1y return+20.1%S&P 500 +20.9%
3y return+68.9%S&P 500 +68.5%
5y return+80.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $319 against $280 in the S&P 500.2
Kiley Juergens Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $42.3M | 6.6% | +1.1% |
| AAPLApple Inc | $40.7M | 6.4% | −1.5% |
| QQQInvesco Qqq Tr | $37.6M | 5.9% | |
| COSTCostco Wholesale Corporation | $31.2M | 4.9% | |
| NVDANvidia Corporation | $31.1M | 4.9% | |
| GOOGLAlphabet Inc | $23.7M | 3.7% | |
| AMZNAmazon Com Inc | $22.6M | 3.5% | −1.7% |
| AVGOBroadcom Inc | $19.7M | 3.1% | |
| BRK/BBerkshire Hathaway Inc Del | $19.3M | 3.0% | |
| CATCaterpillar Inc | $18.4M | 2.9% | −2.1% |
| SCHDSchwab Strategic Tr | $18.3M | 2.9% | |
| ILCGIshares Tr | $16.6M | 2.6% | |
| SBUXStarbucks Corp | $11.6M | 1.8% | |
| ILCVIshares Tr | $9.0M | 1.4% | +1.0% |
| VEUVanguard Intl Equity Index F | $8.5M | 1.3% | |
| GEVGe Vernova Inc | $8.2M | 1.3% | −4.0% |
| LLYEli Lilly & Co | $6.9M | 1.1% | −2.2% |
| RSPInvesco Exchange Traded Fd T | $6.7M | 1.0% | +12.4% |
| TSLATesla Inc | $6.4M | 1.0% | |
| GLDSpdr Gold Tr | $6.2M | 1.0% | −2.1% |
| GOOGAlphabet Inc | $5.7M | 0.9% | |
| SCHBSchwab Strategic Tr | $5.5M | 0.9% | +1.3% |
| CRWDCrowdstrike Hldgs Inc | $5.5M | 0.9% | +3.1% |
| VTVVanguard Index Fds | $5.4M | 0.8% | −1.9% |
| TSBKTimberland Bancorp Inc | $5.4M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2021 | +865.9% | $31.1M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $18.4M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $23.7M |
| GOOGAlphabet Inc | September 30, 2022 | +267.5% | $5.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $40.7M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $31.2M |
| JPMJpmorgan Chase & Co | June 30, 2022 | +190.7% | $4.6M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $3.2M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $19.3M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $37.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.2M
- Dupont De Nemours IncCUSIP 26614N102 was $241K
- BPBp PLC was $236K
- NEMNewmont Corp was $223K
- Totalenergies SeCUSIP F92124100 was $219K
- GEHCGe Healthcare Technologies I was $215K
- KRKroger Co was $210K
- SOSouthern Co was $201K
- KVUEKenvue Inc was $189K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −5.6% | −4.6% |
| December 31, 2024 | +3.9% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +6.4% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +9.1% | +8.3% |
| March 31, 2023 | +9.2% | +7.0% |
| December 31, 2022 | +4.9% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +11.0% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kiley Juergens Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1723223&type=13F-HR&dateb=&owner=include&count=40CIK 1723223
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1723223/000198615226000113/Filed August 7, 2026 · accession 0001986152-26-000113