KILEY JUERGENS WEALTH MANAGEMENT, LLC
Sector Allocation
- Technology33.3%$212.6M
- Other27.6%$176.5M
- Financials9.6%$61.1M
- Industrials8.7%$55.3M
- Consumer Discretionary7.8%$50.1M
- Consumer Staples6.2%$39.7M
- Healthcare3.1%$20.1M
- Energy1.1%$7.1M
- Utilities1.0%$6.1M
- Communication Services0.8%$5.3M
AUM History
13fpro.ai/research/fund/kiley-juergens-wealth-management-llc-1723223
Conviction and streaks
Stable · top 10 = 44.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MSFT
$42.3MAAPL
$40.7MQQQ
$37.6MCOST
$31.2MNVDA
$31.1MGOOGL
$23.7MAMZN
$22.6MAVGO
$19.7MBRK.B
$19.3MCAT
$18.4M- SCHWAB$18.3M
- ISHARES$16.6M
SBUX
$11.6M- ISHARES$9.0M
- VANGUARD$8.5M
GEV
$8.2MLLY
$6.9MIVZ
$6.7MTSLA
$6.4MGLD
$6.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kiley-juergens-wealth-management-llc-1723223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 13F holdings — Q2 2026
$638.6M portfolio (+12.7% QoQ) · 241 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
$42.3M
6.6% of stocks
+1%This quarter+6.5%Since filed10+ qtrsHeld$40.7M
6.4% of stocks
-1%This quarter+9.8%Since filed10+ qtrsHeld$37.6M
5.9% of stocks
-0.9%This quarter-1.5%Since filed10+ qtrsHeld$31.2M
4.9% of stocks
-0.6%This quarter+6.0%Since filed10+ qtrsHeld$31.1M
4.9% of stocks
-0.3%This quarter-3.5%Since filed10+ qtrsHeld$23.7M
3.7% of stocks
-0.8%This quarter-11.1%Since filed10+ qtrsHeld$22.6M
3.5% of stocks
-2%This quarter-9.3%Since filed10+ qtrsHeld$19.7M
3.1% of stocks
-0.9%This quarter-23.1%Since filed8 qtrsHeld$19.3M
3.0% of stocks
+0.1%This quarter—Since filed10+ qtrsHeld$18.4M
2.9% of stocks
-2%This quarter-17.8%Since filed10+ qtrsHeld
All holdings — KILEY JUERGENS WEALTH MANAGEMENT, LLC (Q2 2026)
241 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $18.3M | 2.9% | 579K | +0.1% | — | — | 13F |
| 12 | — | ISHARES TR - MORNINGSTAR GRWTetf/fund | — | $16.6M | 2.6% | 142K | -0.7% | — | — | 13F |
| 13 | STARBUCKS CORP | Consumer Discretionary | $11.6M | 1.8% | 114K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - MORNINGSTAR VALUetf/fund | — | $9.0M | 1.4% | 89K | +1% | — | — | 13F |
| 15 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $8.5M | 1.3% | 102K | +0.1% | — | — | 13F |
| 16 | GE Vernova Inc. | Industrials | $8.2M | 1.3% | 6,971 | -4% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ELI LILLY & Co | Healthcare | $6.9M | 1.1% | 5,724 | -2% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Invesco Ltd. | Financials | $6.7M | 1.0% | 31K | +12% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Tesla, Inc. | Consumer Discretionary | $6.4M | 1.0% | 15K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SPDR GOLD TRUSTetf/fund | Financials | $6.2M | 1.0% | 17K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $5.7M | 0.9% | 16K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $5.5M | 0.9% | 189K | +1% | — | — | 13F |
| 23 | CrowdStrike Holdings, Inc. | Technology | $5.5M | 0.8% | 7,149 | +3% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $5.4M | 0.8% | 25K | -2% | — | — | 13F |
| 25 | TIMBERLAND BANCORP INC | Financials | $5.4M | 0.8% | 120K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $INTC | INTEL CORP | Technology | $5.3M | 0.8% | 38K | -0.3% | |||
| 27 | $HFWA | HERITAGE FINANCIAL CORP /WA/ | Financials | $5.2M | 0.8% | 175K | +0.0% | |||
| 28 | $BA | BOEING CO | Industrials | $5.1M | 0.8% | 24K | +6% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $4.8M | 0.8% | 62K | +3% | |||
| 30 | $JPM | JPMORGAN CHASE & CO | Financials | $4.6M | 0.7% | 14K | -1% | |||
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $4.5M | 0.7% | 19K | -1% | |||
| 32 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.0M | 0.6% | 16K | +0.2% | |||
| 33 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.8M | 0.6% | 10K | -2% | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $3.6M | 0.6% | 6,344 | +17% | |||
