Kiley Juergens Wealth Management
Kiley Juergens Wealth Management reported 241 stocks worth $639M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MSFT (6.6%), AAPL (6.4%) and QQQ (5.9%). Compared with Q1 2026, the fund added to MSFT, BRK.B and SCHD, trimmed AAPL, QQQ and COST and sold out of DD, BP and NEM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $42.3M | 6.6% | 113K | +1,197 (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $40.7M | 6.4% | 141K | −2,117 (−1%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $37.6M | 5.9% | 51K | −478 (−1%) | 8 of 8 | |
| 4 |  COST Costco Whsl Corp New | $31.2M | 4.9% | 33K | −203 (−1%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $31.1M | 4.9% | 155K | −428 (−0%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $23.7M | 3.7% | 66K | −563 (−1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $22.6M | 3.5% | 95K | −1,654 (−2%) | 8 of 8 | |
| 8 |  AVGO Broadcom Inc | $19.7M | 3.1% | 52K | −451 (−1%) | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $19.3M | 3.0% | 39K | +57 (+0%) | 8 of 8 | |
| 10 |  CAT Caterpillar Inc | $18.4M | 2.9% | 17K | −377 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $1.2M | 5,497 |
 DD Dupont DE Nemours Inc | $241K | 5,257 |
 BP BP P L C F | $236K | 5,017 |
 NEM Newmont Corp | $223K | 2,062 |
 TTE Totalenergies F | $219K | 2,407 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kiley Juergens Wealth Management 13F FAQ
What does Kiley Juergens Wealth Management own?
Kiley Juergens Wealth Management reported 241 stocks worth $639M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are MSFT (6.6%), AAPL (6.4%) and QQQ (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Kiley Juergens Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 68 added to, 107 trimmed and 9 sold out. It sold all of DD, BP and NEM.
When will Kiley Juergens Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kiley Juergens Wealth Management's portfolio worth?
The Q2 2026 filing reports $639M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.