69 Million 0.61% of portfolio
28,133
Q4 2025 Reduced 0.65%
$279B
$2.51 Million 0.57% of portfolio
24,381
Q4 2025 Reduced 0.41%
$490B
$2.19 Million 0.5% of portfolio
18,615
Q4 2025 Reduced 2.03%
$303B
$2.08 Million 0.47% of portfolio
13,463
Q4 2025 Reduced 1.82%
$187B
$2.03 Million 0.46% of portfolio
12,148
Q4 2025 Reduced 0.12%
$0
$1.99 Million 0.45% of portfolio
83,327
Q4 2025 Added 9.85%
$0
$2.01 Million 0.45% of portfolio
62,159
Q4 2025 Added 18.55%
$319B
$1.78 Million 0.4% of portfolio
22,922
Q4 2025 Reduced 3.22%
$413B
$1.7 Million 0.38% of portfolio
32,930
Q4 2025 Reduced 2.48%
$0
$1.67 Million 0.38% of portfolio
27,259
Q4 2025 Reduced 1.65%
$0
$1.56 Million 0.35% of portfolio
56,906
Q4 2025 Added 5.59%
$0
$1.52 Million 0.34% of portfolio
64,989
Q4 2025 Added 9.67%
$0
$1.38 Million 0.31% of portfolio
47,562
Q4 2025 Added 8.44%
$143B
$1.36 Million 0.31% of portfolio
39,283
Q4 2025 Reduced 3.66%
$0
$1.32 Million 0.3% of portfolio
38,939
Q4 2025 Reduced 0.18%
$0
$1.26 Million 0.29% of portfolio
22,985
Q4 2025 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $441 Million
  • Prior Value $436 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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