| 35 | $ETN | Eaton Corp plc | Industrials | $3.5M | 0.6% | 8,184 | +1% | |||
| 36 | $PCAR | PACCAR INC | Industrials | $3.2M | 0.5% | 27K | -5% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.2M | 0.5% | 4,281 | +0.3% | |||
| 38 | — | ISHARES TR - 20 YR TR BD ETF | — | $3.2M | 0.5% | 37K | +0.2% | |||
| 39 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.2M | 0.5% | 5,438 | -5% | |||
| 40 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.9M | 0.5% | 20K | -6% | |||
| 41 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $2.9M | 0.5% | 123K | +64% | |||
| 42 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.7M | 0.4% | 10K | -5% | |||
| 43 | $V | VISA INC. | Financials | $2.7M | 0.4% | 8,010 | -1% | |||
| 44 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.7M | 0.4% | 23K | +0.3% | |||
| 45 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.7M | 0.4% | 3,710 | -2% | |||
| 46 | $WMT | Walmart Inc. | Consumer Staples | $2.7M | 0.4% | 24K | -4% | |||
| 47 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.5M | 0.4% | 18K | -2% | |||
| 48 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $2.4M | 0.4% | 87K | -0.2% | |||
| 49 | $UBER | Uber Technologies, Inc | Technology | $2.4M | 0.4% | 33K | -12% | |||
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.4M | 0.4% | 3,464 | +7% | |||
| 51 | — | ISHARES TR - RUS 1000 ETF | — | $2.3M | 0.4% | 5,709 | — | |||
| 52 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $2.3M | 0.4% | 69K | +3% | |||
| 53 | $URI | UNITED RENTALS, INC. | Industrials | $2.3M | 0.4% | 2,007 | -3% | |||
| 54 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.3M | 0.3% | 7,544 | -1% | |||
| 55 | $NET | Cloudflare, Inc. | Technology | $2.2M | 0.3% | 8,943 | -17% | |||
| 56 | $WM | WASTE MANAGEMENT INC | Utilities | $2.2M | 0.3% | 9,753 | +4% | |||
| 57 | $NFLX | NETFLIX INC | Communication Services | $2.2M | 0.3% | 30K | -0.7% | |||
| 58 | $PLTR | Palantir Technologies Inc. | Technology | $2.2M | 0.3% | 19K | -2% | |||
| 59 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.1M | 0.3% | 30K | +2% | |||
| 60 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $2.1M | 0.3% | 59K | -2% | |||
| 61 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.1M | 0.3% | 5,961 | -11% | |||
| 62 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $2.0M | 0.3% | 25K | +288% | |||
| 63 | $CVX | CHEVRON CORP | Energy | $2.0M | 0.3% | 12K | -11% | |||
| 64 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $2.0M | 0.3% | 23K | +497% | |||
| 65 | $GE | GENERAL ELECTRIC CO | Industrials | $1.9M | 0.3% | 5,157 | — | |||
| 66 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.9M | 0.3% | 4,013 | +7% | |||
| 67 | $QCOM | QUALCOMM INC/DE | Technology | $1.9M | 0.3% | 10K | -6% | |||
| 68 | — | ISHARES TR - U.S. TECH ETF | — | $1.9M | 0.3% | 7,509 | -0.3% | |||
| 69 | $ABBV | AbbVie Inc. | Healthcare | $1.8M | 0.3% | 7,258 | -0.5% | |||
| 70 | $BA | BOEING CO | Industrials | $1.7M | 0.3% | 26K | +2% | |||
| 71 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.7M | 0.3% | 14K | +700% | |||
| 72 | $UNP | UNION PACIFIC CORP | Industrials | $1.7M | 0.3% | 6,143 | -3% | |||
| 73 | $LRCX | LAM RESEARCH CORP | Technology | $1.7M | 0.3% | 3,835 | +0.7% | |||
| 74 | $MRK | Merck & Co., Inc. | Healthcare | $1.6M | 0.3% | 13K | -0.8% | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.6M | 0.3% | 28K | -13% | |||
| 76 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $1.6M | 0.3% | 46K | -3% | |||
| 77 | $DE | DEERE & CO | Industrials | $1.5M | 0.2% | 2,424 | +0.0% | |||
| 78 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $1.5M | 0.2% | 42K | +4% | |||
| 79 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 80 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.5M | 0.2% | 4,963 | -3% | |||
| 81 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.5M | 0.2% | 2,904 | +0.9% | |||
