§ 13F · FUND PROFILE
KILEY JUERGENS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $454M (13F)Positions · 77Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$121M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 112K | $42M | 7.3% | −1% |
| 2 | AAPL | APPLE INC | 143K | $36M | 6.4% | ±0% |
| 3 | COST | COSTCO WHOLESALE CORPORATION | 34K | $33M | 5.9% | ±0% |
| 4 | QQQ | INVESCO QQQ TR | 52K | $30M | 5.3% | −1% |
| 5 | NVDA | NVIDIA CORPORATION | 156K | $27M | 4.8% | ±0% |
| 6 | AMZN | AMAZON COM INC | 96K | $20M | 3.5% | +1% |
| 7 | GOOGL | ALPHABET INC | 67K | $19M | 3.4% | −1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 39K | $18M | 3.3% | −3% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 578K | $18M | 3.1% | ±0% |
| 10 | AVGO | BROADCOM INC | 53K | $16M | 2.9% | −1% |
§ 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 $454 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed