§ 13F · FUND PROFILE
KILEY JUERGENS WEALTH MANAGEMENT, LLC.
AUM · $639M (13F)Positions · 241Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 113K | $42M | 6.6% | +1% |
| 2 | AAPL | APPLE INC | 141K | $41M | 6.4% | −1% |
| 3 | QQQ | INVESCO QQQ TR | 51K | $38M | 5.9% | −1% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 33K | $31M | 4.9% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 155K | $31M | 4.9% | ±0% |
| 6 | GOOGL | ALPHABET INC | 66K | $24M | 3.7% | −1% |
| 7 | AMZN | AMAZON COM INC | 95K | $23M | 3.5% | −2% |
| 8 | AVGO | BROADCOM INC | 52K | $20M | 3.1% | −1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 39K | $19M | 3.0% | ±0% |
| 10 | CAT | CATERPILLAR INC | 17K | $18M | 2.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KILEY SIGNAL
AC read
KILEY JUERGENS WEALTH MANAGEMENT, LLC is a Other fund managing $639 million in assets. The fund runs a broad portfolio of 241 positions.
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