§ 13F · FUND PROFILE
KILEY JUERGENS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $433.3T (13F)Positions · 78Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 113K | $54.6T | 11.8% | ±0% |
| 2 | AAPL | APPLE INC | 143K | $39.0T | 8.4% | −2% |
| 3 | QQQ | INVESCO QQQ TR | 52K | $31.9T | 6.9% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 156K | $29.0T | 6.3% | −8% |
| 5 | COST | COSTCO WHSL CORP NEW | 34K | $29.0T | 6.3% | +1% |
| 6 | AMZN | AMAZON COM INC | 95K | $22.0T | 4.8% | +2% |
| 7 | GOOGL | ALPHABET INC | 68K | $21.2T | 4.6% | −1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 40K | $19.9T | 4.3% | ±0% |
| 9 | AVGO | BROADCOM INC | 53K | $18.4T | 4.0% | −4% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 576K | $15.8T | 3.4% | +4% |
§ 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 $433272.4 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed