Kiley Juergens Wealth Management, LLC ETF holdings
Olympia, WA
Reported $196.0M in 88 ETFs in its Form 13F for June 30, 2026.
ETF value
$196.0M
ETFs held
88
Change from prior quarter
+15.0%
With price moves
ETFs as a share of its 13F
30.7%
of $638.6M
Top 10 of 88 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $37.6M | 51,106 | −478 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $18.3M | 578,519 | +733 shares |
| ILCG | iShares Morningstar Growth ETF | $16.6M | 141,722 | −1,037 shares |
| ILCV | iShares Morningstar Value ETF | $9.0M | 88,508 | +916 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $8.5M | 102,085 | +121 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $6.7M | 31,265 | +3,445 shares |
| GLD | SPDR Gold Shares | $6.2M | 16,849 | −358 shares |
| SCHB | Schwab U.S. Broad Market ETF | $5.5M | 188,731 | +2,469 shares |
| VTV | Vanguard Morningstar Value ETF | $5.4M | 24,721 | −473 shares |
| BSV | Vanguard Short-Term Bond ETF | $4.8M | 62,236 | +1,731 shares |
78 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001723223. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Kiley Juergens Wealth Management, LLC own?
Kiley Juergens Wealth Management, LLC reported 88 ETF positions worth $196.0M in its Form 13F for June 30, 2026. The largest was QQQ, at $37.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.