Kiley Juergens Wealth Management, LLC Portfolio Holdings

Kiley Juergens Wealth Management, LLC

  • $436 Million
  • Q3 2025

Kiley Juergens Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $436 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $58.6M, Apple Inc. with a value of $37.3M, Nvidia Corp with a value of $31.7M, Invesco Qqq Trust, Series 1 with a value of $31M, and Costco Wholesale Corp with a value of $30.9M.

Examining the 13F form we can see an increase of $18.4M in the current position value, from $417M to 436M.

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

Portfolio value $436 Million
Technology: $161 Million
ETFs: $112 Million
Consumer Cyclical: $41.8 Million
Consumer Defensive: $37.3 Million
Financial Services: $35.7 Million
Communication Services: $22.8 Million
Industrials: $15.1 Million
Energy: $4.99 Million
Other: $4.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$58.6 Million 13.44% of portfolio
113,053
Q3 2025 Reduced 0.54%
$4.35T
$37.3 Million 8.56% of portfolio
146,417
Q3 2025 Reduced 7.27%
$505B
$31.7 Million 7.28% of portfolio
170,019
Q3 2025 Reduced 1.49%
$0
$31 Million 7.13% of portfolio
51,717
Q3 2025 Reduced 1.58%
$403B
$30.9 Million 7.09% of portfolio
33,358
Q3 2025 Reduced 0.83%
$2.49T
$20.6 Million 4.74% of portfolio
93,958
Q3 2025 Reduced 0.02%
$621B
$20 Million 4.58% of portfolio
39,718
Q3 2025 Reduced 0.88%
$150B
$18.2 Million 4.18% of portfolio
55,217
Q3 2025 Reduced 2.3%
$1.68T
$16.6 Million 3.82% of portfolio
68,381
Q3 2025 Reduced 0.8%
$0
$15.2 Million 3.48% of portfolio
555,772
Q3 2025 Reduced 0.8%
$92.8B
$10.1 Million 2.31% of portfolio
118,877
Q3 2025 Reduced 0.46%
$305B
$8.56 Million 1.96% of portfolio
17,932
Q3 2025 Reduced 1.69%
$0
$7.92 Million 1.82% of portfolio
87,982
Q3 2025 Reduced 1.35%
$1.44T
$6.67 Million 1.53% of portfolio
15,001
Q3 2025 Reduced 4.85%
$0
$6.3 Million 1.45% of portfolio
88,274
Q3 2025 Added 6.12%
$127B
$6.04 Million 1.39% of portfolio
16,983
Q3 2025 Added 1.91%
$0
$5.03 Million 1.16% of portfolio
26,997
Q3 2025 Reduced 1.18%
$0
$4.54 Million 1.04% of portfolio
176,637
Q3 2025 Reduced 1.24%
$913B
$4.48 Million 1.03% of portfolio
14,194
Q3 2025 Reduced 1.95%
$788M
$4.29 Million 0.99% of portfolio
177,417
Q3 2025 Reduced 23.81%
$1.72T
$4.03 Million 0.93% of portfolio
16,547
Q3 2025 Reduced 30.45%
$264M
$3.99 Million 0.92% of portfolio
120,746
Q3 2025 Reduced 0.05%
$394B
$3.69 Million 0.85% of portfolio
20,247
Q3 2025 Reduced 2.88%
$191B
$3.6 Million 0.83% of portfolio
36,719
Q3 2025 Added 1.1%
$0
$3.52 Million 0.81% of portfolio
10,739
Q3 2025 Reduced 11.85%
$0
$3.53 Million 0.81% of portfolio
19,401
Q3 2025 Reduced 0.19%
$120B
$3.38 Million 0.78% of portfolio
15,650
Q3 2025 Added 4.77%
$0
$3.31 Million 0.76% of portfolio
37,007
Q3 2025 Added 0.95%
$220B
$3.22 Million 0.74% of portfolio
10,601
Q3 2025 Reduced 1.24%
$356B
$3.17 Million 0.73% of portfolio
20,639
Q3 2025 Reduced 6.39%
$708B
$3.12 Million 0.72% of portfolio
11,084
Q3 2025 Reduced 1.36%
$494B
$2.98 Million 0.68% of portfolio
16,056
Q3 2025 Reduced 10.61%
$34.2B
$2.78 Million 0.64% of portfolio
28,318
Q3 2025 Reduced 2.08%
$275B
$2.52 Million 0.58% of portfolio
24,481
Q3 2025 Reduced 1.52%
$0
$2.48 Million 0.57% of portfolio
13,064
Q3 2025 New
$477B
$2.14 Million 0.49% of portfolio
19,000
Q3 2025 Reduced 34.88%
$309B
$2.13 Million 0.49% of portfolio
13,713
Q3 2025 Reduced 2.9%
$203B
$2.02 Million 0.46% of portfolio
12,162
Q3 2025 Reduced 0.03%
$0
$1.77 Million 0.41% of portfolio
75,856
Q3 2025 Reduced 0.23%
$429B
$1.74 Million 0.4% of portfolio
33,766
Q3 2025 Reduced 10.05%
$0
$1.66 Million 0.38% of portfolio
27,715
Q3 2025 Added 8.38%
$0
$1.67 Million 0.38% of portfolio
52,434
Q3 2025 Added 5.28%
$300B
$1.62 Million 0.37% of portfolio
23,684
Q3 2025 Reduced 1.95%
$0
$1.5 Million 0.35% of portfolio
53,893
Q3 2025 Added 1.38%
$0
$1.39 Million 0.32% of portfolio
59,257
Q3 2025 Added 7.64%
$164B
$1.37 Million 0.31% of portfolio
40,775
Q3 2025 Reduced 0.48%
$0
$1.3 Million 0.3% of portfolio
39,009
Q3 2025 Added 3.25%
$0
$1.25 Million 0.29% of portfolio
23,073
Q3 2025 Reduced 2.37%
$0
$1.28 Million 0.29% of portfolio
43,860
Q3 2025 Reduced 3.66%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $436 Million
  • Prior Value $417 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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