| 82 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.4M | 0.2% | 4,670 | -1% | |||
| 83 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.4M | 0.2% | 23K | — | |||
| 84 | $ORCL | ORACLE CORP | Technology | $1.3M | 0.2% | 8,731 | +1% | |||
| 85 | $RTX | RTX Corp | Industrials | $1.3M | 0.2% | 6,736 | -1.0% | |||
| 86 | $AMGN | AMGEN INC | Healthcare | $1.3M | 0.2% | 3,459 | -3% | |||
| 87 | — | CAPITAL GROUP CORE BALANCED - SHS | — | $1.2M | 0.2% | 33K | +31% | |||
| 88 | $GLW | CORNING INC /NY | Materials | $1.2M | 0.2% | 4,797 | +10% | |||
| 89 | $PANW | Palo Alto Networks Inc | Technology | $1.2M | 0.2% | 3,542 | -19% | |||
| 90 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.2M | 0.2% | 40K | +0.2% | |||
| 91 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.1M | 0.2% | 7,851 | -4% | |||
| 92 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.0M | 0.2% | 5,484 | -7% | |||
| 93 | $MU | MICRON TECHNOLOGY INC | Technology | $1.0M | 0.2% | 896 | +0.4% | |||
| 94 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $996K | 0.2% | 12K | +0.2% | |||
| 95 | — | ISHARES TR - S&P 500 VAL ETF | — | $965K | 0.1% | 4,252 | — | |||
| 96 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $961K | 0.1% | 12K | +4% | |||
| 97 | $ED | CONSOLIDATED EDISON INC | Utilities | $947K | 0.1% | 8,559 | +0.3% | |||
| 98 | $NEE | NEXTERA ENERGY INC | Utilities | $943K | 0.1% | 11K | +18% | |||
| 99 | — | ISHARES TR - RUS 2000 GRW ETF | — | $938K | 0.1% | 2,382 | — | |||
| 100 | — | ISHARES TR - MSCI EAFE ETF | — | $936K | 0.1% | 9,013 | +0.8% | |||
| 101 | — | ISHARES TR - 7-10 YR TRSY BD | — | $932K | 0.1% | 9,859 | +0.2% | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $922K | 0.1% | 17K | -0.6% | |||
| 103 | $DUK | Duke Energy CORP | Utilities | $911K | 0.1% | 7,200 | -9% | |||
| 104 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $883K | 0.1% | 5,586 | — | |||
| 105 | $SLV | iShares Silver Trust | Financials | $880K | 0.1% | 16K | -4% | |||
| 106 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $857K | 0.1% | 2,313 | -2% | |||
| 107 | $KO | COCA COLA CO | Consumer Staples | $857K | 0.1% | 11K | +0.1% | |||
| 108 | $COP | CONOCOPHILLIPS | Energy | $809K | 0.1% | 7,782 | -3% | |||
| 109 | $TMUS | T-Mobile US, Inc. | Communication Services | $796K | 0.1% | 4,746 | -5% | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $792K | 0.1% | 6,752 | — | |||
| 111 | — | ISHARES TR - CORE S&P500 ETF | — | $778K | 0.1% | 1,039 | -0.3% | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $772K | 0.1% | 4,866 | -2% | |||
| 113 | $TXN | TEXAS INSTRUMENTS INC | Technology | $769K | 0.1% | 2,579 | +1% | |||
| 114 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $766K | 0.1% | 9,276 | +500% | |||
| 115 | $GD | GENERAL DYNAMICS CORP | Industrials | $753K | 0.1% | 2,125 | -0.1% | |||
| 116 | $TT | Trane Technologies plc | Technology | $736K | 0.1% | 1,498 | — | |||
| 117 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $732K | 0.1% | 17K | -3% | |||
| 118 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $704K | 0.1% | 13K | — | |||
| 119 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $666K | 0.1% | 3,019 | +0.1% | |||
| 120 | $DIS | Walt Disney Co | Communication Services | $659K | 0.1% | 6,844 | -5% | |||
| 121 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $639K | 0.1% | 6,253 | -3% | |||
| 122 | — | ISHARES TR - CORE S&P TTL STK | — | $639K | 0.1% | 3,888 | +0.6% | |||
| 123 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $634K | 0.1% | 2,832 | -48% | |||
| 124 | $T | AT&T INC. | Communication Services | $630K | 0.1% | 30K | -0.5% | |||
| 125 | $MA | Mastercard Inc | Financials | $628K | 0.1% | 1,222 | -7% | |||
| 126 | $PEP | PEPSICO INC | Consumer Staples | $626K | 0.1% | 4,627 | -2% | |||
| 127 | $HONA | Honeywell Aerospace Inc. | Industrials | $626K | 0.1% | 2,832 | New | |||
| 128 | $MMM | 3M CO | Healthcare | $609K | 0.1% | 3,764 | -0.7% | |||
