KILEY JUERGENS WEALTH MANAGEMENT, LLC

CIK

1723223

Location

OLYMPIA, WA

Portfolio Value

Small $489,318,393

Diversification

Diversified

Filing Date

Global Rank

#2,814 / 8,517 ▲ 33

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+23.9%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+199.9%

SPY

+75.3%

Annualised alpha

+23.6%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

156 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

−0.5 pts

Top 5

37.4%

+0.3 pts

Top 10

60.0%

+2.5 pts

HHI

420

Diversified+21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.6%	$174,070,038	30
Industrials	12.1%	$59,057,175	30
Consumer Cyclical	9.9%	$48,660,619	11
Unclassified	9.9%	$48,512,334	6
Financial Services	9.5%	$46,656,979	22
Consumer Defensive	8.3%	$40,578,355	12
Communication Services	7.8%	$38,267,102	8
Healthcare	3.9%	$19,005,410	13
Energy	1.4%	$6,977,908	8
Utilities	0.9%	$4,247,083	8
Basic Materials	0.5%	$2,430,522	6
Real Estate	0.2%	$854,868	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+1,630	10,749	$943,439
BA	Boeing Co	+1,437	23,722	$5,135,101
MSFT	Microsoft Corp	+1,197	113,323	$42,271,745
META	Meta Platforms, Inc.	+906	6,344	$3,573,511
WFC	Wells Fargo & Company/Mn	+497	11,625	$960,690
GLW	Corning Inc /Ny	+440	4,797	$1,225,297
WM	Waste Management Inc	+393	9,753	$2,173,748
SOLS	Solstice Advanced Materials Inc.	+372	5,060	$448,316
GAB	Gabelli Equity Trust Inc	+348	13,369	$75,668
OKE	Oneok Inc /New/	+300	6,007	$522,248
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+258	4,013	$1,916,488
CRWD	CrowdStrike Holdings, Inc.	+213	7,149	$5,455,687
CTVA	Corteva, Inc.	+118	5,065	$428,954
ORCL	Oracle Corp	+112	8,731	$1,279,528
IAU	Ishares Gold Trust	+98	4,824	$364,260
ETN	Eaton Corp plc	+98	8,184	$3,487,366
PSA	Public Storage	+85	1,404	$446,907
CSCO	Cisco Systems, Inc.	+78	23,194	$2,724,367
TSLA	Tesla, Inc.	+73	15,310	$6,439,386
Q	Qnity Electronics, Inc.	+60	2,609	$426,075
SHW	Sherwin Williams Co	+57	930	$320,217
BRK-B	Berkshire Hathaway Inc	+57	38,656	$20,839,775
COF	Capital One Financial Corp	+36	1,313	$263,414
TXN	Texas Instruments Inc	+34	2,579	$768,722
JNJ	Johnson & Johnson	+25	15,679	$3,981,995
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−4,350	33,199	$2,395,639
BAC	Bank Of America Corp /De/	−4,292	28,363	$1,616,123
WY	Weyerhaeuser Co	−3,596	17,041	$407,961
DD	DuPont de Nemours, Inc.	−3,542	1,715	$232,622
HON	Honeywell International Inc	−2,665	2,832	$634,084
AAPL	Apple Inc.	−2,117	140,685	$40,708,611
NET	Cloudflare, Inc.	−1,842	8,943	$2,193,539
AMZN	Amazon Com Inc	−1,654	94,827	$22,601,067
CVX	Chevron Corp	−1,476	11,935	$1,978,345
PCAR	Paccar Inc	−1,289	26,733	$3,211,167
PG	PROCTER & GAMBLE Co	−1,248	19,810	$2,904,938
PFE	Pfizer Inc	−1,149	20,957	$504,644
KMI	Kinder Morgan, Inc.	−956	8,560	$273,663
SBUX	Starbucks Corp	−922	113,754	$11,624,521
WMT	Walmart Inc.	−884	23,567	$2,669,198
PANW	Palo Alto Networks Inc	−829	3,542	$1,207,892
HD	Home Depot, Inc.	−739	5,961	$2,102,325
SLV	iShares Silver Trust	−707	16,458	$880,009
DUK	Duke Energy CORP	−669	7,200	$911,376
QCOM	Qualcomm Inc/De	−634	10,308	$1,904,815
MCD	Mcdonalds Corp	−567	10,171	$2,749,323
TSBK	Timberland Bancorp Inc	−563	119,504	$5,354,974
CMCSA	Comcast Corp	−554	11,399	$279,845
NKE	NIKE, Inc.	−509	12,779	$524,577
VZ	Verizon Communications Inc	−487	17,287	$731,931
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	2,832	$626,098
SPCX	Space Exploration Technologies Corp	1,864	$318,483
MRVL	Marvell Technology, Inc.	763	$227,290
CMI	Cummins Inc	295	$210,396
BEP	Brookfield Renewable Partners L.P.	6,000	$208,380
ADM	Archer-Daniels-Midland Co	2,619	$200,091
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	101,964	$7,657,496
VIG	Vanguard Dividend Appreciation ETF	19,183	$4,125,495
VEA	Vanguard FTSE Developed Markets ETF	29,328	$1,879,338
VB	Vanguard Morningstar Small-Cap ETF	4,725	$1,237,572
VXUS	Vanguard Total International Stock ETF	11,622	$896,172
CGBL	Capital Group Core Balanced ETF	24,895	$856,636
IBB	iShares Biotechnology ETF	2,795	$471,935
BP	Bp PLC	5,017	$235,799
NEM	NEWMONT Corp /DE/	2,062	$223,211
TTE	TotalEnergies SE	2,407	$218,988
GEHC	GE HealthCare Technologies Inc.	3,023	$215,177
KR	Kroger Co	2,896	$209,554
SO	Southern Co	2,086	$201,340
KVUE	Kenvue Inc.	10,983	$189,346
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

