account_balance

Investment manager · 13F filer · SEC CIK 1723223

Kiley Juergens Wealth Management, LLC

Reported value$661Mas of Sep 30, 2026
Positions239 8 new, 10 sold out
Top 10 weight47.6%MSFT alone is 9%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 8.7% HeldAAPL Apple Inc. 7.1% HeldNVDA NVIDIA Corp 5.8% Added +8%
QQQ Invesco QQQ Tr 5.6% Held
COST Costco Wholesale Corp 4.6% HeldAMZN Amazon.com Inc 3.6% HeldGOOGL Alphabet Inc. 3.6% Added +3%BRK-B Berkshire Hathaway Inc 2.9% Held
SCHD Schwab Strategic Tr 2.9% Held
AVGO Broadcom Inc. 2.8% Held
ILCG iShares Tr 2.5% Trimmed −2%
CAT Caterpillar Inc 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • CGBL +24%
  • RSP +21%
  • VOO +12%
  • SCHA +11%
arrow_downwardTrimmed
  • HD −10%
  • VTV −8%
  • VGT −5%
  • NET −4%
remove_circleSold out
  • IWF $361K
  • KMI $274K
  • INTF $261K
  • DIA $230K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist