StockDriftsStockDriftsTop 50 Kiley Juergens Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.62% | 113.3K | $42.3M | +1.07%(+1.20K) | $199.92(+151.49%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.38% | 140.7K | $40.7M | -1.48%(-2.12K) | $91.98(+233.40%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.89% | 51.1K | $37.6M | -0.93%(-478) | $266.01(+170.98%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.88% | 33.3K | $31.2M | -0.61%(-203) | $404.10(+135.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.87% | 155.4K | $31.1M | -0.27%(-428) | $26.84(+721.45%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.72% | 66.5K | $23.7M | -0.84%(-563) | $104.17(+237.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.54% | 94.8K | $22.6M | -1.71%(-1.65K) | $141.47(+94.35%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.08% | 52.1K | $19.7M | -0.86%(-451) | $166.58(+152.35%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.03% | 38.7K | $19.3M | +0.15%(+57) | $236.99(+120.84%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.87% | 17.2K | $18.4M | -2.14%(-377) | $161.35(+430.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.19% | +77.99% | +13.90% | +91.71% |
| Top 20 Holdings Unweighted | +23.99% | +90.63% | +13.65% | +89.62% |
Kiley Juergens Wealth Management LLC reports $638.57M in US-listed equity holdings across 241 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.6%), AAPL (6.4%) and QQQ (5.9%). The top 20 holdings account for 60.29% of reported assets. Its disclosed equity book has returned +77.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kiley Juergens Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1723223). View Kiley Juergens Wealth Management LLC’s 13F filings on SEC