156 tracked positions · $489,318,393 total · filing declares 241 positions · $638,567,778 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 156 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	113,323	+1,197	$42,271,745	+1.8%	8.64%
AAPL	Apple Inc. Technology	Reduced	140,685	-2,117	$40,708,611	+12.3%	8.32%
QQQ	Invesco Qqq Trust, Series 1	Reduced	51,106	-478	$37,634,458	+26.4%	7.69%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	33,346	-203	$31,194,182	−6.7%	6.38%
NVDA	Nvidia Corp Technology	Reduced	155,428	-428	$31,099,588	+14.4%	6.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	82,529	-454	$29,428,441	+23.4%	6.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	94,827	-1,654	$22,601,067	+12.5%	4.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	38,656	+57	$20,839,775	+4.6%	4.26%
AVGO	Broadcom Inc. Technology	Reduced	52,119	-451	$19,687,952	+21.0%	4.02%
CAT	Caterpillar Inc Industrials	Reduced	17,239	-377	$18,357,811	+47.1%	3.75%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	113,754	-922	$11,624,521	+13.1%	2.38%
GEV	GE Vernova Inc. Industrials	Reduced	6,971	-292	$8,189,949	+29.2%	1.67%
LLY	ELI LILLY & Co Healthcare	Reduced	5,724	-127	$6,865,537	+27.6%	1.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,310	+73	$6,439,386	+13.7%	1.32%
GLD	Spdr Gold Trust	Reduced	16,849	-358	$6,206,834	−16.2%	1.27%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	7,149	+213	$5,455,687	+101.5%	1.11%
TSBK	Timberland Bancorp Inc Financial Services	Reduced	119,504	-563	$5,354,974	+13.1%	1.09%
INTC	Intel Corp Technology	Reduced	38,160	-107	$5,328,280	+215.5%	1.09%
HFWA	Heritage Financial Corp /Wa/ Financial Services	Added	175,064	+13	$5,185,395	+13.9%	1.06%
BA	Boeing Co Industrials	Added	23,722	+1,437	$5,135,101	+15.8%	1.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,923	-151	$4,557,415	+10.1%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	15,679	+25	$3,981,995	+4.1%	0.81%
META	Meta Platforms, Inc. Communication Services	Added	6,344	+906	$3,573,511	+14.9%	0.73%
ETN	Eaton Corp plc Industrials	Added	8,184	+98	$3,487,366	+20.6%	0.71%
PCAR	Paccar Inc Industrials	Reduced	26,733	-1,289	$3,211,167	−0.8%	0.66%
SPY	Spdr S&P 500 ETF Trust	Added	4,281	+14	$3,196,922	+15.2%	0.65%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,438	-288	$3,158,988	+171.2%	0.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,810	-1,248	$2,904,938	−4.5%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	10,171	-567	$2,749,323	−17.6%	0.56%
V	Visa Inc. Financial Services	Reduced	8,010	-112	$2,748,150	+12.0%	0.56%
CSCO	Cisco Systems, Inc. Technology	Added	23,194	+78	$2,724,367	+51.9%	0.56%
AMAT	Applied Materials Inc /De Technology	Reduced	3,710	-57	$2,682,330	+108.3%	0.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	23,567	-884	$2,669,198	−12.2%	0.55%
XOM	ExxonMobil Holdings Corp Energy	Reduced	18,151	-332	$2,481,604	−20.9%	0.51%
UBER	Uber Technologies, Inc Technology	Reduced	33,199	-4,350	$2,395,639	−11.3%	0.49%
URI	United Rentals, Inc. Industrials	Reduced	2,007	-63	$2,273,710	+50.8%	0.46%
NET	Cloudflare, Inc. Technology	Reduced	8,943	-1,842	$2,193,539	−1.4%	0.45%
WM	Waste Management Inc Industrials	Added	9,753	+393	$2,173,748	+1.1%	0.44%
NFLX	Netflix Inc Communication Services	Reduced	30,375	-200	$2,168,775	−26.2%	0.44%
PLTR	Palantir Technologies Inc. Technology	Reduced	18,512	-410	$2,159,795	−22.0%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,961	-739	$2,102,325	−4.6%	0.43%
CVX	Chevron Corp Energy	Reduced	11,935	-1,476	$1,978,345	−28.7%	0.40%
GE	General Electric Co Industrials	Held	5,157	0	$1,927,325	+31.7%	0.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,013	+258	$1,916,488	+51.0%	0.39%
QCOM	Qualcomm Inc/De Technology	Reduced	10,308	-634	$1,904,815	+35.2%	0.39%
ABBV	AbbVie Inc. Healthcare	Reduced	7,258	-37	$1,826,403	+15.1%	0.37%
UNP	Union Pacific Corp Industrials	Reduced	6,143	-170	$1,670,896	+9.1%	0.34%
LRCX	Lam Research Corp Technology	Added	3,835	+25	$1,661,820	+104.1%	0.34%
MRK	Merck & Co., Inc. Healthcare	Reduced	12,629	-100	$1,622,826	+6.0%	0.33%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	28,363	-4,292	$1,616,123	+1.5%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.