| 129 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $594K | 0.1% | 3,208 | -0.4% | |||
| 130 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $589K | 0.1% | 2,179 | -4% | |||
| 131 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $578K | 0.1% | 1,135 | — | |||
| 132 | $EMR | EMERSON ELECTRIC CO | Industrials | $551K | 0.1% | 3,849 | -1% | |||
| 133 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $550K | 0.1% | 3,300 | — | |||
| 134 | $FCX | FREEPORT-MCMORAN INC | Materials | $533K | 0.1% | 8,480 | -2% | |||
| 135 | — | ISHARES TR - ISHARES BIOTECH | — | $532K | 0.1% | 2,795 | — | |||
| 136 | $ALL | ALLSTATE CORP | Financials | $527K | 0.1% | 2,216 | -0.3% | |||
| 137 | $NKE | NIKE, Inc. | Consumer Discretionary | $525K | 0.1% | 13K | -4% | |||
| 138 | $OKE | ONEOK INC /NEW/ | Energy | $522K | 0.1% | 6,007 | +5% | |||
| 139 | $C | CITIGROUP INC | Financials | $516K | 0.1% | 3,685 | +0.0% | |||
| 140 | $PFE | PFIZER INC | Healthcare | $505K | 0.1% | 21K | -5% | |||
| 141 | $ABT | ABBOTT LABORATORIES | Healthcare | $498K | 0.1% | 5,487 | -4% | |||
| 142 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $494K | 0.1% | 3,609 | — | |||
| 143 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $493K | 0.1% | 13K | -0.0% | |||
| 144 | — | ISHARES TR - MSCI EMG MKT ETF | — | $486K | 0.1% | 7,104 | — | |||
| 145 | — | ISHARES TR - CORE MSCI EAFE | — | $477K | 0.1% | 4,940 | -5% | |||
| 146 | $SNOW | Snowflake Inc. | Technology | $473K | 0.1% | 1,858 | +0.3% | |||
| 147 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $468K | 0.1% | 2,955 | +2% | |||
| 148 | $NUE | NUCOR CORP | Materials | $467K | 0.1% | 2,097 | — | |||
| 149 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $466K | 0.1% | 1,656 | -12% | |||
| 150 | — | ISHARES TR - PFD AND INCM SEC | — | $462K | 0.1% | 15K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 76 added to, 111 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$HONAHoneywell Aerospace Inc.$626K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$318Kfirst bought this quarter
- VANECK ETF TRUST - SEMICONDUCTR ETF$274K
first bought this quarter
$MRVLMarvell Technology, Inc.$227K
first bought this quarter
- RBB FUND TRUST - FIRST EAGLE GBL$226K
first bought this quarter
- ISHARES TR - MSCI INDIA ETF$221K
first bought this quarter
+7 more in the Excel export
Added to (76)
- VANGUARD INDEX FDS - GROWTH ETF+497%
now $2.0M
- VANGUARD WORLD FD - INF TECH ETF+700%
now $1.7M
- VANGUARD INDEX FDS - MID CAP ETF+288%
now $2.0M
- SCHWAB STRATEGIC TR - US AGGREGATE B+64%
now $2.9M
now $6.7M · held 4 qtrs, 4 adds in a row
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+500%
now $766K
+70 more in the Excel export
Trimmed (111)
now $40.7M · held 10+ qtrs
$HONHONEYWELL INTERNATIONAL INC-48%
now $634K · held 2 qtrs
$DDDuPont de Nemours, Inc.-67%
now $233K · held 2 qtrs
$NETCloudflare, Inc.-17%
now $2.2M · held 2 qtrs
now $18.4M · held 10+ qtrs
now $22.6M · held 10+ qtrs
+105 more in the Excel export
Holdings by quarter
Every 13F KILEY JUERGENS WEALTH MANAGEMENT, LLC has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow KILEY JUERGENS WEALTH MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of KILEY JUERGENS WEALTH MANAGEMENT's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 6% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
KILEY JUERGENS WEALTH MANAGEMENT, LLC disclosed 241 positions worth $638.6M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 6.6% of the equity portfolio, followed by $AAPL and $QQQ. During the quarter the fund opened 13 new positions and exited 7 — including a new stake in $HONA and a full exit from $BP. The portfolio is most concentrated in Technology (33.3% of disclosed assets). All figures are sourced directly from KILEY JUERGENS WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1723223.
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