KILEY JUERGENS WEALTH MANAGEMENT, LLC

CIK 0001723223 · OLYMPIA, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

KILEY JUERGENS WEALTH MANAGEMENT, LLC reported 241 positions worth $638.6M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: MSFT (6.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$638.6M
2026 Q2
Positions
241
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.9%
Est. Net Flow (Q)
2026 Q2
10 / 241 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$42.3M6.62%113,323
2AAPLAPPLE INCSH$40.7M6.38%140,685
3QQQINVESCO QQQ TRSH$37.6M5.89%51,106
4COSTCOSTCO WHOLESALE CORPORATIONSH$31.2M4.88%33,346
5NVDANVIDIA CORPORATIONSH$31.1M4.87%155,428
6GOOGLALPHABET INCSH$23.7M3.72%66,453
7AMZNAMAZON COM INCSH$22.6M3.54%94,827
8AVGOBROADCOM INCSH$19.7M3.08%52,119
9BRK-BBERKSHIRE HATHAWAY INC DELSH$19.3M3.03%38,654
10CATCATERPILLAR INCSH$18.4M2.87%17,239

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does KILEY JUERGENS WEALTH MANAGEMENT, LLC hold as of Q2 2026?

KILEY JUERGENS WEALTH MANAGEMENT, LLC reported 241 positions worth $638.6M in its Q2 2026 13F filing. Largest positions: MSFT (6.6%), AAPL (6.4%), QQQ (5.9%), COST (4.9%) and NVDA (4.9%).

What did KILEY JUERGENS WEALTH MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did KILEY JUERGENS WEALTH MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.